Back of House (Genius Portal)
How to Add a New Staff Member in HRPOS
How to schedule override (holiday) hours for online ordering
How to schedule override (holiday) hours for online ordering the portal go to Location Setup > Online Ordering > Online Ordering Tab Scroll down to Carryout / Delivery. Both must be set up independently. At the bottom you will see Override Menu & ...
Future Order Printing
Future Order Printing Overview This article describes how to set up a Heartland Restaurant location to print kitchen slips for future orders. Configuring Future Order Send Behavior You can configure how future orders behave within a location in the ...
Attributes/Tags Setup Guide
Attributes/Tags Screen The Attributes/Tags screen includes controls that enable you to define and configure menu item attributes and tags. Attributes are descriptive terms that define the quality and characteristic of certain menu items, such as ...
Ingredients Setup Guide
Ingredients Screen Ingredients are the individual items that make up your business’s recipes. Some ingredients may be the same as your menu items. For example, bacon might be an item on your menu, but it’s also an ingredient in other dishes. Whereas ...
Context Items Setup Guide
Context Items Screen Context Items are variable contextual changes that can be applied to a menu Item. For instance, a fast food location might use a context item called “light” that servers can apply to sandwich and burger items to request a thinner ...
Menu Items Setup Guide
Items Screen The Items screen includes controls that enable you to define and configure records for each menu item sold by all locations in the account. To access the Items screen, log into the Admin Console, select an appropriate account. In the ...
Clock-In Messages Setup Guide
Clock-In Messages Screen The Clock-In Messages screen enables you to create one or more messages that the POS will display to staff members when they clock in. You can create different messages to display to different staff members, messages that ...
Service Charges/Fees Setup Guide
Service Charges/Fees Screen The Service Charges/Fees screen includes all of the settings necessary to create a record that applies a positive price change (an addition) to a total. This screen allows you to create a record that increases the price of ...
Modifiers Setup Guide
Modifiers Screen The Modifiers screen includes controls that enable you to define and configure menu item modifiers. Modifiers are variations or additions to a main menu item, such as different flavors (lime, strawberry, or peach), a choice of a ...
Discounts/Promotions Setup Guide
Discounts/Promotions Screen The Discounts/Promotions screen includes all of the settings necessary to create a record that applies a negative price change (a reduction) to a total. This screen allows you to create records that reduce the price of ...
Coursing Setup Guide
Coursing Setup Guide Overview This article describes the best practices and different ways to accomplish coursing with Heartland Restaurant. Configuration There are a couple of ways to configure coursing while using Heartland Restaurant. You can ...
Customer Receipts Guide
Customer Receipt Screen The Customer Receipt screen includes controls that enable you to configure the appearance and contents of the location’s customer receipts. To access the Customer Receipt screen, log into the Admin Console, select an ...
Display Formats Setup Guide
Display Formats Screen The Display Formats screen enables you to define display format records. These records enable you to configure how the printers on the location will print such documents as kitchen slips, receipts, and tickets. You can ...
Online Ordering and Catering Setup Guide V2
Online Ordering Enhanced Setup Guide Overview This article describes the enhanced version of Heartland Restaurant’s Online Ordering feature set. It describes how to set up and create an Online Ordering website for a location. It includes detailed ...
Heartland Admin Portal - Multi-Factor Authentication User Guide - Device Login Procedures
Multi-Factor Authentication User Guide Device Login Procedures Once you log into the Admin Console, you can acquire a Device Login authentication code, which you can then use to log into the POS, KDS, and Kiosk apps. There are two methods of ...
Heartland Admin Portal - Multi-Factor Authentication User Guide
Multi-Factor Authentication User Guide Overview As of version 9.25, we have added multi-factor authentication (MFA) to Heartland Restaurant. Multi-factor authentication is an effective and necessary security technique used to enhance traditional ...
