Release Notes Version 4.40

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Release Notes Version 4.40

Rev. 10/2019

A Global Payments Company A Global Payments Company

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Release Notes 4.40

A Global Payments Company Page ii

Overview ... 1

Enhancements ... 1

HR-201 Search Accounts by Account Number and Locations by Location Number ... 1

HR-299 Saved Card Data Available at Other Portico Online Ordering Sites... 1

HR-308 Heartland Online Boarding Window Added to Payment Gateway ... 2

HR-349 Zero Tip Option Restored to POS and Other Apps ... 4

HR-383 Include QR Codes in Heartland Gift Card Emails ... 5

HR-392 Promised Times Added to Checks for Delivery and Future Orders ... 6

HR-395 Manual Adjustment Amounts Up to Three Decimal Places ... 7

HR-396 Restored Ability to Create Adjustments with Decimal Amounts ... 8

Updates ... 8

HR-410 POS Prints Parent Items and Subitems on their Proper Printers ... 8

HR-411 POS Lists Half-and-Half Ingredients Below their Parent Item ... 8

HR-416 POS Prints Half-and-Half Ingredients Properly on Kitchen Slips ... 9

HR-418 POS Prints Half-and-Half Ingredients Properly in All Apps ... 9

HR-421 POS Doesn’t Crash When You Order Subitems Priced at $0.00 ... 10

HR-466 POS Doesn’t Crash When Paying a Split Check with Credit Card and

Cash ... 10

HR-476 POS Displays Suggested Tips with Partial Dollar Amounts Accurately ... 10

HR-482 Guest App Places ASAP Orders when Future Orders Are Disabled ... 10

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Release Notes 4.40

A Global Payments Company Page 1

Overview

This article describes enhancements and updates to the following components:  POS  Admin Console  GuestApp  Kiosk  Online Ordering

Enhancements

HR-201 Search Accounts by Account Number and Locations by Location Number

In the Admin Console, you can now search for accounts by account number and locations by location number. In the Accounts page, we have renamed the “MerchantID” column to “Account Number”. Now, if you type an account number in the Search box, the program will search and display any account with that account number. In the Locations page, we have renamed the “Account Number” column to “Location Number”. Now, if you type a location number in the Search box, the program will search and display any location with that location number.

HR-299 Saved Card Data Available at Other Portico Online Ordering Sites

At Online Ordering sites that use the Heartland Portico gateway, if a customer places an order and enters credit card information in the Checkout screen, the card information will be saved and made available to the customer at other Online Ordering sites that use the Heartland Portico gateway.

A customer with a Heartland Restaurant account can log into an Online Ordering site that uses the Heartland Portico gateway, place an order, and then access the Checkout screen. Here, if the customer clicks New credit card, the program opens the Enter your card information window, allowing you to enter the necessary card information. After entering this information, the Checkout screen will display the

Save this payment method option. If the customer selects Yes and then submits the order, the program

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Release Notes 4.40

In the future, if you place another order in another Online Ordering site that uses the Heartland Portico gateway, the Checkout screen will display the Saved payment option. If you select that option, the program will display the saved card as a payment option. The customer can then select that option, then submit the order.

HR-308 Heartland Online Boarding Window Added to Payment Gateway

We have added the Heartland Online Boarding window to the Payment Gateway screen. In the Admin Console, click Location Setup in the Main Menu, then click Payment Gateway. In the Online Settings area, in the Gateway list, if you select Heartland/Portico, the program will display the Heartland Portico Boarding window. In this window, you can enter the information necessary to set up the account,

including the restaurant name, its merchant ID number, and street address. (The program will enter some of this information as default settings.)

In the Please Return the Parameter Form To box, enter the email address that you want to receive the Public Key and Device ID. When you click Save, the program will send an email with this information to the SecureSubmit service, who will use it to set up the location's account.

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Release Notes 4.40

After you save this information, the Gateway list will display as Heartland/Portico (Pending). The gateway will remain pending until you enter the Online Device ID and Public Key (delivered to the email address entered above) in the Online Settings area, which is also located in the Payment Gateway screen.

To finish configuring the service, you must also enter the necessary settings in the Heartland Settings area.

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Release Notes 4.40

HR-349 Zero Tip Option Restored to POS and Other Apps

We have restored the Zero Tip option to the POS and other apps. In the Admin Console, select Location

Setup in the Main Menu, then click Settings. In the Transaction Settings area, we have added the Allow Zero Tip Suggestion check box.

If you select the Allow Zero Tip Suggestion check box, the POS will display the No Tip button along with the other tip option buttons in the Complete Your Order screen. If you enable this feature, the No Tip button will also be available in the Online Ordering, Kiosk, and other apps.

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Release Notes 4.40

HR-383 Include QR Codes in Heartland Gift Card Emails

When a customer buys a Heartland gift card online, you can now set the POS to include a QR code of the gift card number in the gift card email. In the Admin Console, click Location Setup in the Main Menu, then click Settings. In the Transaction Settings area, we have added the eGift QR Code check box. The program only displays this check box if you have set the location to use Heartland gift cards. (In the Payment Gateway screen, in the In-Store Settings area, select Heartland in the Gift Card list. Then enter the necessary settings in the Heartland Gift Settings area.)

If you select the eGift QR Code check box, the program will send emails of newly purchased gift cards to customers, and each email will include a QR code version of the card number along with the printed card number. Later, when a customer uses the gift card to pay a check at the POS, Kiosk, or in the Guest app, they can scan the QR code instead of manually typing in the gift card number.

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Release Notes 4.40

HR-392 Promised Times Added to Checks for Delivery and Future Orders

You can now set the POS to include promised prep times on checks for delivery and future orders. In the Admin Console, select Location Setup in the Main Menu, then click Customer Receipt. In the Customer Receipt screen, we have added the Show Promise Time check box.

If you select this check box, the POS will print the promise time on any checks and receipts for orders that have a promise time. If you open a check and tap Promise Time, the POS will open a time panel. In that panel, you can set the time when the order should be prepared and ready for pickup or delivery. After you enter a time in the panel, the POS will include that time at the top of the order's printed checks and receipts.

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Release Notes 4.40

HR-395 Manual Adjustment Amounts Up to Three Decimal Places

In the POS, when you apply an adjustment with an open percentage amount, you can now enter an amount with up to three decimal places. In the Admin Console, when creating a new adjustment, you can set it with a default percentage amount. If the default amount does not equal the minimum and maximum amounts, the POS will allow you to edit the amount when you apply it to a check. The POS will display a keypad, enabling you to manually enter a new percentage amount. Now, when entering a percentage amount, you can enter an amount that includes up to three decimal places (such as 5.001).

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Release Notes 4.40

HR-396 Restored Ability to Create Adjustments with Decimal Amounts

We have restored the ability to create adjustments with decimal amounts. In the Admin Console, click

Account Menu, then click Adjustments. In the Adjustments screen, click New. In the New Adjustment

window, you can now enter an amount with a decimal (such as “4.45”) in the Default Amount box.

Updates

HR-410 POS Prints Parent Items and Subitems on their Proper Printers

In previous versions, if you ordered a parent item with half-and-half ingredients, then ordered a subitem with a display format that differed from the parent item's display format, the POS may not have printed the subitem on its printer. For instance, if you ordered a “Pizza and Wings” item and added separate toppings to each half of the pizza, the POS would have printed the pizza and its toppings at the proper printer. But if the wings had a different display format, the POS may not have printed the wings at all. We have corrected this, and the POS now prints parent items and subitems on their proper printers, even if they have display formats or half-and-half ingredients.

HR-411 POS Lists Half-and-Half Ingredients Below their Parent Item

In previous versions, the POS may have displayed half-and-half ingredients improperly in the Check screen. In certain circumstances, if you ordered a parent item with half-and-half ingredients (such as a pizza with different toppings on the left and right half), then ordered a subitem (such as 20 wings), the POS may have displayed the subitem immediately below the parent item, and then listed the half-and-half ingredients below the subitem.

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Release Notes 4.40

We have corrected this, and now the POS lists all half-and-half ingredients directly below their parent item, and lists subitems after the ingredients.

HR-416 POS Prints Half-and-Half Ingredients Properly on Kitchen Slips

In previous versions, the POS may have printed half-and-half ingredients improperly on kitchen slips. If you ordered a parent item with half-and-half ingredients (such as a pizza), then ordered a subitem (such as 20 wings), the POS may have printed the subitem immediately below the parent item, and then listed the half-and-half ingredients below the subitem (and its modifiers). We have corrected this, and now the POS prints all half-and-half ingredients directly below their parent item, and prints subitems (and modifiers) after the ingredients.

