Overview
This document describes the following enhancements and updates:
- eCommerce
- Inventory
- Payment Processing
- Point of Sale
- Printing
- Purchasing
- Reporting
Current supported versions:
- Heartland Retail Platform 2025.01.140 accessible via tenant sign-in
- Heartland Retail Connect 2025.01.140 accessible via download
- Heartland Retail for iOS 2025.01.140 accessible via App Store
- Heartland Retail for Android 2025.01.140 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-11100 Add Option to Auto-Start New Ticket in POS Settings
To streamline the process of ringing sales for merchants who, as a rule, perform one transaction after another, we have created a new setting that, when enabled, automatically starts a new ticket as soon as the current ticket’s receipt process is complete. This setting, Automatically start a new ticket after the receipt process is complete, is station-specific and resides in the Tickets modal of POS Settings. By default, the setting will be toggled to No.
When the setting is toggled to Yes, the POS will behave as follows:
- If there is a customer-facing display (CFD) attached to the station, the POS will start a new ticket immediately after the customer has selected their receipt option.
- If there is no CFD attached to the station, the POS will start a new ticket after receipt action is complete, whether by automatic receipt printing, or by manual receipt delivery selection.
Please note: This new setting will not come into play in instances where a user navigates to the ticket complete screen using the Find ticket modal and prints a receipt from there.
HRTL-11942 Add Coupon Groups & Metrics to Analysis Reports
To facilitate better tracking of coupon activity, we have added coupon groups and metrics to analysis reporting. With the information provided by these new options, merchants can make informed determinations as to whether to continue or repeat a coupon. As well, in cases where manufacturers reimburse merchants for coupons, merchants can now easily provide accurate totals for such reimbursements.
Group Additions
- Coupon >> Name
- Coupon >> Coupon Code
- Coupon >> Status
Metrics Additions
- Coupon >> Amount Discounted
- Coupon >> Net Sales
- Coupon >> Number of Tickets
Reports will reflect all coupon activity, regardless of the current status of coupons.
HRTL-12445 Add Ability to Duplicate Grids
For instances where merchants wish to use an existing grid’s parameters for new items, we have added the option to duplicate grids. Doing so will generate a new grid with all of the same attributes, saving merchants time and effort, and eliminating the potential for errors and omissions.
To use this functionality, open the grid you wish to copy and select the Duplicate button.
Enter desired name for new grid and select Save and Go. Please note that, if you do not assign a name, the system will assign a name for you. In this case, the auto-assigned name would be ‘Duplicate Grid Item’.
Your new grid will be saved and ready for you to add items.
HRTL-12655 Add Discount Filtering to Analysis Reporting
This release introduces the option to apply a discount filter to analysis reports, allowing merchants to choose only those coupons or promotions they wish to view at any given time. The filter can be found in the newly added Sales Transactions section of the reporting page, located just under Metrics.
Select Filter, set your filter parameters, and select Run Report.
HRTL-12979 Expand Purchase Order Management Permissions
We’ve enhanced role-based permissions for Purchase Orders (PO) to give multistore merchants greater control and flexibility. These updates empower store managers to create POs when needed, while maintaining oversight through centralized purchasing controls.
- With this change, for better clarity, Manage Orders is now Manage Purchase Orders. This remains as the primary permission governing all PO functionality. As well, we have added sub-permissions, including:
- Create Purchase Orders
- Open Purchase Orders
- Cancel Pending Purchase Orders
- Close Open/Overdue Purchase Orders
Please note:
- Enabling Manage Purchase Orders for a user enables all sub-permissions by default, with the ability to customize sub-permission settings.
- Disabling Manage Purchase Orders for a user disables and locks all sub-permissions.
- If Manage Purchase Orders is currently enabled for a user, all new sub-permissions will default to ON to avoid interruptions.
- If Manage Purchase Orders is currently disabled for a user, all new sub-permissions will default to OFF.
HRTL-12989 Reformat Signature Capture Screen for Android
For consistency across all devices and platforms, we have updated the format of the signature display on Android devices to match that of other devices.
We believe the new format, with better button placement and a larger signature box, will offer the end-user a friendlier experience.
HRTL-13102 Add ‘Payment Device’ Printer Option to HPA Gateway for Canada
As groundwork for functionality that will be introduced with a forthcoming release slated for the end of January, we have added Payment Device as an option to the dropdown for Credit Card Receipt Printing. This addition ensures that we meet Canadian regulatory requirements with regard to credit card receipt requirements, including dual-copy receipts for all transactions.
When the Payment Device is selected, the system will print customer and merchant copies of all credit card receipts using the payment device settings.
Please note:
- This change will not affect existing merchants receipt printing remains unchanged, defaulting to the Receipt Printer option.
- Merchants wishing to print credit card receipts using Verifone payment devices should contact support to enable this feature.
HRTL-13131, 13135, 13136, 13337, 13338, Reintroduce Deposit Refund Functionality in Layaway
Merchants can now efficiently process refunds for layaway deposits directly back to the original form of payment. To process such a refund, select the Refund button in the Deposits section at the bottom of the layaway screen.
Refunds initiated in this manner will post directly to the original payment method using original transaction data, without requiring card data reentry or signature capture. Upon completion of the refund, a banner will display informing you of this. A credit card slip will print if automatic receipt printing is enabled. Otherwise, you can print the slip manually by selecting the Print button next to the refund transaction.
This functionality is available for the following configurations:
- Datacap: Web Platform, iOS, and Android
- HPA: Web Platform, iOS, and Android
- Heartland Reader: Android
This update ensures a seamless refund experience for merchants and customers, and a quick return of funds availability to customer accounts.
HRTL-13407 Implement Consistent Field Label Font Size
With this release, for a better user experience, we have addressed inconsistencies in the field label font size for various fields on the Cash Paid in/Out and New Count screens. The field labels now display consistently in the correct size.
HRTL-13471 Improve Layaway Banner Messaging
This release includes improved messaging on the pending layaway banner for merchants who are not using the Force Minimum Deposit option. Previously, the banner displayed a message to the effect that a deposit of $0.00 is needed in order to commit the inventory, despite the fact that the system does not allow deposits of $0.00. The banner now reads, ‘Layaway is Pending: Inventory will not be committed until you add a deposit.’
HRTL-13772 Add InfoCentral to User’s Dropdown Menu for HPA
To facilitate access to InfoCentral, we have now added this option to the user dropdown for merchants processing via HPA. Selecting Heartland InfoCentral will take the user directly to the InfoCentral log-in page.
Implement Consistent Confirmation Modals
With this release, we implement universal confirmation prompt modals throughout the system. Confirmation modals will always contain two options, one to continue with the initiated action, and the other to cancel. Depending on the action initiated, you will encounter one of two variations of the modal.
For actions with low risk, such as signing out of the POS, the modal will display as pictured here:
For actions with greater risk, such as transferring an inventory request, the modal will display as pictured here:
Following is a list of the affected modals.
Purchasing
- Close Purchase Order
- Close Selected Purchase Orders
- Close Purchase Order Items
- Delete Purchase Order Items
- Print Purchase Order Return Slip
- Cancel Purchase Order
- Cancel Purchase Order Return
- Cancel Purchase Order Receipt
- Complete Purchase Order Receipt
Reporting
- Delete Chart Group
- Delete Chart Metric
Sales
- Cancel Invoice
- Complete Invoice
- Cancel Sales Order
- Void Ticket
- Delete Customer Address
- Abort Gift Card Import
- Coupon Used
- Delete Invoice Line
- Delete Order Line
- Delete Coupon
- Delete Promotion
Inventory
- Cancel Adjustment
- Delete Adjustment
- Delete Selected Lines from Transfer
- Cancel Transfer Receipt
- Delete Batch
- Start Count
- Cancel Count
- Finish Count
- Accept Count
- Confirm Item Deactivation
Users & Roles
- Delete User Role
- Delete Role
Financial
- Delete Account
- Delete Item Class
Miscellaneous
- Delete Button Group
- Delete Custom Field
- Close Drawer
- Refund Layaway
- Delete Grid Template
- Delete Customer Note
- Delete Item Image
- Set Coupon Use Limit
- Delete Payment Type Custom Field
- Reset Branding
- Delete Custom Field
Implement Consistent Test Drive Pages
With this release, we implement updated pages throughout the Test Drive environment of Heartland Retail to match those in the production environment. These updates include:
- HRTL-13123 Test Drive Expired page
- HRTL-13152, HRTL-13153 The Sign-Up modal for both new and expired test drive user requests
- HRTL-13124, HRTL-13160 The We’ve Received Your Request page for both new and expired test drive users after completing the Sign-Up modal
- HRTL-13153 The Remaining Test Drive Days page
Other Updates
The following release notes detail the updates we have included in this release.
HRTL-12784 Batch Management Page Enhancements
This release includes improved usability and error handling for batch functionality. These updates include:
Batch Creation Modal:
- Reformatted aspects of modal to adapt to content and reduce empty space
- Fields containing errors will highlight in red and display a message below
Batch Details Page:
- Resize Description field for better alignment with Batch #
- Implement proper sizing and spacing of Scan input field
- Vertically center the Find button, with input height matched to the button
With these updates, we hope to further improve consistency and usability, as well as error feedback, for easier batch management.
HRTL-13196 Fix Behavior When Resending Email or Text Receipt
In previous versions, if you resent a receipt via email or text, the system provided no indication as to the status of the operation. With this release, upon successful resend, the system will display a message indicating success, as follows:
- For email, the notification reads, ‘Success: Email receipt was successfully resent.’
- For text, the notification reads, ‘Success: Text receipt was successfully resent.’
HRTL-13418 Fix Ticket Item Subtotal Discrepancy
We have identified and fixed an issue that sometimes caused discrepancies in the Ticket Item Subtotal on tickets. This occurred when items with manually adjusted prices or items that prompt for price at time of sale were present on the ticket. With this release, the system calculates the Ticket Item Subtotal correctly as expected, regardless of item price attributes.
HRTL-13538 Fix Vendor Info Update Issue on Purchase Orders
In previous versions, some merchants encountered an issue when updating the primary contact information for a vendor. In some cases, the new information did not reflect on newly created Purchase Orders (POs). Instead, these POs continued to display the previous vendor contact details. This release addresses the issue, and newly generated POs now reflect up-to-date vendor information as expected.
HRTL-13556 Fix Sales Rep Issue on Shopify Returns via Accumula
We have identified and resolved an issue that resulted in duplications on the Sales Rep report for Shopify returns synced via Accumula. With this release, after a sync containing such returns, the Sales Rep report is correct and does not contain duplicates.
HRTL-13566 Fix ‘Adjust Line Price’ Pop-Up Behavior
We’ve addressed feedback about the usability of the Adjust Line Price popup to reduce unnecessary clicks and improve efficiency, and have made the following changes:
- New Unit Price defaults to blank when in focus and 0.00 as placeholder (unless another value has been entered) when not in focus.
- Price Adjustment Reason displays placeholder Select Reason and includes search bar to filter results according to input.
- You can use the tab button on your keyboard to move from one field to the next.
HRTL-13574 Fix ‘Stuck’ Customer-Facing Display During Payment
We have addressed an issue that sometimes caused the Heartland Reader CFD to fall into a ‘stuck’ state while waiting for customer signature when processing a payment. This required merchants to restart the device and sometimes resulted in failed payments. With this release, payments process as expected and devices do not fall into ‘stuck’ state.
HRTL-13606 Fix Alignment of Company Fields on 9.7” iPad
This release includes better alignment of the State/Province field, and a reformatted Upload Company Logo button for the 9.7” iPad.
HRTL-13631 Fix Issue Adding Large Quantity (1000+) of Items
We have addressed an issue that prevented users from adding a large quantity (1000+) of items to an Item Adjustment. When attempting to do so, the system would only add 100 of the item in question. With this release, the system adds the intended quantity as expected.
HRTL-13713 Fix Item Custom Field Value ‘Already Used’ Issue
In previous versions, there were isolated instances of the system failing to add a new item and citing, incorrectly, that the value entered in the new item’s custom field had already been used as a lookup key, even though it had not. With this release, the system adds items as expected.
HRTL-13776 Fix Daily Summary Defaulting to Previous Day
We have identified and corrected an issue that caused the Daily Sales and Payments Summary to default to the previous day’s date instead of the current day. It now defaults to the current day as intended.
HRTL-13834 Fix Custom Fields on Completed PO Returns
We have identified and corrected an issue that prevented merchants from modifying custom fields on recently completed PO returns. With this release, they can now modify these fields as expected.
HRTL-13849 Fix Daily Summary Anomalous Behavior
After a recent release, some merchants encountered anomalies on the Daily Summary page, as follows:
- It displayed all zeros for certain dates, despite recorded sales.
- It mirrored data from other dates when switching between dates.
- It would sometimes not allow users to print the summaries.
With this release, the Daily Summary now accurately displays sales data for all dates and allows users to print summaries as expected.
HRTL-13859 Fix Behavior When Saving Gift Card Payment Type
In previous versions, when saving a gift card payment type, some merchants found that the gift card credentials entered in the Payment Processing section of that page would be deleted. We have corrected this and the system now saves and retains these credentials as intended.
Links
Here are links to download the latest version of Heartland Retail Connect: