Introduction to Enactor Exercises

This page provides a complete listing of all practical exercises across the four-day Introduction to Enactor training course. Exercises are numbered sequentially (1-49) and organised by day and session. Each exercise includes the full steps so participants can work through all exercises from this single page.

Day One

Exercise 1 - Estate Manager Logon and Navigation

Exercise	Description
Exercise 1 - Estate Manager Logon and Navigation	Log in to the Estate Manager UI and navigate to key screens

1. Open the Estate Manager UI in Chrome or Firefox using the provided URL (case sensitive)
2. Log in using the data provided for you: User ID - see separate Document; Password - see separate Document; Device - estateManager.enactor (default, do not change)
3. You should now be logged in to the Estate Manager.
4. Navigate to: Configuration > Merchandise > Products; Operations > Cash Management > Terminal Cash Management > Cash Management History; Operations > Retail Transaction Archive; Administration > Data Management > Imports > File Import
5. Discussion: What effect has this had on the main menu page?

Exercise 2 - Estate Manager Simple Configuration

Exercise	Description
Exercise 2 - Estate Manager Simple Configuration	Copy a user record, set credentials and test login

1. Navigate to User maintenance - Configuration > HR > Users
2. Find the user record for your user (e.g. TRAIN1)
3. View the User details using the view icon (binoculars)
4. Select Back to return to the User list page.
5. Copy your TRAINx User using the copy icon (2 overlapping document icons)
6. Enter a new User ID using your first initial and last name - e.g. JBLOGGS
7. Select Create
8. Enter: Display Name - Your given name and initial - e.g. Joe B; Surname - Your surname; Forename - Your given name
9. Review the other tabs but do not make further changes.
10. Save the new user
11. Set the user's password
12. Log out and try logging back on with the new user's credentials.
13. Discussion: What has happened to the main menu page?

Exercise 3 - POS Transactions

Exercise	Description
Exercise 3 - POS Transactions	Connect to the POS and work through the transaction exercise sheet

1. Connect to your Virtual Machine using the data provided to you
2. Start the POS (Double click the Enactor Thin POS icon)
3. Log in to the POS using your POS User user and password
4. Using the sheet provided, follow the steps for the POS activities

Exercise 4 - Region Configuration

Exercise	Description
Exercise 4 - Region Configuration	Create a new region within the United Kingdom hierarchy

This will be a group exercise.

1. Open Groups
2. Select the Region Group type
3. Edit Region Id = All
4. Select the region United Kingdom
5. Create a new region: Region ID = TrainX-Region; Create
6. Enter: Name = TrainX Region - {your name}; Currency Id = Pounds Sterling
7. Save

Exercise 5 - MM Group Configuration

Exercise	Description
Exercise 5 - MM Group Configuration	Create a new MM Group hierarchy with sub-groups

1. Open Groups
2. Select the MM Group type
3. Create a new MM Group Hierarchy: Hierarchy Id = TrainX-MMGroup; Region = All Regions; Create
4. Add 2 levels under your new MM Group
5. Select TrainX-MMGroup, Select Add MM Group: Group ID = TRAINX-MERCH; Create; Name = TrainX Merchandise Products; Save
6. Select Add MM Group: Group ID = TRAINX-STYLE; Create; Name = TrainX Style Products; Save; Save

Discussion

• Why is Organisation Structure configured first?
• What is the purpose of the region and MM Group structures?
• What does MM stand for?

Exercise 6 - File Export and File Import

Exercise	Description
Exercise 6 - File Export and File Import	Export a Location as XML, edit it, and import it back

1. Open File Export
2. Select changes since the specified time
3. Choose the Location entity
4. Select Export
5. Select View to monitor progress in Scheduled Jobs
6. Open File Download; Save the file
7. Open the file in a text editor
8. Edit: Location ID = TRAINX-LOC; Description = TrainX Store - {your name}; Branch Number = 20XX
9. Save the file
10. Open File Import; Select file; Upload
11. Select View to monitor progress
12. Open Locations
13. Discussion: Do you see your new location?

Exercise 7 - Predefined Broadcasts

Exercise	Description
Exercise 7 - Predefined Broadcasts	Create a predefined broadcast configuration

1. Open Predefined Broadcasts
2. Create a new Predefined Broadcast: Id = TrainX-Broadcast
3. Enter: Name = Train X Broadcast; Description = Train X Broadcast; Force Selection of Change Set = tick; Target on Broadcast = tick
4. Details Tab: Select Group, User, Location; Select Move
5. Save

Exercise 8 - Data Broadcaster

Exercise	Description
Exercise 8 - Data Broadcaster	Execute a broadcast using the Data Broadcaster

1. Open Data Broadcaster
2. Select your predefined broadcast from the list
3. Select your user change set from the dropdown list: Changes by {userid} (date, time to now)
4. Select Submit
5. Select Location from the Send To dropdown list
6. Expand United Kingdom
7. Select UK Hertford
8. Select Submit
9. Select View to monitor progress on the Broadcast History page

Day Two

Exercise 9 - Roles and Privileges

Exercise	Description
Exercise 9 - Roles and Privileges	Create a Role with specific privileges and a custom function code

Discussion: Explain the following Enactor concepts: Privilege, Role, User Template

1. Open Roles
2. Create a new Role: Role Id = ROLE-TRAINx
3. Enter: Description = TrainX Role - {your name}; Authorisation Level = 7
4. Authorised Functions Tab: Package = Enactor POS; Process = Price Override; Apply Filters; Select Price Override Allowed; Select Authorises Price Override
5. Special Functions Tab: Add function code TRAINX-FC; Add description; Select Add
6. Save

Discussion: How would you check for enactor.pos.IssueGiftCardAllowed privilege?

Exercise 10 - User Template

Exercise	Description
Exercise 10 - User Template	Copy a User Template and assign roles

1. Open User Templates
2. Copy SALES_ASSIST_UK (UK Sales Assistant): User Template Id = USER_TEMPL_TRAINx
3. Enter: Description = Train X User Template
4. Roles Tab: Select your new role; Select Sales Assistant UK; Select Manager
5. Save

Exercise 11 - User

Exercise	Description
Exercise 11 - User	Create a User from your template with location assignment

1. Open Users
2. Create a new User: User Id = XX.2 (TrainX number dot 2); User Template ID = Train X User Template
3. Enter: Display Name = Your first name; Surname = Your last name; Location = UK Hertford
4. Save; Enter a Password; Save

Discussion: If you forget your password, how can it be changed?

Exercise 12 - Menu Group

Exercise	Description
Exercise 12 - Menu Group	Create a new Menu Group within the POS hierarchy

This will be a group exercise

1. Open Groups
2. Edit Menu Group Id - All
3. Select Standard_POS - Default Standard POS
4. Select Add Menu Group: Menu Group ID = TRAINx; Description = TrainX Menu Group

Exercise 13 - Menu

Exercise	Description
Exercise 13 - Menu	Copy and configure a SALE menu with a custom product button

1. Open Menus
2. Set filters: Menu Set = POS; Role = Sales Assistant UK; Menu Group = Default Standard POS; Apply Filters
3. Copy the SALE Menu: Menu Set = POS; Role = Your new role; Menu Group = TrainX Menu Group; Locale = (dash); Menu Id = SALE; Select Create
4. If button in position 2, remove it
5. Select SALE; Add Folder: ID = Products; Folder Label = Product Sales; Position = 2; Save
6. Select "2 - Product Sales"; Add Button: Event = Sell Product; ID = Dress; Button Label = Sell Dress; Button Message Id = (remove); Button Message Base = (remove); Position = 1
7. Data Tab: Name = enactor.mfc.ProductCode; Java Type = String; Value = RC6IDH1-11; Save
8. Add Button: Event = Back Button; Position = 8; Save; Save

Discussion: How would you test your new menu?

Exercise 14 - Location

Exercise	Description
Exercise 14 - Location	Create a Store location with receipt trailer

1. Open Locations
2. Create a new Location: Type - Store; Template - UK Store Template; Location ID - LOC-TRAINx; Create
3. Enter: Is Live - check; Name - TRAINx - {Your Name's Store}; Branch Number - the X from your TRAINx number
4. Receipt tab - Receipt Trailer Lines - a message for the receipt trailer
5. Save

Exercise 15 - Device and POS Terminal

Exercise	Description
Exercise 15 - Device and POS Terminal	Create a Device and POS Terminal with branding configuration

Device

1. Open Devices; Create: Device ID - POS-TRAINx; Create
2. Enter: Name - POS TRAINx; Host - localhost; Type - Thin Client POS; Location - your location; Save

POS Terminal

3. Open POS Terminals; Create: Device ID - your device; Template - React Mobile POS Terminal Template; Create
4. Enter: Description - POS TRAINx; Terminal Number - X from TRAINx
5. User Interface tab > General tab: Menu Group - your menu group
6. Branding/Style tab: Operator View Style Sheet - Enactor Stylesheet White; Logo Image - Enactor Logo - Dark.png; Sign On Logo Image - Enactor Logo - Dark.png; Sign On Background Image - White 1x1 Background
7. Save

Exercise 16 - Products

Exercise	Description
Exercise 16 - Products	Discussion: product types, purposes, and price data structure

• What are the main types of Products in Enactor?
• What are their purposes?
• Explain the StyleColourSizeProduct and SKUProduct relationship for a fashion product
• How can price data be configured for a product?

Exercise 17 - Merchandise Product

Exercise	Description
Exercise 17 - Merchandise Product	Create a Merchandise Product with selling code and price

1. Open Products; Create: Product Type - Merchandise Product; Product ID - MERCH-x; Create
2. Enter: Description - TRAINx's Merch Product; Long Description - Today's current date and time
3. Selling Codes tab: Selling Code - MERCHx; Add
4. Merchandise tab: MM Group - select any
5. Prices tab: Add; Price Group - United Kingdom; Currency - Pounds Sterling; Create; Price - 100.00; Save
6. Save your product

How can you sell your product at POS?

Exercise 18 - Style/SKU Product

Exercise	Description
Exercise 18 - Style/SKU Product	Create a Style Colour Size Product with SKUs

1. Open Products; Create: Style Colour Size Product; Product ID - STYLE-x; Create
2. Enter: Description - TRAINx's Style Product; Long Description - date and time
3. Selling Codes tab: STYLEx; Add
4. Merchandise tab: MM Group - select any
5. Sizes / Colours tab: Size Range - Mens Shirts; Colour Range - Mens Shirts; Select at least 2 colours and 2 sizes
6. Prices tab: Price Group - United Kingdom; Currency - Pounds Sterling; Price = 100.00; Save
7. Save product; Create sizes/colours - Yes - Generate IDs; Review; Save

How can you sell your products at POS?

Exercise 19 - POS - Product Search

Exercise	Description
Exercise 19 - POS - Product Search	Use basic product search at the POS

1. Sign on
2. Press Enter on the keypad with no data entered
3. Select Product Search
4. Start typing Shorts
5. Select Additional Filters
6. Select Cancel
7. Select one of the products
8. Select View
9. Select OK
10. The product number is populated in the entry box
11. Press Enter
12. Complete the transaction

Exercise 20 - POS - Rich Product Search

Exercise	Description
Exercise 20 - POS - Rich Product Search	Browse categories and search products using Rich Product Search

1. Sign on
2. Select Products from the header area
3. Select Womens category
4. Select Emblem Leather Belt
5. Select ADD TO BAG
6. Select Products from the header area
7. Enter shorts in the search bar
8. Select Tile Print Shorts
9. Select ADD TO BAG
10. Complete the transaction

Day Three

Exercise 21 - Application Translations

Exercise	Description
Exercise 21 - Application Translations	Create a custom POS translation for a message

This will be a group exercise

1. Open Application Translations
2. Set filters: Application Package - Enactor POS; Locale - English (UK); Apply Filters
3. Find Message Set - Sale
4. Create a new Translation using the Plus icon
5. Find Message ID - SCAN_OR_ENTER_PRODUCT
6. Change the text - Hello class. Please enter your product number.

