POS Guide: Heartland

How to Set Up a Discount Labeled "Offline" for a $ Amount

1. Log In to Heartland POS:
   • Open your Heartland POS application and log in with your credentials.
2. Navigate to the Admin Panel:
   • Click on the menu icon (usually represented by three horizontal lines) in the top left corner.
   • Select "Admin" from the dropdown menu.
3. Access Discounts:
   • In the Admin panel, select "Discounts" from the list of options.
4. Create a New Discount:
   • Click on the "Add Discount" button.
   • Enter the discount name as "Offline."
   • Select the discount type as "$ Amount."
5. Set Discount Amount:
   • Enter the specific dollar amount you want to discount.
   • Example: If you want to set a $10 discount, enter "10" in the amount field.
6. Save the Discount:
   • Click "Save" or "Create" to finalize the discount setup.
7. Apply the Discount:
   • To use this discount during a transaction, select "Discount" from the transaction screen and choose "Offline" from the list of available discounts.

How to Pull Data

1. Log In to Heartland POS:
   • Open your Heartland POS application and log in with your credentials.
2. Navigate to User Management:
   • Click on the menu icon in the top left corner.
   • Select "Admin" and then "User Management."
3. Add a New User:
   • Click on the "Add User" button.
   • Enter the user's details:
     • Name: Offline Team
     • Email: partners@letsgetoffline.com
   • Set the appropriate role or permissions to allow access to data.
4. Set Permissions:
   • Under "Permissions," ensure that the Offline Team has access to view and pull data reports. This may include permissions such as "View Reports," "Access Data," or similar.
5. Save the User:
   • Click "Save" to create the user and grant the necessary access.
6. Notify the User:
   • Inform Offline Team that they now have access and provide any necessary login instructions.

How to Set Up Auto Gratuity on Offline Discounted Checks

1. Log In to Heartland POS:
   • Open your Heartland POS application and log in with your credentials.
2. Navigate to Settings:
   • Click on the menu icon in the top left corner.
   • Select "Admin" and then "Settings."
3. Access Auto Gratuity Settings:
   • Look for an option labeled "Auto Gratuity" or similar within the settings menu.
4. Configure Auto Gratuity:
   • Enable auto gratuity.
   • Set the conditions for auto gratuity, such as applying it to checks that include the "Offline" discount.
   • Enter the gratuity percentage or fixed amount you want to apply.
5. Save the Settings:
   • Click "Save" to apply the changes.
6. Verify the Configuration:
   • Perform a test transaction with the "Offline" discount to ensure that the auto gratuity is correctly applied to the check.