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Course Overview

Objectives​

This course provides a grounding in key Enactor concepts, instructs client and partner delivery teams on configuring the Enactor solution for a standard Retail POS environment, and introduces the processes required to manage and operate the Enactor estate.

After attending, participants should understand and be able to explain the overall structure of the Enactor solution, including the Estate Manager and Store components. They will be able to configure the solution to meet the needs of a simple retail environment, know where to find further information when needed, and be prepared for more detailed courses on specific areas of Enactor functionality such as deployment and integration.

Attendee Numbers and Duration​

The course is recommended for 4-6 attendees, with a maximum of 8. The duration of the course is four days.

Overview of Sessions​

The sessions provided comprise:

  • Enactor Introduction
  • Estate Manager Introduction
  • POS Operations
  • Approach to Enactor Configuration
  • Organisation Structure
  • Estate Manager and POS Data Management
  • User Management
  • Store Configuration
  • Product Data Configuration
  • Promotions Configuration
  • Introduction to Enactor Payments
  • Gift Card and Voucher Configuration
  • Reasons and Business Rules
  • Cash Management Configuration and Operations
  • Transactions
  • Returns and Refunds
  • Tax Configuration
  • Customer Loyalty
  • Employee Sales Configuration
  • Systems Management

Targeted Attendees​

The attendees of the training are expected to be all those who will be actively involved in Enactor Solution Delivery projects, including:

  • Application Specialists
  • Business Analysts
  • Integration and Application Developers
  • Retail Operations SMEs
  • Technical Architects
  • Systems Engineers

Prerequisites​

Attendees should have a good understanding of Retail Systems concepts, particularly Point of Sale/Service, Shopfloor processes and Merchandise Management. Experience with Point-of-Sale solutions would be useful but not essential.

Infrastructure Requirements​

This training will normally be held at the Enactor offices in Hertford. Enactor will supply all required infrastructure. Participants should bring their own laptops so they can get hands-on practice.

Participants will be contacted before the training takes place to confirm they can connect successfully to the training environment from their laptop. It is therefore essential that Enactor receives a list of the attendees and their contact details at least a week in advance of the training start date.

This training can be provided remotely if required. However, holding the course on-site is recommended if possible.

Training Agenda​

Day 1​

  • Kick Off
  • Enactor Introduction
  • Introduction to the Enactor Estate Manager
  • Introduction to the Enactor POS
  • Enactor Configuration
  • Organisation Structure
  • Enactor Data Management

Day 2​

  • Users, Roles, and Menus
  • Store Location and POS Configuration
  • Products and Prices

Day 3​

  • Promotions and Tenders
  • Vouchers and Gift Cards
  • Card Payments
  • Business Rules and Reasons
  • Cash Management

Day 4​

  • Transaction Enquiries and Reporting
  • Returns and Refunds
  • Tax
  • Receipts
  • CRM and Loyalty Introduction
  • Employee Sales
  • Systems Management