Overview
This document describes the following enhancements and updates:
- Coupons & Promotions
- Integrations
- Point of Sale
- Printing
- Reporting
Current supported versions:
- Heartland Retail 2024.01.090 accessible via tenant sign-in
- Heartland Retail Connect 2024.01.090 accessible via download
- Heartland Retail for iOS 2024.01.090 accessible via App Store
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If you have questions regarding information in this document, please contact the Heartland Retail support team by phone at 833-844-4767 (select option 1, then option 2), or by email at hretailsupport@heartland.us.
What’s New
The following release notes detail the enhancements we have included in this release.
HRTL-9240 Bixolon Label Printer USB Device Detection from Mac Device
With this release, we have certified the Bixolon label printer for Mac implementation via a USB connection. With this new functionality, Mac devices can automatically detect the Bixolon printer and, in turn, the printer will display in the Select Destination printer dropdown in the Inventory and Purchasing print dialogue modals of Heartland Retail Connect (HRC). At this time, the Bixolon SLP-DS220G and SLP-DX220EG are supported.
HRTL-9241 Bixolon Label Printer USB Plug & Play Printing from Mac Device
With this release, you can print to a Bixolon label printer from the Inventory and Purchasing screens from your Mac device using plug and play detection. To use this functionality, you need only connect a supported Bixolon printer to your Mac device using a direct USB connection. After connecting, log in to Heartland Retail as a user with Back Office access and ensure that Heartland Retail Connect is running. At this time, the Bixolon SLP-DS220G and SLP-DX220EG are supported.
HRTL-9966 Add ‘Edit Completed Ticket Sales Rep’ Permission
For greater flexibility and control over changes to sales reps attached to historical transactions, we have added a new Edit completed ticket sales rep permission so that only authorized users can edit sales reps on such tickets. When the permission is enabled, the + Add Sales Rep button will stay enabled even after a ticket is completed. When the permission is disabled, the button will become inactive as soon as any given ticket is completed.
HRTL-9967 Limit Number of Sales Reps on a Ticket
So that merchants can limit the number of sales reps attached to any given ticket, we have added a new Limit Number of Sales Reps on a ticket to one setting to the POS. If you enable the setting, the POS will allow only one sales rep per ticket. If another sales rep is selected, it will replace the previous sales rep. As well, the Select All option will be disabled in the Add Sales Rep to Ticket modal. When the setting is disabled, the number of sales reps will continue to be unlimited as it is now.
HRTL-10028 Implement Ability to Duplicate Role Profiles
To save time when setting up new roles, the POS now allows you to copy an existing roles profile and then edit as needed. To use this new functionality, use the new Duplicate button associated with the role you wish to duplicate. On the screen that opens, type the desired role name in the Name field and select Save.
HRTL-10030 Add ‘Split Line’ Option to Item Dropdown for In-Process Transaction
We have added the ability to split out an item from an item line so you can update the price for an individual item and not the whole quantity. The Split Line button displays in the dropdown menu for any items with a quantity greater than one. When you select the Split Line option, the POS will split off a single item from the total quantity and list it on its own line. You can repeat the process as many times as needed for any line with a quantity of two or more.
HRTL-10032 Updated HRC Troubleshooting Guide Link
We have updated the Troubleshooting Guide link in HRC so that it opens the correct location in a new tab.
HRTL-10150 Add Grid Number to Searched Fields on Grids Page
With this release, when using the search function on the Grids page, the POS now searches values in the Grid # field when filtering results. Previous versions did not include this field in searches.
HRTL-10176 Display Child Button Groups in Order of Creation
With this release, Child Groups display in order of their creation as expected whereas, in previous versions, they sometimes displayed in random order.
HRTL-10241 Panic Component Revamp
For a better user experience, we have updated messages that appear after a device reboot or other event interrupts access to the Internet and/or links within the app. The new messages include information specific to the issue at hand, thereby allowing the user to address the issue in a quick and easy manner.
Updates
The following release notes detail the updates we have included in this release.
HRTL-5522 Reflect Credit Card Configuration Completion Status
With this release, the POS now clearly reflects the status of Credit Card configuration when using Guided Access. Where in previous versions, the modals that displayed never gave a clear indication that the configuration was complete, even after entering all required values, this version indicates correctly the percentage of completion and displays a checkmark next to Payments once complete.
HRTL-8147 Fixed Price List Issue When Using Bulk Deletion
In previous versions, if you attempted to perform a bulk deletion of items that had price lists associated with them, the POS would display a message that it could not delete the items, and the action would fail. With this release, the POS deletes the items as expected.
HRTL-8986 Fixed Issue Logging In with Email via New Login Page
In previous versions, the POS mishandled login attempts via the new login page when using email address. In these instances, the POS displayed an error and blocked the login attempt.
With this release, the POS handles these requests correctly and users are able to log in using their email addresses.
HRTL-9010 Fixed Validation Behavior and Notifications on My Account
In previous releases, if, when editing My Account information, you input invalid information, such as an email address missing an @ sign, the POS did not indicate the problem with the input. Instead, it displayed a general message indicating that it failed to save changes due to an error on the page. With this release, along with the general message, the POS highlights the field containing the error and displays an explanation below the field.
HRTL-9012 Implement Phone Number Validation on Vendors Page
With this release, we have added validation to phone number entries on the Vendors and My Account page where, in previous versions, there was none. This means that, although the phone number fields are not required, should a user introduce data into any of them, the POS will validate the entry to ensure it is in standard phone number format. If it detects an invalid entry, it will highlight the field containing the error and display an explanation below the field that the entry is not a valid phone number.
HRTL-9014 Fixed Error Message Behavior When Editing Grids
If you attempt to save grid information in which there are errors, the POS correctly displays an message to that effect. If you then correct the issues and save the information, the POS saves the corrected data but it continues to display the error message. With this release, the error message disappears once the data is corrected and saved, as expected.
HRTL-9024 Fixed Issue When Removing Gift Card Sales from Ticket
In previous versions, users were sometimes unable to remove gift card sales from tickets. This occurred when the POS was configured to Require reason when removing item from ticket. In these instances, after highlighting the gift card line and selecting Remove, the POS failed to display the prompt to select a reason and instead displayed an error that the line failed to delete. With this release, the POS displays the prompt to select a reason and, after the prompt is answered, it deletes the gift card sale from the ticket as expected.
HRTL-9035 Fixed Outdated Link to EasyPost Support Documentation
Previous versions contained an outdated EasyPost Support Docs link, preventing users from accessing the resource. With this release, we have updated the link to the current location.
HRTL-9043 Clarified Message When Opening an Empty Purchase Order
In previous versions, if you attempted to open an empty purchase order (one that does not have any line items added to it), the POS would display an error message it stating only that the ‘purchasing order failed validation’, but with no indication of the reason. With this release, in such instances, the message that displays includes the cause of the validation error, reading; ‘Purchasing Order failed validation. The order must have lines before opening it.’
HRTL-9047 Clarify ‘Purchase Return New UI’ Error Message
In previous versions, if you attempted to perform a purchasing return but omitted required information, the POS would display an error message indicating that it failed to save the return, but with no indication of the reason. With this release, in such instances, the POS displays a message that includes the cause of the validation errors, and highlights the fields producing the errors along with an explanation below the fields.
HRTL-9058 Vertically Align Breadcrumbs and Title Elements on Reports Page
In previous versions, the breadcrumbs and title elements on the report page were not always vertically aligned. With this release, for a friendlier user experience, we have corrected this so the elements are vertically aligned as intended.
HRTL-9091 Fixed Purchase Order Elements Behavior When Dragging
In previous versions, if you attempted to drag an element on the purchase order page to rearrange its placement, the selected item would become invisible until you stopped selecting it. With this release, the element remains visible as you hold it to drag, as intended.
HRTL-9136 Add Unique Identifier to Customer Name on Ticket
To better retrieve tickets that have a customer name associated with them, the POS will use a unique identifier linked to the customer name.
HRTL-9436 Fixed Missing Confirmation Prompt When Deleting Coupon
In previous versions, if you selected Delete for a coupon from the Coupons page, the Retail app would immediately delete the selected coupon without displaying a confirmation prompt. With this release, the app now displays a confirmation prompt to allow you to confirm or cancel the request, thereby guarding against accidental deletions.
HRTL-9439 Fixed Missing Pagination Dropdown on Inventory History Tab
Previous versions of the POS did not include a pagination dropdown on the Inventory History tab of inventory items. This prevented users from being able to select their preferred number of results to display per page. With this release, the Inventory History tab now includes the pagination dropdown.
HRTL-9442 Clarified Error When Required Brand Name is Missing
In previous versions, if you attempted to add a brand to the NuOrder integration but left the required Brand name field blank, the POS would display an error message indicating that it failed to save the brand due to validation errors, but without indicating the source of the errors. With this release, along with the message, the POS highlights the fields producing the errors and displays an explanation below the fields.
HRTL-9443 Fixed Broken BigCommerce Article Links
Recently, the articles previously accessed via BigCommerce links on the BigCommerce settings page became inaccessible. These were linked to the Add a BigCommerce website and Knowledge Base article options. We have updated the behavior so that, when accessing the links, they open the associated article in a separate tab.
HRTL-9444 Fixed Erroneous Success Message When Item Does Not Generate
In previous versions, if you tried to generate new items using a grid with one or more improperly set dimensions, upon answering yes to the confirmation prompt, the Retail app would fail to generate the items but would display a success message as if the action had been completed. With this release, unless the currently selected grid is successfully validated, the options to Generate Items and Add Existing Items will not display in the modal. Once a grid is correctly configured and validated, the options will display.
HRTL-9451 Clarified Error Message for Blank Credentials in TRAC
In previous versions, if you left the credentials field empty on the Heartland Retail TRAC integration screen and then selected Save, the resulting error message was unclear. With this release, the error message reads, ‘Error Occurred. New Credentials were not saved.’
HRTL-9458 Fixed Gift Card Liability Core Report Issues
In previous versions, the Gift Card Liability report found in Core Reports sometimes disappeared from the screen after changes to one or more options, such as the Dates dropdown, were made. The report would display again only if you refreshed the page but would then disappear if you made further changes. With this release, the report updates and displays correctly as expected, even after changing options.
HRTL-9648 Fixed Ticket Behavior When Switching Source Location
In previous versions, if you started a ticket and then switched Source Location, instead of continuing with the existing ticket, the POS would create a new ticket. With this release, the POS continues with the existing ticket in these scenarios, as is intended.
HRTL-9694 Correctly Reflect Required Status of Tax Jurisdiction Fields
In previous versions, the POS did not clearly indicate required fields on the Tax Jurisdiction page. In addition, if you attempted to save values but left required fields blank, the POS would display an error message indicating that it failed to save the changes, but without indicating the cause for failure. With this release, the POS denotes all required fields with a red asterisk. As well, it displays a clear message when it detects errors and omissions. Along with the message, it highlights the fields producing the errors and displays an explanation below the fields.
HRTL-9714 Prohibit Logged-In User from Deactivating Themselves
In previous versions, the POS allowed currently logged in users with admin level access to change their status from Active to Disabled even if they were currently logged into the POS. This resulted in them being logged out or facing errors when refreshing or navigating through the app. With this release, the POS no longer allows logged in users to deactivate themselves.
HRTL-9823 Fixed New Station Modal Issue
With this release, we have fixed an issue with the New Station modal that prevented users from exiting the modal. In these instances, after selecting Create a new station for this device, the modal that opened failed to respond to attempts to exit. With this release, the modal displays and behaves as intended.
HRTL-9903 Fixed Customer Modal Behavior When Switching Location
In previous versions, when selecting a location, a blank customer modal flashes briefly before the correct customer modal displays. In this version, only the correct customer modal displays, as expected.
HRTL-9938 Fixed Outdated ‘Let us know!’ Link on Integrations Page
We have updated the link location behind the Let us know option after the message ‘Do you use any great software that you would love to see integrated into Heartland Retail?’ on the Integrations page. The link now opens the new Customer Ideas page as intended.
HRTL-9939 Fixed Custom Field Link in In-Store Replenishment
In previous versions, if you included custom fields when viewing the In-Store Replenishment page of Inventory, and then selected any given custom field from resulting report, the POS did not take you to the selected Custom Field details page. With this release, the POS takes you to the selected Custom Field details page as expected.
HRTL-9940 Fixed Search/Scan Behavior After Adding Funds to Gift Card
In previous versions, merchants were sometimes unable to add new items to a ticket after adding value to a gift card on the same ticket. In these instances, whether they attempted to add more items by searching or scanning, the POS would erroneously display the + Add Funds gift card prompt. With this release, the POS handles these requests as expected and merchants are able to add items as desired.
HRTL-9943 Add Space Between Shipping Label and Buttons
For a better user experience, we have added a space between the shipping label image and the Cancel and Print buttons below on the page that displays when printing a shipping label.
HRTL-9946 Fixed Behavior After Invalid Analysis Reporting Selections
In previous versions, when running analysis reports, if you selected invalid Groups or Metrics, the POS would sometimes blur various interface components. As well, it would display an ‘Unable to save a failed report’ message with no indication of the reason. With this release, in such scenarios, all interface components display clearly, and the message displayed indicates that the report is invalid.
HRTL-9947 Add Toast Message After Marking Report as Favorite
In previous versions, if you marked a report as a favorite by selecting the star, the POS did not acknowledge or confirm the action. With this release, upon marking a report as a favorite, the POS displays a toast message indicating, ‘Successfully updated favorites.’
