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 2025.01.280 accessible via tenant sign-in
- Heartland Retail Connect 2025.01.280 accessible via download
- Heartland Retail for iOS 2025.01.280 accessible via App Store
- Heartland Retail for Android 2025.01.280 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-11434 Add Sales Rep Filter to Analysis Reporting
With this release, you can now filter analysis reports by sales rep. To define your filter’s conditions, as with other filters, select the Filter option under the Sales Rep heading.
You can then define the rules of your filter. The resulting report will include only sales that match your filter selections.
HRTL-11507 Add Filter & Sort Options to Inventory Adjustments
This release introduces the ability to both filter and sort items when viewing inventory adjustments. The filtering options include Status and Location, which allow you to narrow the results by either or both criteria.
Along with these filters, you can sort adjustments by location by selecting the Location heading. Upon sorting, an up/down symbol will display next to the heading to indicate the sort order.
HRTL-11508 Add Filter & Sort Options to Inventory Counts
Similar to those for inventory adjustments, we have added filter and sort options to inventory counts. The filtering options are the same, Status and Location, while the sorting options include Scope, Location, and Reason.
HRTL-11509 Add Filter Options to Purchasing Orders
We have added Status and Location filters to the purchase order page. In this case, the location refers to Receiving Location.
HRTL-11810 Implement ‘Sort’ Tab on Custom Fields Settings
This release includes the addition of a new Sort column to the Custom Fields settings page. This enhancement allows merchants to sort the custom fields they create, thereby providing better organization and greater efficiency.
When you select the sort icon, the POS will display the various groups by which a custom field can be sorted. For ease of use, only the groups that have been assigned to a custom field will display on the page.
Clicking on one of these groups will take you to the next page, as pictured below, for further sorting options.
HRTL-13103 Enforce HPA Payment Gateway Setting for Receipts
For merchants who select Payment Device as their credit card receipt printer, the POS now recognizes this setting and prints credit card receipts ONLY to the payment device. In these instances, receipts are formatted according solely to the payment device configuration. This enhancement streamlines the receipt printing process and ensures consistency across a wide range of transaction scenarios.
This update is supported across iOS, Web, and Android platforms for the following:
- Sales Tickets
- Returns
- Layaway Deposits and Refunds
- Sales Orders and Refunds
- Quick Action: Reprint Last Receipt
- POS > Find Ticket > Completed Tickets > Receipt
Please note:
- To print credit card slips from the payment device, merchants should ensure that receipt printing is enabled on the device itself since POS settings do not control payment device printing.
- The setting has no impact on itemized receipts; these will continue to print from the POS based on the POS settings for the station.
- The setting applies to both HPA and HPA Canada.
HRTL-13137 Reintroduce Deposit Refund Option on Sales Orders via PAX
Merchants using a PAX payment devices can now efficiently process refunds for sales order 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 sales order 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 update ensures a seamless refund experience for merchants and customers, and a quick return of funds availability to customer accounts.
HRTL-13301 Add Batch Void Option for On-Hold Tickets
So that merchants can easily void multiple on-hold tickets that have no payments applied, we have added the option to void multiple tickets with one action. To do so, from the Tickets page, check the boxes for all desired tickets, and then select Void Selected Tickets. Please note that the Void Selected Tickets button will display only after one or more tickets have been selected.
A confirmation prompt will display. Select Void Tickets to proceed.
In instances where there is a payment present on one or more selected tickets, the system will void only those tickets without payments and will display a message informing you of this.
After the confirmation prompts have been answered, the eligible tickets will be voided and a message to that effect will display in the upper right. Once complete, the affected tickets will be reflected with a voided status.
HRTL-13939 Add Confirmation for Refresh During Payment in iOS
With this release, to eliminate the potential for issues with card payments due to refreshing the page during a transaction, iOS systems now display a confirmation prompt when a user attempts to refresh at such a time.
HRTL-13946 Clarify and Reformat ‘Ship Transfer Confirmation’ Prompt
With this release, we have clarified the wording on the Ship Transfer Confirmation prompt and have reformatted it to match those in other areas of the app.
All such prompts will now include the following information, along with Cancel and Confirm options:
- Ship From location
- Ship To location
- Shipment Qty
HRTL-13948 Enhanced ‘Print’ Button Display Behavior
With this release, on screens where both the Print and Print Label buttons would have previously displayed (such as In Transit, Complete, Receipt Overdue, and Discrepant), we have merged them into a single button with a ‘more’ section. Here is a screenshot for an ‘In Transit’ transfer:
If you tap the Print section of the button, it will open a page where you can check the box next to what you would like to print, or you can select Cancel to exit.
If you select the three dots, the option to Print Labels will display for you to select if desired.
If you opt to proceed with printing labels, the following screen will display.
On screens where only the Print Labels button is present, it will remain deactivated until and unless one or more items have been added.
HRTL-13983 Add ‘Cancel Transaction’ Button for Heartland Reader
This release includes the option to cancel a card transaction from the POS for merchants processing via the Heartland Reader. Please note that this button will not display in instances where the transaction is not able to be canceled.
New Confirmation Modals
With this release, we implement universal confirmation prompt modals throughout the system. Generally speaking, confirmation modals will 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.
- Complete Receipt
- Delete Chart
- Delete Purchase Order Items
- Delete Carrier
- Void Shipping Label
- Refund Sales Order Payment
- Reset Dimensions
- Cancel Return
- Item Deletion
- Confirmation When Leaving Page
- Merge Items
- Merge Customer Records
- Delete Price List
- Delete Reason Code
- Delete Sales Plan
- Reset Offline Data
- Delete Gateway
- Complete Shipment
- Recall Shipment
- Post Transfer Request
- Remove Sales Rep
- Refund Sales Order Payment
- Void Sales Order Payment
- Unable to Delete Items Notification
- Device Busy Notification
Updates
The following release notes detail the updates we have included in this release.
HRTL-12551 Fix Tax Issue for Tax-Exempt Add-On Items
We have identified and fixed an issue that resulted in taxes being added to tax-exempt add-on items. With this release, the tax-exempt status of these items is recognized correctly by the POS and no taxes are added.
HRTL-13139 Fix Screen Mirroring Issue on Android CFD
In previous versions, some Android users reported that their customer-facing displays (CFDs) were sometimes mirroring their POS screen. We have identified and addressed one cause for issue and the CFDs no longer mirror the POS screen.
HRTL-13229 Fix Tax Issue for Negative-Priced Items
In previous versions, depending on tax rules, the POS sometimes applied taxes to negative-priced items in an inconsistent manner. These inconsistencies were related to Minimum Price and Maximum Price tax rules. We have addressed this issue and taxes now apply correctly and consistently as expected.
HRTL-13357 Fix Missing Prompt After ‘Print Test Receipt’ When No Printer is Selected
In previous versions, if you attempted to print a test page without having selected a printer in the POS Settings screen, the system didn’t notify you of the issue. With this release, in such scenarios, the POS displays a toast message stating, ‘A receipt printer has not been selected.’
HRTL-13398 Fix Batch Deletion Issue
In previous versions, the POS mishandled requests to delete items that were present on one or more incomplete tickets, but had no other inventory history. With this release, if you attempt to delete such an item, the POS will recognize the open transactions as inventory activity and will display a message indicating that it could not delete the item, and ask if you would like to deactivate the item instead.
HRTL-13651 Fix PAX Line Item Display Issue When Description Contains Quotation Mark
In previous versions, if you added an item to a ticket that had a quotation mark in its description (for example, 6” Ankle Boot), the line item display on the PAX would stop updating and would require a reboot. With this release, the PAX successfully adds such items to the line item display as expected.
HRTL-13862 Fix Manual Sync with BigCommerce
We have fixed an issue that sometimes prevented manual syncs with BigCommerce to fully process. In these instances, the sync would update only inventory items that were present on a sales order created from a BigCommerce sale. With this release, manual syncs update all inventory items as expected.
HRTL-13926 Fix Customer Lookup Issue on iPad
In previous versions, some iPad users encountered difficulties when using Customer Lookup to add a customer to a sale or return. After searching for and identifying the intended customer, when they selected the record, the cursor would return to the search box and the customer would not be added. We have addressed this issue and the POS now adds the selected customer as intended.
HRTL-13952 Fix Category Error During BigCommerce Item Push
In previous versions, some merchants encountered errors when pushing item information including items without categories to BigCommerce. The errors stated that the category must not be null, despite the merchant not having selected the category group in their sync settings. With this release, the POS handles these requests without error as expected.
HRTL-13982 Fix HTML QR Code Header Issue on Gift Receipts
In previous versions, merchants could print regular receipts with HTML QR codes in the heading, but they were unable to print gift receipts with QR codes. When they attempted to do so, the resulting printout, which was very long and contained large blocks along the right side, did not include the QR code. We have addressed this issue and such gift receipts print correctly.
HRTL-14007 Fix ‘Undefined’ Error When Refunding Sales Order Payment
In previous versions, merchants were unable to refund cash or custom payments on sales orders. When they attempted to do so, the POS would display an undefined error indicating that the refund had failed. With this release, merchants can process such payments as expected.
HRTL-14048 Fix Placement of POS Settings Modal on Some Devices
In previous versions, the bottom of the POS Settings modal was cut off from the display on some devices, making the Reload All Devices button inaccessible. We have corrected this and the modal displays all components correctly as expected, regardless of device.
HRTL-14121 Fix Issue Adding HPA Gateway
In previous versions, if you attempted to add the HPA Gateway to a location with empty Country, City, and State fields, upon selecting Save, the gateway page would go blank without offering a message or error as to the issue, and the HPA Gateway would not be saved. With this release the HPA Gateway is saved in such scenarios as expected, without requiring values in the noted fields.
HRTL-14135 Fix Missing Reason Code Prompt Issue
After a recent release, the POS stopped displaying the Reason Code prompt during such functions as price adjustments, line item removals, and item returns reason. This release addresses the issue and the prompt now displays as expected.
Links
Here are links to download the latest version of Heartland Retail Connect: