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 Pull Data

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.