POS Guide: Clover
How to Set up Discount
Some account reps will create the discount if requested ahead of time. If it must be created on site:
- Open your computer and log into your Clover Dashboard
- Go to the Discounts section
- Click the "add new discount" green button
- Enter discount name and make sure it says "Offline" (i.e. you could label it Offline Lunch, Offline Dinner, etc.)
- Select “$ Off” to discount by a dollar amount
- Enter amount
- Click Add
How to Pull Data
- Go to Reporting-> Discounts-> Date Range (top left underneath “Reporting-Discounts”-> Custom Date Range (at bottom)-> Select start & end date
- Collapse all Discount options except for “Offline Discount”
- Right-click to open an order in a new tab
- Under “Order Details” (top left) click “View Receipt”
- Receipt will show you subtotal and discount total (middle of page) and bottom of receipt will have Payment ID
- Copy down all three things a spreadsheet
- Sum all of the data and load into report
How to Set Up Gratuity
Check out this helpful guide from the Clover POS system.
- To start managing your Gratuities, navigate to Configuration > Order Adjustments > Gratuities in Manager.
- To create a new Gratuity, fill in the requested information in the fields at the top of the Gratuity section.
- Click the Add button to add the gratuity.