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Day Three Introduction

This guide covers Day Three of the Introduction to Enactor training course. Day Three focuses on Financial Configuration, building on the retail configuration skills from Day Two and covering Promotions, Tenders, Gift Cards and Vouchers, Card Payments, Cash Management, and Returns and Refunds.

The guide includes session objectives, configuration topic overviews, architecture diagrams, and practical exercises for each session. Further reading references at the end of each section link to the corresponding How-to Guides.


Introduction

Day Three Introduction

Slide 1

Course Agenda

Schedule (All Times GMT)

  • 09:30 - Start
  • 13:00 - 13:30 - Lunch
  • 16:00 - Finish

There will be breaks and opportunities to ask questions throughout the day.

Day by Day Overview

  • Day One - Introduction: EM, POS, Organisation Structure
  • Day Two - Retail Configuration: Users, Stores, Products and Prices
  • Day Three - Financial Configuration: Promos, Tenders, Cash Management
  • Day Four - Other Components: Enquiries and Reporting, Tax, Receipts, Employee Sales

Day 2 Review

Day 2 - Review

  • Users, roles and menus
  • Store and POS Setup
  • Products and Prices
  • Business Rules
  • Localisation
  • Wrap-Up

Day 3 Financial Configuration

Day 3 - Financial Configuration

  • Promotions
  • Tenders
  • Vouchers and Gift Cards
  • Card Payments
  • Cash Management and Reporting
  • Returns and Refunds
  • Wrap-Up