Article Contents

Overview
Configuring the Elo Device
Configuring the Station
POS Configuration
- Configure Payment Gateway
- Configure Roles for Manual Entry

Overview

This guide describes how to configure the Heartland Retail POS for Android with a customer-facing display (CFD).

If you have questions regarding any of the information provided 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 Elo Device

In this section, we’ll cover connecting your hardware and executing functions to ensure your Elo is fully configured before using the Heartland Retail POS for the first time.

Connect and Power on Your Stand

Slide the port cover off of the POS terminal on the cashier side.
Feed the DC port of the power cable through the openings on the bottom of the stand.
Plug the cable into the far-right matching port.
Reinstall the port cover.
Plug the other end of the power brick into a 120v outlet.

Connect the Stand to the Internet

Wi-Fi Setup (Recommended)

During the device’s initial power-up, you will be prompted to select a wireless network. If the prompt disappears, power the device off and on for the prompt to appear again.
Select the desired wireless network.
Input the password for the network.

Ethernet Setup

Route the network cable through the access port located on the bottom of the unit closest to the cashier.
Plug the cable into the ethernet port.

Automatic Updates

Once your stand is powered on and connected to the internet, you will notice a series of updates start to take effect. These will include any available updates to the operating system as well as the Android version. The latest version of the Heartland Retail POS app will also be pushed to your stand.

This process could take 20-30 minutes and the system will reboot itself several times. You can continue connecting the rest of your hardware while these updates are happening.

Connect the Customer-Facing Display (CFD)

On the POS terminal, slide the bottom plate on the customer-facing side.
Locate the CFD port hidden behind this plate.
Uncoil the USB-C cable that is wrapped underneath the customer-facing display.
As pictured, the CFD cables will come with blue or black pull tabs. These are intended to provide leverage should the cable ever need to be unplugged.
Plug the USB-C cable into CFD port.
Secure the cable to the anchor point with the included zip tie.
Slide the bottom plate back into the POS stand and secure with the included screw.

Additional CFD Mounting Options (Optional)

On the backside of the CFD, you will find a quick release tab.
Slide the tab down to release the CFD from the base (be cautious of the cable still connected on the backside).
Carefully unplug the cable and remove the CFD from the stand.
On the POS terminal, slide the bottom plate on the customer-facing side down and then out, exposing the CFD port.
The large back plate will now slide down and out for removal.
Take the short USB-C cable with two right angles and plug one end into the port labeled CFD.
Plug the other end into the CFD.
Place the CFD in the opening of the large plate and use the quick-release tab to secure the unit.
Slide the bottom plate back into the POS stand and secure with the included screw.

Connect the Receipt Printer

Plug the printer power cable into the wall outlet.
Connect the USB-B cable into the back of the printer.
On the POS stand, remove the port cover on the cashier-facing side.
Run the cable through the cord port on the bottom of the POS stand.
Plug the USB-A cable into one of the available ports in the POS stand.
Reinstall the bottom plate of the printer, taking care to align the tabs and ensure the plate is facing the right direction.

Connect the Cash Drawer (Optional)

Unbox the cash drawer.
Plug the end of the cable labeled Cash Drawer into the cash drawer.
Plug the other end labeled Printer into the receipt printer.

Connect the Scanner (Optional)

Remove the port cover on the cashier-facing side of the POS terminal.
Route the scanner cable through one of the openings on the bottom of the POS.
Plug the scanner cable into one of the POS USB ports and the base of the scanner.
Reinstall the port cover on the cashier side of the POS terminal.
Scan this code and wait for the following process to complete before going to the next step.
-> The scanner will chirp twice.
-> The green light on the top of the scanner will blink
-> Then the scanner will chirp again.
Scan this barcode next. The scanner will chirp twice. *Note: You will likely need to scan this from about 6-8” away in order for the scanner to recognize it.
Scan the back of the base to pair the scanner to the base. The scanner will chirp twice.

Connect the Label Printer (Optional)

After unboxing, connect the power brick into the printer and plug into a 120v outlet to power on.

We will connect to the network in a later step.

Connect the Label Printer via Ethernet (Optional)

Turn off the printer by pressing the power button.
Connect one end of the ethernet cable to the ethernet port at the bottom of your printer.
Connect the other end of the ethernet cable to an ethernet port on your internet router.
Turn the printer on.
Turn the printer around and push the pinhole reset button on the back using the tip of a pen or pencil.
A status sheet should auto-print with the printer's IP address on your network.

Run Required Utilities

Before utilizing the Heartland Retail application, two utilities must first be run.

Press the home button on the bottom of the screen to exit the Retail application and return to the desktop.
Click the elo icon to run the MB5500 FW application to update the firmware on the payment device.
The application will run automatically and close once it is finished.
Next, click the Android icon to run the Enable MultiClient Input application.
The application will run and restart the device when completed.
When the unit reboots, it will start the Heartland Retail application automatically.

Configuring the Station

In this section, we’ll configure the station in the Heartland Retail Point of Sale so that it is ready to use the connected hardware.

Sign into the Heartland Retail Point of Sale

On the home screen, open the Heartland Retail POS app found in the top row of your POS terminal.
Enter your company, username, and password. Note: If you haven’t yet set up log-in credentials, locate your account activation email from Heartland to get started.

Assign Your Printers

In the POS, click the menu icon on the top left.
Click the Settings option (shown on right).
Click Reload Devices.
In the Settings pop-up, select the Receipt Printer dropdown. The device template name and IP should be pre-configured once it is synced with wi-fi (shown on the right). Note: Match to the IP address on the status sheet from earlier.
Select Print Test Receipt to ensure the printer is properly routed to the POS.

Assign Your Card Reader

In the POS, click the menu icon on the top left.
Click the Settings option (shown on the right).
Click Reload All Devices.
In the Settings pop-up, select Heartland Reader from the Payment Devices dropdown.

POS Configuration

In this section, we will walk through setting up your credit card payment gateway and take a look at a role-based permission you’ll want to consider using.

Configure Payment Gateway

Enable the Heartland Payment Gateway by following these steps:

From the Dashboard, go to Settings.
Select Credit Cards.
Select a location from the list.
Select the + Add Gateway button.
Select the Choose hyperlink on the Heartland gateway.
On the top part of the page, you will enter the five-part credentials you received for credit card processing.
On the lower part of the page, in the Secure Submit section, you will enter the credentials you received for manual credit card payments. This section is required for manual entry.
Press the Save button to commit these changes.
Refresh the app by swiping down on the screen to ensure the changes take effect.

Configure Roles for Manual Entry

Manual-entry credit card transactions are available on any workstation configured with a customer-facing display (CFD). To provide control over who can perform these transactions, the manual-entry function is linked to a permission that can be enabled for specific roles, as deemed appropriate.

Please note: When processing transactions with customer and card present, merchants should utilize manual entry only as a last resort when other means of processing (i.e., tap/insert/swipe) have failed, whether due to a device failure or an issue with the card itself. Manual entry should never be the primary means of processing credit card transactions.

To allow access to manual entry, go to Settings and select Roles.

Choose the desired role and, on the Permissions tab, slide the Manual credit card entry toggle to On and select Save.

Initial Setup Guide for Heartland Retail NextGen

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