Now that you have completed the third installment of the webinar series, this article will help you review the content you have just learned. The steps below will help you to take that content and apply it to getting your business up and running with Heartland Retail.
1. Check out the Help Center, especially Point of Sale and Sales sections.
2. Review the Settings that affect the POS.
- Locations, Stations Drawers
- Users
- Roles
- POS
- Payment Types
- Receipts
3. Run through the steps of a basic sales transaction. Refer to Ringing in a sale in the POS.
- Item Price Adjustments
- Item Removal
- Tax Removal/Adjustments refer to Tax Overrides in the POS and Sales Orders
- Sales Reps refer to Adding Sales Reps to Tickets and Sales Orders
4. Review the two different types of returns. Refer to Processing a Return.
- Manual Returns, especially when you are a new Heartland Retail customer and still building up ticket history.
- Returns made from original tickets (Recommended)
5. Issuing gift cards at the POS refer to Issuing a gift card in the POS, checking the balance and tendering a gift card
6. Issuing/Adjusting refer to Adding, Editing, Deleting Gift Card Adjustment Reasons
7. Review layaways refer to Using Layaways
8. Review Cash Paid In/Out refer to Creating a Cash Paid In/Out in the POS
9. Review EOD procedures
- Daily Summary refer to Does Heartland Retail have an end of day (z-out or x-out) report? Is this the Daily Summary?
- Close/Open Cash Drawer refer to Opening and closing the cash drawer in the POS
- Dashboard
10. Sales Order
- Create a Sales Order refer to Creating Sales Orders
- Distributing Sales Orders refer to Distributing Sales Orders
- Picklist
- Fulfill and Invoice Orders refer to Fulfilling Sales Orders