Introduction to Enactor Guides and Supporting Documentation
This page provides a complete listing of all How-to Guides and supporting documentation referenced across the four-day Introduction to Enactor training course. Guides are organised by day and session, and link directly to the relevant How-to Guide or specific section within a guide. Use this page as a reference index when you need to look up configuration guidance for any topic covered during the course.
Day One
Navigating Estate Manager
| Document | Description |
|---|---|
| How to: Navigate Estate Manager | Navigating the Enactor Estate Manager application |
POS Operations
| Document | Description |
|---|---|
| How to: POS - Getting Started | POS user credentials, privilege matrix and menu structure |
| How to: POS - Sign On | Signing on and off the POS |
| How to: POS - Sales | Processing sales transactions |
| How to: POS - Returns | Processing returns |
| How to: POS - Discounts, Voids & Promotions | Discounts, voids and promotional pricing |
| How to: POS - Store, Recall & Receipts | Store operations, transaction recall and receipts |
| How to: POS - Tenders | Payment tender types and processing |
| How to: POS - Vouchers, Credit Notes & Gift Cards | Vouchers, credit notes and gift card transactions |
| How to: POS - Customers & Loyalty | Customer management and loyalty programmes |
| How to: POS - Employee Sales & Reports | Employee sales tracking and reporting |
| How to: POS - Cash Management & Admin | Cash management and administrative functions |
Organisation Structure
| Document | Description |
|---|---|
| How to: Create a New User | Creating and configuring users, roles and templates |
| How to: Company | Configuring the base company record |
| How to: Country Codes | Configuring country codes |
| How to: Currency | Configuring currencies |
| How to: Locale | Configuring locales |
| How to: Groups | Configuring group hierarchies |
Data Management
| Document | Description |
|---|---|
| How to: File Import | Importing data files |
| How to: File Export | Exporting data files |
| How to: Broadcasting | Broadcasting configuration data to POS |
Day Two
User Access and Authorisation
| Document | Description |
|---|---|
| How to: Configure Users, Roles & Templates | Configuring users, user templates, roles and privileges |
| How to: Configure Menu Groups | Setting up menu groups in the organisation hierarchy |
| How to: POS Menu Layout Guide | Reference guide for POS menu layouts and structure |
| How to: Configure Menus | Configuring POS menus, buttons, and events |
Store and POS Setup
| Document | Description |
|---|---|
| How to: Configure Locations | Configuring store locations and location settings |
| How to: Configure Devices | Configuring devices within a location |
| How to: Configure POS Terminals | Configuring POS terminals and terminal settings |
Merchandise Data
| Document | Description |
|---|---|
| How to: Configure Merchandise Products | Creating and configuring merchandise products |
| How to: Configure Product Prices | Configuring product prices across price groups |
| How to: Configure Product Style, Colour and Size | Configuring Style Colour Size products and SKUs |
Day Three
Localisation
| Document | Description |
|---|---|
| How to: Configure Country Codes | Configuring country codes in the organisation hierarchy |
| How to: Configure Currencies | Configuring currency definitions and settings |
| How to: Configure Locale | Configuring locale and regional format settings |
| How to: Configure Application Translations | Configuring application display text translations |
Promotions
| Document | Description |
|---|---|
| How to: Configure Promotions | Configuring promotions, item sets, and promotion rules |
Tenders
| Document | Description |
|---|---|
| How to: Configure Tenders | Configuring tender types for cash, card, and voucher payments |
| How to: Configure Cash and Card Payments | Configuring cash and card payment settings |
Gift Cards and Vouchers
| Document | Description |
|---|---|
| How to: Configure Gift Cards | Configuring Gift Card Types, IIN Ranges, and Gift Cards |
| How to: Configure Vouchers | Configuring Voucher Types and Voucher Serial Numbers |
Cash Management
| Document | Description |
|---|---|
| How to: Configure Terminal Cashup and Closing Float | Configuring terminal cashup and closing float settings |
| How to: Configure Terminal Cashup and Empty | Configuring terminal cashup and empty mode settings |
| How to: Configure Tender Bags | Configuring tender bags for cash management |
| How to: POS Terminal Cash Management | Using terminal cash management functions at the POS |
| How to: POS Safe Cash Management | Accessing safe cash management and inventory via the POS header |
| How to: Configure Cash Management Income and Expenses | Configuring cash management income and expense types |
Business Rules
| Document | Description |
|---|---|
| How to: Configure Discount Reasons | Configuring discount and override reason codes |
| How to: Configure Void Reasons | Configuring void reason codes |
| How to: Configure Credit Notes | Configuring credit note settings |
Returns and Refunds
| Document | Description |
|---|---|
| How to: Configure Returns | Configuring return reasons, tender return rules, and value limit rules |
Day Four
Transaction Enquiries and Reports
| Document | Description |
|---|---|
| How to: Retail Transaction Archive | Using the Retail Transaction Archive to search and view transaction data |
| How to: Store Web Reports | Configuring and using Store Web Reports |
Tax and Fiscalisation
| Document | Description |
|---|---|
| How to: Configure UK Tax | Configuring UK VAT tax schemes, groups, rates, and tax group tax methods |
| How to: Fiscal Overview | Overview of Enactor fiscal configuration options and supported markets |
Receipts
| Document | Description |
|---|---|
| How to: Configure Receipts | Configuring receipt definitions, receipt selection, and receipt behaviour |
| How to: Configure Gift Receipts | Configuring gift receipt options |
| How to: Configure Email Receipts | Configuring email receipt settings and delivery |
| How to: Configure Communication Scripts | Configuring communication scripts for receipt and order delivery |
CRM and Loyalty
| Document | Description |
|---|---|
| How to: Configure Loyalty | Configuring loyalty schemes, tiers, loyalty accounts, and loyalty cards |
| How to: CRM POS | Configuring and using CRM (Clientelling) at the POS |
Employee Sales
| Document | Description |
|---|---|
| How to: Configure Employee Sales | Configuring employee sales mode, employee discount reasons, and employee records |
Systems Management
| Document | Description |
|---|---|
| How to: Configure Estate Monitor | Configuring and using the Estate Monitor to review device status |
| How to: Configure Service Status | Configuring and viewing Enactor service status details |
| How to: Configure Enactor Logs | Configuring and using Enactor application logs |
| How to: Configure Alerts | Configuring log alerts and monitoring notifications |