Completing the Initial Setup

The Initial Setup

Before you can log into your Heartland Point of Sale app for the first time, you must complete the Initial Setup of the POS. This Initial Setup process contains three quick and easy steps to get your account setup for the correct location.

Begin by turning on the POS and navigating to the log in screen. Enter the correct Account Number for the location, then enter the User Name and Password for the account. Once the information is entered, select the Log In button. This will direct you to the Initial Setup Screen.

Note:

After too many failed attempts when logging in, you may become locked out of the application. If you become locked out of the Heartland Point of Sale you will recieve an on screen error and will need to contact your administrator to reset your password.

Step One: Choose Location

Choose a location by selecting one of the choices that appear listed to the under the Choose Location tab. Only one location may be chosen for this POS so ensure that you are selecting the correct one.

Step Two: Choose Product Type

Next, select which type of app you'll be using. Since the Heartland Point of Sale app is the only option on this screen it will be automatically selected for you.

Step Three: Assign Register

Last, select which register will be assigned to this POS by choosing one the available options that appear to the right side of the Assign Register tab.

Once you have successfully completed these three steps, select the Save button located at the bottom of the Initial Setup screen to advance to the Heartland Point of Sale app.

Note:

For a business with only one location, one product type and one register, this process will be automatically generated once logged into the POS.