Sorting inventory & checkout app

Through Clover and/or the Clover dashboard, you can sort items in the inventory/checkout app. Follow the steps below to do this.

Via the Clover

  1. Log in

  2. Open the inventory app.

  3. Press categories.

    In this view, you can arrange the categories by placing your finger on the three dashes on the right and then dragging the desired category up or down.

  4. Tap on one of the categories

    In this view, you can arrange the Items in the open category by placing your finger on the three dashes on the right and then dragging the desired item up or down.

The order you set here will thus also be visible in the checkout app.

Via the Clover Dashboard

  1. Log in

  2. Click Inventory in the left-hand menu.

  3. Select categories.

  4. At the top right of the screen, click on 'Change classification'.

  5. You can now change the order of the categories by dragging them to the right place

  6. Arranging items within a category can be done by first selecting the category and then clicking on 'change classification'.

  7. In the new window, you can put the items in a desired order by dragging them with the mouse.

  8. Then click on save.

The order you set here will also be visible in the checkout app.

Do you have more than 1 Clover device?

If you make the change in the dashboard or on one of your Clover devices, the settings will also become active on all other machines within +/- 10 seconds, provided they are connected to the internet.

Add your business name, address and phone number for customers to see. You can also enter your business' opening hours here for each day it is open. In addition, add your logo so that it will be displayed on payment receipts to customers.

  1. Log in to your Clover-account via a browser.

  2. Select Account and settings;

  3. Under About your company, select Company information.

  4. Enter company details, including the address, URL to the privacy policy and your opening hours;

  5. (Optional) Upload your company logo.

    • Select Choose File and find and select the image to upload from your computer;

    • Select Upload;

  6. Select Save.

Access codes for Clover devices can consist of 4 to 6 digits. Each employee access code must be the same length.

Setting access codes for employees

In the Web Dashboard

  1. Log in to your Clover-account via a browser.

  2. Select Employees;

  3. Select Edit next to the employee for whom you want to create an access code;

  4. Under Access code, enter a new access code;

  5. Select Save.

On a device

  1. Open the Employees app;

  2. Select the employee for whom you want to create an access code;

  3. Select the 'Edit' icon in the top right corner;

  4. Select the Access Code field and enter a new access code;

  5. Select Save.

Changing length of device access code

  1. Log in to your Clover-account via a browser.

  2. Select Employees > Device access code;

  3. Select Change under the heading 'Length of access code';

  4. Enter new access codes for all employees or click on Enter access codes automatically;

  5. Select Save.

Use Auto-fill access codes to quickly update access codes.

  • When you change the settings so that 4-digit access codes are used, the last two digits of the original 6-digit access code are removed when you select Autofill access codes;

  • When you change the settings so that 6-digit access codes are used, Auto-fill Access Codes adds '00' to the end of the original 4-digit access code.

If your Clover device has network connection problems, you can do some simple tests to diagnose and fix them.

Clover devices can connect to the internet in one of these three ways:

  • With a mobile connection, which uses wireless mobile technology to connect;

  • With a wireless Wi-Fi connection, which uses a router to send data to your devices without a cable;

  • With an Ethernet cable, which you have connected to a router and your Clover device.

You can solve connection problems by following the steps for your network type.

Restoring a mobile network connection

Follow these steps to solve mobile network connection problems.

After determining the network configuration, confirm that your devices support the use of mobile networks.

Check that mobile data is enabled on the devices:

  • Clover Flex: your device comes with a SIM card installed. This means that mobile data is enabled;

  • Clover Mini: open the printer cover at the back of the device. If the label says Clover Mini 3G, 3G is supported. If you see the text Clover Mini Wi-Fi, the Clover Mini does not support mobile data.

If your Clover device does not support the use of mobile networks, connect to a Wi-Fi or Ethernet network.

After confirming that your device supports 3G, check the status of the SIM card. Clover devices that support 3G come with an activated SIM card.

Verify SIM card status

  1. On the screen of your Clover device, swipe down from the top right corner;

  2. Tap Settings.

  3. Under the Wireless and networks heading, tap More;

  4. Under More, tap Mobile networks;

  5. Under Mobile network settings, tap Names of access points..

You will see the SIM card information for the active SIM card in the device.

If you have purchased your own data plan, contact your mobile operator to confirm that the SIM card is a GSM card, is active and can use mobile data.

Note: Only GSM SIM cards are compatible with the Clover Mini/Mobile/Flex. If the SIM card is labelled CDMA, it will not work with the Clover device.

When you switch on the SIM card for the first time, it may take a minute or more for the SIM card to be detected. However, if you are in an area with poor coverage, the SIM card may not be detected.

Check mobile network coverage

  1. Open the Wireless Manager app. You can download this app from the Clover App Market. When you first set up the network, use the 'Wireless Manager' app to enable your SIM card and subscription. If you haven't already done so, stop now and follow the instructions for setting up your Clover device;

  2. Go to Your SIM Cards and under Status, find the service provider for your active SIM cards;

  3. Check the coverage:

    • If your SIM card uses T-Mobile, you must enter your address in T-Mobile's coverage map to check for good coverage in your area;

    • If your SIM card uses AT&T, you must enter your address in AT&T's coverage map. Select Data and device type 3G to check if you are in an area with good coverage.

After checking the network coverage, check if the settings are correct for using a mobile network on the Clover device.

Check mobile network settings

On the screen of your Clover device, swipe down from the top right corner;

  1. See if the mobile icon is ON and shows the network name of your mobile operator;

  2. Check aeroplane mode and Wi-Fi settings if the icon is greyed out or shows no range:

    1. If aeroplane mode is on (the icon is white), tap it to turn it off. Aeroplane mode will then be greyed out;

    2. If the Wi-Fi setting indicates Wi-Fi is active and a network name is displayed, tap the icon to disable Wi-Fi, if you want to use the mobile network instead. Wifi can interfere with mobile network connectivity when both are active.

After checking 3G settings, check data usage.

Check data usage

  1. On the screen of your Clover device, swipe down from the top right corner and tap 'Settings';

  2. Tap mobile network;

  3. Tap to view data usage.

If your data usage limit is exceeded, the 3G network is switched off. Call your internet provider to increase your data limit. If your data usage limit has not been exceeded, you can continue.

Improve performance

Your network must be stable and have sufficient bandwidth to process transactions properly. Unstable networks can cause transactions to temporarily stop, causing network connection timeouts or disconnections because the network had to wait too long for a response. Flawed connections can also cause devices to not sync with each other efficiently.

These are some ways you can improve performance:

  • Where possible, use your own internet provider instead of a shared network;

  • Minimise other high-traffic activities on your local network by limiting music or video streaming, for example. (Use a different network for that;)

  • Increase bandwidth on the local network by reducing the number of connected devices to minimise disruption to Clover communication and processing. Local bandwidth changes based on the number of devices connected to the network and the amount of transactions they typically process;

  • Use a recommended fixed and very fast internet connection (Ethernet), such as DSL or cable, instead of a hotspot. This is especially important if you want to use more than one Clover device or any peripherals, such as a kitchen printer;

  • Limit the use of hotspot connections. This is because they can limit the bandwidth needed for normal Clover communications. Use a dedicated hotspot intended only for Clover use if you plan to use a hotspot. (Use a different hotspot for other internet needs).

Restoring a Wi-Fi network connection

Follow these steps to troubleshoot Wi-Fi network connection problems.

Check the wifi network connection

Start troubleshooting by confirming the connection settings.

  1. On the screen of your Clover device, swipe down from the top right corner and then tap Settings;

  2. Under Wireless and networks, check that the Wi-Fi selector switch is set to ON. Tap the slider if wifi is off. The slider then slides to ON. The device automatically searches for available networks within the range of this device;

  3. View the list of available networks to find the network you have set up for Clover devices. Clover devices require a Wi-Fi network with WPA2 security. The Clover device may detect an unsecured network and prompt you to change your settings to a secure network;

  4. Check if your ISP's router is working if you don't see any networks.

    • If the router's light is on or flashing green, the router is working. Try moving your Clover device and the router closer together;

    • Contact your ISP for help if the router's light is flashing yellow or red;

    • Contact your ISP for help if you have not yet set up the router;

  5. Check that your router is not trying to connect through a firewall. Most routers should work properly and be compatible with Clover devices. However, we do not recommend routers, nor can we verify vendor claims. (Some vendors have reported that a Belkin N150 router works with their Clover Station. Other sellers have reported that a Century Link router does not work well with Clover Station);

  6. Check the connection status: find the network you want to use and check if the network shows Connected status. Tap it to connect if it is not. Then enter the network password you created when you set up the network. (You can contact your internet service provider or the person who set up your internet connection for more information about your network password.)

  7. Check the signal strength after you connect: tap the network name and check whether the status shows good or excellent. If the signal strength is fair or poor or indicated as none, your Clover device has problems with the internet connection. You may need to select a different Wi-Fi network or use your Ethernet connection;

  8. Test the connection by opening any app.

If confirming the connection settings does not solve the problem, you can test the connection using other devices.

After confirming the connection settings, you can try testing the connection yourself by connecting through other devices.

Connect via other devices

  1. Using a smartphone or laptop, connect to the same network whose settings you just confirmed. Use the same password. If you can connect to your Wi-Fi via your smartphone or laptop, the network is working;

  2. Test the connection on your smartphone or laptop by trying to open the 'Help app' from help.clover.com.

If you cannot connect, your network problems may lie with the router or network and not with the Clover device. In this case, contact your ISP or IT staff.

After you connect, you may still be experiencing inconsistent wireless Internet performance. If this is the case, other network connections may be interfering with your wireless connection. Clover recommends that you disconnect from internet networks that your device is not using.

Connect to unused networks

  1. Tap your Clover device to open the Settings app. (You can also swipe down from the top-right corner of the screen and then tap Settings);

  2. If Bluetooth or Ethernet is enabled, tap it to turn it off. (If Wi-Fi is your primary connection method, you need to disable Ethernet to ensure Clover devices connect via your primary connection method);

  3. Tap Wifi;

  4. Tap to disconnect from the first wifi connection that is not your specific Clover internet network.

  5. In the dialogue box, tap Forget to ignore the network;

  6. Repeat the same steps to disconnect from each network. This will ensure that the Clover device only tries to connect to the internet via Clover's designated internet network.

Restart the device

Restart the device to properly connect to the internet and resolve interruptions in the signal.

  • If you have changed your network settings, but the device does not recognise the new settings;

  • If your Clover device connects to the network, but shows signs of random network signal failure;

  • If your Wi-Fi works on some devices and not others

If the Clover device is connected directly to the modem via a physical cable (Ethernet cable), make sure the 'Ethernet' setting is disabled (OFF). This prevents confusion in Clover's operating system about the network signal to be used.

Improve performance

Your network must be stable and have sufficient bandwidth to process transactions properly. Unstable networks can cause transactions to temporarily stop, causing network connection timeouts or disconnections because the network had to wait too long for a response. Flawed connections can also cause devices to not sync with each other efficiently.

These are some ways you can improve performance:

  • Where possible, use your own internet provider instead of a shared network;

  • Minimise other high-traffic activities on your local network by limiting music or video streaming, for example. (Use another network for that;)

  • Increase bandwidth on the local network by reducing the number of connected devices to minimise disruption to Clover communication and processing. Local bandwidth changes based on the number of devices connected to the network and the amount of transactions they typically process;

  • Use a recommended fixed and very fast internet connection (Ethernet), such as DSL or cable, rather than a hotspot. This is especially important if you want to use more than one Clover device or any peripherals, such as a kitchen printer;

  • Limit the use of hotspot connections. This is because they can limit the bandwidth needed for normal Clover communications. Use a dedicated hotspot intended only for Clover use if you plan to use a hotspot. (Use a different hotspot for other internet needs).

Restoring an Ethernet network connection

Start diagnosing problems in an Ethernet network connection by checking the connection settings.

Check the Ethernet connection settings

On the screen of your Clover device, swipe down from the top-right corner, then tap Settings;

  1. Under Wireless and networks, check that Ethernet is selected. Tap it to set it to ON if it is not already;

  2. Check that the Wi-Fi slider above it is set to OFF. A Clover Mini or Clover Station automatically connects to a known wireless network. If you disable the Wi-Fi connection, the Clover device will be forced to connect via your Ethernet cable;

  3. Tap the Ethernet tab. The Clover device loads network data for this device, including its MAC address, IP address, an option for proxy settings, and network name and connection status;

  4. Confirm the connection: if the device was able to connect, you will see a message confirming that Ethernet has been connected;

  5. Confirm the IP (internet protocol) type. You can contact your Internet service provider for information on static and dynamic IP connections. You may also need this additional information to complete the following IP settings: gateway, subnet mask, DNS1 and DNS2.