Training Session: Advanced Menu Programming
Training Session: Basic Menu Programming
We are testing Como Basic deployment with Heartland
First deployment test on Tuesday, Jan 30. We will start with 12 merchants Heartland picked and we approved. These Merchants will start to see a popup notification the Heartland Restaurant admin portal. They can Accept or Decline to op-in to Como ...
🚀 Want more Heartland POS Training?? You got it!! FREE!!
? How to become a Heartland Restaurant Master Operator you ask?? Here is how! Sign Up Now! FREE Heartland Restaurant Training Webinars by POS Specialists Tap this link to sign up; https://www.posspecialists.com/learn Twice a month we host a one hour ...
HOW TO: Change Doordash Store Hours (if connected to your POS)
DO NOT CHANGE DOORDASH STORE HOURS IN DOORDASH DIRECTLY. DoorDash hours must be changed through Heartland Restaurant portal. The only exception is specific scheduled deviations such as being closed for a Holiday which you must handle directly through ...
Changing prices in a multi store environment
Changing prices in a multi store environment Store price overrides can be completed on a site by site basis. Those price overrides must be completed from the menu item maintenance. In the HRPOS portal go to the hamburger menu in the top left Select ...
How to Add a New Item (Duplicating)
How To: Setup Shipday Delivery Zones
To Adjust Delivery Zones for Shipday follow the steps. If you have any questions, please email support@posspecialists.com. 1) Log in to Heartland Restaurant Admin Portal at https://hrpos.heartland.us. 2) Click Location Setup on the left side of the ...
How To: Run an Internet Speed Test
This article describes: How to ask a merchant to run an internet speed test and where to lookup the result Only issue is that the merchant info and test results are seperate. I am still looking for a process that combines the merchant info and test ...
New procedure for payment mistakes or failures
Heads Up! Please follow the new procedure for payment mistakes or failures This article applies if a payment is taken but does not show up on POS. Step #1. Run a card as usual - this charges the card but it not show in POS (Payment Mistake or ...
Heartland Restaurant Delivery Settings
Delivery Settings This area includes controls that enable you to configure delivery service. Delivery Room: This list enables you to associate the orders and sales from delivery orders to a specific room. Delivery Payment Types: This list enables you ...
Overriding Online Order schedule for closure / Holidays for HRPOS OLO
Overriding Online Order schedule for closure / Holidays for HRPOS OLO This information is specific to HRPOS online ordering. If you want to change your schedule for DoorDash please check our knowledge base article. In order to schedule your store ...
How To: Add Scan to Pay QR Code on Tickets
Receipt text/font adjustment examples
Supercharge your Heartland Online Order Delivery System with ShipDay!
Supercharge Heartland Online Order System with automatic deliveries using Doordash, Uber and Grubhub drivers, commission-free! Step #1: Sign Up for an account with ShipDay Use our special link to sign up and connect ShipDay with your POS in minutes ...
How to update Suggested Tip Percentages
Doordash Integration: How to change the Price Adjustment %
Setting up Upsell Profiles & Upsell Groups for Online Ordering
Upsell Profiles allow you to suggest items to your customers based upon what they did not order. In this example we will be suggesting dessert to a customer who failed to add anything from the dessert section to their cart. Keep in mind that any ...
Call Center Configuration & Usage Guide
What is Call Center? The Call Center feature allows Admin Portal users to place Online Orders at the account level with the ability to designate the order to a specified location. This also allows additional payment options to be utilized such as ...
How To Add a New Employee/ Staff Member
How To Adjust Online Order Lead Time
Tip Out Configurator & Usage Guide
Please see attached PDF
Genius Restaurant: How to Change your Tax Rate(s)
Good News! Changing Tax Rates in Heartland Restaurant is easy. Here is the Step by Step: Quick Update for Tax Rate(s): Menu Taxes Select the Tax you would like to update Enter the updated Tax percentage with up to three decimal points Save Publish ...
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