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Sales
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33 articles in this collection
Written by
Allen Williams,
Derek Stotz,
Sarah Kowalski
and 2 others
Coupon Usage Limits
Learn how to create coupons with limited usage!
Written by
Natasha Anderson
Updated over a week ago
Dashboard
Location sales vs Source sales
Written by
Allen Williams
Updated over a week ago
Sales Plans: How to create and view them
Written by
Derek Stotz
Updated over a week ago
What are the payment exceptions alerts on my sales dashboard?
Written by
Derek Stotz
Updated over a week ago
Customers
How can I delete a customer?
Written by
Derek Stotz
Updated over a week ago
How to merge duplicate customers
Written by
Derek Stotz
Updated over a week ago
Exporting your customer list
Written by
Allen Williams
Updated over a week ago
Selling more with the Customer Dashboard
Written by
Derek Stotz
Updated over a week ago
Sales Orders
Creating Sales Orders
A sales order can be used for customer inter-store, vendor pre-, or ecommerce orders. A sales order is used in place of a POS ticket.
Written by
Derek Stotz
Updated over a week ago
Distributing Sales Orders
Written by
Allen Williams
Updated over a week ago
Fulfilling Sales Orders
Written by
Allen Williams
Updated over a week ago
Refunding Payments on an Unfillable Sales Order
Written by
Steven Tucker
Updated over a week ago
Adding Shipping Methods
Written by
Allen Williams
Updated over a week ago
Editing sales order invoice templates
Written by
Allen Williams
Updated over a week ago
What is the difference between Canceling and Closing a Sales Order?
Written by
Derek Stotz
Updated over a week ago
How to handle a deposit or prepayment for a sales order
Written by
Derek Stotz
Updated over a week ago
Can I Print Notes on a Sales Order?
Written by
Sarah Kowalski
Updated over a week ago
Reprinting Sales Order Invoices
Written by
Allen Williams
Updated over a week ago
Why do I receive a "failed to add line" message when I attempt to add multiple quantities of the same item on a sales order invoice?
Written by
Allen Williams
Updated over a week ago
Gift Cards
Changing the balance of a gift card by completing gift card adjustments
Written by
Allen Williams
Updated over a week ago
Issuing a gift card in the POS, checking the balance and tendering a gift card
Written by
Allen Williams
Updated over a week ago
How to import gift cards and store credits into Heartland Retail
Written by
Derek Stotz
Updated over a week ago
Configuring gift cards to expire
Written by
Allen Williams
Updated over a week ago
How to handle store credits in Heartland Retail using gift cards
Written by
Allen Williams
Updated over a week ago
Looking Up Gift Card History
Written by
Allen Williams
Updated over a week ago
How to set up and manage plastic gift cards that work with Heartland Retail
Written by
Allen Williams
Updated over a week ago
Adding, Editing and Deleting Gift Card Adjustment Reasons
Written by
Allen Williams
Updated over a week ago
Promotions and Coupons
Creating Promotions
Written by
Allen Williams
Updated over a week ago
How do I put something on sale?
Written by
Derek Stotz
Updated over a week ago
How to filter promotion rule conditions by item?
Written by
Allen Williams
Updated over a week ago
Creating POS coupons and coupon codes
Written by
Allen Williams
Updated over a week ago
Redeeming coupons in the Heartland Retail POS system
Written by
Allen Williams
Updated over a week ago
Can I set up a dollar amount discount off of a ticket?
Written by
Derek Stotz
Updated over a week ago