Exercise 22 - Currency

Exercise	Description
Exercise 22 - Currency	Edit USD currency denominations

This will be a group exercise

1. Open Currencies
2. Set filter: Currency ID - USD; Apply Filters
3. Edit the currency for USD
4. Select Denominations tab
5. Locate the 1 Cent coin entry
6. Use delete icon to remove the 1 Cent
7. Save

Exercise 23 - Country Codes

Exercise	Description
Exercise 23 - Country Codes	Review US provinces and import Mexico country code

This will be a group exercise

1. Open Country Codes
2. Set filter: Country Code ID - US; Apply Filters
3. Edit the country code for US
4. Select the Provinces tab
5. Review the provinces (states/territories) for US
6. Use File Import to add a new country code for Mexico
7. Save

Exercise 24 - Locales

Exercise	Description
Exercise 24 - Locales	Manage locales and create Spanish (Mexico)

This will be a group exercise

1. Open Locales
2. Delete the locales for all but English (UK) and English (US)
3. Create a locale for Spanish (Mexico)

Discussion: What effect did this have on the description language selection boxes?

Exercise 25 - Percent Discount Promotion

Exercise	Description
Exercise 25 - Percent Discount Promotion	Create a 20% discount promotion for your merchandise product

1. Open Promotions; Create: Region - United Kingdom; Promotion ID - TRAINx-PERCENT; Create
2. Enter: Description - TRAINx Percent Discount; Operation with Previous Promotions - Calculates Net; Operation with Discounts - Applies after discounts on net
3. Overlap tab: Confirm overlap settings are off
4. Item Sets tab: Add Item Set
5. Type tab: Description; Promotion Type - % Discount; Discount Rate - 20%; Rounding Rule - Nearest
6. Threshold tab: Count - 1
7. Products tab: Add your MERCH-x product ID
8. Save Item Set
9. Timetable tab: Start Date - Today; End Date - end of next month
10. Save

Discussion: How would we test the new promotion?

Exercise 26 - 3 for 2 Promotion

Exercise	Description
Exercise 26 - 3 for 2 Promotion	Create a 3 for 2 promotion for your style product SKUs

1. Open Promotions; Create: Region - United Kingdom; Promotion ID - TRAINx-3FOR2; Create
2. Enter: Description; Operation with Previous Promotions - Calculates Net; Operation with Discounts - Applies after discounts on net
3. Overlap tab: Confirm off
4. Item Sets: Add Item Set
5. Type tab: Description; Promotion Type - Closest Products Free; Number of Free Products - 1
6. Threshold tab: Count - 3
7. Products tab: Use search icon; Filter Style ID - STYLE-x; Check SKU products; Select Apply Selection
8. Save Item Set
9. Timetable tab: Today to end of next month
10. Save

Discussion: How would we test?

Exercise 27 - Tender Type

Exercise	Description
Exercise 27 - Tender Type	Copy a Cash tender and configure return tender priority

1. Open Tenders; Filter: Region - UK, Tender ID - CSH; Apply Filters
2. Copy: Region - UK; Tender ID - TRAINx; Create
3. Enter: Description - TRAINx Cash
4. Restrictions 2 tab: Delete Cash Tender from Return Tenders; Select TRAINx tender; Add; Use Arrows to make highest priority
5. Save

Exercise 28 - TENDER Menu

Exercise	Description
Exercise 28 - TENDER Menu	Copy the TENDER menu and add a custom cash tender button

1. Open Menus; Filter: Menu Set - POS; Role - Sales Assistant; Menu Group - Default Standard POS; Menu ID - TENDER; Apply Filters
2. Copy: Menu Set - POS; Role - ROLE-TRAINx; Menu Group - your menu group; Create
3. Add Button: Event - Cash Tender; ID - TRAINx-CASH; Button Label - My Cash Tender; Button Message ID - remove; Button Message Base - remove; Position - 6
4. Data tab: Name - enactor.mfc.TenderId; Value - TRAINx
5. Save

Exercise 29 - CREDIT_TENDER Menu

Exercise	Description
Exercise 29 - CREDIT_TENDER Menu	Copy the CREDIT_TENDER menu for refund processing

1. Open Menus; Filter: POS / Sales Assistant / Default Standard POS / CREDIT_TENDER; Apply Filters
2. Copy: POS / ROLE-TRAINx / your menu group; Create
3. Add Button: Event - Cash Refund; ID - TRAINx-CASH; Button Label - My Cash Tender; Position - 6
4. Data tab: Name - enactor.mfc.TenderId; Value - TRAINx
5. Save

Exercise 30 - Gift Card Types

Exercise	Description
Exercise 30 - Gift Card Types	Copy and configure a Gift Card Type for UK/GBP

1. Open Gift Card Types; Filter: Region - UK; Gift Card Type ID - GC_UK; Apply Filters
2. Copy GC_UK: Gift Card Type ID - GC_TRAINx; Create
3. Enter: Description - TRAINx Gift Card
4. Values Tab: Min - 10.00 GBP; Max - 500.00; Max Refund - 500.00; Max Top Up - 500.00
5. Save

Exercise 31 - IIN Ranges

Exercise	Description
Exercise 31 - IIN Ranges	Create an IIN Range for your gift card type

1. Open IIN Ranges; Filter: Range Start starts with 1441; Apply Filters
2. Copy Gift Card UK IIN Range: Range Start - 15XX0000; Range End - 15XX9999; Min PAN Length - 8; Max PAN Length - 8; Create
3. Enter: Card Description - TRAINx Gift Card; No LUHN Check Digit - tick; Currency - Pounds Sterling
4. Applicable Cards Tab: Payment Card - tick; Gift Card - tick; Gift Card Type - GC_TRAINx
5. Save

Exercise 32 - POS - Gift Card Transaction

Exercise	Description
Exercise 32 - POS - Gift Card Transaction	Issue a gift card and use it as payment at the POS

Issue:

1. Sign on; Select Sale; Gift Cards; Issue Gift Card
2. Enter card in IIN Range (15XX0001); Enter value (100.00); Total; Pay with Cash

Use as payment:

3. Sign On; Sell SHIRT - George Shirt 250.00; Total
4. Pay with Gift Card: Select Vouchers; Select Gift Card; Enter number; Select Balance Due button (250.00)
5. Acknowledge balance prompt; Pay remaining with Cash

Exercise 33 - Estate Manager Gift Cards

Exercise	Description
Exercise 33 - Estate Manager Gift Cards	View gift card details and history in the Estate Manager

1. Open Gift Cards
2. Find the gift card you just issued (15XX0001)
3. View and review the information
4. Use the "Clock" icon to view the gift card history

Exercise 34 - Voucher Types - Discount Voucher

Exercise	Description
Exercise 34 - Voucher Types - Discount Voucher	Create a Discount Voucher type with tracking and printing

1. Open Voucher Types; Create: Region - UK; Voucher Type ID - TRAINx-GV; Create
2. Enter: Description - TRAINx Gift Voucher; Long Description - TRAINx Gift Voucher; Allow Issue - tick; Applies Discount - tick; Currency - Pounds Sterling
3. Validation Tab: Track - tick; Capture Serial Number - tick; Generate Serial Number - tick
4. Issue Tab: Printed - tick; Print Style - Voucher Print 48
5. Redemption Tab: Update Usage - tick; Usage Limit - 1; Reward Type - Discount; Discount Reason - 10% Transaction Discount
6. Save

Exercise 35 - Promotion - Issue Voucher

Exercise	Description
Exercise 35 - Promotion - Issue Voucher	Create a promotion that issues a voucher on spend threshold

1. Open Promotions; Create: Region - UK; ID - TRAINx-VOUCHER-NEW; Create
2. Enter: Description - TRAINx Voucher Issue New
3. Item Sets Tab: Add Item Set
4. Type Tab: Description; Promotion Type - Voucher; Voucher Type - TRAINx-GV
5. Threshold Tab: Value - 500.00; Include Any Item in the Transaction - tick; Acknowledge popup
6. Save Item Set
7. Location Tab: Included Locations - select TRAINx-LOC; Add Location
8. Save

Exercise 36 - Promotion - Trigger using Voucher

Exercise	Description
Exercise 36 - Promotion - Trigger using Voucher	Create a promotion triggered by voucher redemption

1. Open Promotions; Create: Region - UK; ID - TRAINx-VOUCHER-USE; Create
2. Enter: Description; Operation with Previous Promotions - Calculates net; Operation with Discounts - Applies after discounts on net
3. Item Sets Tab: Add Item Set
4. Type Tab: Description; Promotion Type - % Discount; Discount Rate - 20%
5. Threshold Tab: Count - 1; Include Any Item; Acknowledge popup
6. Save Item Set
7. Vouchers Tab: Select TRAINx-GV; Add Voucher
8. Save

Exercise 37 - POS Terminal Template

Exercise	Description
Exercise 37 - POS Terminal Template	Configure Day End cash declaration settings

This will be a group exercise

1. Open POS Terminal Templates; Filter: Template ID starts with REACT_RETAIL_MOBILE_POS; Apply Filters
2. Edit the POS Terminal Template
3. Day End Tab: Force Cash Declaration - Cashup (Closing Float)
4. Save

Exercise 38 - Location Template

Exercise	Description
Exercise 38 - Location Template	Configure Location Template cash management method

This will be a group exercise

1. Open Location Templates; Filter: Template ID starts with STORE_TEMPLATE_UK; Apply Filters
2. Edit the Location Template
3. Cash Management Tab: Cash Management Method - Manage by Cashier; Require Terminal Sessions to be Finalised on Safe Cashup - tick
4. Save

Exercise 38b - Tender

Exercise	Description
Exercise 38b - Tender	Set cash management discrepancy thresholds on your tender

1. Open Tenders; Filter: Tender ID starts with TRAINx; Apply Filters
2. Edit the Tender
3. Cash Management Tab: Safe Discrepancy Threshold - 1.00; Terminal Discrepancy Threshold - 1.00
4. Save

Exercise 39 - Item Discount Reason

Exercise	Description
Exercise 39 - Item Discount Reason	Create an Item Discount reason with fixed percentage

1. Open Reasons; Create: Region - UK; Reason Type - Item Discount; Reason ID - ID-TRAINx; Create
2. Enter: Description - TRAINx Item Discount
3. Discount Tab: Discount Type - Percentage; Discount Percentage - 15%; Rounding Rule - Nearest
4. Save

Exercise 40 - Price Override Reason

Exercise	Description
Exercise 40 - Price Override Reason	Create a Price Override reason with function code authorisation

1. Open Reasons; Create: Region - UK; Reason Type - Price Override; Reason ID - PO-TRAINx; Create
2. Enter: Description - TRAINx Price Override; User Defined Privilege - TrainX Function Code
3. Price Override Tab: Allow Override Up - tick; Allow Override Down - untick
4. Save

Exercise 41 - Receipt Return Reason

Exercise	Description
Exercise 41 - Receipt Return Reason	Create a Receipt Return reason with inventory and time limit settings

1. Open Reasons; Create: Region - UK; Reason Type - Receipt Return; Reason ID - RR-TRAINx; Create
2. Enter: Description - TRAINx Receipt Return
3. Return Tab: Effect on Inventory - Available; Return within Days Limit - 15; Print Signature Slip - tick
4. Save

Exercise 42 - Item Return Reason

Exercise	Description
Exercise 42 - Item Return Reason	Create an Item Return reason with lowest price lookup and credit note

