Overview
This document describes the following enhancements and updates:
- Coupons & Promotions
- Customers
- Devices
- Integrations
- Inventory
- Payment Processing
- Point of Sale
- Printing
- Reporting
Current supported versions:
- Heartland Retail 2024.04.300 accessible via tenant sign-in
- Heartland Retail Connect 2024.04.300 accessible via download
- Heartland Retail for iOS 2024.04.300 accessible via App Store
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-10540 Add Payment Types to Analysis Reporting Metrics
To give users a clear view of the payment types used for refunds, gross payments, and net payments, we've added a detailed breakdown of these categories in the analysis reporting metrics, as outlined below:
- Payments > Gross Cash Amount
- Payments > Gross Check Amount
- Payments > Gross Credit Card Amount
- Payments > Gross Gift Card Amount
- Payments > Net Cash Amount
- Payments > Net Gift Card Amount
- Payments > Net Check Amount
- Payments > Net Credit Card Amount
- Payments > Refund Gift Card Amount
- Payments > Refund Cash Amount
- Payments > Refund Credit Card Amount
- Payments > Refund Gift Card Amount
You can also view gross, net, and refund payment amounts for any custom payments you have configured. For example, if you have a ‘Store Credit’ custom payment, the metric for a refund to issued via that payment method would be named Payments >> Refund Store Credit Amount.
HRTL-10634 Add Original Cost and Discount Amount to PO Screen
To give merchants a more complete picture of costs on purchase orders (PO), we have added two new fields, Original Cost and Discount Amount, to the PO screen.
These amounts will be taken into account in the value noted in the Total Cost field.
HRTL-10690 Add ‘Force Minimum Deposit’ Option for Layaway
For merchants wishing to require a minimum deposit amount for opening a layaway, we have added this option to POS Settings. If you enable Accept layaways, a Force Minimum Deposit sub-setting will display below. It will be disabled by default.
To use the feature, toggle the Force Minimum Deposit setting to Yes. Select either the percentage or dollar symbol to the right of the field according to your preferences and then enter the desired minimum amount.
With this setting enabled, any new layaways will remain in pending status, meaning items are not yet reserved, until the minimum deposit amount is met. The grey banner will display a message informing you of the deposit requirement and layaway status, as shown below:
Once the deposit requirement is met, the layaway will switch from pending to open.
HRTL-11000 Implement Automatic Pause for Coupon Set to End
This release introduces enhancements to the behavior of coupons configured with a designated end time. As before, such coupons will cease to work at the designated end time but, for better clarity, they will now automatically be reflected as paused at that time.
HRTL-11045 Upgrade Coding Language to Meet App Store Requirements
In light of new app requirements recently introduced by Apple, we are required to upgrade our coding language program (XCode) for iOS app to version 15 or later. Since the Clover Go integration supports only versions 14 and earlier, we can no longer offer this integration to our merchants.
HRTL-11074 Reflect Discount Line Item Amount on Returns
With this release, the POS will now reflect any discount amounts for returned items as a line displayed at the bottom of the ticket screen. The discount amount will be automatically deducted from the refund amount so that merchants do not refund more than what they collected at the time of the sale.
Please note that this discount line appears only if you are returning an item that was discounted at the time of sale. If you are returning only non-discounted items, the line will not appear.
HRTL-11264 Require iOS 14.0 or Later to Support Development
To support development of specific new features, the app will now be developed exclusively for iOS 14.0 and later, in line with the version cited in our IT and Hardware Guidelines article. With this in mind, merchants should ensure that they are running iOS version 14.0 or later on all Apple devices.
HRTL-11325 Implement Updates to Support EasyPost Integration
This release includes updates designed to align with recent changes to the authentication processes employed by UPS and FedEx. The changes introduced by these carriers, meant to bolster security, inadvertently prevented users from connecting to the carriers through the EasyPost integration. With this release, merchants are again able to connect to these carriers via EasyPost to print labels and packing slips as expected.
HRTL-11377 Enhanced ‘Unresolved Payment’ & ‘Confirm Payment Status’ Modals
This release introduces minor changes to the formatting and spacing of components on the Unresolved Payment and Confirm Payment Status modals so that they are better aligned with other modals across the app.
HRTL-11441 Update ‘Visit Our Support Article’ Link
In previous versions, users attempting to access our support article from the Unresolved Payment modal were directed to an outdated source.
We have updated the link and users are now taken to the correct source.
HRTL-11612 Update HRC App to Avoid Firewall & Malware Exceptions
In version 2024.04160 of the Heartland Retail Connect (HRC) app, firewall and malware programs mistakenly identified the app as a completely new application rather than as a new version of an existing one. As a result, merchants had to take measures to unblock the app. We have addressed this issue to ensure that the app is properly recognized by firewall and malware programs and is not blocked. Please note that, if a merchant was running the affected version of HRC and inadvertently removed the firewall rule needed for earlier versions, they will get a prompt upon updating and will need to restore the firewall rule.
Updates
The following release notes detail the updates we have included in this release.
HRTL-9552 Fixed Formatting of ‘Failed to Process Payment’ Error
We have corrected the formatting of the ‘Failed to Process Payment’ error that results from a user canceling the transaction. With this update, the explanation (‘transaction cancelled by user’) no longer displays in all caps. Here is the new format:
HRTL-10984 Fixed Handling of Payments on Full-Sized Receipt PDF
In previous versions, if you opted for a full-sized receipt after completing a sales ticket the resulting PDF displayed payments repeatedly at the bottom of each page. This confused merchants as it appeared the payments may have been duplicated. With this release, the receipts show payments only once, on the last page, to avoid any such confusion.
HRTL-11121 Fixed Tab Display Issue in BigCommerce Integration Page
In previous versions, the tabs on the BigCommerce integration page were sometimes cut off on devices with smaller screens. We have corrected this issue so the tabs display correctly, regardless of screen size.
HRTL-11236 Fixed Checkbox on Customer Address Page in Sales Orders
In previous versions, the checkboxes used to select address type on the customer address page of Sales Orders were formatted incorrectly. We have updated the checkboxes to the correct format.
HRTL-11238 Fixed Error Behavior in SGA When Creating Location
In previous versions of Self-Guided Access (SGA), if you failed to complete required steps before proceeding in Locations setup, any notifications or errors that displayed would remain on the page even after changing to another location. With this release, such notifications and errors display only until you navigate away from the incomplete location, after which they disappear.
HRTL-11253 Fixed Removed Item Issue When Adding Item Line
In previous versions, in some configurations, the POS sometimes erroneously removed items from tickets. This occurred when the following was true:
- The system was set to Require a reason when removing item from ticket.
- The items on the ticket qualified for a promotion with the Automatically add a free item action.
In these instances, immediately after adding an item to the ticket, or after increasing the quantity of an existing item, the POS again noted removal of the free item from the ticket, as captured in the screenshot below:
With this release, the POS handles such scenarios correctly and leaves the free items on the ticket as expected.
HRTL-11271 Fixed Transfer Modal When Shipped Qty is Less than Received in iOS
In previous versions of the iOS app, if you received a transfer with a shipped quantity less than the received quantity, the resulting confirmation modal displayed with some content truncated, and with no scroll option to view the hidden areas. With this release, the modal displays with a scroll option at the bottom, thereby allowing you to swipe left or right to adjust the view as needed.
HRTL-11290 Fixed Issue Saving Additional Dimension to Grid
In previous versions, merchants were unable to add new dimensions to existing grids. In some cases, upon selecting Save after adding the dimension, the POS displayed a success message, but failed to save. In other cases, it simply failed without error, and the page stopped loading. With this release, the system validates and saves the new dimensions as expected.
HRTL-11318 Fixed Transfer Modal When Shipped Qty is Less than Received in Windows
In previous versions of Windows systems, if you received a transfer with a shipped quantity less than the received quantity, the resulting confirmation modal displayed with some of the text overlapping with the close button. With this release, the modal components display correctly with no overlap as expected.
HRTL-11362 Fixed Duplicating When Creating or Editing Settings
We have fixed an issue that sometimes caused duplications of Items, Custom Fields, and other settings when creating new entries or editing existing entries. In these instances, upon selecting Create or Save, the values would be saved but there would be two instead of one. With this release, the system saves only one instance of the entries as expected.
HRTL-11418 Fixed Issue Saving Freight Cost on New Receipts
In previous versions, if you entered a value for freight cost when creating a new receipt, upon saving, the value would revert to zero, requiring you to go back into the receipt and update the value again. With this release, the system saves the freight cost on new receipts as expected.
HRTL-11420 Fixed Issue with TCP/IP PAX Device Detection in iOS
In previous versions, iOS systems were sometimes unable to find PAX devices configured for TCP/IP protocol. In these instances, whether using Reload all devices or manually entering the PAX IP address, the device did not display in the dropdown. With this release, the PAX devices are detected and displayed as expected.
HRTL-11471 Fixed ‘Confirm Payment Status’ Sizing Issue on Chrome
For a friendlier mobile experience, we have updated the Confirm Payment Status screen behavior. Previously, when viewed in a Chrome browser window, if you resized the browser window, the Confirm Payment Status screen did not resize correctly. With this release, if you resize the Chrome browser window, the Confirm Payment Status screen automatically resizes proportionately within the browser window.
HRTL-11486 Fixed POS Crash When Invalid Printer is Selected
We've identified an issue with the POS app that caused some printers to duplicate and, consequently, caused the POS to crash if the invalid instance of a printer was selected in the Test Receipt process. The same would occur during transfer test printing. With this release, the POS displays only valid printers and does not crash during such scenarios.
HRTL-11584 Fixed Incorrect Amount Issue in Unresolved Payments
We have identified an issue that cause the Unresolved Payment modal to sometimes display an incorrect amount. This occurred when, after applying a partial card payment that failed (for example, a $10 payment), a user attempted an additional partial card payment that also failed (for example, a $20 payment). In these instances, the modal that displayed after the second payment attempt ($20) reflected the amount of the first failed payment ($10). With this release, the modal updates as expected to reflect the correct amount.
HRTL-11629 Fixed Custom Fields Issue on Completed PO Receipts
Since our last update, merchants have reported that they can no longer change Custom Field values on completed purchase order receipts. When they attempt to do so, the POS displays a message that the associated order must be open. With this release, merchants can once again update these values on completed purchase order receipts as expected.
Links
Here are links to download the latest version of Heartland Retail Connect: