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Heartland Retail POS Training

An in-depth look at how to not only use Heartland Retail POS, but also optimize it to take full advantage of the benefits it has for retail staff, managers, and owners!

Created by Retail by CRS

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Become an Expert in Global Payments Retail POS (formerly Heartland)

Whether you're a front-end user, admin-level manager, or store owner, this course covers everything you need to use your point of sale system effectively!

New and existing Global Payments Retail POS users will find all kinds of benefits in this drilled down training course covering each and every aspect of the entire point of sale system! This video-guided training provides quick, yet informative lessons to show you how to perform the different actions you need to succeed! Plus, as an added bonus, you will complete this course with 3 KEY custom reports at your disposal, provided by Dan Holman - CEO and Director of Planning!

In This Course You'll Learn:

  1. How and when to use and optimize EVERY aspect of Global Payments Retail POS, from the front-end POS to the back-end operations

  2. The "why" behind why particular actions are taken the way they are and how it can benefit YOUR day-to-day

  3. 3 key custom reports from our Director of Planning that will provide deeper, ACTIONABLE insights into your business for better decision making

Designed For:

Industry

All Industries

Topic

Product Training

Role

For Everyone

About This Course

Total Lessons
39
Certificates
0
Estimated Training Time
3h 49m

The Global Payments Retail POS Training course is designed to provide valuable insights into not only how to use the point of sale system, but also how to optimize it effectively. New and existing Global Payments retail users alike will find a huge benefit in the quick, yet informative video-guided lessons on each and every aspect, from the front-end point of sale to the back-end operations.

Throughout this course, users will be guided through 7 modules that cover the 7 specific areas of Global Payments Retail POS:

  • Dashboard
  • Point of Sale
  • Sales
  • Inventory
  • Purchasing
  • User-Defined Fields
  • Reporting

Each module contains a number of chapters that correspond to the section available in the system. For example, Module 3 - Purchasing contains 4 different chapters because the Purchasing tab in the POS has 4 sections. Within each chapter, users will find at least 1 lesson. Each lesson offers both a video-guided lesson and a written guide so users can choose to learn the way they do best!

Most lessons in this course will also contain practice exercises that users can choose to complete to help better understand the content. If users choose to complete the practice exercises, it is highly recommended that they do so in their training environment. If users do not currently have a training environment, our team will gladly help get them started on one!

While users navigate through the course, they will notice that each module is branded as Heartland. The change from Heartland to Global Payments branding is simply just the logo - nothing about the actual software has changed, meaning each module is still relevant to Global Payments Retail POS!

In addition, as users navigate through the course, they will have 90 days of full access to the Retail by CRS team, including our trainer, Alexandra, and account manager, Owen, who are dedicated to building and refining this course for every user. Additionally, users will have direct access to Dan Holman - CEO and Director of Planning for Retail by CRS, as well as a nationwide guest speaker specializing in data analysis and business success.


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