HRTL-9997 Fixed New Station Modal Issue in iOS
With this release, we have fixed an issue with the New Station modal that prevented users from either creating new stations. In these instances, after selecting Create a new station for this device, the modal that opened displayed with colors bleeding over the form and obstructing access to the fields. With this release, the modal displays and behaves as intended.
HRTL-10013 Fixed Behavior When Adding Items to Purchase Order
In previous versions, after adding items to a purchase order and then selecting Auto-Add, the POS continued to include the already added items in the list and would do so until the user manually refreshed the page. With this release, the POS automatically removes already added items from the Auto-Add list as expected.
HRTL-10019 Fixed Layout of Lines Section in Purchase Orders
In previous version, there was no space between the scan/search box at the top of the Lines section in Purchase Orders. With this release, for a friendlier user experience, we have added space between these components.
HRTL-10057 Fixed Date & Time Selection Behavior in Coupons
In previous versions, the POS mishandled some input when creating or editing coupons. Specifically, if you selected a time earlier than the already selected time, it would roll the date back by one day, and would continue to do so, rolling back one day at a time, with each subsequent time change. With this release, the date remains static in such instances as expected.
HRTL-10066 Remove Space Between Start and End Date on Dashboard
After a recent update, the placement of the End date field at the top of the Dashboard shifted to the right, creating a gap between it and the Start date field. With this release, we have adjusted the placement of the End date field so that spacing between all fields is consistent.
HRTL-10074 Fixed Formatting in Confirmation Prompt When Deleting Promotions
In previous versions, the font in the confirmation prompt that displays when deleting a promotion was formatted incorrectly. With this release, its format is correct.
HRTL-10093 Fixed Layout of the ‘Find’ Modal in Sales Order Screen
In previous versions, if you used the Find button after creating a new sales order, the modal would display only partially at the bottom of the screen. With this release, the modal displays in full as expected.
HRTL-10120 Fixed ‘Amount’ Field Alignment Issue on Tax Rules Page
In previous versions, the Amount field in Tax Rules did not align with other components on the form. With this release, it aligns with other components as expected.
HRTL-10121 Fixed Layout of Components on PO Receipts Page
In previous version, there was no space between the scan/search box and the + New button on the Receipts page of purchase orders. With this release, for a friendlier user experience, we have added space between these components.
HRTL-10122 Fixed Validation of Required Fields in Customer Address
In previous versions, the POS allowed you to leave customer address fields blank. With this release, if you leave a required field blank, it displays an error to that effect and provides detail below the invalid fields.
HRTL-10138 Fixed Behavior When Deleting Items in Transfer
In previous versions, if you deleted one or more items in a transfer, the Retail app would immediately perform the deletion without displaying a confirmation prompt. With this release, the POS now displays a confirmation prompt to allow you to confirm or cancel the request, thereby guarding against accidental deletions.
HRTL-10154 Fixed Spontaneous Updates to Items
In previous versions, some merchants reported that items were updating spontaneously. Records indicated that the changes were made by a user who had been deactivated long ago. This release addresses this behavior and prevents such unintended updates from happening.
HRTL-10166 Fixed Report Export Button Issue
After a recent update, some of the processes behind the report export function did not work properly. With this release, we have restored these processes so the export function performs as expected.
HRTL-10179 Fixed Split Invoice Issue When Applying Multiple Discounts
In previous versions, if you applied multiple discounts to an order, such as a buy-one-get-one coupon and a 10% off promotion, and then split the invoice into two, the POS would allow you to complete only the first invoice but would fail to complete the second. With this release, the POS allows you to complete split invoices as expected, regardless of what discounts were applied.
HRTL-10180 Fixed Auto-Distribute Setting Behavior in Order Fulfillment
In previous versions, if you attempted to remove a location from the auto-distribute dropdown in the Order Fulfillment tab of a connected integration, the POS forced you to select a location instead of allowing you to select a blank option. With this release, the POS allows you to remove locations from the list as expected.
HRTL-10260 Fixed Issue Syncing Grid to BigCommerce
In previous versions, if there was one or more extra spaces at the end of a custom field, it would cause BigCommerce syncs to fail and record an unhandled error in the error log. With this release, these extra spaces will be removed when saving a custom field.
HRTL-10283 Fixed Typo in Confirmation Message When Disconnecting from BigCommerce
In previous versions, there was a missing space between words in the confirmation prompt that appears when disconnecting from BigCommerce so that, instead of reading, ‘Retail might’, it read ‘Retailmight’. We have corrected this in the current release.
HRTL-10301 Fixed Incomplete Gift Card and Shipping Textboxes
Previous versions displayed incomplete text input boxes on the Gift Card and Shipping modals. With this release, these text boxes display in full as expected.
Links
Here are links to download the latest version of Heartland Retail Connect: