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!