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: 

1. Open your computer and log into your Clover Dashboard
2. Go to the Discounts section
3. Click the "add new discount" green button
4. Enter discount name and make sure it says "Offline" (i.e. you could label it Offline Lunch, Offline Dinner, etc.)
5. Select “$ Off” to discount by a dollar amount
   1. Enter amount
   2. Click Add

How to enable automatic data reporting:

Here is a link to a 'pilot' report we are testing with partners who integrate Offline with their Clover POS reporting:  Clover Dashboard: Sumo Sushi & Thai - Airtable

To give you the same reporting as you see in this link and to eliminate you ever having to submit data to us in the future, it is as simple as creating an API token in Clover and then sending it to us in an email.

Here is the video instruction on how to do this:  https://www.loom.com/share/bd7b54d186ab4b2ab98c6e1925c5c43f?sid=e93b56a4-881f-49f3-99c4-adc059aeeb9f

1)  Log into Clover

2)  Go to settings in the upper right hand corner of the browser and select 'View all Settings'

3)  Under Business Operations, select API Tokens.

4)  Under API Tokens, select 'Create new token'

5)  Name the token:  Offline API Key and select Read for Customers, Orders, and Payments.

6)  Click on the 'eyeball' to view the token, click the 'Copy' button and then paste that into an email and send it to us at Offline!

That's it!  Let us know if you have any problems or questions.  We'll send you a link back to that dashboard as soon as it's ready.

How to Pull Data Manually

1. Go to Reporting-> Discounts-> Date Range (top left underneath “Reporting-Discounts”-> Custom Date Range (at bottom)-> Select start & end date 
2. Collapse all Discount options except for “Offline Discount”
3. Right-click to open an order in a new tab
4. Under “Order Details” (top left) click “View Receipt”
5. Receipt will show you subtotal and discount total (middle of page) and bottom of receipt will have Payment ID
6. Copy down all three things a spreadsheet
7. Sum all of the data and load into report

NOTE: If you would like your Partnerships Manager to pull the data for you each month, please add your PM to your Clover system by following these steps:

1. Go to your Clover dashboard.
2. Click on "Employees" located in the left column, then the green "Add new employee" button.
3. Insert your PM's full name and email address.
4. Assign either Admin or Manager as the access level.
5. Click Save.
6. Email your PM that they have been added so the PM can verify access has been secured.

How to Set Up Auto Gratuity

Check out this helpful guide from the Clover POS system.

1. To start managing your Gratuities, navigate to Configuration > Order Adjustments > Gratuities in Manager.
2. To create a new Gratuity, fill in the requested information in the fields at the top of the Gratuity section.
3. Click the Add button to add the gratuity.