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Heartland Setup

Setting up your Heartland POS system

Creating a New User
Fri, 26 Aug, 2022 at 2:41 PM
Adding an Item
Fri, 26 Aug, 2022 at 2:41 PM
Creating Roles
What are Roles? Roles are the responsibilities and associated permissions assigned to an employee, and will dictate what an employee will be spending their...
Mon, 21 Nov, 2022 at 11:56 AM
Locations
Mon, 29 Aug, 2022 at 10:45 AM
Adding Customers to Your Heartland System
Mon, 13 Nov, 2023 at 1:56 PM
Custom Field Creation
Why Custom Fields? One of the most useful things we have in Heartland pertaining to items is custom fields. This is how we can track what is moving in o...
Mon, 13 Nov, 2023 at 2:09 PM
PAX A920 Setup Guide
How to Setup Your PAX A920  Overview This article describes how to configure Heartland Retail to use the PAX A920 device to process payments. The A920 ...
Mon, 13 Nov, 2023 at 2:30 PM
Setting up your Socket Mobile Bluetooth scanner for the iPad
The Socket Mobile 7Ci Bluetooth scanner requires a little bit of configuration before you'll be able to use it with your iPad. Follow this guide to get ...
Mon, 12 Dec, 2022 at 2:31 PM
Inventory Counts VS. Adjustments
What Is an Inventory Count? An inventory count is exactly as it sounds, a count of your inventory. There are 2 options when you are doing your count, eithe...
Mon, 13 Nov, 2023 at 2:39 PM
Reason Codes
What Are Reason Codes Adding reason codes is useful for a lot of things. It’s how you explain and track why item inventory was adjusted outside of adding u...
Mon, 13 Nov, 2023 at 2:40 PM