HR-418 POS Prints Half-and-Half Ingredients Properly in All Apps

In previous versions, the POS may have listed half-and-half ingredients improperly on various parts of the Heartland Restaurant product. If you ordered a parent item with half-and-half ingredients (such as a pizza), then ordered a subitem, the POS (and other apps) may have listed the subitem (and modifiers, if any) immediately below the parent item, and then listed the half-and-half ingredients below the subitem. We have corrected this, and now the POS lists all half-and-half ingredients directly below their parent item, and lists subitems (and modifiers) after the ingredients. We have corrected this problem in all of the following areas:

 Admin Reports

 Online Ordering app, cart and emailed receipts  Kiosk app, cart

 Mobile app, cart  Guest app, display

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Release Notes 4.40

HR-421 POS Doesn’t Crash When You Order Subitems Priced at $0.00

In previous versions, if your site is set to apply taxes to subitems separately from their parent items, the POS may have crashed when you ordered a zero-priced subitem. In the Admin Console, click Location

Setup in the Main Menu, then click Settings. In the App Settings area, you can set the POS to apply

taxes to subitems separately from their parent items by selecting the Tax Sub Items Separately check box.

On such a site, if you ordered a parent item, then applied an ingredient subitem that was priced at $0.00, and then sent the order, the POS may have “crashed” (abruptly quit and closed). This problem would only occur if the zero-priced subitem was set to include tax in its price. We have corrected this, and the POS no longer shuts down when you order a tax inclusive subitem ingredient priced at $0.00.

HR-466 POS Doesn’t Crash When Paying a Split Check with Credit Card and Cash

In previous versions, if you split a check, then paid one split check with a partial credit card or Custom Tender payment, then cashed out the remainder of the same split check, the app may have “crashed” (quit and closed abruptly). If you paid the second split check with a different receipt type, the POS would have processed the payment without closing.

This problem would have only occurred on sites using the Round Cash Due function. In the Admin Console, click Location Setup, then click Settings. In the Cash Management Settings area, in the

Round Cash Due list, you can set the POS to round “cash due” amounts down to the lowest whole dollar

amount by selecting Round Down. On sites with the Round Cash Due list to Disabled, the POS would not have crashed when paying a split check with cash.

We have corrected this problem, and the POS app no longer crashes when you partially pay a split check with a credit card and then pay the remainder with cash.

HR-476 POS Displays Suggested Tips with Partial Dollar Amounts Accurately

In previous versions, if you configured the POS to use suggested tips with partial dollar amounts, the POS may have rounded the tip amounts to the nearest whole dollar. In the Admin Console, click

Location Setup in the Main Menu, then click Rooms. In the Rooms Settings window, you can set the

POS to display suggested tips with fixed amounts (rather than percentage amounts) by selecting the

Fixed Tip Suggestions check box. You can then enter up to three suggested tip amounts in the Suggested Tip Amounts boxes. In these boxes, you can amounts that include partial dollar amounts

(such as “1.50”).

However, in previous versions, the POS may have rounded the amounts of suggested tips up or down to the nearest whole dollar amount. So, if you set a suggested tip of “1.75”, the POS may have displayed it as “2.00”. We have corrected this, and the POS now displays and applies suggested tips with partial dollar amounts accurately and properly.

HR-482 Guest App Places ASAP Orders when Future Orders Are Disabled

In previous versions of the Guest app, if future ordering was disabled for online orders, the program may have prevented you from placing an “ASAP” order. In the Admin Console, click Location Setup in the Main Menu, then click Online Ordering. In the screen, click the Online Ordering tab. In the General

Settings area, you can prevent the Guest app from taking future orders by selecting the Disable Future Ordering check box. In such cases, all orders made on the Guest app will be ASAP orders. However, in

previous versions, if you disabled future ordering, the Guest app may have been unable to place future or ASAP orders. We have corrected this, and the Guest app can now place ASAP orders, even when it is prevented from placing future orders.

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Release Notes 4.40

HR-486 When Scanning Barcodes, Buttons Display Item Descriptions Properly

In previous versions, if you scanned an item’s barcode and the POS found more than one result, it may have displayed a blank white button for each result it found, instead of displaying buttons with item descriptions. We have corrected this, and now when the POS finds multiple results for a barcode scan, it displays each result’s button with proper item descriptions.

Release Notes Version 4.40