Menu Updates and Ongoing Maintenance: Items, Modifiers, Modifier Groups

How to Change/Edit Item Name

Account Menu > Click on Items > Go to Search > Enter Item Name > Edit the name under the name field > Click on Save Icon on the right bottom of the screen

How to Set an Alternate Item Name (Online Name)

If you would like the item’s online name to be different from the POS name, enter the alternate name in the Short Name field and Save your changes.

How to Change the Item Price

Account Menu > Click on Items > Go to Search > Edit the price under the price field > Click on Save Icon on the right bottom of the screen

How to Edit an Item Description

Account Menu > Click on Items > Go to Search > Enter Item Name > Edit the description in the Description box > Click on Save Icon on the right bottom of the screen

How to Edit Images/photo of an item

While photos can be added in the POS, for the direct sync integration, photos need to be uploaded and updated within the Checkmate Portal by performing the following steps:

Learn how to edit images/photos of an item from the Checkmate portal here.

How to Change the Online Visibility of an Item

Go to Account Menu > Click on Items > Go to Search > Enter Item Name

Scroll down to the Available Online box > Check box Allow the item to be seen by customers online > Click on Save Icon on the right bottom of the screen

How to Add Alcohol Tags to an Item

If you serve alcoholic beverages online, you MUST tag ALL ALCOHOLIC items included in your Online menu regardless of whether they are alcoholic beverages or not. To do so:

Go to Account Menu > Click on Tags > Click on NEW > Enter Tag name under Name field > Select the Item(s) to which you wish to apply the tag under Assigned Items > Click on Save Icon on the right bottom of the Screen

Repeat steps for each tag category

You can also add tags in the Item itself by adding the appropriate tag in the Tag field.

The list of required tags can be referred to below:

How to Delete/Remove 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 Mark an Item/Modifier as “Sold Out”¹

This should be done by a manager directly from the Heartland POS terminal.

Select the User Menu in the top right corner of the application

Select Manager > Item Stock Management and the following screen displays providing you with a more centralized way to manage stock counts:

Set the item's stock value to 0.

Our system will automatically detect the stock change and will mark the item as unavailable on all API-integrated platforms within minutes of the POS change

How to Sort Items/Categories

Checkmate pulls items and modifiers in alphabetic order, and sorting/arranging must be done in the Checkmate Portal

Learn how to arrange/sort items and categories from the Checkmate portal here.

How to Move an Item from One Category to Another

Account Menu > Click on Items > Search & Select the Item >Scroll down to Report Category > Click on Category and select new Category from the drop-down menu > Check the Available Online box > Click on Save Icon on the right bottom of the screen

How to Change/Edit a Modifier

Account Menu >Click on Ingredients > Go to Search > Enter Modifier Name > Edit the Information on hte modifier > Click on Save Icon on the right bottom of the screen

How to Change the Price of Modifier

Account Menu > Click on Modifiers > Enter Modifier Group name in Search Bar > Scroll down to Ingredients > Edit Modifier’s price under Default Price > Check the Available Online box > Click on Save Icon on the right bottom of the screen

How to Remove/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

How to Change the Min/Max for a Modifier Group

Account Menu > Click on Modifiers > Search & Select Modifier Group in Search Bar > Update the Min/Max Choice to the modifier group > Check the Available Online box > Click on Save Icon on the right bottom of the screen

How to Sort Modifier Groups

Account Menu > Click on Items > Search & Select Item > Scroll down to Modifiers options > Arrange/Sort the Modifier Groups > Check the Available Online box > Click on Save Icon on the right bottom of the screen

Managing Store hours

Learn how to efficiently manage your store’s delivery hours using the Checkmate portal. Below are the key tasks you can perform:

• Set/Update Delivery Hours: Customize your store’s regular delivery hours to align with your business needs.

• Set Special/Holiday Hours: Adjust your hours for holidays or special events to ensure your customers are informed.

• Mark the Location/Ordering Platform Online/Offline: Control when your store or specific ordering platforms are available to customers by toggling online or offline status.

• Set the Kitchen Prep Time: Define the kitchen preparation time to ensure accurate delivery estimates for your customers.

Note: Heartland POS now recognizes the hours set in the Checkmate portal as the guide for online ordering. You only need to enable online ordering and select your desired menu(s) in Heartland POS. The schedule in Heartland POS will no longer affect order processing for integrated third-party orders. Ensure your store hours are correctly configured in the Checkmate portal.

1 Heartland POS Mini Manager Guide