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Test Drive Roadmap: Settings
Test Drive Roadmap: Settings

Make Heartland Retail your own in a few easy steps!

Bill C. avatar
Written by Bill C.
Updated over a week ago


Let’s get you set up! Here’s where you start to make Heartland Retail your own, from adding a logo to creating locations or adding one of our integrations. 'Settings' is where you set all your company parameters - spend some time here. You’ll learn that Heartland Retail is a highly flexible platform with all the built-in controls you need to manage your retail business. 

Let’s go to SETTINGS in the main, or top, navigation. 

See the Settings navigation bar on the left? 

☐ Add a New Location (How about: Atlantis)

Click on LOCATIONS. Click ‘NEW’ and add the location, hit save. Now enter the additional information called for. Click save again and you have created your new location.

☐ Add a New Role (How about: Buyer)

Click on ROLES. Click ‘NEW” and add the role, hit save. You have created a new role. Now you can assign permissions, subscribe alerts to a role, and assign users to a role. It’s that easy.

☐ Add a New User (How about: Joe)

Click on USERS. Click ‘NEW” and add a name. Add their details and give them access to just the ‘Atlantis’ location. Add the role ‘Buyer’ to this user. Scroll down to ‘create new user’ to save.

☐ Add a Custom Field (How about: Season)

Custom fields are key to Heartland Retail’s reporting and promotions features. You can create any field you want, assign them to a group (where you want them to appear), and then report or promote on them!

Click on CUSTOM FIELDS. Hit ‘NEW” and add the name of your new field “Season”. 

Select the ‘Group’ drop down list — this is a list of the places when you can put a field. Select “item” to place this new custom field at the ‘item’ level, on the item record.

** TIP** What other fields can you consider? Birthday month on a customer. Stylist on a sales transaction. Drivers license number on the payment type. Packing Slip number on a purchasing receipt. You get the idea!

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