Workshop Overview
Objectives
The Configuration Scoping Workshop is designed to systematically gather the configuration requirements for an Enactor retail platform implementation. The workshop covers all major areas of the Enactor platform and provides a structured set of scoping questions for each configuration item.
Intended Attendees
- Solution Architects
- Implementation Consultants
- Project Managers
- Client Technical Leads
Prerequisites
- Familiarity with the Enactor retail platform
- Completion of the Introduction to Enactor training course (recommended)
Workshop Structure
| Section | Topics Covered |
|---|---|
| Organisational Structure | Company, locale, regions, locations, fascias, roles, users |
| POS | POS type, logon, sales, returns, voids, no sale, receipts, end of day |
| Products and Prices | Hierarchies, products, prices, promotions, tax |
| Tenders | Cash, card, vouchers, gift cards, foreign currency |
| Cash Management | Float, pickup, cash declarations, safe management |
| Inventory | Stock enquiry, transfers, adjustments, deliveries, counts |
| Order Management | Customer orders, click and collect, fulfilment |
| Customer Management | CRM, loyalty, customer accounts |
| Back Office and Reporting | Reports, dashboards, data exports |