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Heartland Retail Release Notes 7.55

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Heartland Retail Release Notes 7.55

Overview

This document describes the following enhancements and updates:

  • Layaway
  • Point of Sale
  • Promotions & Coupons
  • Purchasing & Receiving
  • Reporting Analysis
  • Sales Order Entry & Fulfillment

Current supported versions:

  • Heartland Retail 7.55 accessible via tenant sign-in
  • Heartland Retail Connect 7.55 accessible via download
  • Heartland Retail for iOS 7.55.1 accessible via App Store

If you have questions regarding the updates described in this document, please contact the Heartland Retail support team.

What’s New

The following release notes detail the enhancements we have included in this release.

FORT-106 Implement Quick Action Buttons

With this release, Heartland Retail introduces Quick Action buttons that allow users to complete frequently used actions in one convenient touch. They include:

  • No Sale – opens the cash drawer
  • Create New Item – opens the New Item modal so users can add new items on the fly
  • Print Last Receipt – reprints receipt from the last transaction completed on the current station

To access Quick Item buttons, tap the Quick Actions button at the top right of the POS screen. This will expand and display the three options as pictured below:

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Each action has its own permission, allowing merchants to easily enable/disable access to the actions for other users as is appropriate.

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For more information on this feature, please refer to our Quick Action Buttons Guide.

FORT-108 Add Quick Cash Buttons to Tender Screen

With this release, we introduce optional Quick Cash buttons to apply quick cash payments equal to the designated denominations in a single tap. To use this option, simply toggle on Enable Quick Cash buttons on Cash Tender page in POS settings. Once enabled, the POS will display buttons for $1, $5, $10, $20, $50, and $100.

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If you tap one of these buttons, the POS will instantly apply a cash payment in that amount.

FORT-177 Add ‘Type’ & ‘Cash Drawer’ Filters to Drawer Report

With this release, you can now filter the data contained in the Drawer Report by Type and/or Cash Drawer.

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This allows you to view only specific transaction types and for a single cash drawer. You can find this report under Reporting | Core Reports | Drawer Reports.

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HRTL-5619 Display Breadcrumbs Across Additional Retail Screens

For more consistency and ease of navigation, we have added breadcrumbs to several additional screens in Heartland Retail. With this option, users can easily navigate back to main pages after viewing an individual item or record, such as returning to the Tickets page after viewing an individual ticket as pictured in the example below.

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This new feature is available in the following screens:

  • HRTL-5616: Transfers
  • HRTL-5653: Customers
  • HRTL-5657: Tickets
  • HRTL-5658: Cash Paid In/Out
  • HRTL-5725: Payment Types
  • HRTL-5726: Reason Codes

HRTL-5641 Duplicate Item Validation/Warning When Adding New Items

With this release, when creating new items, the POS will automatically check the new item’s Description against existing items and will notify you if any matches exist. It will also note how much matches there are.

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The POS validates these values whether users create items via traditional Add Item process, or via the new Quick Action button.

HRTL-5648 Implement Validation When Creating Reason Codes

In previous versions, the POS did not check for duplicates when users created new Reason Codes and this sometimes resulted in multiples of the same codes. With this release, the POS now validates these codes as users create them and, if it finds the code already exists, it will indicate this with an ‘is already taken’ message below the Name box.

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If you attempt to save such a value, it will display a red toast message in the upper right corner.

HRTL-5774 Add Option to Clear Cash Tender Field

With this release, we have added an option to clear the cash tender amount by tapping the X to the right of the Amount box, which eliminates the need to manually delete the value.

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Updates

The following release notes detail the updates we have included in this release.

HRTL-1126 Do Not Allow Sales Invoice Line Deletion on Completed Invoices

In previous versions, users were sometimes able to delete lines from completed invoices. This occurred when the invoice was open in more than one tab and, after completing it in one tab, the user navigated to another tab where the invoice was still open and then deleted one of the lines. In these instances, although inventory and reporting were not affected, the sales invoice itself would be missing a line. With this release, the POS will not allow users to delete or otherwise update lines on completed invoices. Instead, such invoices will be read-only.

HRTL-2075 Alert for Negative ‘Actions’ Value in Promotions & Coupons

In previous versions, if users entered negative values in the Actions field of coupons and promotions, the POS would allow them to save these values without alerting them that the discount amount was negative. With this release, when users attempt to save such values, the POS alerts them with an orange toast message.

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If they wish to proceed with the negative value, they can simply hit Save again and the POS will save the values.

HRTL-2837 Update Promotion Rules After Merging ‘Free’ Items

In previous versions, if you had a promotion or coupon rule that automatically added a free item to qualifying tickets, and you then merged that free item with another item in Inventory, but did not designate it as ‘master’, the promotion/coupon linkage to the intended free item would break. In these cases, once you created a qualifying ticket, when the POS attempted to add the free item, it would encounter internal errors and the process would fail. With this release, after merging, the promotion/coupon rule automatically updates the free item to the ‘master’ item with which it was merged. Consequently, when you add a qualifying item to a ticket, the POS automatically adds the new ‘master’ item as a free item.

HRTL-4152 Fixed Display Issue When Report Title Line is Too Long

In previous versions, if you saved an Analysis report with a very long title, the POS would not break the title into lines when displaying the report. Instead, it displayed in a single line, which meant part of it was off screen. With this release, the POS wraps long titles so they display in full.

HRTL-4193 Disable Direct Link to Layaway When Feature Flag is Off

In previous versions, users in sites with Layaway disabled could still access layaway using the Find Ticket page.

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With this release, if users select Layaway from this list, the POS will alert them that the selected value is not valid.

HRTL-4299 Disable Print Button for Unsaved Sales Orders

In previous versions, when creating a new sales order, if users selected Print before saving the sales order, the POS would display an API error. With this release, to avoid confusion and errors, we have disabled the Print button for unsaved sales orders. The button is active when viewing existing sales orders and behaves as expected.

HRTL-4355 Add Space Between Confirmation Prompt Buttons

In previous versions, when removing an item from Grids, the POS displayed a confirmation prompt with buttons that were too close together (first image). With this release, we have added space between these buttons for a better user experience (second image).

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HRTL-4861 Fixed Count Discrepancy Error

In previous versions, some merchants encountered errors when attempting to view discrepancies for counts that were in the ‘Approval’ or ‘Counting’ status. As well, in some cases, instead of displaying discrepancies for the current count, the POS would display discrepancies for a previous count. With this release, the POS displays discrepancies for the current count as expected in all such scenarios.

HRTL-4888 Fixed Webhook Issue When Changing Customer on Ticket

In previous versions, if you changed the customer on a previously completed ticket, it sometimes triggered a new ‘sales transaction completed’ webhook event. With this release, such actions trigger the correct ‘sales transaction customer selected’ webhook events as expected.

HRTL-5625 Fixed Report Filtering with ‘Any’ and ‘All’ Conditions

In previous versions, if users selected Any or All conditions in report filters, the POS sometimes mishandled these requests, and failed to filter accordingly. In some cases, the reports yielded too many results and, in other cases, the reports yielded zero results. With this release, the filters work as expected.

Links

Here are links to download the latest version of Heartland Retail Connect: