Itsacheckmate Heartland POS Integration Overview
- Nikola Keravica
- VA BlakE
Initial Set up
Log in to Heartland using valid credentials
Home Screen view
Menu Creation: Items
How to Add a New Item
Click on New
Update the New Item details (ex: name, price, description, etc)
Scroll down to Report Category to tag the Item Category and Modifiers to tag the modifier groups (if any)
Check the Available Online box > Click on “Save Icon” on the right bottom of the Screen
How to Delete an Item
Account Menu > Click on Items > Go to Search > Enter Item Name
Scroll down to the bottom of the page > Click on Bin Icon > Click on Save Icon
How to Add an Item Description
Account Menu > Click on Items > Click on New > Enter Item Name > Edit the description in the Description box > Click on Save Icon on the right bottom of the screen
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
Drag and Drop the image or select the file you would like to add and select Save.
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
Click on the down arrow to display other sold-out options (up to 7 days or Indefinite)
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
To sort Categories:
Drag and drop Category to desired space > Click Save > Click Push to Ordering Platform
To Sort Items within a category:
Drag and drop Item to desired space > Click Save > Click Push to Ordering Platform
Menu Creation: Modifiers
How to Add a New Modifier
Account Menu > Click on Ingredients > Click on NEW > Enter Modifier Name in the Name box > Tag the modifier to a modifier group under Assigned Modifiers > Check the Available Online box > Click on Save Icon on the bottom right of the screen
How to Edit a Modifier
Account Menu > Click on Ingredients > Enter Modifier name in Search Bar > Select the Modifier > Edit details of Modifier > Click on Save Icon on the right bottom of the screen
How to Delete a Modifier
Account Menu > Click on Ingredients > Enter Modifier name in Search Bar > Select the Modifier > Scroll down to the bottom of the page and click on the Bin Icon >Click on Save Icon on the right bottom of the screen
Menu Creation: Modifier Groups
How to Add a Modifier Group
Account Menu > Click on Modifiers > Click on NEW > Enter new Modifier Group in the Name box >Tag the modifier to a modifier group under Ingredients > Enter the Name and Default Price for the modifiers > Check the Available Online box > Click on Save Icon on the bottom right of the screen
How to Delete a Modifier
Account Menu > Click on Modifiers > Enter Modifier name the Modifier Group is in the Search Bar > Select the Modifier > Scroll down to the bottom of the page and click on the Bin Icon of Modifier Group >Click on Save Icon on the right bottom of the screen
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
How to Set the Modifier Groups as “Required/Optional”
To set a modifier group as required, you must do so by setting the Min/Max set on the modifier group. If the Minimum choice is set as “greater than 0”, it automatically pulls it as “Required” and if there are no Minimum Choices (set as “0”), it automatically detects it as “Optional” in the system.
Menu Creation: Miscellaneous
How to Add a New Category to the Menu
Account Menu > Click on Sections > Click on NEW > Enter category name under Name field > Select and arrange Items under Assigned Items > Check the Available Online box > Click on Save Icon on the bottom right of the screen
How to Add Serving Size options
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
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
Update the hours as needed > Click Save > Click Push to Ordering Platform
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
Update the hours as needed > Click Save > Click Push to Ordering Platform
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
Update Prep Time minutes > Click on Save > Click on Push to Online Platforms
How to Add Taxes
ItsaCheckmate pulls all Location Level Taxes from the POS and totals them to arrive at the total location level sales tax rate. For Example: If the taxes were set in the POS to be City Tax 6.00%, County 0.50% & State Tax 5.00%, they would be reflected in our system as the total 11.50% Location Level Taxes.
Account Menu > Click on Taxes > Click on New > Update details > Click on Save Icon on the right bottom of the Screen
How to Add Multiple Menus
Account Menu > Click on Groups > Click on NEW > Enter menu name under Name field > Enter the Start & End Date for the menu > Select the Item Categories under Assigned Sections > Check the Available Online box > Click on Save Icon on the bottom right of the screen.
How to Add Tags
Account Menu > Click on Tags > Click on NEW > Enter menu name under Name field > Select the Item under Assigned Items > Click on Save Icon on the right bottom of the Screen
How to Publish Changes
For changes made in the Heartland POS → always click Save at the bottom of the screen in the POS
For changes made in the Menu Management Portal to be immediately reflected on your integrated ordering platforms→ always click Resync with POS→ Click Push to Ordering Platform
Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.
Heartland - Publishing Changes
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.
How to create a Heartland login for the ItsaCheckmate team?
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.
Step 2: Select the Users button from the navigation bar available on the left-hand side of the window.
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
Step 4: Select the Save button (indicated above) to create the ItsaCheckmate team's login successfully.