Overview
This guide explains the configuration of your Heartland Retail Point of Sale system for Cash Discounting. This newly implemented functionality provides our merchants with a way to apply discounts to tickets that are paid fully in cash.
In order to take advantage of cash discounting, the following feature flags must be enabled:
- Cash Discounting
- Referenced Returns
- Apply Ticket Level Discounts Globally
- Restrict Returns to Parent Transaction
If you have questions regarding anything covered in this guide, 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.
Configuring the POS
Permissions
To offer merchants flexibility and control with regard to cash discounting, Heartland Retail allows you to enable the View cash discounting permission based on role. Roles with the permission enabled can view the Cash Discounting page in the back office, and apply a cash discount to a ticket in the POS.
Settings
To access Cash Discounting page, select Settings from top of your screen, and then select Cash Discounting from the list on the left.
Locations Tab
Here, you can view the cash discounting configuration for each of your locations.
Viewing Rates
If desired, merchants with more than one location can designate different cash discounting rates for each location.
Please note that the cash discounting rate is set in your processing parameters according to the terms of your contract and cannot be changed.
Creating Filters for Ineligible Items
If needed, merchants can exclude ineligible items from cash discounting using filters. These filters are created on a per-location basis and, if desired, can then be duplicated across other locations.
- To create a filter, select the desired location from the Cash Discounting tab.
- This will open the selected location’s Cash Discounting modal.
- From the Filters section, set your parameters to exclude ineligible items as needed.
- Select Save.
In this example, the POS will exclude item 100223 from cash discounting:
You can easily duplicate existing filters from one location to another using the Duplicate filters option at the bottom of the Cash Discounting page. From the Duplicate Filters modal that opens, click the checkboxes of the locations for which you would like to implement the filter and select Save.
The filter will now be implemented at all selected locations.
Payment Types Tab
To allow merchants the ability to apply cash discounting to tickets paid with other applicable payment types, we include such options in the Payment Types tab of the Cash Discounting modal. From this page, simply set each payment type to Yes or No as needed.
Eligible payment types include Check, Gift Card, and any additional custom payment type present in the merchant’s configuration.
Cash Discounting in the POS
In-Progress Sales
The POS will automatically indicate the cash discount total along with the undiscounted total on both on the ticket modal and the payment screen of in-progress sales. The discount reference will go away as soon as a non-cash payment is initiated or applied, as such actions render the ticket ineligible for the cash discount. If you cancel out of a non-cash payment before finalizing it, the discount reference will display again.
On the ticket modal, the Cash Total Due amount displays below the Ticket Total line.
On the payment modal, the Cash Discount line appears below the undiscounted Balance Due line.
Returns & Refunds
In conjunction with referenced returns, cash discounting allows for previous finalized tickets that with cash discounts applied to them to have the same cash discount rate applied when returning items.
Customer-Facing Display & Receipts
So customers can easily see cash discount information, all such activity is reflected on the customer-facing display as items are added to a ticket, and on receipts.