1. Open Reasons; Create: Region - UK; Reason Type - Item Return; Reason ID - IR-TRAINx; Create
2. Enter: Description - TRAINx Item Return; Capture Customer Name and Address - tick
3. Return Tab: Effect on Inventory - Returned; Offer Return Slip - tick
4. Return Price Tab: Enable Lowest Return Price Lookup - tick; Lowest Price Period - 90; Price Types - Retail Unit - tick
5. Applicable Tenders Tab: Credit Note - tick
6. Save

Day Four

Exercise 43 - Transaction Enquiry

Exercise	Description
Exercise 43 - Transaction Enquiry	Search and view transactions in the Retail Transaction Archive

This will be a group exercise

1. Open Retail Transaction Archive
2. Discuss filter criteria
3. Select Next
4. View a transaction: General Tab; Receipt Tab; Transaction XML Tab

How would you identify a refund transaction?

Exercise 44 - POS - Reprint Receipt Archive

Exercise	Description
Exercise 44 - POS - Reprint Receipt Archive	Reprint a receipt from the POS receipt archive

This will be a group exercise

1. Sign on
2. Select Sale
3. Select Receipt Functions
4. Select Reprint Archive
5. Select Search (twice)
6. Select a Transaction from the list
7. Select Print

Exercise 45 - Loyalty Scheme

Exercise	Description
Exercise 45 - Loyalty Scheme	Create a Loyalty Scheme with a Basic tier

This will be a group exercise

1. Open Loyalty Schemes; Create: Scheme ID - TRAINING_SCHEME; Create
2. Enter: Name - Training Loyalty Scheme; Calculate in Tier Currency - tick
3. Tier Code - Basic; Select Add; Name - Basic Tier
4. Loyalty Tier Items: Currency - Pounds Sterling; Points Rate - 1000; Points Multiplier - 1; Points Reward - 0; Redeem Points Rate - 1; Points Threshold - 0; Points Alert Threshold - 0; Spend Threshold - 0.00; Spend Alert Threshold - 0.00; Select Add
5. Save Loyalty Tier; Save Loyalty Scheme

Exercise 46 - Loyalty - POS Terminal Template

Exercise	Description
Exercise 46 - Loyalty - POS Terminal Template	Configure POS Terminal Template loyalty settings

This will be a group exercise

1. Open POS Terminal Templates; Filter: REACT_RETAIL_MOBILE_POS; Apply Filters
2. Edit the POS Terminal Template
3. Loyalty Tab: Default Loyalty Scheme - Training Loyalty Scheme; Default Loyalty Tier Code - Basic Tier; Prompt for Loyalty at Start of Transaction - tick; Prompt for Loyalty at Total Pressed - untick
4. Save

Exercise 47 - Employee

Exercise	Description
Exercise 47 - Employee	Create an Employee record with discount settings

This will be a group exercise

1. Open Employees; Create: Employee ID - EMP0007; Create
2. Enter: Surname - Potter; Forename - Harry; Employee Discount - 20%; Employee Allowance Discount - 40%; Employee Discount Allowance - 1000.00; Requires Identity - tick
3. Save

Exercise 48 - Employee Reason

Exercise	Description
Exercise 48 - Employee Reason	Create an Employee Sale reason code

This will be a group exercise

1. Open Reasons; Create: Region - UK; Reason Type - Employee Sale; Reason ID - ES-01; Create
2. Enter: Description - My Employee Reason
3. Employee Sale Tab: Capture Employee ID - tick; Affect Employee Balance - tick; Commit Balance Online - tick; Adjust Balance by - Discount; Check in Employee Database - tick; Discount Type - Employee; Rounding Rule - Nearest
4. Applicable Tenders Tab: Employee Account - tick
5. Save

Exercise 49 - POS - Employee Sale

Exercise	Description
Exercise 49 - POS - Employee Sale	Carry out an Employee Sale at the POS

This will be a group exercise

1. Sign on
2. Select Sale; Select More; Select Employee; Select Select Employee Sale
3. Select Reason - Employee Grade
4. Enter EMP0007
5. Add product to basket - SHIRT
6. Add product to basket - TV
7. Total the transaction
8. Pay with Cash