Sales

Coupon Usage Limits

Learn how to create coupons with limited usage!

Written by Natasha Anderson
Updated over a week ago

Location sales vs Source sales

Written by Bill C.
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

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 Bill C.
Updated over a week ago

Selling more with the Customer Dashboard

Written by Derek Stotz
Updated over a week ago

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 Bill C.
Updated over a week ago

Fulfilling Sales Orders

Written by Bill C.
Updated over a week ago

Refunding Payments on an Unfillable Sales Order

Written by HeartBot
Updated over a week ago

Adding Shipping Methods

Written by Bill C.
Updated over a week ago

Editing sales order invoice templates

Written by Bill C.
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 Kim Hoang
Updated over a week ago

Reprinting Sales Order Invoices

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

Changing the balance of a gift card by completing gift card adjustments

Written by Bill C.
Updated over a week ago

Issuing a gift card in the POS, checking the balance and tendering a gift card

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

How to handle store credits in Heartland Retail using gift cards

Written by Bill C.
Updated over a week ago

Looking Up Gift Card History

Written by Bill C.
Updated over a week ago

How to set up and manage plastic gift cards that work with Heartland Retail

Written by Bill C.
Updated over a week ago

Adding, Editing and Deleting Gift Card Adjustment Reasons

Written by Bill C.
Updated over a week ago

Creating Promotions

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

Creating POS coupons and coupon codes

Written by Bill C.
Updated over a week ago

Redeeming coupons in the Heartland Retail POS system

Written by Bill C.
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