Initial Set up
Log in to Heartland using valid credentials
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How to Add an Image/photo to an Item
Note: This needs to be managed from the Menu Management Portal
Log in to the Menu Management Portal > Click on Menu Management > Click on the image icon next to the item for which you’d like to add a photo
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How to Mark an Item/Modifier as “Sold Out”
Note: This needs to be managed from the Menu Management Portal
Toggle the Available button on item (default is 1 day) > Click on Push to Ordering Platform
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How to Sort Categories & Items
Note: This needs to be managed from the Menu Management Portal
Click on Menu Management on homepage > Click on Sort Menu
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How to Sort Modifier Groups
Note: This needs to be managed from the Menu Management Portal
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
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Account Menu > Click on Sizes > Click on NEW > Update the name(s) and prices(s) under Assigned Items > Check the Available Online box > Click on Save Icon on the bottom right of the screen
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How to Set Regular Hours
Note: This needs to be managed from the Menu Management Portal
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
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How to Set Holiday/ Special Hours
Note: This needs to be managed from the Menu Management Portal
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
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How to Set Kitchen Prep Time
Note: This needs to be managed from the Menu Management Portal
Click on Hours > Click on Kitchen Prep Time > Click on Edit
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Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.
Heartland - Publishing Changes
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Robert WagenerModified on: Thu, 11 Nov, 2021 at 1:37 PM
In order for menu changes to be properly reflected and for ItsaCheckmate to be able to sync these changes in our system and push to online menus, they must be published.
To publish changes, go to Menu section and select the arrow icon in the upper right-hand corner.
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How to create a Heartland login for the ItsaCheckmate team?
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Quality and TrainingModified on: Fri, 6 May, 2022 at 12:37 PM
Follow the given steps to create a Heartland login for the ItsaCheckmate Team:
Step 1: Log in here to access the Heartland location dashboard using your login credentials.
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Step 2: Select the Users button from the navigation bar available on the left-hand side of the window.
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Step 3: Select the New button located in the top-right of the window. A new dialog box shown below will appear on the screen, where the user needs to provide the below-mentioned details of the new user:
First Name - Set first name to be “ItsaCheckmate”
Last Name - Set last name to be “Integration”
Email - Enter the email address of the new user in the following format: poslogin+restaurantname@itsacheckmate.com - i.e. For Mario’s Pizza, the user email address would be poslogin+mariospizza@itsacheckmate.com
Admin - Assign the admin permissions to the new user.
Permissions - Select the location for which specific permissions need to be granted.
Auto Logout Time - Select the auto-logout time.
Language - Leave as Default
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Step 4: Select the Save button (indicated above) to create the ItsaCheckmate team's login successfully.