Overview
This document describes the following enhancements and updates:
- Inventory
- Payment Processing
- Point of Sale
- Purchasing
- Reporting
Current supported versions:
- Heartland Retail 2024.09.100 accessible via tenant sign-in
- Heartland Retail Connect 2024.09.100 accessible via download
- Heartland Retail for iOS 2024.009.100 accessible via App Store
- Heartland Retail for Android 2024.09.100 via scheduled push
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-11692 Update ‘Completed Credit Card Payment’ Banner
This release introduces changes to the banner informing users of the presence of a completed credit card payment on a ticket. Firstly, we have removed the word ‘warning’ from the message since it could be understood to indicate a problem. The message now simply informs the user of the presence of one or more credit card payments on the ticket.
As well, we have changed the color of the banner from yellow, a color generally used for alerts, to a neutral gray.
HRTL-12062 Improve Item Removal When Add-On Item is Present
We have updated the way the POS handles the removal of items from a ticket when there are add-on items associated with the item and when a reason code is required. In such cases, the POS now displays the reason prompt and, upon receiving a response from the user, automatically removes the add-on items along with the main item.
HRTL-12073 Add ‘Deposits Relieved’ to Analysis Reports
To provide more comprehensive reporting options, we have added a Deposits Relieved metric to Analysis Reports.
This metric ties directly to the data under the same heading captured in the Daily Summary Report. To better understand how this works, here is a brief explanation of the life cycle of a deposit:
- When a deposit is applied to a sales order or a layaway, it is reflected in the Daily Summary as Deposits Collected.
- When the sales order or layaway is paid in full, or completed, the initial deposit is essentially reversed and then reflected as Deposits Relieved.
For example, let's say a customer opens a layaway for $100 and pays a $20 deposit. The Daily Summary would show $20 as Deposits Collected. When the customer pays the remaining $80 and completes the transaction, the $100 will appear in net sales, and the Daily Summary will show -$20 as Deposits Relieved to indicate that only $80 was collected that day.
With the addition of Deposits Relieved to the available metrics in Analysis Reporting, merchants can include this critical information when building custom reports, thereby ensuring a more complete and accurate reflection of daily financial activities.
HRTL-12575 Update Default Resolution on Android 12 to 240 DPI
With this release, for a more consistent visual experience, the resolution for Android 12 devices now defaults to 240 DPI. This improvement ensures that all screens within the POS display their components at the optimal size and resolution based on device screen size, without affecting functionality or performance. The updated DPI setting will remain in effect even after closing and reopening the POS.
HRTL-12586 Resize Signature Capture Screen on Android 12
Merchants using devices on the Android 12 operating system found that the signature capture screen required customers to scroll down to access the signature box. This was due to the resolution on affected devices being reduced from 240 DPI to 160 DPI. With this release, as noted in HRTL-12575, the DPI setting now defaults to 240 which allows the signature capture screen to display in its entirety without the need to scroll.
HRTL-12620 Implement Confirmation Modal for POS Sign-Out
To prevent unintentional sign-out from the POS, we have implemented a confirmation prompt that displays when the Sign Out option is selected.
As well, to minimize the chances of accidentally selecting the wrong option, we have increased the amount of space between the Settings option and the Sign Out option.
HRTL-12685 Reformat Signature Capture Screen on iOS Devices
For consistency across all devices and platforms, we have updated the format of the signature display on iOS devices to match that of Android devices. We believe the new format, with better button placement and a larger signature box, will offer the end-user a friendlier experience.
HRTL-12717 Eliminate Unnecessary Payment Notification Banners
To eliminate confusion, we have changed the way credit card payment notifications display in scenarios where a cashier is taking further payment action on a ticket that already has a completed partial credit card payment applied. In these instances, if they attempted another credit card payment that resulted in an unresolved payment, the system would display two notifications, as pictured below. The first indicated a warning and referred to the completed payment, which requires no action, and the second referenced the unresolved payment, which does require action.
With this release, in such situations, the POS will display only the unresolved payment notification, as pictured below, so the user can easily recognize what action is required.
HRTL-12748 Update Format of Layaway Banners
In our continuing efforts to provide consistency across all modals, we have updated the following banners that display for layaways:
Layaway is Pending
Layaway is Open
HRTL-12756 Implement Default ‘Return’ State for Referenced Return Tickets
For increased efficiency and a better user experience, we have modified the behavior of ticket generation when using referenced returns so that, instead of designating a Sale ticket type to the newly created ticket, the POS will automatically designate such tickets as Return.
As well, when you scan or add items to the return that were present on the original sale ticket, they will automatically be added with a negative quantity.
HRTL-12838 Implement Duplicate Override Option for DataCap
This release makes available the Duplicate Transaction modal for merchants processing via Datacap. This modal, already available for PAX and Heartland Reader users, allows DataCap merchants to perform overrides for valid card transactions that appear to be duplicates of existing transactions. When a duplicate transaction is detected by the gateway, the POS will display the Duplicate Transaction modal, as shown here:
After you have checked the box acknowledging the message, the option buttons will activate for selection.
- If the transaction is valid, select Proceed With Transaction to override the duplicate transaction warning and process the payment.
- If the transaction is, in fact, a duplicate, select Cancel to stop the charge from processing.
Updates
The following release notes detail the updates we have included in this release.
HRTL-10755 Fix Inconsistencies in ‘Request’, ‘Ship’, & ‘Receive’ Transfers Flows
We have made changes to ensure consistency in messaging and field notifications across all inventory transfer modals, including Request, Ship, and Receive. Now, if required fields are left blank, the modal will display a red alert in the upper right corner, and will outline any such fields in red with a notification underneath, as captured in these screenshots:
HRTL-10757 Fix Inconsistencies in ‘New Count’ Flow
We have made changes to ensure that messaging and field notifications in the New Count flow are consistent with those in other modals. If required fields are left blank, the modal will display a red alert in the upper right corner, and will outline any such fields in red with a notification underneath, as captured in the screenshot below:
HRTL-11970 Fix Erroneous Messaging When Non-Existent Item is Added to Purchase Receipt
In previous versions, if you attempted to add a non-existent item to a purchasing receipt, upon scanning the item, the POS would display two conflicting messages, one erroneously indicating success, and the other correctly indicating that it failed to add the line, but with no explanation as to why. With this update, the POS now displays a single, clear message stating that the line addition failed because the item was not found, making it easier for users to understand and resolve the issue.
HRTL-12063 Fix Behavior When ‘What’s New’ is Selected
In previous versions, if you selected What’s New, along with opening the messages modal, the POS redirected you from the current page of the POS to the Dashboard. Since this is not the intended behavior, with this release, if you select What’s New, the POS will open the messages modal while keeping you on the current page as expected.
HRTL-12079 Fix Issue with Percentage-Based Partial Payments on Sales Orders
In previous versions, if you attempted to apply a partial payment to a sales order and selected the Percent field, regardless of the amount entered in the field, it would revert back to 100%. The only way to overcome this behavior was to copy and paste another value into the field. With this release, the field validates the amount entered in the field and retains the value as expected. As well, if you enter zero for the percent, it will display an invalid payment amount notification.
HRTL-12107 Fix Sales Rep Display Issue on Tickets
In previous versions, if you added a sales rep to a ticket, the POS did not display the sales rep unless you refreshed the page. With this release, the POS displays the sales rep immediately upon adding as intended.
HRTL-12294 Fix Verifone T650 Item Line Display Issue
In previous versions, the POS sometimes failed to transmit item lines to the customer-facing display (CFD) on the Verifone T650. In these instances, upon adding an item to a ticket, the CFD would flash briefly and then return to the idle screen. With this release, all item lines are displayed on the CFD as expected.
HRTL-12436 Realign ‘Report Complete’ Toast Message on Android/Elo
In previous versions, when creating a report on the Android platform with a large number of groups and metrics, the Report Complete toast message that displayed in the upper right was sometimes partially cut off. With this release, the toast message displays correctly as expected, regardless of the number of groups and metrics included in the report.
HRTL-12701 Fix Issue Merging Customer Accounts
In previous versions, merchants were sometimes unable to merge customer accounts. In these cases, after selecting the accounts to merge and clicking the Merge button, the POS displayed a ‘Request Not Valid’ notification and failed to merge the accounts. With this release, the POS merges the accounts without error as expected.
HRTL-12709 Fix Inventory Alert Issue
We have fixed an issue that caused the POS to display two separate inventory alerts when a user attempted to add an out-of-stock item to a ticket, as pictured here:
Since these messages serve different purposes, one to indicate that an item is already out of stock, and the other to indicate that a quantity greater than the available stock level has been added, they should not appear simultaneously. This release corrects the behavior and ensures that only the pertinent message appears. As well, so that it more clearly conveys the inventory status, we have renamed the Low Inventory Alert to Out of Stock Alert, as pictured here:
HRTL-12722 Update Support Article Links in Gateway Modal Messages for HPA and Vantiv
We've updated the links included in informational messages related to HPA and Vantiv credit card gateways. Previously, the links directed users to outdated articles. These links have now been updated to direct users to the correct Zendesk articles, ensuring accurate and up-to-date information.
HRTL-12790 Fix Discrepancy Between Dashboard & Daily Summary
In recent versions, some customers have noted discrepancies when comparing their sales as reflected on the Dashboard vs the Daily Summary report. We have corrected the underlying issue causing this discrepancy and the sales numbers are now in agreement as expected.
HRTL-12812 Fix Purchase Order Allocation PDF Export Issue for Mac and Windows Systems
In previous versions of the POS, merchants with the Purchase Order Allocation feature flag enabled found that their PDF export options had changed so the only available PDF export was PDF without allocation (the option to export to PDF with allocation was missing). This release addresses the issue for Mac and Windows systems, and both PDF export options are again available.
HRTL-12813 Fix ‘Revoke’ Behavior on Applications Tab of My Account
In previous versions, if you attempted to revoke an application via the Applications tab of the My Account page, selecting the Revoke option had no effect. With this release, the POS handles such input as expected, displaying a confirmation prompt so users can confirm or cancel the revoke request.
HRTL-12822 Fix Formatting of Heartland Retail Connect Version
In previous versions, if you viewed version information for Heartland Retail Connect (HRC), the version displayed did not include leading zeroes. For instance, version 2024.08.070 would display as 2024.8.70. We have addressed the underlying cause and version numbers now display correctly as expected.
HRTL-12883 Fix Doubling of ‘QTY on Hand’ in Inventory Reports
In previous versions, some merchants found that the QTY on Hand for items were doubled on reports when including the Item Size metric. If they removed the metric, the reports reflected accurate quantities. We have corrected this issue, and the report reflects accurate values for the QTY on Hand, regardless of metrics.
Links
Here are links to download the latest version of Heartland Retail Connect: