This document outlines the procedure for adding or editing gift card adjustment reasons within Heartland Retail.
Getting Started
To access adjustment reasons in Heartland Retail, follow these steps:
In the top navigation menu in the Heartland Retail click the "Settings" link.
In the Settings menu, click the "Reason Codes" tab.
Then, click the "Gift Card Adjustment Reasons" link.
This will bring you to the “Gift Card Adjustment Reasons” page.
Adding a New Adjustment Reason
Click the “New” button.
This will bring you to the “New Adjustment Reason” page.
Enter the name of the new adjustment reason in the “Name” text box.
Enter a description of the new adjustment in the “Description” text box.
Click the “Save” button.
A green success “Saved” message will flash confirm your text has been saved. You’ll notice that a switch indicating the adjustment reason is now “Active” has appeared. To make the adjustment reason disabled simply move the switch to the “Disabled” position.
Editing an Adjustment Reason
Click the name link of the adjustment reason you wish to edit.
This will bring you to the adjustment reason’s page.
Edit the name of the new adjustment reason in the “Name” text box.
Edit a description of the new adjustment in the “Description” text box.
Click the “Save” button.
A green success “Saved” message will flash confirm your text has been saved. To make the adjustment reason disabled simply move the switch to the “Disabled” position.
Deleting an Adjustment Reason
Click the “Delete” link to the left of the name of the reason you wish to delete.
Heartland Retail will ask you to confirm that you want to delete it. Click the “Yes” button.
You have successfully deleted an adjustment reason!