Heartland Retail

Now that you have completed the third installment of the webinar series, this article will help you review the content you have just learned. &nbsp;The steps below will help you to take that content and apply it to getting your business up and running with Heartland Retail.

1. Check out the Help Center, especially <a href="http://support.heartlandretail.us/en/collections/25706-point-of-sale">Point of Sale</a> and <a href="http://support.heartlandretail.us/en/collections/25734-sales">Sales</a> sections. 

2. Review the Settings that affect the POS.

- Locations, Stations Drawers
- Users
- Roles
- POS&nbsp;
- Payment Types
- Receipts

3. Run through the steps of a basic sales transaction. See how-to <a href="http://support.heartlandretail.us/point-of-sale/sales-returns-exchanges/ringing-in-a-sale-in-the-pos">here</a>. 

<a href="http://support.heartlandretail.us/point-of-sale/sales-returns-exchanges/tax-overrides-in-the-pos-and-sales-orders">Tax Removal/ Adjustments</a>

<a href="http://support.heartlandretail.us/point-of-sale/new/adding-sales-reps-to-tickets-and-sales-orders">Sales Reps</a>

- Item Price Adjustments
- Item Removal
- <a href="http://support.heartlandretail.us/point-of-sale/sales-returns-exchanges/tax-overrides-in-the-pos-and-sales-orders">Tax Removal/ Adjustments</a>
- <a href="http://support.heartlandretail.us/point-of-sale/new/adding-sales-reps-to-tickets-and-sales-orders">Sales Reps</a>

4. Review the two different types of <a href="http://support.heartlandretail.us/point-of-sale/sales-returns-exchanges/processing-a-return">Returns</a>. 

Manual Returns, especially when you are a new Heartland Retail customer and still building up ticket history.&nbsp;

Returns made from original tickets (Recommended)&nbsp;

- Manual Returns, especially when you are a new Heartland Retail customer and still building up ticket history.&nbsp;
- Returns made from original tickets (Recommended)&nbsp;

5. <a href="http://support.heartlandretail.us/sales/gift-cards/issuing-a-gift-card-in-the-pos-checking-the-balance-and-tendering-a-gift-card">Issuing Gift Cards</a> at the POS

6. <a href="http://support.heartlandretail.us/sales/gift-cards/adding-editing-and-deleting-gift-card-adjustment-reasons">Issuing/Adjusting</a> Gift Cards Under Sales &gt; Gift Cards

7. Review <a href="http://support.heartlandretail.us/point-of-sale/layaways/using-layaways">Layaways</a>

8. Review <a href="http://support.heartlandretail.us/point-of-sale/cash-drawer/creating-a-cash-paid-inout-in-the-pos">Cash Paid In/Out</a>

<a href="http://support.heartlandretail.us/faq/does-springboard-have-an-end-of-day-z-out-or-x-out-report">Daily Summary</a> 

Close/Open <a href="http://support.heartlandretail.us/point-of-sale/cash-drawer/opening-and-closing-the-cash-drawer-in-the-pos">Cash Drawer</a>

- <a href="http://support.heartlandretail.us/faq/does-springboard-have-an-end-of-day-z-out-or-x-out-report">Daily Summary</a> 
- Close/Open <a href="http://support.heartlandretail.us/point-of-sale/cash-drawer/opening-and-closing-the-cash-drawer-in-the-pos">Cash Drawer</a>
- Dashboard

<a href="http://support.heartlandretail.us/sales/sales-orders/creating-sales-orders">Create</a> a Sales Order

<a href="http://support.heartlandretail.us/sales/sales-orders/distributing-sales-orders">Distributing</a> Sales Orders

<a href="http://support.heartlandretail.us/sales/sales-orders/fulfilling-sales-orders">Fulfill and Invoice</a> Orders

- <a href="http://support.heartlandretail.us/sales/sales-orders/creating-sales-orders">Create</a> a Sales Order
- <a href="http://support.heartlandretail.us/sales/sales-orders/distributing-sales-orders">Distributing</a> Sales Orders
- Picklist
- <a href="http://support.heartlandretail.us/sales/sales-orders/fulfilling-sales-orders">Fulfill and Invoice</a> Orders