Go to Heartland Retail
All Collections
Sales
Sales
Coupon Usage Limits
Dashboard
Location sales vs Source sales
Sales Plans: How to create and view them
What are the payment exceptions alerts on my sales dashboard?
Customers
How can I delete a customer?
How to merge duplicate customers
Exporting your customer list
Selling more with the Customer Dashboard
Sales Orders
Creating Sales Orders
Distributing Sales Orders
Fulfilling Sales Orders
Refunding Payments on an Unfillable Sales Order
Adding Shipping Methods
Editing sales order invoice templates
What is the difference between Canceling and Closing a Sales Order?
How to handle a deposit or prepayment for a sales order
Can I Print Notes on a Sales Order?
Reprinting Sales Order Invoices
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?
Gift Cards
Changing the balance of a gift card by completing gift card adjustments
Issuing a gift card in the POS, checking the balance and tendering a gift card
How to import gift cards and store credits into Heartland Retail
Configuring gift cards to expire
How to handle store credits in Heartland Retail using gift cards
Looking Up Gift Card History
How to set up and manage plastic gift cards that work with Heartland Retail
Adding, Editing and Deleting Gift Card Adjustment Reasons
Promotions and Coupons
Creating Promotions
How do I put something on sale?
How to filter promotion rule conditions by item?
Creating POS coupons and coupon codes
Redeeming coupons in the Heartland Retail POS system
Can I set up a dollar amount discount off of a ticket?
