Stage 1: Get a feel for Altru
In this stage, just get familiar with Altru and how to use some of the resources available to you. Don't worry about learning the details of daily, weekly, and monthly tasks yet; simply focus on the layout, features, and concepts of Altru. With this foundation, you’ll quickly learn the details in the next stages and prepare yourself to work in Altru.

Week One:
  1. Get a Blackbaud.com account. Blackbaud.com Login Help
  2. Complete the Basics of Altru eLearning course.
  3. Join the Altru Community.
  4. Read the following chapters and chapter sections in Altru for Beginners.
    • Introduction
    • Constituents
    • Tickets and Programs - Ticket Sales Setup: You Got a Checklist for That? - Tax Entities and Taxes: Pay "The Man"
    • Tickets and Programs - Ticket Sales Setup: You Got a Checklist for That? - Discounts and Promos: Hook Me Up
    • Tickets and Programs - Print Setup: Yep, We Have a Checklist for That Too
    • Merchandise
    • Sales
    • Data Management - Query at Your Fingertips
    • Reports and KPIs
    • Outroduction
  5. Complete the Altru: Basics of Daily and Advance Sales eLearning course.
  6. Enroll in the Blackbaud University online instructor-led courses. These two courses are prerequisites for all other Altru online instructor-led courses:
  7. If you are also responsible for Guest Services at your organization, check out the role-based training guide for Guest Services Managers: What training is recommended for a new Guest Services Manager?
  8. If you are also responsible for Group Sales at your organization, check out the role-based training guide for Group Sales Coordinators: What training is recommended for a new Group Sales Coordinator?
  9. If you are also responsible for Volunteer Management at your organization, check out the role-based training guide for Volunteer Managers: What training is recommended for a new Volunteer Manager?

Stage 2: Learn how to do your job
The trainings and resources in this section are arranged so that your most common tasks are addressed first.

Week Two - Daily Tasks:
Daily and Advance Sales Tasks
As the Gift Shop Manager, you will regularly assist your patrons when they visit.
  1. Complete the Altru: Basics of Daily and Advance Sales eLearning course.
  2. Enroll in the Blackbaud University online instructor-led course Altru: Sales Management.
  3. Check out these Help Topics:
  4. Watch the Videos in this playlist: Daily and Advance Sales
  5. Refer to these Knowledgebase articles: 
  6. Review this Altru Masters Workshop Recording & Handout: Transaction Adjustments - Reversals, Refunds, Rescheduling, and More

Daily Cash Drawer and Financial Reconciliation Tasks
Cash drawer management and financial reconciliation is a key part of the sales process in Altru.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Daily Financial Reconciliation.
  2. Check out this Help Topic: Daily Tasks and the Create Deposits Process
  3. Watch these Videos:
  4. Refer to these Knowledgebase articles:

Constituents
As a Gift Shop Manager, you’ll be interacting with constituent records in your database regularly. Use these resources to understand the constituent record in Altru.
  1. Complete the Altru: Basics of Constituents eLearning course.
  2. Check out these Help Topics:
  3. Watch these videos:
  4. Enroll in the Blackbaud University online instructor-led course Altru: Constituent Record Management.

Week Three - Weekly Tasks:
Reporting and Analysis 
Altru offers reports and other analytical tools to assist you in analyzing merchandise sales and revenue.
  1. Enroll in the Blackbaud University online instructor-led course Altru: Data Analysis.
  2. Check out these Help Topics:
  3. Refer to these Knowledgebase articles:
  4. Search the Knowledgebase using the keywords "How to report on" for the answers to commonly asked reporting questions.

Query
Query is a grouping tool that allows you to group records with similar characteristics. Queries are used throughout Altru to filter what records should be included in a mailing, report, export, or process.
  1. Complete the Altru: Basics of Query eLearning course.
  2. Enroll in the Blackbaud University online instructor-led courses:
  3. Check out the Help Topic: Getting Started in Query.
  4. Watch the Altru Query videos.
  5. Practice query with a few of these sales order related queries:

Week Four - Monthly & Occasional Tasks:
Merchandise Configuration and Inventory Management
Before any merchandise items can be sold in Altru, you must configure vendors, merchandise departments and categories, and merchandise items. 
  1. Check out these Help Topics:
  2. Watch the following Videos:
  3. Complete the Altru: Basics of Batch eLearning course.
  4. Refer to these Knowledgebase articles:
  5. Review this Altru Masters Workshop Recordings & Handout: Merchandise Inventory Management

Configure Daily Sales Page
The buttons on the Daily Sales Page in Altru are customizable and can be changed and updated as needed.
  1. Check out these Help Topics:
  2. Watch this Video: Customizing the Daily Sales Page
  3. Refer to these Knowledgebase articles:

Point of Sale Workstation Setup
Each computer that you would like to print receipts and tickets from must be configured in Altru as a workstation.
  1. Refer to these Knowledgebase articles: 
  2. Watch these Videos:

Export
  1. Check out the Help Topic: Export
  2. Watch this Video: Altru Export Basics
  3. Review this Altru Masters Workshop Recording & Handout: Exporting Data

Stage 3 - Practice makes perfect
Now that you’ve learned the basics and laid the foundation to mastering Altru, let’s hone those skills through practice and review.

Week Six and Beyond: