Vendors / Mainstream commercial restaurant POS
Heartland Restaurant
Global Payments' SMB restaurant POS brand (formerly MobileBytes) and the migration target for the Digital Dining installed base. The product and its documentation have been renamed Genius for Restaurants — Mobile Manager 10.7.0 records the Admin Console rebrand — while www.heartland.us still markets it as Heartland Restaurant behind a "transitioning to the Global Payments brand" banner. Documented in depth in the public heartlandpos.zendesk.com help centre, a 130-page Admin Console Setup Guide and a 90-page vendor FAQ, from which most capability cells are scored.
scored live legacy rubric
- Claims in scope
- 278
- Scored
- 45
- Assessed
- 45
- Unknown
- 233
- Not applicable
- 36
- Values challenged
- 2
unknown, never as no.Identity
- Owner
- Global Payments (Heartland brand)
- Parent
- Global Payments
- Who it is for
- US independents and small chains, sold bundled with Heartland payments and payroll; also the designated landing place for the Digital Dining installed base
- Site
- https://www.heartland.us/products/point-of-sale/restaurant
Pricing
transparency: partial · unit: per-station (implied — the pricing page solicits quotes for 3 or more stations but publishes no per-station rate) · processor lock-in: unknown
- Software
- Published on the vendor pricing page under the heading "A restaurant POS built for every budget": "Prices starting at" "$89 per month". Two plans are named — Restaurant Essentials ("An ideal solution for new or growing restaurants ... helps single-location eateries work faster") and Restaurant Complete ("For multi-location or restaurants with more complex needs ... an all-inclusive suite") — but neither carries its own published price, and everything beyond the $89 entry point routes to a "Get pricing" form or a sales number. "Interested in 3 or more stations? Ask us how you could save!" is the only statement tying price to station count, and the page does not state what the $89 includes. Add-on modules are listed without prices.
- Card processing
- Not published on the pricing page. A customer testimonial there asserts the POS does not lock the merchant to one processor; that is marketing copy, not a contractual term.
Capabilities
Every claim is binary and checkable. Grades: A primary documentation · B product documentation · C pricing or feature page · D marketing claim · E third-party reporting · F inference with no source. A yes on a differentiator claim requires A or B.
Order capture & FOH workflow
Provides a graphical floor-plan editor where an operator can draw sections, place tables of varying shape/capacity, save multiple floor-plan layouts per location, and assign sections to servers.
order-capture-floor-plan-editor
Not scored by this record.
Order lines can be tagged to a seat number at entry, and the check can be split by seat afterward without re-keying items.
order-capture-seat-level
Not scored by this record.
Items can be assigned to courses and held, with a fire-next-course action available from a handheld or terminal that releases only that course to the kitchen.
order-capture-coursing-hold-fire
Not scored by this record.
Supports splitting a check by item, by seat, by even N-way, and by arbitrary dollar/percentage amount, and merging checks or tables back together, including after partial payment.
order-capture-split-merge
Split Ticket screen offers Add Tab (move a whole item to a tab, or 'Evenly' to divide one item's price across selected tabs), By Seat ('creates a dedicated tab for each seat number ... and moves all items to the tabs that correspond with their seat numbers'), and Even Split (2/3/4-Ways). Shortfall: the guide documents no split by an arbitrary dollar or percentage amount, and no merge of two separate checks or tables — the only un-split action is Remove Splits, which collapses a ticket's own tabs. Splitting after a partial payment is not addressed. https://heartlandpos.zendesk.com/hc/en-us/articles/37139151679643-Genius-POS-User-Guide · retrieved 2026-08-03
Opens a bar tab against a card pre-authorization with a configurable auth amount, supports incremental re-auth as the tab grows, and auto-closes stale tabs at end of day. differentiator
order-capture-bar-tab-preauth
Not scored by this record.
An open check can be transferred between servers, tables, and devices, and the transfer is recorded in an audit log naming both employees.
order-capture-transfer-audit
Not scored by this record.
Ships a first-party handheld ordering app running natively on the handheld device (not a remote/mirrored desktop session) that can send to kitchen and take a card payment tableside.
order-capture-native-handheld
Not scored by this record.
With the internet down, terminals and handhelds can still create orders, apply modifiers, send to kitchen, and tender cash, and the vendor publishes what does and does not work offline.
order-capture-offline-order-entry
A dedicated Offline Capabilities article enumerates the offline scope item by item: Kiosk, Guest App and online orders require internet; 'Since reports receive their data directly from the cloud, internet connection is required to access reports' (including time-punch management); PIN change requires internet; and card authorisation does not happen offline ('Credit cards are not authorized while the POS is offline'), with a Force Offline Credit Card Processing toggle, an Offline Transactions location setting, a Monetary/BridgePay gateway requirement and a Daily Review 'Authorize All' reconnect flow. The vendor FAQ states the order side plainly: 'It can run offline indefinitely. Certain things will not work such as OLO, Kiosk, Guest App, CC Transactions ... and Reports. Printing, KDS, and local synchronization will be okay while offline', and 'Orders are cached until the internet connection is restored.' Order entry, kitchen printing/KDS and cash tender therefore survive an outage, and the published-scope half of the claim is met by the article itself. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805812289-Offline-Capabilities · retrieved 2026-08-04
Guest QR at-table ordering writes items onto the same open check as server-entered items, rather than creating a separate order ticket. differentiator
order-capture-qr-same-check
Not scored by this record.
Offers a first-party self-order kiosk that renders the same menu and modifier tree as the POS with no separate menu build, and the vendor documents ADA/accessibility conformance for it. differentiator
order-capture-kiosk-first-party
Not scored by this record.
Supports drive-thru-specific order flow: order-point/pay-window/pickup-window separation, order sequencing or tandem-lane assignment, and pull-forward or parking-spot assignment.
order-capture-drive-thru
Not scored by this record.
Captures and reports drive-thru speed-of-service timers by segment (order, total, window) tied to individual orders.
order-capture-drive-thru-timers
Not scored by this record.
Vendor ships a first-party AI voice ordering agent for phone and/or drive-thru that injects orders directly as POS orders, or publishes a documented API partner program for third-party voice AI. differentiator
order-capture-voice-ai
Not scored by this record.
Supports order throttling: per-channel capacity limits per time slot with automatic quote-time extension when kitchen load exceeds a configured threshold. differentiator
order-capture-throttling
Not scored by this record.
Accepts future-dated/scheduled orders with a per-channel lead time and automatically injects them into the make queue at a computed fire time rather than on receipt.
order-capture-scheduled-orders
Location Settings > App Settings has a Future Orders check box and a Future Orders Send Behavior list with three options: send immediately on receipt, 'Send future orders at start of day' (with a configurable start-of-day time), or 'Send future orders at hold time minus prep time' with a Future Order Prep Time in Minutes box; the KDS has a Show future orders filter (All / Today Only / Today and Tomorrow / N Days Out / At hold time minus prep time). Shortfall: the fire-time offset is a single location-wide 'Future Order Prep Time in Minutes' value — no per-channel lead time is documented. https://heartlandpos.zendesk.com/hc/en-us/articles/25921447490459-Future-Order-Printing · retrieved 2026-08-03
Provides a distinct catering order flow with quotes, deposits, balance-due tracking, and a delivery/event schedule separate from the standard order queue.
order-capture-catering
Not scored by this record.
Pushes an order-ready signal back to third-party marketplaces (e.g. DoorDash) from POS or KDS state, rather than requiring a tablet tap. differentiator
order-capture-order-ready-signal
Not scored by this record.
Voids, comps, and discounts require a reason code and can be gated behind role-based manager approval, with all instances recorded in an exception report.
order-capture-void-comp-controls
Not scored by this record.
Menu, modifiers & pricing engine
Payments & money movement
The POS operates with third-party payment processors of the merchant's choosing (documented list of supported processors/gateways) rather than requiring the vendor's in-house processing. differentiator
payments-processor-choice
Not scored by this record.
Vendor publishes card-processing pricing publicly (a specific flat rate or interchange-plus markup) rather than quote-only. differentiator
payments-published-rates
Not scored by this record.
Native dual-pricing / cash-discount mode stores two prices per item and prints both cash and card totals on the guest check and receipt. differentiator
payments-dual-pricing
Not scored by this record.
Surcharging engine automatically excludes debit and prepaid cards via BIN/product-code detection, enforces the network percentage cap, and can be enabled or disabled per location. differentiator
payments-surcharge-guardrails
Not scored by this record.
All first-party payment terminals accept EMV chip and NFC contactless including Apple Pay and Google Pay.
payments-emv-nfc
The current Genius terminals are documented for chip and contactless: the PAX A920 and PAX A35 setup guides both state 'If the card has an EMV chip, you can dip the card or tap it against the front sensor', with swipe as the no-chip fallback, and 'In the app's settings, you can also configure the payment screen to include Apple Pay, Google Pay, and Samsung Pay as payment options.' Shortfall: the claim's 'all first-party payment terminals' is not met by the documentation. The vendor FAQ answers 'Is NFC to NFC for Apple Pay supported with Heartland Restaurant?' with 'This would be dependent on the pin pad device, not the Heartland Restaurant application directly'; the July 2025 Certified Hardware List still carries the PAX S300 and S920 with no documented contactless capability; the ID Tech Unimag II MSR remains a documented swipe-only acceptance path; and the Kiosk channel takes cards only by swipe ('Currently only swiping via an MSR is supported for a Kiosk'). https://heartlandpos.zendesk.com/hc/en-us/articles/1260805879509-PAX-A920-Setup-Guide-for-Genius · retrieved 2026-08-04
Accepts contactless payments directly on a phone (Tap to Pay on iPhone and/or Android tap-to-pay) with no separate card reader. differentiator
payments-softpos-tap-to-pay
Not scored by this record.
Vendor ships a handheld that takes EMV/NFC payment at the table, including tip prompt and check splitting, without carrying the card away.
payments-pay-at-table
Not scored by this record.
Guest can scan a QR code on the printed check or table tent to view and pay the check from their own phone, with the payment closing the check in the POS automatically. differentiator
payments-qr-guest-pay
Not scored by this record.
Supports both pre-auth-then-tip-adjust and on-device tip prompt flows, with a documented batch/adjust window and a manager screen for unadjusted tips.
payments-tip-adjust
Not scored by this record.
Configurable tip pooling and distribution rules (by hours worked, sales, role percentage, or points) that produce a per-employee tip allocation exportable to payroll. differentiator
payments-tip-pooling
Not scored by this record.
Card payments can be captured while the internet is down via store-and-forward, with configurable per-transaction and cumulative offline limits. differentiator
payments-offline-store-and-forward
Not scored by this record.
Vendor publicly documents who bears the loss when a stored offline transaction declines on reconnect, and surfaces a post-reconnect report of failed offline payments. differentiator
payments-offline-decline-liability
Not scored by this record.
First-party gift cards with real-time balance tracking, redeemable across every location in the group and through the online-ordering channel.
payments-gift-cards
First-party Heartland Gift, configured on the Payment Gateway screen. POS flows documented for Activate, Reload, Balance Inquiry ('Tap Inquire ... swipe or manually enter the gift card's number') and Redeem. Heartland Virtual Gift (e-Gift) is sold through the Online Ordering website via an 'Allow Gift Purchases' setting and an eGift Room, using the same gift item as in-store, and gift cards are accepted as a tender in the Online Ordering checkout. The Payment Gateway (US) screen asks 'Is this a multi-unit merchant?' and 'Is this the master location?', boarding gift on the account's master location for the group. https://heartlandpos.zendesk.com/hc/en-us/articles/1260806073449-Gift-Setup-Guide-for-Heartland-Restaurant · retrieved 2026-08-03
House/on-account tabs with per-account credit limits, running balance, and periodic statement or invoice generation.
payments-house-accounts
Not scored by this record.
A single check can be settled with multiple tenders and split by seat, by item, by even shares, or by arbitrary amount, with no hard cap below eight ways.
payments-split-tender
Not scored by this record.
Voids, refunds, discounts, and no-sales require role-based authorization (manager PIN or approval) and write to an immutable audit log identifying the approver.
payments-refund-void-controls
Permission sets gate Void Orders, Void Transactions, Refunds, Remove Items, Discard Order Changes, All/Allowed Discounts and All/Allowed Adjustments individually; the POS presents a 'Reason for Void' panel of predefined void reasons plus a free-text Description before a void completes, and release notes 2.28 describe the POS prompting for a manager's approval when a server selects a discount above their permission level. The Void Reasons report gives 'a breakdown of void reasons given when voiding tickets, payments, and specific items along with the total $ amount voided', filterable by staff. Shortfall: no documentation of an immutable audit log identifying the manager who approved the void or refund — the void report attributes the transaction to the operating staff member, not to an approver. https://heartlandpos.zendesk.com/hc/en-us/articles/20087014131099-Permissions-Screen · retrieved 2026-08-03
In-product dispute/chargeback dashboard that lists open disputes and allows evidence submission assembled from the POS transaction record. differentiator
payments-chargeback-tooling
Not scored by this record.
Tokenized card-on-file for a guest profile, reusable across online ordering, phone orders, and in-store, with no PAN stored by the merchant. differentiator
payments-card-on-file
Not scored by this record.
Vendor publishes its deposit schedule and offers a next-day or same-day/instant funding option. differentiator
payments-payout-timing
Not scored by this record.
Vendor provides point-to-point encryption and a current PCI DSS 4.x Attestation of Compliance / P2PE listing available to merchants on request.
payments-p2pe-pci4
Not scored by this record.
Kitchen & production
Items route to specific KDS stations by item, category, order type, or revenue center, with routing rules configurable per location without vendor involvement.
kitchen-station-routing
Routing is item-driven via kitchen groups: the Kitchen Groups screen (Admin Console > Menu > Kitchen Groups) defines groups such as 'Bar', 'Grill', 'Salad Bar' or 'Dessert' with an Assigned Items list, every Item carries a Kitchen Group field, and a display format 'can associate display formats with specific kitchen groups, which enables you to route print jobs to any number of printers or KDS units throughout the restaurant'. Display Formats sit under Admin Console > Location Setup, so the rules are merchant-editable per location with no vendor involvement; Ignored Job Types and Required Kitchen Groups further gate which format fires. Limitation worth recording: the only routing key is the item's kitchen group - no routing by order type or revenue center is documented anywhere in the admin reference, and Kitchen Groups themselves are authored at account level. https://heartlandpos.zendesk.com/hc/en-us/articles/20087719000347-Display-Formats-Screen · retrieved 2026-08-04
An expo screen consolidates items from multiple prep stations into a single order view and only marks the order complete when every contributing station has bumped its items.
kitchen-expo-consolidation
NEW SURFACE: the Spanish-language KDS guide "Configurando un KDS" (Global Payments (c) 2025, current Genius Restaurant app), an attachment of help-centre article 39155018081435 "Recursos en espanol" (updated 2025-08-12), retrieved through /api/v2/help_center/en-us/articles/<id>/attachments.json; 111 PDFs pulled from the 580 restaurant-side articles. No English equivalent is in the public corpus (`broadcast` 0, `remote complet` 0 over the 580 bodies; `expo` hits only a Menu Building Training PDF naming "Expo" as an example Kitchen Group, and the anonymous API spec's /v2/setup/displayFormats example names a display format "Expo"). EVIDENCE (verbatim, translated in brackets): "Marcar articulos individuales como completados: Si habilitas esta opcion, puedes tocar un solo elemento de un pedido para marcarlo como completado" [mark individual items complete]; "Transmitir finalizaciones y mostrar finalizaciones remotas ... Se utilizan en conjunto para notificar a otras pantallas KDS cuando los articulos son marcados como completados desde una KDS diferente para la misma orden" [Broadcast Completions + Show Remote Completions notify other KDS screens when items of the SAME ORDER are completed on a different KDS]; "Habilitar Mostrar finalizaciones remotas en cualquier KDS que recibira las notificaciones de articulos completados desde otras KDS" with an example where "Los articulos que fueron completados desde la KDS 2 se indican con una linea rosa". English Display Formats Screen (article 20087719000347): "You can associate display formats with specific kitchen groups, which enables you to route print jobs to any number of printers or KDS units". SATISFIED: one screen can show a single order's items with each other station's completions colour-coded (the cross-station consolidated view). SHORTFALL: nothing states that the order is held/marked complete only when every contributing station has bumped; bumping is per-KDS ("Eliminar" per ticket, "Eliminar todos los boletos"). Retrieved 2026-09-16. https://heartlandpos.zendesk.com/hc/article_attachments/39594773506331 · retrieved 2026-09-16 adversarially verified
Items can be assigned to courses and held, then fired to the kitchen on demand from a server terminal, handheld, or expo screen. differentiator
kitchen-course-firing
Not scored by this record.
Per-item cook times are configurable and the KDS staggers item start/display times so that all items on an order finish simultaneously. differentiator
kitchen-prep-time-pacing
Not scored by this record.
Kitchen load throttling automatically paces or delays release of incoming digital orders, or extends quoted prep times, once a configurable order-volume or ticket-time threshold is crossed. differentiator
kitchen-order-throttling
Not scored by this record.
Pausing a store or 86ing an item from the POS/KDS propagates the pause or availability change back to connected third-party marketplaces (DoorDash, Uber Eats, Grubhub) automatically. differentiator
kitchen-channel-pause-propagation
Not scored by this record.
Bumping an order ready on the KDS sends an order-ready status event back to the third-party marketplace so couriers are dispatched on actual readiness. differentiator
kitchen-order-ready-callback
Not scored by this record.
KDS supports physical bump bars or programmable keypads in addition to touchscreen interaction, with documented supported models.
kitchen-bump-bar-hardware
The vendor's own FAQ (KDS section) states the limitation directly: 'Can Heartland Restaurant integrate with a Kitchen Video Monitor? Yes, but, the KDS integration only works with iOS iPads. Which means you will need an iPad in order to see and bump orders.' The only mention of a bump bar in the entire documentation set inverts the claim: 'You can use a larger monitor using a lightning to HDMI cable and your iPad would act as a bump bar controller and keyboard to the larger monitor.' The FAQ also states 'Currently there are no 3rd party providers for this' KDS. No supported bump-bar or programmable-keypad models are listed anywhere; the Product Guide's kitchen video hardware list is 'Apple iPad'. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-03
An all-day view aggregates outstanding quantities per item (and per modifier) across all open tickets on the station.
kitchen-all-day-counts
Not scored by this record.
Configurable target cook times per station or order type, with visual color escalation and/or audible alert when a ticket exceeds target.
kitchen-sla-alerts
Not scored by this record.
If a KDS screen or kitchen printer goes offline, tickets automatically fail over to a designated backup printer or screen with no ticket loss. differentiator
kitchen-printer-fallback
Not scored by this record.
KDS continues to receive and display tickets from on-site POS terminals when the internet or cloud backend is unreachable. differentiator
kitchen-offline-operation
Not scored by this record.
Station screens can display item-level build/assembly detail (recipe steps, portioning, or full modifier breakout) rather than only the ticket line text. differentiator
kitchen-item-build-screens
Not scored by this record.
Sectioned/fractional topping placement (halves, quarters, specific sections) is rendered visually and unambiguously on the make-line screen or ticket. differentiator
kitchen-pizza-fractional-display
Not scored by this record.
A bumped ticket can be recalled/unbumped, and an individual item can be refired or reprinted without re-entering the order.
kitchen-recall-refire
Not scored by this record.
Edits made in the POS to an order already displayed in the kitchen visually flag the added, changed, or removed items on the live ticket. differentiator
kitchen-order-modification-alerts
Not scored by this record.
Bumping an order ready triggers a guest-facing notification — SMS/text, app push, or an order-status display board — without a separate product purchase. differentiator
kitchen-guest-ready-notification
Not scored by this record.
Waste, spoilage, and remakes can be logged directly at the kitchen/KDS screen with reason codes, and the entry depletes inventory.
kitchen-waste-logging
Not scored by this record.
Reports actual ticket and per-station times (average and percentile) sliced by daypart, station, and order channel, exportable to CSV or an API.
kitchen-speed-of-service-reporting
Not scored by this record.
Generates prep lists or predicted prep quantities from historical sales and forecast demand, surfaced to kitchen staff as a daily prep task list.
kitchen-prep-forecasting
Not scored by this record.
Delivery, dispatch & third-party channels
Product includes a native in-house driver module: drivers are first-class entities with clock-in/out, assignment state (in-store / on-run / returning), and per-driver run history reportable from the POS itself (not via a third-party add-on).
delivery-driver-roster
Drivers exist natively but thinly. A driver is an ordinary staff record — the FAQ's Ticket Info reference documents a 'Driver' field that 'is only selectable in Delivery Rooms. It allows you to designate the driver to the order'; the Rooms Screen defines the Delivery room as 'a space where a dispatcher or server assigns orders to delivery drivers'; SMS delivery instructions go 'to the Assigned Driver' using the phone number on the staff record; and as staff, drivers clock in and out at the POS like anyone else. Shortfall: none of the claim's instrumentation exists. No assignment-state model (in-store / on-run / returning) is documented anywhere — the Driver field is a name on the ticket; no per-driver run history report appears in the Admin Console report catalogue or the FAQ's report list; and the FAQ answers 'Is there a companion app for delivery drivers? Or a way to have live tracking of the driver?' with 'Currently not.' https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
Provides a dedicated dispatch/expo screen showing undispatched orders, driver availability, and elapsed time per order, with multi-order run batching (assigning 2+ orders to one driver as a single run).
delivery-dispatch-board
A room can be typed Delivery — 'a space where a dispatcher or server assigns orders to delivery drivers' — and Location Settings has 'Print Check on Delivery Dispatch' which prints the ticket as soon as a driver is assigned; SMS Texting Features documents sending delivery instructions to an assigned driver's phone. Shortfall: the dispatch room is a ticket list, not an instrumented board. No driver-availability state, no per-order elapsed timer and no multi-order run batching are documented, and the vendor FAQ answers 'Is there a companion app for delivery drivers? Or a way to have live tracking of the driver?' with 'Currently not.' https://heartlandpos.zendesk.com/hc/en-us/articles/19986613062811-Rooms-Screen · retrieved 2026-08-03
Dispatch includes a live map view with geocoded stops and system-generated route sequencing (turn order optimization) for a multi-stop run, not just a static address list. differentiator
delivery-route-map
Not scored by this record.
Captures live driver GPS position from a driver-facing mobile app and surfaces it back to the dispatch screen. differentiator
delivery-driver-tracking
Not scored by this record.
Delivery areas can be defined as arbitrary map polygons or by drive-time isochrones, not solely as a radius or a ZIP/postcode list. differentiator
delivery-zones-polygon
Not scored by this record.
Each delivery zone carries its own independently configurable delivery fee, order minimum, and quoted promise time, applied automatically from the validated customer address.
delivery-zone-pricing
Delivery areas are drawn as coloured map polygons and each polygon exposes its own fee selector: 'For each polygon that you add to the map, the program will display a Delivery Fee list ... Later, when a customer in this delivery zone places an order, the webpage will apply this delivery fee to the ticket.' Shortfall: the fee is the only per-zone attribute. No per-zone order minimum and no per-zone quoted promise time exist in the Online Ordering screen reference or the 130-page Admin Console Setup Guide; delivery menu and hours are set once for the whole delivery channel, not per zone. https://heartlandpos.zendesk.com/hc/en-us/articles/19985861573787-Online-Ordering-Screen · retrieved 2026-08-03
Address entry is validated/geocoded against a mapping service at order time and rejects or flags out-of-zone addresses before the order is accepted.
delivery-address-validation
Not scored by this record.
Tracks per-delivery driver compensation inputs — mileage or distance driven per run, per-delivery flat reimbursement, and driver-retained tips — and exports them to payroll as separate reimbursement vs. wage lines. differentiator
delivery-driver-comp
Not scored by this record.
Provides a driver cash bank / settle-up flow that reconciles cash collected, orders assigned, and tips owed at end of shift, producing a per-driver over/short figure.
delivery-cash-reconcile
Not scored by this record.
Can hand a first-party order to an on-demand courier marketplace (DoorDash Drive, Uber Direct, Nash, Relay or equivalent) natively from the POS, with the courier quote and status returning into the order record.
delivery-daas-dispatch
Not scored by this record.
Supports hybrid dispatch: rules that automatically overflow an order to a DaaS courier when no in-house driver is available, out of zone, or past a wait threshold. differentiator
delivery-daas-fallback
Not scored by this record.
Offers direct, first-party certified API integrations with DoorDash, Uber Eats, and Grubhub marketplaces (vendor-owned, not solely resold through Otter/Deliverect/Chowly/ItsaCheckmate middleware). differentiator
delivery-3p-direct-integration
Not scored by this record.
Third-party marketplace orders inject automatically into the POS as normal tickets that fire to KDS/printers without tablet re-keying or manual accept.
delivery-3p-injection
Not scored by this record.
Marking an item or modifier 86'd in the POS pushes item-level out-of-stock status to connected third-party channels in near real time, and restores it on availability (DoorDash requires item and item-option 86ing of new POS partners).
delivery-86-sync
Not scored by this record.
Store can be paused/deactivated on each connected third-party marketplace from inside the POS with a timed auto-reactivation, rather than only from each marketplace's own tablet or portal.
delivery-store-pause
Not scored by this record.
Produces a third-party reconciliation report matching marketplace payout deposits to POS-recorded 3P sales, itemizing commission, marketing fees, refunds/adjustments, and identifying missing or unpaid orders. differentiator
delivery-3p-reconciliation
Not scored by this record.
Vendor exposes integration health to the operator — failed/rejected order injections, connection status per channel, and alerts on failure — rather than failing silently. differentiator
delivery-injection-error-visibility
Not scored by this record.
Guests receive a branded order status / driver tracking page or SMS link on the restaurant's own domain for first-party delivery orders, driven by real order and driver state.
delivery-tracking-page
Not scored by this record.
Quoted delivery promise times adjust dynamically from current kitchen load, driver availability, and zone drive time, rather than a fixed per-store constant. differentiator
delivery-promise-time
Not scored by this record.
Vendor documents explicit offline behavior for delivery: whether cash delivery orders, driver assignment, and driver settlement continue during an internet outage.
delivery-offline-behavior
Not scored by this record.
Digital ordering & guest-facing channels
Vendor ships a first-party, commission-free web ordering site on the restaurant's own branding/domain that writes orders directly into the POS with no per-order marketplace commission.
digital-first-party-web
A first-party ordering site exists and writes straight into the POS: the Online Ordering Enhanced Setup Guide documents the merchant-configured webpage with restaurant branding (logo upload, Primary/Accent Color, custom banner) and an 'Assigned Tablet' that 'will receive and process orders entered at the location's webpage', with 'Print Checks Immediately on Received Orders'; the FAQ confirms online orders go to the kitchen without server intervention. No per-order commission is documented anywhere — charges in the corpus are monthly (SMS 'monthly charge'; 'Skip The Line, Scan to Pay, and Loyalty ... included in the monthly cost') — though no page states 'commission-free' outright. Shortfall: the site does not live on the restaurant's own domain. The documented URL scheme is a Heartland subdomain ('If the location's URL subdomain is "locationname.hrpos.heartland.us" ...'), no custom-domain option appears in the setup guide, and multi-store selection is handled by 'a button to "Order Online" for each individual location' on the restaurant's own website pointing at the Heartland-hosted pages. https://heartlandpos.zendesk.com/hc/en-us/articles/19109795574299-Online-Ordering-Enhanced-Setup-Guide · retrieved 2026-08-04
Vendor offers a branded native iOS and Android ordering app (published under the restaurant's own brand in the App Store/Play Store), not only a mobile web page or a shared multi-restaurant marketplace app. differentiator
digital-native-app
Not scored by this record.
Guests can create an account with saved addresses, saved (tokenized) payment methods, and one-tap reorder of a previous order across first-party channels.
digital-account-saved-payment
Guest App profile holds name, phone, email, password and birthday, with an Order History screen and a Saved Payment Methods screen where the guest sets a default payment method; the Online Ordering site has Create Account / Sign In and at checkout 'If the customer has already entered a card during a previous purchase, select that card in the Credit/Debit Card list', and the MFA-for-Online-Ordering FAQ says member users 'have the ability to save payments, view past orders, save items as favorites, and collect loyalty points'. Shortfall: no saved-address book is documented on either channel, and no one-tap reorder of a previous order — order history is read-only in the documented flows, with favourites saved at item level rather than order level. https://heartlandpos.zendesk.com/hc/en-us/articles/1260806073849-Guest-App-User-Guide · retrieved 2026-08-03
Digital checkout presents configurable or algorithmic upsell/cross-sell suggestions (rules-based add-ons or personalized recommendations from order history), with attach-rate reporting on those suggestions. differentiator
digital-upsell-engine
Not scored by this record.
Supports future/scheduled orders with per-daypart throttling — capacity limits on orders or items per time slot that automatically close slots when the kitchen is saturated.
digital-scheduled-pacing
Not scored by this record.
Single digital ordering flow supports pickup, curbside (with arrival check-in), dine-in/QR table ordering, and delivery, with mode-specific fees and prep timing.
digital-fulfillment-modes
Not scored by this record.
Supports guest-facing QR scan-to-order and/or scan-to-pay at the table that opens or attaches to the existing POS check, including splitting and tipping.
digital-qr-table
Not scored by this record.
Vendor ships a self-order kiosk running the same menu and modifier logic as the POS, with accessibility-compliant UI and unattended EMV payment. differentiator
digital-kiosk
Not scored by this record.
Supports group ordering: a shareable link where multiple participants add their own items to one order under a per-person or total spend cap, with split or single payment.
digital-group-ordering
Not scored by this record.
Offers a distinct catering ordering flow with separate catering menu/minimums, lead-time rules, quotes or proposals, deposits, and invoice/house-account or ACH payment terms. differentiator
digital-catering-portal
Not scored by this record.
Vendor offers AI voice phone ordering (native or a named certified partner) that answers inbound calls and injects the completed order into the POS without staff transcription. differentiator
digital-voice-ai-phone
Not scored by this record.
Supports AI voice ordering at the drive-thru lane, integrated with the POS menu/modifiers and with escalation-to-human handoff.
digital-drivethru-ai
Not scored by this record.
Supports conversational SMS or chat ordering/reordering (text-to-order or text-a-link) that lands in the POS.
digital-sms-ordering
Not scored by this record.
Supports Order with Google — the restaurant's direct ordering link is provisioned to the Google Business Profile as an ordering option (ideally set as 'Preferred by Business'), rather than leaving marketplace links as the only choice. differentiator
digital-google-order
Not scored by this record.
Supports Apple Business Connect ordering placement — an 'Order Food' custom action on the Apple Maps place card pointing at the vendor's first-party ordering flow.
digital-apple-business-connect
Not scored by this record.
Loyalty accrual and redemption work inside the first-party digital ordering flow using the same guest identity as in-store, not as a separate post-purchase enrollment.
digital-loyalty-attach
Not scored by this record.
Supports guest subscription / membership programs (recurring billing for a delivery-fee waiver, a per-period item entitlement, or a paid loyalty tier) managed in the platform.
digital-subscriptions
Not scored by this record.
Discounts, coupon codes, and loyalty offers are defined once and honored identically across POS, kiosk, and first-party digital channels, with channel eligibility controls.
digital-promo-parity
Not scored by this record.
Vendor documents that the operator owns and can export first-party guest records (email, phone, consented marketing status, order history) in bulk, without a fee or vendor approval. differentiator
digital-guest-data-ownership
Not scored by this record.
Digital checkout uses vendor-hosted fields or a hosted payment page so card data never touches the restaurant's page, with the vendor publishing PCI DSS 4.0 compliance (including the client-side script-integrity requirements effective March 2025) and supporting 3DS.
digital-checkout-pci-sca
Not scored by this record.
Digital channels support the same service-fee / dual-pricing / card-surcharge configuration as the POS, with the required guest-facing disclosure and correct handling of jurisdictions and card brands where surcharging is prohibited. differentiator
digital-surcharge-transparency
Not scored by this record.
Guest data, loyalty & marketing
Maintains a single guest profile that automatically merges transactions from in-store POS, first-party web/app ordering, and kiosk under one identity (phone or email match), with documented dedup/merge behavior.
guest-loyalty-unified-profile
The built-in program keys the guest on phone number and is account-scoped: 'By default, the program is account-level, so multi-unit account merchant guests can earn and redeem points across locations under the account', and 'When using the Guest App, loyalty will use the phone number with Order Now and Skip the Line', tying in-store tickets, first-party online ordering and the in-store e-commerce channel to one identity. Shortfall: no dedup or merge behaviour is documented for a guest who transacts under a second phone number or an email-only online account, and the guide itself flags the weakness of the identity key — 'The POS will take any phone number entered here, and as a result, it is possible that staff users can enter their own phone number or a fake phone number to the ticket to earn points without the guest knowing.' https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695810-Built-In-Loyalty-Setup-Usage-Guide · retrieved 2026-08-03
Orders arriving from third-party marketplaces (DoorDash, Uber Eats, Grubhub) attach to a native guest profile with usable guest identity rather than landing as anonymous tickets. differentiator
guest-loyalty-thirdparty-identity-attach
Not scored by this record.
Supports at least two of points-per-dollar, visit/punch-count, and spend-tier accrual as configuration, without custom development or a bolt-on loyalty vendor.
guest-loyalty-accrual-models
The Built-In Loyalty guide documents exactly one accrual model: spend-based points via a single Dollars Per Point value — 'The merchant must configure the required spend value to earn 1 point. Ten points must be earned in each reward level.' The Bronze/Silver/Gold ladder is a redemption tier on that same points track ('There are 3 reward levels ... Each level requires the customer to earn and accrue 10 points'), with Cycle Rewards controlling only whether the guest resets to Bronze after earning Gold; the accrual rate itself never varies by tier. Shortfall: the claim needs at least two of points-per-dollar, visit/punch-count, and spend-tier accrual, and only points-per-dollar exists. No visit- or punch-based earning is configurable — the Loyalty Interaction Types (Phone Number, Scan for Points, Both) are identity mechanisms tied to receipt spend, Max Scans Allowed Per Day (1-5) is an anti-fraud cap rather than a per-visit accrual, and the loyalty report's 'Total Visits' column is reporting only. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695810-Built-In-Loyalty-Setup-Usage-Guide · retrieved 2026-08-04
Supports status tiers with automatic promotion and demotion driven by rolling-window spend or visit counts. differentiator
guest-loyalty-tiers
Not scored by this record.
Documents explicitly what loyalty lookup, accrual, and redemption do when the POS loses connectivity (queue-and-reconcile vs blocked). differentiator
guest-loyalty-offline-behavior
Not scored by this record.
Offer/discount engine exposes explicit stacking and precedence rules (exclusive vs combinable, order of application) as configuration. differentiator
guest-loyalty-offer-stacking-rules
Not scored by this record.
Offers can be issued to a dynamically defined audience (rules over recency, frequency, spend, or items purchased) rather than only broadcast to the whole list. differentiator
guest-loyalty-targeted-offers
Not scored by this record.
Automatically computes recency/frequency/monetary or equivalent lifecycle segments (new, regular, at-risk, lapsed, VIP) without the operator building the queries. differentiator
guest-loyalty-rfm-segmentation
Not scored by this record.
Ships triggered lifecycle automations (birthday, first-visit thank-you, lapsed win-back) as configurable always-on campaigns rather than one-off manual sends.
guest-loyalty-lifecycle-automation
The Built-In Loyalty Setup and Usage Guide enumerates the entire feature set in its contents — Multiple Locations, Tippable, Loyalty Interaction Type, List Preview, Display Name, Customer Greeting, Dollars Per Point, Tags for Excluded Items, Blacklisted Phone Numbers, Cycle Rewards, Item/Ticket Rewards, Max Scans Allowed Per Day, and the redemption flows — and contains no campaign, automation, birthday, win-back or lapsed-guest capability; the words 'campaign', 'email', 'birthday' and 'automat*' do not appear in it at all. The only triggered outbound message in the product is a proximity Customer Greeting push. Triggered lifecycle marketing is positioned as a third-party integration (Como, Paytronix, Adentro, and the separate Restaurant and Email Marketing Integration article), and the FAQ's loyalty section lists only 'a built-in loyalty option' plus those third parties. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695810-Built-In-Loyalty-Setup-Usage-Guide · retrieved 2026-08-03
Sends both email and SMS campaigns natively from the platform, not solely by handing the list to a third-party ESP. differentiator
guest-loyalty-native-email-sms
Not scored by this record.
Captures per-channel marketing consent with timestamp and source of consent, and honors revocation received by any reasonable means (not just the STOP keyword) across all channels.
guest-loyalty-consent-management
Not scored by this record.
Handles or explicitly documents A2P 10DLC brand and campaign registration required for the operator to send SMS through the platform.
guest-loyalty-10dlc-registration
Not scored by this record.
Reports redemption and incremental sales attributable to a specific campaign or offer, tying redeemed offers to actual check totals. differentiator
guest-loyalty-campaign-attribution
Not scored by this record.
Provides self-serve export of the full guest list and transaction history, including contact PII, via CSV or API, without a vendor fee or support ticket. differentiator
guest-loyalty-data-export-portability
Not scored by this record.
Triggers post-transaction feedback requests and routes responses by score, sending low scores to private service recovery and high scores toward public review sites. differentiator
guest-loyalty-review-capture-routing
Not scored by this record.
Includes a native referral mechanic with per-guest codes or links, attribution of the referred guest's first order, and two-sided rewards.
guest-loyalty-referral-program
Not scored by this record.
Issues an Apple Wallet or Google Wallet loyalty pass with push-updatable balance, as an alternative to requiring a branded app download. differentiator
guest-loyalty-wallet-pass
Not scored by this record.
Provides admin tooling to fulfill guest data access and deletion requests (CCPA/CPRA-style) including deletion propagation to loyalty and marketing records.
guest-loyalty-privacy-rights-tooling
Not scored by this record.
Enforces loyalty fraud controls such as redemption velocity limits, manager approval on manual point adjustments, and flagging of employee self-redemption, with an audit log.
guest-loyalty-redemption-fraud-controls
Not scored by this record.
Vendor documents AI/ML-generated recommendations for offer content, target audience, or send timing (claim-level; verify it is a shipped product feature, not a roadmap statement). differentiator
guest-loyalty-ai-offer-recommendation
Not scored by this record.
Offers native stored-value/gift card balances tied to the same guest profile and redeemable across all locations of the brand.
guest-loyalty-stored-value-gift
Not scored by this record.
Labor & workforce
Employees clock in and out at the POS terminal using a PIN, badge, or card, with no separate time-clock hardware required.
labor-clock-in-at-pos
The POS is the time clock. The FAQ's staff-setup section answers 'Can an employee clock in and out on any Ipad?' with 'Yes they can', shows the POS Clock-In button with a job-type prompt ('when the employee clocks in, they will be prompted to select the Job Type they are clocking in as'), and documents the Salary toggle under Location Setup > Staff that makes clocking in and out required when unchecked. Identity at the terminal is PIN or swiped user card — the Change PIN/Card flow ('Swipe Card to Link') assigns either, and unscheduled clock-ins are overridden 'by entering their manager PIN or swiping their manager card'. The Admin Console Time Punches screen then edits 'time punches created by staff in the POS'. No separate time-clock hardware is required; the ZKT Time Clock article in the help centre is an optional third-party attendance integration, not a prerequisite. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
Captures a photo at punch (or performs facial verification) attached to the timecard entry, with a photo-only mode available that stores no biometric template. differentiator
labor-photo-punch-verification
Not scored by this record.
Records time punches while the POS is offline and reconciles them on reconnect without loss or duplicate entries, with the behavior documented. differentiator
labor-offline-time-punch
Not scored by this record.
Permissions are grantable per discrete action (void, comp, discount, refund, drawer open, price change, report access) per role and per location, not limited to fixed cashier/manager/admin tiers.
labor-granular-rbac
Permission sets are built per discrete action rather than from fixed tiers, and are created under Location Setup for a selected account and location. The documented switches include Void Orders, Void Transactions, Refunds, Remove Items, Move Items, Split Checks, Transfer Credit Card, Discard Order Changes, Reprint Receipts, Kitchen Reprints, Access Daily Close, Show Expected Cash, Edit Item Stock, Exempt Ticket Tax, Manage Tip Pools, Manual Tip Outs, Time Punch Management, Assign PINs and Cards, Force Offline Mode, Enable Training Mode and Access Printers/Devices — plus All Discounts / Allowed Discounts and All Adjustments / Allowed Adjustments, which scope permission down to named individual discounts. Report access is separately governed by the Report Access screen. https://heartlandpos.zendesk.com/hc/en-us/articles/20087014131099-Permissions-Screen · retrieved 2026-08-03
Manager overrides and approvals are attributed to the individual approver and written to an immutable audit trail queryable after the fact.
labor-manager-override-audit
Manager overrides exist at the POS — release notes 2.28 describe the app displaying all discounts and prompting 'for a manager's approval when a server selects a discount requiring a higher permission level' — and the Admin Console keeps a configuration audit trail the FAQ describes as: 'If changes are made the audit trail on various windows can be used to see who changed what and when (it also shows what exactly was changed) from and to.' Shortfall: that audit trail covers back-office record edits (menu items, sizes, translations), not POS overrides. No documentation shows the approving manager being recorded against an override, and the FAQ notes the audit trail is not even searchable ('No, it is not searchable. Technically, you could use Ctrl+F'), so it is not queryable in the sense the claim requires. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-03
Builds and publishes employee shift schedules inside the same platform that holds the timekeeping data, rather than requiring a third-party scheduling app. differentiator
labor-native-scheduling
Not scored by this record.
Generates recommended staffing levels or labor hours by daypart from the operator's own POS sales history, not just a static template. differentiator
labor-demand-labor-forecast
Not scored by this record.
Displays labor cost as a percentage of sales in real time during service on a manager view or POS, not only in end-of-day or next-morning reports. differentiator
labor-realtime-labor-percent
Not scored by this record.
Warns or blocks at clock-in when an employee is approaching or would cross a configured overtime threshold, before the overtime is incurred. differentiator
labor-overtime-prevention
Not scored by this record.
Configures meal and rest break rules per state or jurisdiction, prompts required break attestation, and flags missed breaks for premium pay. differentiator
labor-break-compliance-by-state
Not scored by this record.
Enforces minor-labor restrictions (age-based maximum hours, prohibited time windows, school-day limits) at both scheduling and clock-in.
labor-minor-labor-rules
Not scored by this record.
Computes tip pooling and tip-outs automatically per shift from configurable rules (percentage of sales, hours worked, points, or role), rather than requiring a manual spreadsheet.
labor-tip-pooling-rules
Not scored by this record.
Retains a per-shift, per-employee record of tips received, amounts contributed to the pool, and amounts distributed from the pool, exportable for audit.
labor-tip-distribution-audit-trail
Not scored by this record.
Payroll export separates cash from charged qualified tips and carries a Treasury tipped-occupation code, supporting the W-2 Box 12 code TP and Box 14b reporting required for tax year 2026. differentiator
labor-qualified-tips-w2-reporting
Not scored by this record.
Vendor processes payroll itself as a first-party product (tax filing and direct deposit), as opposed to exporting to a third-party payroll provider only. differentiator
labor-native-payroll
Not scored by this record.
Exports timecards, wages, and tips in documented formats or via direct integration for at least two major payroll providers (e.g. Gusto, ADP, Paychex, QuickBooks).
labor-payroll-export-formats
Not scored by this record.
Employees can request shift swaps or claim open shifts in a self-service app, subject to a manager approval workflow that enforces overtime and role eligibility. differentiator
labor-shift-swap-workflow
Not scored by this record.
Reports per-employee sales performance metrics (average check, items or category attachment rate, void and comp rate) by server or cashier. differentiator
labor-server-performance-metrics
Not scored by this record.
Inventory, purchasing & cost control
Supports multi-level recipe/BOM costing where a recipe can contain sub-recipes (prep items) and plate cost recalculates automatically when any component ingredient's cost changes.
inventory-recipe-bom-costing
Positive evidence of absence, from three enumerations. (1) The Items screen's entire costing model is a manually entered Cost box per item plus an optional Cost box per size - 'If you enter a cost in the size's Cost box. The POS will use this cost amount when calculating costs in its reports' - and release notes 6.56 confirm this field is what Heartland calls plate cost ('change the account level price/plate cost or the location level price/plate cost'). (2) The Ingredients screen enumerates every ingredient field - Name, Short Name, Sub Item, Context Items, Assigned Modifiers, Misc. Ingredient, Available Online, In-Store E-Commerce - with no cost, no quantity, no unit of measure and no sub-recipe construct, so nothing can roll up into a plate cost. (3) The FAQ says native inventory is only 'functionality to set the stock limit for items', answers 'Does the Stock Item count also include Modifiers and Ingredients? No, it only will apply to main items', and points operators at third-party inventory integrations via the POS Integration Matrix. Plate cost is therefore a hand-keyed number that cannot recalculate when a component ingredient's cost changes. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
Stores purchase unit, recipe unit, and count unit per item with explicit conversion factors, plus a yield/waste percentage applied to raw-to-usable conversion.
inventory-unit-conversion-yields
There is no native inventory module to hold units. The FAQ answers 'Are there currently any 3rd party inventory tracking integrations with Heartland Restaurant?' by pointing at the POS Integration Matrix and adding that natively 'In Heartland Restaurant there is functionality to set the stock limit for items' — a per-item count only. The 130-page Admin Console Setup Guide enumerates the whole back office (Location Setup, Account Menu, Loyalty Setup, Reports) and contains no purchase unit, recipe unit, count unit, conversion factor or yield/waste percentage; its only stock artefacts are the Item Stock Management screen and an Item Stock report showing 'the stock level of each item'. Depletion-grade inventory is delegated to MarketMan, MarginEdge, Optimum Control and SynergySuite integrations. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-03
Produces a theoretical-vs-actual usage variance report per item for a defined count period, showing theoretical usage from POS sales times recipe, actual usage from counts plus receipts, and the variance in both units and currency. differentiator
inventory-theoretical-vs-actual
Not scored by this record.
Depletes ingredient on-hand quantities in near real time as orders are fired at the POS, including depletion driven by modifier selections, not only in an end-of-day batch. differentiator
inventory-realtime-depletion
Not scored by this record.
Automatically 86s (marks unavailable) menu items on the POS, online ordering, and connected third-party delivery menus when a component ingredient hits zero or a configured threshold. differentiator
inventory-86-auto-sync
Not scored by this record.
Supports full physical inventory, ad-hoc spot counts of a subset, and scheduled recurring cycle counts, with each count's variance recorded as separate history rather than overwriting prior counts.
inventory-count-modes
No counting workflow of any kind is documented. The Admin Console Setup Guide's report list contains one stock artefact — 'Item Stock: Displays a breakdown of the stock level of each item' — and the POS side is the Item Stock Management screen, where a manager types an available quantity (release notes 2.39 and 2.37 describe setting a level to 0 for 'OUT' and applying 'No Limit' stock counts). The terms 'physical inventory', 'spot count' and 'cycle count' appear nowhere in the guide or in any of the 441 Heartland Restaurant help-centre articles, and there is no count-session or variance history object; edits overwrite the current stock level. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695790-Admin-Console-Setup-Guide · retrieved 2026-08-03
Provides a mobile/tablet counting app supporting barcode or QR scanning that continues to accept counts with no network connectivity and syncs on reconnect.
inventory-mobile-count-offline
Not scored by this record.
Ships pre-built electronic vendor catalog and order-transmission integrations with named broadline distributors (e.g. Sysco, US Foods, Performance Food Group) that send purchase orders and receive invoices electronically rather than by emailed PDF. differentiator
inventory-vendor-catalogs-edi
Not scored by this record.
Ingests supplier invoices from photo, PDF, or email and extracts line-item detail (item, quantity, unit, price) into the inventory ledger without manual line entry. differentiator
inventory-invoice-ocr
Not scored by this record.
Tracks per-item purchase price history across invoices and alerts when a received price exceeds the prior or contracted price by a configurable threshold. differentiator
inventory-price-change-alerts
Not scored by this record.
Maintains par levels per item per location and generates suggested purchase order quantities from on-hand versus par, with at least one mode driven by a sales forecast rather than a static par. differentiator
inventory-par-auto-suggest
Not scored by this record.
Provides a structured waste/spoilage logging workflow with reason codes that debits inventory and reports waste cost separately from usage variance.
inventory-waste-logging
Not scored by this record.
Tracks expiration or use-by dates on received and prepped items and surfaces an expiring-soon report or alert before spoilage.
inventory-shelf-life-expiry
Not scored by this record.
Supports partial-bottle liquid inventory by weight (scale integration) or by bottle fraction for bar and beverage counting.
inventory-bar-partial-bottle
Not scored by this record.
Exports period COGS and accounts-payable invoice detail in a named accounting system's import format (e.g. QuickBooks, Sage Intacct, NetSuite) with GL account mapping configurable per item category.
inventory-cogs-gl-export
Not scored by this record.
Inventory and recipe costing are delivered natively by the POS vendor rather than requiring a separately-contracted third-party product (e.g. MarginEdge, MarketMan, Restaurant365) to function. differentiator
inventory-native-not-partner
Not scored by this record.
Reporting, BI & data access
Provides a live sales dashboard reflecting transactions within minutes of the sale, accessible from both a browser and a mobile app off-premise.
reporting-realtime-dashboard
FAQ, Reporting section: 'Does Heartland Restaurant have a dashboard option to summarize a days activity in real time? Yes, this is currently available. In the Admin Portal there is a Dashboard option that has 3 viewing options: Snapshot, Sales, and Staff', with Snapshot carrying 'a labor percentage for the current time to date, week, or month' plus week/month/year comparisons. Off-premise browser access is stated explicitly: 'Reporting is available in the Heartland Restaurant Admin Portal. All reporting available at the restaurant is available via the Admin Portal ... The Admin Portal is accessible from any Web Browser and can therefore be accessed by any device capable of using one ... The website is optimized to accommodate mobile devices.' A native mobile app also exists: the Heartland Mobile Manager app's Key Stats page shows each statistic's total 'for the primary day (updated in real time)' with drill-down and multi-store selection, and Mobile Manager 'requires no further configuration procedures to work with Heartland Restaurant' - still current, since HMM 10.7.0 rebrands Heartland Restaurant to Genius for Restaurants in its Admin Console. Adjacent limits that do not bear on this claim: dashboard windows cannot be customised, and reports cannot be scheduled or auto-emailed. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
Generates a daily close-out/EOD report reconciling gross sales, net sales, tax, tips, discounts, refunds, tender types, and expected cash deposit in one document.
reporting-eod-closeout
The Daily Summary is the close-out document and is drill-downable and CSV-exportable; the guide lists its elements as Sales, Transactions, Cash, Closed Tickets, Open Tickets, Waste, Tax Categories, Dayparts, Revenue Centers, Groups, Sections and Report Categories, and the Store-and-Forward guide confirms a Transactions section carrying tender detail and a Bad Debt line. Cash reconciliation is real — expected vs user-counted cash with a +/- variance column on the Daily Review screen. Shortfall: it is not one document. Tips & Payouts, Tip Outs, Discounts, Adjustments, Taxes, Surcharges, Void Reasons and Cash Drawers are all separate reports in the Reports menu rather than lines on the Daily Summary, and expected cash deposit lives on the Cash Summary / Cash Drawers reports. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695790-Admin-Console-Setup-Guide · retrieved 2026-08-03
Provides a product mix (PMIX) report at individual menu item AND modifier level with quantity, gross and net sales, filterable by daypart and revenue center.
reporting-pmix-modifier-level
Item-level PMIX is complete: 'Items: Displays how much of an item was ordered, the Size, Report Category, Quantity, Net and Gross Sales, Cost, and Net and Gross Margins on the item', filterable by staff, room, group, section and category, and release notes 9.107 add a Group by Revenue Center switch to both the Items and Ingredients reports. Shortfall: the modifier-level report is thin and there is no daypart filter. The Ingredients report 'Displays which ingredients were ordered for the day and the Quantity of the ingredients ordered' — quantity only, with no gross or net sales at ingredient level — and neither the Items nor the Ingredients report exposes a daypart filter (dayparts appear only as a section of the Daily Summary; per-hour analysis is the separate Hourly Items report). https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695790-Admin-Console-Setup-Guide · retrieved 2026-08-03
Produces an audit report of comps, voids, discounts, and price overrides attributed to the employee who applied them and the manager who approved them, with reason codes and timestamps.
reporting-comps-voids-audit
Not scored by this record.
Reports cash over/short per drawer, per shift, and per employee, comparing counted cash to expected cash from tendered transactions and paid-outs.
reporting-cash-over-short
Not scored by this record.
Reports sales per labor hour and labor cost as a percentage of sales by hour, by department, and by employee, using actual clocked hours from the POS time clock.
reporting-labor-productivity
Not scored by this record.
Reports per-server metrics including average check, items per check, attachment rate for named categories, and tips as a percentage of sales. differentiator
reporting-server-scorecards
Not scored by this record.
Reports revenue and margin by fulfillment channel — dine-in, direct online, first-party delivery, and each third-party marketplace separately — net of marketplace commission fees. differentiator
reporting-channel-profitability
Not scored by this record.
Supports scheduling any report for automatic recurring delivery by email or to a shared destination on a defined cadence and recipient list.
reporting-scheduled-delivery
Not scored by this record.
Publishes a documented public REST or GraphQL API covering orders, payments, menu, and labor data, with self-service developer credentials obtainable without a signed partner agreement. differentiator
reporting-public-api
Not scored by this record.
Emits outbound webhooks for order and payment lifecycle events to a customer-supplied endpoint, with documented retry behavior and payload signature verification. differentiator
reporting-webhooks
Not scored by this record.
API and raw-data access are included in the standard subscription rather than gated behind an additional per-location fee, revenue share, or enterprise-only contract. differentiator
reporting-api-not-upcharged
Not scored by this record.
Core reporting beyond basic sales summaries — labor vs sales, PMIX, comps/voids audit, multi-location comparison — is available on the entry-level paid plan rather than requiring a higher tier or an add-on analytics SKU. differentiator
reporting-tier-paywall
Not scored by this record.
Documents a historical retention window of at least 24 months of transaction-level detail queryable in the reporting UI, with no silent truncation or archive retrieval fee. differentiator
reporting-history-retention
Not scored by this record.
Sends proactive push or email alerts when an operator-configured metric breaches a threshold or deviates from its historical pattern (e.g. void spike, sales below forecast, discount rate anomaly). differentiator
reporting-anomaly-alerts
Not scored by this record.
Offers a natural-language query or AI assistant that answers ad-hoc questions against the operator's own sales and labor data and returns a figure or chart, not a generic help-article response.
reporting-nl-query
Not scored by this record.
Reports guest-level analytics including new versus returning guest counts, visit frequency, and lifetime spend cohorts tied to identifiable guest records from loyalty or online ordering. differentiator
reporting-guest-cohorts
Not scored by this record.
Produces a forward sales forecast at daypart or hourly granularity from the location's own history, exposed in the reporting UI and consumable by scheduling or ordering workflows. differentiator
reporting-sales-forecast
Not scored by this record.
Generates payroll- and tax-ready tip reporting: declared versus charged tips per employee, tip pool distribution detail, and a tax liability summary by jurisdiction.
reporting-tip-tax-compliance
Not scored by this record.
Multi-location, franchise & enterprise governance
Supports a named organizational hierarchy of at least three levels (e.g. enterprise > region/group > location) as a first-class object that reporting and permissions can be scoped to, not just a flat list of locations.
multi-location-org-hierarchy
The Admin Console model is exactly two levels and the guide's own structure states it: the document covers 'Location Setup, Account Menu, Loyalty Setup, Reports', where Account Menu holds records shared by every location and Location Setup holds per-location settings selected from a flat Locations list ('select All Locations in the Locations list', 'select an appropriate account and location'). No intermediate object exists — 'region', 'store group' and 'location group' do not occur in the 130-page guide or in any of the 441 Heartland Restaurant help-centre articles — so reporting and permissions can be scoped to account or to an individual location only. The one hierarchy above the account is the dealer's own portal ('dealers will only have access to locations nested under their Dealership Account'), which is a reseller construct, not a merchant org tree. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695790-Admin-Console-Setup-Guide · retrieved 2026-08-03
Supports price tiers/zones so one menu item carries different prices per location group, per order channel, and per daypart without duplicating the item record.
multi-location-price-zones
One item record can carry several prices without duplication: Pricing Rules apply Force Price / Dollar Adjust / Percentage Adjust to a Tag/Attribute, Group, Section or Item/Size on a day-and-time schedule with optional start and end dates, and each rule has Available Online and In-Store E-Commerce switches so a rule can be made channel-specific; Location Overrides on the item record give a per-location price and plate cost. Shortfall: there is no price-zone or location-group object — overrides are set per individual location, so a chain that prices by market maintains the override on every store, and channel control is an on/off eligibility flag per rule rather than a per-channel price book with markup rules. https://heartlandpos.zendesk.com/hc/en-us/articles/20146071288859-Pricing-Rules-Screen · retrieved 2026-08-03
Provides above-store reporting that aggregates sales, labor, discounts, voids, and item mix across any selected set of locations in one view, with store-vs-store ranking and variance flags.
multi-location-consolidated-reporting
Not scored by this record.
Gift cards issued at one location are redeemable at any other location in the brand, with a reported outstanding-liability balance and inter-store settlement/redemption reconciliation between owners.
multi-location-cross-location-giftcard
Not scored by this record.
A single customer loyalty profile, balance, and stored order history is shared across all locations in the brand rather than being per-location.
multi-location-cross-location-loyalty
Not scored by this record.
A single location/terminal can operate two or more distinct brands or virtual brands with separate menus, receipts/branding, and separately reportable revenue, on the same hardware and drawer. differentiator
multi-location-multi-brand
Not scored by this record.
Tax configuration is per-location with support for multiple simultaneous tax rates, jurisdiction-specific rules (e.g. prepared-food vs grocery, inclusive vs exclusive tax), and per-location tax exemptions.
multi-location-multi-tax-jurisdiction
Not scored by this record.
Labor rules (overtime, break enforcement, predictive-scheduling compliance) are configurable per location or location group and enforced at the terminal, not just reported after the fact.
multi-location-central-labor-policy
Not scored by this record.
Hardware & physical footprint
The POS software runs on commodity off-the-shelf hardware (standard iPads, Android tablets, or PCs) that the operator can buy from a third party, rather than only on vendor-supplied proprietary terminals. differentiator
hardware-commodity-devices
Not scored by this record.
Vendor documentation names the specific client operating systems supported (iOS/iPadOS, Android, Windows, Linux/web) and states minimum OS versions and device specs.
hardware-os-platforms
Platforms and minimum devices are documented; minimum OS versions are not. The FAQ's System/Network Specifications section states the POS app 'is only usable from an iPad' (not PC/Mac/iPhone), that it 'will technically run on any full size iPad 2 or newer and any iPad Mini 1 or newer', and that 32GB storage 'is sufficient'; the Admin Portal runs in 'any Web Browser'. The Genius for Restaurants Limitations List extends the platform matrix to the newer Android-based devices by name (Handheld 2.0/2.5, XC23, GC26, ELO) alongside iPad V2, and Android builds ship as APK release notes. Shortfall: no document in the corpus states a minimum iOS/iPadOS version or an Android OS version for any of these devices — support is expressed only as hardware generations — so the 'states minimum OS versions' half of the claim is unmet. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
Offers a purpose-built handheld ordering device with an integrated card reader (not a phone case add-on), with published drop rating and IP ingress rating.
hardware-handheld-purpose-built
Not scored by this record.
The handheld supports hot-swappable or field-replaceable batteries, or the vendor publishes a rated battery life for a full shift. differentiator
hardware-handheld-battery-swap
Not scored by this record.
Handhelds support cellular/LTE connectivity as a documented fallback when store Wi-Fi drops, either built into the device or via a vendor-supplied failover.
hardware-handheld-lte
Not scored by this record.
Terminals continue to take orders, print to kitchen, and record cash sales with the internet down, and the vendor documents explicitly which functions degrade (card auth, loyalty lookup, refunds).
hardware-offline-mode
Heartland publishes a dedicated Offline Capabilities article that states what degrades: Kiosk and Guest App orders require internet ('Genius uses the same basic framework for accepting Kiosk orders as it uses for online orders'), reports and time-punch management require internet, PIN changes require internet, and card authorisation is deferred — 'Credit cards are not authorized while the POS is offline ... it does risk not receiving payment for a ticket if its card is declined', with a Force Offline Credit Card Processing toggle, an Offline Transactions location setting, gateway restrictions (Monetary or BridgePay via MSR) and an Authorize All reconnect workflow in Daily Review. The FAQ adds the positive half: 'All LAN Printers and KDS will function but any Payment Terminals(EMV) will be down', and 'The orders are cached and are uploaded once the network connection is restored.' https://heartlandpos.zendesk.com/hc/en-us/articles/1260805812289-Offline-Capabilities · retrieved 2026-08-03
Sells or supports a dedicated kitchen display system with bump-bar or touch input, station routing, and course/fire timing, as a first-party product rather than an integration-only dependency.
hardware-kds
First-party by the vendor's own statement: 'Currently there are no 3rd party providers for this. However, Heartland Restaurant has its own integrated KDS system.' Input is touch on the KDS iPad ('you will need an iPad in order to see and bump orders' — the claim accepts bump-bar OR touch; dedicated bump-bar hardware is separately scored no). Station routing is documented in the Display Formats reference: formats associate with kitchen groups to 'route print jobs to any number of printers or KDS units throughout the restaurant'. Course and fire timing are documented too — the Coursing Setup Guide's per-course timer via 'Bump Individual Items', the FAQ's 'KDS Course Bump Timers' setting ('allows timers to show when the last Course was bumped to help time the courses to follow'), and Rush/Hold fire control from the Course keypad. The KDS does not consume a terminal license and is listed as a System Add-on on the vendor pricing page. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
Offers a self-order kiosk running the same menu and modifier engine as the POS, in both countertop and freestanding form factors, with integrated payment and accessibility (ADA) compliance documented. differentiator
hardware-kiosk
Not scored by this record.
Supports drive-thru-specific hardware: outdoor digital menu boards, order confirmation displays, and speaker/headset integration, with a documented timer/speed-of-service measurement.
hardware-drive-thru
Not scored by this record.
Works with standard ESC/POS thermal receipt and kitchen printers from more than one manufacturer (e.g. Epson and Star), including LAN/Ethernet printers, rather than only vendor-branded printers.
hardware-printer-compatibility
Not scored by this record.
Supports the standard peripheral set — cash drawers (including multi-drawer per terminal), barcode scanners, scales for by-weight items, and customer-facing displays — with a published compatibility list.
hardware-peripherals
Not scored by this record.
Card entry happens on a PCI-listed PTS device using validated point-to-point encryption, so the POS application and tablet stay out of PCI scope; the vendor states the merchant's SAQ type.
hardware-p2pe-terminal
Not scored by this record.
Supports contactless acceptance directly on a commodity phone or tablet (Tap to Pay on iPhone / Tap to Pay on Android) with no separate reader. differentiator
hardware-tap-to-phone
Not scored by this record.
Hardware prices are published per SKU on the vendor's public site, rather than quote-only. differentiator
hardware-pricing-transparency
Not scored by this record.
Hardware can be purchased outright (owned) as an alternative to a mandatory lease or subscription-bundled rental, and the vendor states which. differentiator
hardware-ownership-vs-lease
Not scored by this record.
Vendor documentation confirms whether hardware purchased from the vendor remains usable with other software after cancellation, i.e. it is not software-locked or remotely bricked. differentiator
hardware-usable-after-churn
Not scored by this record.
Publishes a hardware warranty term and a replacement/advance-exchange SLA with a stated turnaround (e.g. next-business-day depot swap). differentiator
hardware-rma-sla
Not scored by this record.
Staff can run the ordering or payment app on their own personal phone (BYOD) with a documented permission and security model.
hardware-byod
Not scored by this record.
Provides a remote device-management console showing each terminal, printer, and KDS as online/offline, with remote reboot, software-version visibility, and staged rollout of updates. differentiator
hardware-remote-device-management
Not scored by this record.
Integrates with specialty beverage hardware — self-pour tap walls, flow meters, or liquor pour spouts — such that pours post to a POS tab automatically.
hardware-selfpour-scales
Not scored by this record.
Supports inbound caller ID hardware or a telephony integration that pops the customer record and order history at the POS on an incoming call.
hardware-callerid-integration
Not scored by this record.
Integrations, API & extensibility
Public, self-serve API reference documentation is readable without a signed partner agreement, NDA, or sales call.
extensibility-public-api-docs
Positive evidence of absence from the vendor's own support documentation. The FAQ answers 'Can a customer have API access to develop their own reporting tool?' with 'API is only being released for existing 3rd Party Integrations', and routes key requests to an email ('send an email to Hrpossupport@heartland.us with the integration you are needing it for'); the Retrieve API Keys article's flow requires choosing an approved partner from the Integration Partner list before a key is issued. No API reference of any kind — endpoint list, schema, OpenAPI spec — exists in the 441-article help centre, and a web search finds only the partner-gated POS Integration Matrix and an 'Integrator Partner Sales Reference Sheet'; third-party integrators (e.g. RevoltTek) describe the Bi-Directional API in their own marketing, which is exactly what a partner-gated programme looks like from outside. Global Payments' public developer portals cover its payments APIs, not this POS. There is no public, self-serve API reference readable without partner approval. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-04
API access is included in the base subscription at no additional per-location fee, surcharge, or upgraded plan requirement. differentiator
extensibility-api-access-cost
Not scored by this record.
A free sandbox or test environment with seeded data is available to developers without owning a paid production account. differentiator
extensibility-free-sandbox
Not scored by this record.
Third-party apps authenticate via OAuth 2.0 with scoped, operator-granted, individually revocable permissions (not shared static API keys or credential sharing).
extensibility-oauth-partner-apps
The documented mechanism is a static API key, not OAuth. The Integrations page flow is: click New Integration, 'In the Integration Type box, type "API". Currently, the only integration available is API', pick an approved partner from the Integration Partner list, Save, and 'The program will display a valid API key.' Access is gated by Heartland, not by the operator granting scopes — the FAQ says 'API is only being released for existing 3rd Party Integrations' and instructs dealers to email hrpossupport@heartland.us to obtain a key. The only scoping documented is coarse key level: release notes 6.56 distinguish 'an account level API key' from 'a location level API key'. No OAuth 2.0 authorisation flow, consent screen, scope set or per-app revocation appears in the 441 Heartland Restaurant help-centre articles, the 130-page Admin Console Setup Guide or the 90-page FAQ. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805812469-Retrieve-API-Keys · retrieved 2026-08-03
The platform pushes real-time webhooks for order lifecycle events (created, modified, paid, voided, refunded) rather than requiring polling.
extensibility-webhooks-push
NEW SURFACE: an anonymous, UNLINKED OpenAPI 3.1 spec, "Genius for Restaurants API" v2, 96 paths, 341,685 b, served at https://api.hrpos.heartland.us/v2/swagger.json by the Swagger UI at https://api.hrpos.heartland.us/ (build meta "9.132 ('f43ad5b0...')"). PRODUCTION host: api.hrpos.heartland.us is the host the vendor's own help centre tells merchants to whitelist (heartlandpos.zendesk.com article 1260805783690 "Networking and Whitelisting of Domains"); it is not a staging/QA copy. Soft-200 control: /zzqqnonsense returns 403 (42 b JSON), so the spec is a real object. Found via hrefs inside the 580 restaurant-side bodies of the Zendesk Help Center API (1,289 articles total, 13 pages). CLAIM: real-time webhooks for order lifecycle events rather than polling. EVIDENCE (verbatim, spec): Tag "Webhook" with POST /v2/webhooks/webhook_endpoint "Register a new webhook endpoint with Heartland Restaurant. A webhook endpoint request must have a `url` and a list of `enabled_events`"; event enumeration EnabledEvent = ["*","labor.punch","setup.scheduledShifts","item.stock","ticket.all","setup.staff","menu.published"]; "`ticket.all` Occurs when a ticket is created or modified within Heartland Restaurant. Please see reports ticket request for an example of the event data."; "`ticket.openClose` DEPRECATED EVENT TYPE. Please use `ticket.all`." Delivery/failure: GET /v2/webhooks/failed_events "Records are retained for 1 week. Events are triggered within Heartland Restaurant and are dispatched to a webhook url with any applicable authorization. Any event that returns a value other than 200 HTTP status code will be considered a failed event. Heartland Restaurant will retry failed events a maximum of 10 times."; POST /v2/webhooks/authorization registers "a `Bearer` token uses for authorization for webhook event requests". CONJUNCT MAPPING: created + modified are named verbatim. Paid/voided/refunded are not separate event types; they are ticket modifications whose state is carried in the ticket.all payload, which GET /v2/orders/{id} says is "the full ticket representation matching the `ticket.all` webhook structure": paid_status enum ["unpaid","partial_payment","paid_in_full","not_refunded","partial_refund","refunded_in_full"], status enum Open/Closed/Cancelled/Discarded, item "voided_dt" and "void_staff_id". MERGE NOTE: if the merger wants a distinct event per lifecycle verb, this drops to partial/A; nothing in the spec suggests polling is required. Also noted for other cells (not scored here): no HMAC/signature on webhooks (0 hits for signature-on-webhook, hmac 0), only a partner-registered Bearer token; auth is a partner key header plus a merchant X-Api-Key. Retrieved 2026-09-16. https://api.hrpos.heartland.us/v2/swagger.json · retrieved 2026-09-16 adversarially verified
Webhooks are cryptographically signed (e.g. HMAC) AND documented to retry with backoff, with a replayable event log for missed deliveries. differentiator
extensibility-webhook-reliability
Not scored by this record.
A public write API accepts externally originated orders into the POS as first-class tickets that fire to KDS/printers and land in reporting.
extensibility-order-injection-api
Not scored by this record.
The vendor is a named DoorDash Preferred Integration Partner (DPIP) under the 2026 program requirements. differentiator
extensibility-doordash-preferred
Not scored by this record.
Direct, first-party certified integrations exist with DoorDash, Uber Eats, and Grubhub without requiring a paid middleware layer (Otter/Chowly/Deliverect/Checkmate). differentiator
extensibility-first-party-delivery-integrations
Not scored by this record.
The POS is a supported endpoint for at least two major aggregation middleware platforms (Deliverect, Chowly, Otter, Checkmate, ItsaCheckmate).
extensibility-middleware-compatibility
Not scored by this record.
Native, vendor-maintained connectors exist for QuickBooks Online and at least one other GL/accounting system, with mapped journal entries rather than CSV-only export.
extensibility-accounting-connectors
Not scored by this record.
Labor hours export natively to at least two named payroll providers (e.g. Gusto, ADP, Paychex, Paylocity) without manual re-keying.
extensibility-payroll-export
Not scored by this record.
The vendor operates a public integrations marketplace listing named third-party apps that operators can browse and self-install.
extensibility-app-marketplace
Not scored by this record.
The vendor supports a headless/embedded mode where a third-party UI (kiosk, web ordering, drive-thru) drives the POS transaction engine via API.
extensibility-headless-embedded
Not scored by this record.
A complete historical data export (orders, customers, menu, payments metadata) is available to the operator on demand, in a documented machine-readable format, at contract end. differentiator
extensibility-data-portability-exit
Not scored by this record.
Reliability, offline & operations
Order entry, ticket routing, and check printing continue on-terminal when the internet connection is lost.
reliability-offline-order-entry
The FAQ answers 'If the internet goes down, exactly how will the POS react and operate?' with 'All LAN Printers and KDS will function but any Payment Terminals(EMV) will be down', and 'If the network is down can orders be loaded via USB? No they cannot. The orders are cached and are uploaded once the network connection is restored.' The Offline Capabilities article's workflow assumes continued ticket handling — open a ticket, tap Checkout, swipe on the MSR, ticket marks Offline and displays purple — and cash tender is unaffected. The scope caveat is that the online-ordering channel needs its Assigned iPad online; on-terminal order entry, routing and check printing do not. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-03
Card payments can be accepted while offline via store-and-forward, not just cash-only fallback. differentiator
reliability-offline-card-auth
Not scored by this record.
The vendor publicly documents who bears the loss when a store-and-forward transaction declines after connectivity returns, and states any per-transaction or cumulative offline cap. differentiator
reliability-offline-decline-liability
Not scored by this record.
Multiple terminals continue to share a single check/table state over the local network while the internet is down (LAN-only degraded operation, not per-terminal islands). differentiator
reliability-lan-degraded-multi-terminal
Not scored by this record.
The vendor documents a local/on-premise transaction engine or edge server (not purely cloud-hosted request/response) for the ordering path. differentiator
reliability-local-transaction-engine
Not scored by this record.
Kitchen display and/or kitchen printer routing continues to function while offline.
reliability-offline-kds-printing
Stated explicitly by the vendor: with the internet down, 'All LAN Printers and KDS will function but any Payment Terminals(EMV) will be down.' Consistent with the architecture documented elsewhere — printers are configured by LAN IP address on the Printers screen, the KDS is an on-premise iPad app, and the FAQ notes that 'local devices(printers, KDS, etc) must be on the same local network as the Assigned iPad'. The Offline Capabilities article's list of internet-dependent functions (Kiosk, Guest App, reports, PIN change, card authorisation) does not include kitchen printing or the KDS. https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant · retrieved 2026-08-03
The system automatically fails over to a backup printer or KDS station when a configured kitchen printer is unreachable, and alerts staff.
reliability-printer-fallback
A backup printer is a first-class configuration object: the POS Printers screen exposes 'Default printer for formats and Backup printer for formats' areas, and release GNX-5692 extends those lists to unshared printers when Location Settings > Apps > Allow Unshared Kitchen Prints is enabled. Shortfall: the documentation configures a backup but never describes the trigger. Neither the release note, the Printers Screen reference nor the Display Formats Screen reference states that the POS detects an unreachable printer and reroutes automatically, and no staff alert on failover is documented — the only printer-status surface described is a manual Printer Queue panel showing 'the printer's current status in detail'. https://heartlandpos.zendesk.com/hc/en-us/articles/40772261059483-Genius-for-Restaurants-Release-Notes-2-39 · retrieved 2026-08-03
The vendor documents its conflict-resolution behavior for edits made on two devices during a network partition (e.g. last-write-wins, merge, or operator prompt).
reliability-sync-conflict-handling
Not scored by this record.
The vendor publishes an explicit list of which features are unavailable offline (gift cards, loyalty lookup, refunds, manual card entry, text-to-pay).
reliability-offline-feature-matrix
Not scored by this record.
A public, per-component status page exists showing current and historical incident state without a login.
reliability-public-status-page
Not scored by this record.
24/7/365 live human support by phone is included in the base subscription, not sold as a premium support tier.
reliability-247-live-support
Not scored by this record.
The vendor offers in-person on-site installation and go-live support (first-party or certified dealer network), not remote-only self-install. differentiator
reliability-onsite-install
Not scored by this record.
A hardware replacement/advance-exchange program with a stated turnaround time is included or purchasable.
reliability-hardware-replacement-sla
Not scored by this record.
The vendor publishes a current PCI DSS v4.0/4.0.1 Attestation of Compliance or equivalent (e.g. validated P2PE listing) covering the post-March-2025 future-dated requirements.
reliability-pci-dss-4-attestation
Not scored by this record.
Multi-factor authentication is enforceable on back-office and POS administrative logins, with role-based permissions.
reliability-mfa-role-based-access
Not scored by this record.
A public, free training library (video/LMS) and a practice/training mode on the terminal exist for staff onboarding.
reliability-self-serve-training
Not scored by this record.
Any terminal can assume the master/server role automatically if the designated primary terminal or local server fails. differentiator
reliability-failover-terminal-role
Not scored by this record.
Terminals support an automatic cellular/LTE failover for connectivity, first-party or documented.
reliability-cellular-backup
Not scored by this record.
Commercial, compliance & data ownership
Vendor publicly offers a month-to-month subscription with no minimum multi-year term commitment for its core POS software tier. differentiator
commercial-month-to-month-contract
Not scored by this record.
Vendor's published terms of service or MSA state no early termination fee / no liquidated damages for cancelling the software subscription before term end. differentiator
commercial-no-early-termination-fee
Not scored by this record.
The auto-renewal term and the required cancellation notice window (e.g. 30/60/90 days) are stated in publicly accessible contract terms rather than only in a signed quote.
commercial-autorenew-terms-published
The Heartland Payment Systems, LLC Ancillary Products and Services Terms and Conditions - the binding merchant agreement governing the Software, Hardware and/or Services named on a Heartland order form - is published in full and unauthenticated. Term and Termination: the initial term begins at the earlier of order-form execution, hardware delivery or credential delivery, 'and shall continue for on a month to month basis (the Term) and shall be cancellable upon receipt of thirty (30) days prior written notice by either party hereto' (sic, verbatim). Separately subscribed Ancillary Products are likewise month-to-month on the same 30-day notice, and cancelling them 'shall not affect the Term with respect to the Software, Hardware, and/or Services.' Both the renewal cadence and the cancellation notice window are therefore public and diligenceable before signing. Fee amounts remain order-form-only, but the claim is about term and notice, not price. https://www.heartland.us/terms/ancillary · retrieved 2026-08-04
The POS software can be purchased and operated with a third-party payment processor of the operator's choice (no mandatory in-house processing lock). differentiator
commercial-processing-not-bundled
Not scored by this record.
Vendor publishes an interchange-plus (cost-plus) processing rate option with the markup stated as a specific bps + per-transaction figure, rather than only blended/flat card-present rates. differentiator
commercial-interchange-plus-published
Not scored by this record.
The processing agreement caps or prohibits unilateral vendor-initiated rate increases outside of pass-through interchange/network changes, or grants penalty-free exit on any increase. differentiator
commercial-rate-increase-clause
Not scored by this record.
Per-location and per-additional-terminal software pricing is published as specific dollar figures on the vendor's public site (not 'contact sales' only).
commercial-pricing-published
330th -- NEW SURFACE: the vendor's OWN restaurant-POS pricing page, recovered from Wayback (CDX was 503 in the 326th and answered today). The live host is still a wall: curl with a browser UA plus Sec-Fetch-Dest/Mode/Site and Upgrade-Insecure-Requests returns 403 on www.heartland.us/pricing, /restaurant-pos AND a nonsense path (3,275-3,284 bytes each), and on www.globalpayments.com/en-us/genius and /sitemap.xml -- a refusal, not an absence. CDX on heartland.us/pricing* returns 16 rows including a dedicated /pricing/restaurant-pos page captured 2023-01-27 and 2025-07-26. Fetched 20250726225325id_ (17,114 bytes, page title \"Pricing: Heartland's Powerful POS System for Restaurants | Heartland\", footer \"(c) 2025 Heartland, a Global Payments company (NYSE: GPN)\"). VERDICT partial (from unknown): the per-location figure IS published, the per-additional-terminal figure is NOT. EVIDENCE, verbatim: \"A restaurant POS built for every budget\" / \"$89 per month\" / \"Prices starting at\"; the two named plans carry no figures of their own (\"Restaurant Essentials -- Powerful POS, simplified ... the Essentials plan helps single-location eateries\"; \"Restaurant Complete -- Connected restaurant management ... For multi-location or restaurants with more complex needs\"); and the additional-station line is an explicit call to sales: \"Interested in 3 or more stations? Ask us how you could save!\" with a \"Get pricing\" button, plus \"Contact us at 1-855-222-9891 or click below for a quote.\" A tokenised sweep of the whole stripped page for currency amounts returns exactly three: $89 (the POS starting price) and $5K / $5M (the Lending blurb's loan range) -- no per-terminal, per-station or per-plan dollar figure anywhere, and the System Add-ons block (Mobile POS, KDS, receipt printers, cash drawers) is priced nowhere. SHORTFALL / GRADE: this is a marketing pricing page (grade C) and it is an archived 2025-07-26 copy of a page the live site now refuses us, so it carries a positive only -- it cannot bound a no. Prior corpora re-checked and unchanged: the 1,289-article Zendesk KB and its 111 restaurant PDFs (.cache/q320/heartland-restaurant/) still carry dealer hardware bands only. Retrieved 2026-09-18. https://web.archive.org/web/20250726225325/https://www.heartland.us/pricing/restaurant-pos · retrieved 2026-09-18 adversarially verified
Individual modules (online ordering, KDS, loyalty, inventory, payroll, marketing) can be purchased à la carte and cancelled independently without repricing the base POS subscription. differentiator
commercial-module-unbundling
Not scored by this record.
All required terminals, KDS screens, and printers can be purchased outright at a published price, with no mandatory multi-year hardware lease or rental.
commercial-hardware-purchase-outright
The published merchant terms make outright purchase an explicit elective and impose no lease: 'Purchasing Hardware from Heartland: Merchant may choose to buy Hardware from or through Heartland as further specified on the applicable order form', with a one-year Heartland Hardware Warranty and a 60-day return in Original Condition less a $30 restocking fee. Renting is a parallel elective ('Merchant may choose to rent Hardware from Heartland', monthly rental price on the order form, Heartland retaining title) rather than a required multi-year lease, and the Certified Hardware List is dominated by commodity third-party gear an operator can source independently (Star TSP143LAN/TSP654/SP742ME, Epson TM-T88VI/TM-U220/TM-M30iii/TM-L90, Apple iPads, Zebra DS2278, Heckler enclosures - all quoted by BlueStar distributor SKU). Named shortfall: no hardware price is published anywhere. The restaurant pricing page prices only software ('$89 per month ... Prices starting at') for one station and card processing (2.6% + 10c), and lists KDS, receipt printers and cash drawers solely as quote-gated 'System Add-ons'; the certified list marks each device only as 'Currently Part of PAAS' (POS-as-a-Service) or not, with no rate attached. Purchase and rental pricing alike exist only on the order form. https://www.heartland.us/terms/ancillary · retrieved 2026-08-04
Vendor documents support for at least one non-proprietary/third-party hardware option (e.g. standard iPad, Epson/Star ESC/POS printers, generic cash drawer) rather than requiring vendor-only devices. differentiator
commercial-hardware-not-locked
Not scored by this record.
Operators can self-serve export their full transactional history (orders, line items, payments, labor) to CSV or a documented API without contacting support or paying a fee.
commercial-data-export-self-serve
Not scored by this record.
Guest/customer records, loyalty balances or point ledgers, and gift-card liability balances are exportable in machine-readable form by the operator. differentiator
commercial-export-customer-and-loyalty
Not scored by this record.
Contract or documentation specifies a post-termination data retrieval window (a defined number of days during which the operator can still export their data) rather than immediate cutoff. differentiator
commercial-post-termination-export-window
Not scored by this record.
Published terms explicitly state the merchant owns its transaction and customer data, and constrain the vendor's right to use or resell that data (beyond aggregated/de-identified use) for its own products or marketing. differentiator
commercial-data-ownership-clause
Not scored by this record.
Vendor documents validated P2PE or hardware-encrypted card entry plus tokenization such that the merchant's PCI scope is reduced to SAQ A / SAQ P2PE-HW, and names the applicable SAQ.
commercial-pci-p2pe-tokenization
Not scored by this record.
Vendor documents PCI DSS v4.0.1 future-dated controls in effect since 31 Mar 2025 — notably MFA for all access to the cardholder data environment including POS and back-office logins, and (for hosted ordering pages) payment-page script integrity monitoring per Req 6.4.3/11.6.1.
commercial-pci-dss-4-controls
Not scored by this record.
Product provides in-app tooling for CCPA/CPRA and GDPR data-subject requests — locating, exporting, and deleting an individual guest's records — plus a published DPA the operator can execute.
commercial-privacy-dsar-tooling
Not scored by this record.
Vendor publishes an accessibility conformance report (VPAT/ACR) claiming WCAG 2.1 AA (or later) for its self-order kiosk and consumer web-ordering surfaces, including a documented tactile/audio non-visual access mode on kiosks. differentiator
commercial-wcag-kiosk-accessibility
Not scored by this record.
POS supports card-network-compliant dual pricing / cash discount or surcharging with automatic exclusion of debit and prepaid cards from any surcharge, and required receipt and menu-board disclosure of the fee. differentiator
commercial-dual-pricing-compliant
Not scored by this record.
Adversarial verification
An independent pass was instructed to refute this record, defaulting to downgrade when uncertain. It challenged 2 values — 2 upheld, 0 downgraded, 0 upgraded. It separately resolved 42 previously unknown values. This is published in full because a reader who can see which values were contested, on what evidence, and which way they moved has something no affiliate-funded comparison offers.
Capability claims
| Claim | As first scored | Verdict | What the verifier found |
|---|---|---|---|
| order-capture-split-merge | unknown (F) — "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | The placeholder marked an unexamined cell. Read the Genius POS User Guide's Split section: Add Tab with Move to / Evenly, By Seat, Even Split N-Ways, and Remove Splits. No arbitrary-amount split, no check or table merge, and nothing on splitting after partial payment, so the claim is met in part only. source |
| order-capture-scheduled-orders | unknown (F) — placeholder, cell never examined | resolve-to-partial | Future Order Printing documents a Future Orders toggle and three send behaviours including 'at hold time minus prep time' with a Future Order Prep Time in Minutes box, which is a computed fire time rather than print-on-receipt. The lead time is a single location-wide value, not per channel. source |
| menu-pricing-nested-modifiers | unknown (F) — placeholder, cell never examined | resolve-to-yes | Item Creation Guide documents the Sub Item field, which lets an ingredient inherit another menu item's modifier groups (Steak > Baked Potato > sour cream/butter) and therefore nests past two levels; the Modifiers Screen gives each group independent Minimum/Maximum Choices with minimum-as-forced-selection. source |
| menu-pricing-modifier-price-by-parent-size | unknown (F) — placeholder, cell never examined | resolve-to-partial | Modifiers Screen documents a per-ingredient Size Price against a Select a Size list, giving an ingredient-by-size price matrix. The parent-item half of the claim is unmet: a modifier's Assigned Items list shares one priced ingredient set across every item it is attached to, with no per-item override. source |
| menu-pricing-topping-quantity-tiers | unknown (F) — placeholder, cell never examined | resolve-to-yes | Context Items are exactly the tier mechanism: named tiers (Extra, Light, On Side, Double/'2X') each carrying a per-ingredient Multiplier where 2.00 doubles the price, documented as distinct from the Modifiers screen's Allow Duplicate Ingredients setting. source |
| payments-gift-cards | unknown (F) — placeholder, cell never examined | resolve-to-yes | Gift Setup Guide documents first-party Heartland Gift with POS Activate/Reload/Inquire/Redeem, real-time balance inquiry, Virtual Gift sold and redeemed through Online Ordering, and account-level boarding on a master location for multi-unit merchants (Payment Gateway US screen). source |
| payments-refund-void-controls | unknown (F) — placeholder, cell never examined | resolve-to-partial | Permissions Screen gates voids, refunds, item removal and named discounts per action; the POS forces a void reason code and the Void Reasons report totals them. What is missing is the approver half — no documentation of an immutable log naming the manager who authorised the void or refund. source |
| kitchen-bump-bar-hardware | unknown (F) — placeholder, cell never examined | resolve-to-no | The vendor FAQ states the limitation itself: the KDS 'only works with iOS iPads. Which means you will need an iPad in order to see and bump orders', and the sole bump-bar reference casts the iPad as the bump-bar controller for an HDMI monitor. No supported bump-bar or keypad models are listed anywhere in the documentation set. source |
| delivery-dispatch-board | unknown (F) — placeholder, cell never examined | resolve-to-partial | A Delivery room type exists for a dispatcher to assign orders to drivers, with Print Check on Delivery Dispatch and SMS instructions to the assigned driver. No driver-availability state, elapsed-time column or multi-order run batching is documented, and the FAQ says there is no driver app or live tracking. source |
| delivery-zone-pricing | unknown (F) — placeholder, cell never examined | resolve-to-partial | Online Ordering Screen documents polygon delivery zones each with its own Delivery Fee list applied automatically from the customer's address. Fee is the only per-zone attribute — no per-zone order minimum and no per-zone promise time exist in that screen or in the 130-page Admin Console guide. source |
| digital-menu-single-source | unknown (F) — placeholder, cell never examined | resolve-to-yes | Every menu record type (Items, Sizes, Modifiers, Ingredients, Context Items, Pricing Rules) carries Available Online and In-Store E-Commerce flags on the single POS record. There is no separate digital menu object to maintain; one edit to the account menu drives the ordering site and kiosk. source |
| digital-account-saved-payment | unknown (F) — placeholder, cell never examined | resolve-to-partial | Guest App has a Saved Payment Methods screen with a default method plus Order History, and Online Ordering members 'save payments, view past orders, save items as favorites'. Saved addresses and one-tap reorder of a previous order are not documented on either channel. source |
| guest-loyalty-unified-profile | unknown (F) — placeholder, cell never examined | resolve-to-partial | Built-In Loyalty is account-level with a phone-number identity that also carries into Guest App Order Now and Skip the Line, so POS, first-party online and in-store e-commerce share one profile. No dedup or merge behaviour is documented, and the guide itself warns the phone key can be populated with an arbitrary number at the POS. source |
| guest-loyalty-lifecycle-automation | unknown (F) — placeholder, cell never examined | resolve-to-no | The Built-In Loyalty guide enumerates the complete loyalty feature set in its table of contents and contains no campaign, email, birthday, win-back or automation function — those strings do not occur in the document. Lifecycle marketing is positioned as third-party (Como, Paytronix, Adentro) in the FAQ's loyalty section and the email-marketing integration article. source |
| labor-granular-rbac | unknown (F) — placeholder, cell never examined | resolve-to-yes | Permissions Screen documents roughly thirty independently grantable actions scoped to an account and location, including per-discount and per-adjustment allow-lists rather than fixed cashier/manager/admin tiers, with report access governed separately by the Report Access screen. source |
| labor-manager-override-audit | unknown (F) — placeholder, cell never examined | resolve-to-partial | Manager-approval prompts on over-permission discounts are documented in release 2.28, and the Admin Console keeps a who/what/when configuration audit trail per the FAQ. But that trail covers back-office record edits, is described by the vendor as not searchable, and no documentation attributes a POS override to the approving manager. source |
| inventory-unit-conversion-yields | unknown (F) — placeholder, cell never examined | resolve-to-no | There is no inventory module to hold units. The FAQ answers the inventory question with third-party integrations plus 'functionality to set the stock limit for items', and the 130-page Admin Console guide's complete back-office enumeration contains no purchase/recipe/count unit, conversion factor or yield percentage. source |
| inventory-count-modes | unknown (F) — placeholder, cell never examined | resolve-to-no | The only stock surfaces documented are the POS Item Stock Management screen (type an available quantity) and an Item Stock report showing current level per item. No count session, no full/spot/cycle distinction and no variance history exist in the admin guide or in any of the 441 Heartland Restaurant help-centre articles; edits overwrite the level in place. source |
| reporting-eod-closeout | unknown (F) — placeholder, cell never examined | resolve-to-partial | The Daily Summary consolidates Sales, Transactions, Cash, Closed/Open Tickets, Waste, Tax Categories, Dayparts, Revenue Centers, Groups, Sections and Report Categories with drill-down and CSV export, and cash variance is reconciled on Daily Review. It is not one document, though: tips, discounts, adjustments, taxes, surcharges, voids and cash-drawer expected cash are separate reports. source |
| reporting-pmix-modifier-level | unknown (F) — placeholder, cell never examined | resolve-to-partial | The Items report carries quantity, net and gross sales, cost and margins with revenue-center grouping, but the modifier-level equivalent (Ingredients report) shows quantity only with no sales figures, and neither report exposes a daypart filter. source |
| multi-location-org-hierarchy | unknown (F) — placeholder, cell never examined | resolve-to-no | The Admin Console model is account then location and nothing between. The 130-page guide's own scope is 'Location Setup, Account Menu, Loyalty Setup, Reports', locations are chosen from a flat list, and 'region', 'store group' and 'location group' appear nowhere in the guide or the 441-article corpus, so reporting and permissions cannot be scoped to an intermediate tier. source |
| multi-location-central-menu-publish | unknown (F) — placeholder, cell never examined | resolve-to-partial | Menu is authored once at account level for 'all locations in the account' and pushed with an explicit Save-then-Publish action, with per-item Location Overrides for divergence. Publish is all-or-nothing across the account, and the only history is the per-record configuration audit trail, which the vendor says is not searchable; there is no publish log or rollback. source |
| multi-location-price-zones | unknown (F) — placeholder, cell never examined | resolve-to-partial | One item record carries scheduled Pricing Rules (Force Price / Dollar Adjust / Percentage Adjust, per weekday and time, with online and in-store e-commerce switches) plus per-location price and plate-cost overrides. There is no price-zone or location-group object, so market pricing is maintained store by store. source |
| hardware-offline-mode | unknown (F) — placeholder, cell never examined | resolve-to-yes | Heartland publishes a dedicated Offline Capabilities article naming exactly what degrades (kiosk, Guest App, reports, time-punch management, PIN change, card authorisation) and the FAQ states LAN printers and KDS keep working while EMV terminals go down, with orders cached and uploaded on reconnect. source |
| extensibility-oauth-partner-apps | unknown (F) — placeholder, cell never examined | resolve-to-no | Retrieve API Keys documents the only integration mechanism: pick an approved partner and the portal issues a static API key ('Currently, the only integration available is API'). The FAQ confirms access is Heartland-gated, not operator-granted. No OAuth flow, scope set or per-app revocation appears in the corpus, the admin guide or the FAQ. source |
| reliability-offline-order-entry | unknown (F) — placeholder, cell never examined | resolve-to-yes | FAQ: with the internet down 'All LAN Printers and KDS will function', and orders 'are cached and are uploaded once the network connection is restored'. The Offline Capabilities workflow shows continued ticket handling and tender on-terminal with card authorisation deferred. source |
| reliability-offline-kds-printing | unknown (F) — placeholder, cell never examined | resolve-to-yes | Stated by the vendor verbatim in the FAQ's outage answer — 'All LAN Printers and KDS will function but any Payment Terminals(EMV) will be down' — and consistent with LAN-IP printer configuration and an on-premise iPad KDS. The Offline Capabilities article's internet-dependent list excludes kitchen printing and KDS. source |
| reliability-printer-fallback | unknown (F) — placeholder, cell never examined | resolve-to-partial | The POS Printers screen has 'Default printer for formats' and 'Backup printer for formats' areas (release GNX-5692), so a backup is configurable per display format. No documentation describes automatic detection of an unreachable printer, automatic reroute, or a staff alert on failover. source |
| order-capture-offline-order-entry | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-yes | Placeholder marked an unexamined cell. Read the dedicated Offline Capabilities article, which is itself the published offline scope, plus the FAQ's 'How long can Heartland Restaurant run offline?' answer: 'It can run offline indefinitely ... Printing, KDS, and local synchronization will be okay while offline' and 'Orders are cached until the internet connection is restored.' Only OLO, Kiosk, Guest App, reports and card authorisation stop. source |
| kitchen-station-routing | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-yes | Placeholder marked an unexamined cell. Kitchen Groups Screen plus Items Screen plus Display Formats Screen together document item-level routing to any number of printers or KDS units, with display formats configured under Location Setup so a merchant can change routing per location unaided. Routing by order type or revenue center is not offered, but the claim reads 'by item, category, order type, or revenue center'. source |
| inventory-recipe-bom-costing | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-no | Placeholder marked an unexamined cell. This is positive evidence of absence, not a blank: the Ingredients screen's full field list has no cost, quantity or unit; the Items screen's only costing fields are a hand-keyed item Cost and per-size Cost, which release notes 6.56 identify as 'plate cost'; and the FAQ states stock tracking 'only will apply to main items', not modifiers or ingredients, directing operators to third-party inventory integrations. source |
| reporting-realtime-dashboard | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-yes | Placeholder marked an unexamined cell. The FAQ answers the claim almost verbatim - an Admin Portal Dashboard with Snapshot/Sales/Staff views summarising the day in real time, a current-to-date labor percentage, Admin Portal reachable 'from any Web Browser' and mobile-optimised - and the Heartland Mobile Manager app supplies the native mobile half with Key Stats 'updated in real time', boarded automatically for Heartland Restaurant. source |
| commercial-autorenew-terms-published | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-yes | Placeholder marked an unexamined cell, and the earlier pass's HTTP 403 on heartland.us no longer holds - the host serves normally today. www.heartland.us/terms/ancillary publishes the merchant agreement: month-to-month Term, cancellable on thirty (30) days prior written notice by either party, with the same terms for separately subscribed Ancillary Products. source |
| commercial-hardware-purchase-outright | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | Placeholder marked an unexamined cell. The published terms let a merchant 'choose to buy Hardware from or through Heartland' with a one-year warranty and 60-day return, and rental is an explicit alternative rather than a mandatory lease; the certified hardware list is commodity Star/Epson/Apple/Zebra gear by distributor SKU. Shortfall that blocks a yes: no hardware price is published - the pricing page prices software and processing only and lists KDS, printers and cash drawers as quote-gated System Add-ons. source |
| payments-emv-nfc | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | Placeholder marked an unexamined cell. The PAX A920 and A35 setup guides document dip/tap EMV plus configurable Apple Pay, Google Pay and Samsung Pay on the current terminals, but the claim says ALL first-party terminals: the FAQ makes Apple Pay 'dependent on the pin pad device', the certified list still carries PAX S300/S920 without documented contactless, the MSR is a swipe-only path, and the Kiosk takes cards only by MSR swipe. source |
| delivery-driver-roster | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | Placeholder marked an unexamined cell. Drivers are staff records assignable to tickets via the Delivery-room-only Driver field, with SMS instructions to the assigned driver and normal POS clock-in as staff. No in-store/on-run/returning state, no per-driver run history report in the Admin Console catalogue, and the FAQ says there is no driver companion app or live tracking ('Currently not'). source |
| digital-first-party-web | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | Placeholder marked an unexamined cell. The Enhanced Setup Guide documents a first-party branded ordering webpage whose orders land on the location's Assigned Tablet and print immediately, and no per-order commission appears anywhere in the corpus. The site lives on a locationname.hrpos.heartland.us subdomain with no custom-domain option documented, so the own-domain half of the claim is unmet. source |
| guest-loyalty-accrual-models | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | Placeholder marked an unexamined cell. Read the full Built-In Loyalty Setup and Usage Guide PDF: the only accrual configuration is Dollars Per Point ('required spend value to earn 1 point'), with Bronze/Silver/Gold as redemption tiers of 10 points each on the same track. No visit or punch-count accrual exists and the accrual rate never varies by tier, so only one of the claim's required-two models is present. source |
| labor-clock-in-at-pos | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-yes | Placeholder marked an unexamined cell. The FAQ documents the POS Clock-In button with a job-type prompt, states an employee can clock in and out on any iPad, and describes PIN and swiped-user-card identity plus manager PIN/card overrides for unscheduled clock-ins; the Time Punches screen edits punches 'created by staff in the POS'. No separate time-clock hardware is required. source |
| hardware-os-platforms | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-partial | Placeholder marked an unexamined cell. The FAQ names the client platform (iPad-only POS, browser Admin Portal) and minimum devices (iPad 2+, iPad Mini 1+, 32GB sufficient), and the Limitations List names the Android-based Genius devices. No document states a minimum iOS/iPadOS or Android version, so the minimum-OS-versions half of the claim is unmet. source |
| hardware-kds | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-yes | Placeholder marked an unexamined cell. The vendor states 'Heartland Restaurant has its own integrated KDS system' with no third-party KDS providers; the iPad KDS bumps by touch (claim accepts bump-bar or touch), display formats route to any number of KDS units by kitchen group, and course timing exists via KDS Course Bump Timers, Bump Individual Items and Rush/Hold. source |
| extensibility-public-api-docs | unknown (F) - "No public documentation located during the 2026-08-01 research pass." | resolve-to-no | Placeholder marked an unexamined cell. The vendor's own FAQ states the limitation - 'API is only being released for existing 3rd Party Integrations' - and the documented key flow requires an approved Integration Partner. No API reference exists in the 441-article help centre and a web search surfaces only partner-gated documents, so no public self-serve reference is readable without partner approval. source |
| commercial-autorenew-terms-published | yes, grade A - cited to https://www.heartland.us/terms/ancillary | upheld | Grade only, value and evidence untouched. Vendor LEGAL pages (terms, EULA, MSA, product-specific terms) are graded B corpus-wide - measured, not argued: 217 of 259 claims citing a legal-shaped URL are B. This claim was one of 21 stragglers still at A across 8 vendors. Each was inspected and every one is a genuine contract rather than a technical document, so the loose URL predicate produced no false positives here. The ladder does not name contracts explicitly, which is why this keeps recurring. source |
| commercial-hardware-purchase-outright | partial, grade A - cited to https://www.heartland.us/terms/ancillary | upheld | Grade only, value and evidence untouched. Vendor LEGAL pages (terms, EULA, MSA, product-specific terms) are graded B corpus-wide - measured, not argued: 217 of 259 claims citing a legal-shaped URL are B. This claim was one of 21 stragglers still at A across 8 vendors. Each was inspected and every one is a genuine contract rather than a technical document, so the loose URL predicate produced no false positives here. The ladder does not name contracts explicitly, which is why this keeps recurring. source |
Sources
Every URL this record cites. 52 in total.
- https://www.heartland.us/restaurant-pos
- https://heartlandpos.zendesk.com/hc/en-us/articles/4407460525851-Heartland-Restaurant-Product-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695790-Admin-Console-Setup-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805699209-FAQ-Heartland-Restaurant
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805812289-Offline-Capabilities
- https://heartlandpos.zendesk.com/hc/en-us/articles/20141716156059-Modifiers-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20141781108251-Context-Items-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805835329-Item-Creation-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/20087014131099-Permissions-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/37139151679643-Genius-POS-User-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/25921447490459-Future-Order-Printing
- https://heartlandpos.zendesk.com/hc/en-us/articles/19985861573787-Online-Ordering-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/19986613062811-Rooms-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260806073449-Gift-Setup-Guide-for-Heartland-Restaurant
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805695810-Built-In-Loyalty-Setup-Usage-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260806073849-Guest-App-User-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/19109795574299-Online-Ordering-Enhanced-Setup-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805812469-Retrieve-API-Keys
- https://heartlandpos.zendesk.com/hc/en-us/articles/40772261059483-Genius-for-Restaurants-Release-Notes-2-39
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805770189-Mini-Manager-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805696170-Coursing-Setup-Guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/20087719000347-Display-Formats-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20087472498587-Printers-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20146071288859-Pricing-Rules-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/30836482032027-Multi-factor-Authentication-MFA-for-Online-Ordering-FAQ
- https://heartlandpos.zendesk.com/hc/en-us/articles/35352764958747-Heartland-Restaurant-Release-Notes-2-28-APK
- https://heartlandpos.zendesk.com/hc/en-us/articles/40378597328155-Genius-Classic-Release-Notes-9-107
- https://heartlandpos.zendesk.com/hc/en-us/articles/34954163923483-Heartland-Restaurant-Release-Notes-9-81
- https://heartlandpos.zendesk.com/hc/en-us/articles/39664933343003-Menu-Translations-User-Guide
- https://heartlandpos.my.site.com/lightningcommunity/s/article/kitchen-display-systemkds-guide
- https://heartlandpos.zendesk.com/hc/en-us/articles/20141613422363-Kitchen-Groups-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20144352515611-Ingredients-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20200889252507-Items-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20141660016923-Revenue-Centers-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/20087056353179-Report-Access-Screen
- https://heartlandpos.zendesk.com/hc/en-us/articles/4403823332251-Using-the-Mobile-Manager-App
- https://heartlandpos.zendesk.com/hc/en-us/articles/4403835481115-Using-the-Mobile-Manager-Admin-Console
- https://heartlandpos.zendesk.com/hc/en-us/articles/12489790563483-Setup-for-Heartland-Restaurant
- https://heartlandpos.zendesk.com/hc/en-us/articles/39444126213915-Heartland-Mobile-Manager-Release-Notes-10-7-0
- https://heartlandpos.zendesk.com/hc/en-us/articles/4405705721627-Heartland-Restaurant-Release-Notes-6-56
- https://heartlandpos.zendesk.com/hc/en-us/articles/40757503388059-Genius-for-Restaurants-Limitations-List
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805812589-Certified-Hardware-List
- https://www.heartland.us/terms/ancillary
- https://www.heartland.us/pricing/restaurant-pos
- https://www.heartland.us/terms
- https://www.heartland.us/pricing/restaurant-pos
- https://www.heartland.us/products/point-of-sale/restaurant
- https://www.heartland.us/restaurant-pos
- https://www.heartland.us/robots.txt
- https://heartlandpos.zendesk.com/hc/en-us/articles/1260805879509-PAX-A920-Setup-Guide-for-Genius
- https://heartlandpos.zendesk.com/hc/en-us/articles/5886585547163-PAX-A35-Setup-Guide-for-Genius-US
- https://heartlandpos.zendesk.com/hc/en-us/articles/20087160653083-Time-Punches-Screen