    • Ensure that DHCP is selected if the network uses a dynamic IP address to connect;

    • Ensure that Static is selected and that the fields for 'Static' are filled in correctly if the network uses a static IP to connect;

  6. Check the settings of the proxy server. Proxy server settings may interfere with the Ethernet connection. We recommend removing them to avoid problems.

    • Tap the Proxy settings option;

    • Clear the fields for 'Proxy settings';

    • Tap Done to accept the changes;

  7. Proceed as follows to test whether the Clover device is properly connected to the network via Ethernet:

    • Tap to return to the home screen;

    • Tap the Help app icon.

When the Help app loads and you can tap links to access content in Clover Help, the Clover device is connected to the internet.

Connect to unused networks

After connecting, you may still experience inconsistent wireless Internet performance. If this is the case, other network connections may be interfering with your Ethernet connection. Clover recommends that you disconnect from internet networks that your device is not using.

Disconnect from unused networks:

  1. Tap your Clover device to open the Settings app. (You can also swipe down from the top-right corner of the screen and then tap Settings);

  2. Disable secondary internet connections. Tap Bluetooth or wifi to disable this feature if it is enabled. Disabling your wifi will ensure that your Clover device connects through your primary and most stable connection.

Restart the device

Restart the device to properly connect to the internet and resolve interruptions in the signal.

Consider these reasons for rebooting:

  • If you have changed your network settings, but the device does not yet recognise the new settings;

  • If your Clover device connects to the network, but shows signs of random network signal failure;

  • If Ethernet works on some devices and not others.

Improve performance

Your network must be both stable and have sufficient bandwidth to process transactions properly. Unstable networks can cause transactions to temporarily stop, causing network connection timeouts or disconnections because the network had to wait too long for a response. Flawed connections can also cause devices to not sync with each other efficiently.

These are some ways you can improve performance:

  • Where possible, use your own internet provider instead of a shared network.

  • Minimise other high-traffic activities on your local network by limiting music or video streaming, for example. (Use a different network for that;)

  • Increase bandwidth on the local network to minimise disruption to Clover communication and processing by reducing the number of connected devices. Local bandwidth changes based on the number of devices connected to the network and the amount of transactions they typically process;

  • Use a recommended fixed and very fast internet connection (Ethernet), such as DSL or cable, instead of a hotspot. This is particularly applicable if you plan to use more than one Clover device or any peripherals, such as a kitchen printer.

  • Limit the use of hotspot connections. This is because these can limit the bandwidth needed for normal Clover communications. Use a dedicated hotspot intended only for Clover use if you plan to use a hotspot. (Use a different hotspot for other internet needs).

1.     Log in to your Clover-account via a browser.

2. Select Inventory > Items.

3. Select Add item.

4. Enter the item name as you want to see it in a sale. Only the name is required. If desired, you can add more details later.

5. Under Price, you can optionally enter the price you want to charge for this item. This price will be displayed when you sell the item and will also appear on the customer receipt.

6. Select Continue.

7. Add basic data:

  • Select Display on POS if you want to display the item on a Clover device. You can ignore this option if you use Virtual POS.

  • To assign a colour to the item, select the follow-up choice with Item colour. Choose a colour or select None to remove the colour.

  • For Price Type, click and select from the list. Here, choose from Fixed Price (the default), a Variable Price, where sellers enter the price themselves when they process an order, or choose a Price Per Unit (typically used for items sold by weight). If you choose Unit price, you can enter the price unit you want to use.

  • For Price without VAT (where applicable): If your business is located in a region where VAT is automatically applied and you want to exempt the item from VAT, enter a price without VAT for the item. When you set your taxes, you can also enter VAT rates.

  • Under Taxes and charges, choose the mandatory taxes for your region from a list. Have you not yet set up any taxes? Go to Account and settings > Taxes and fees.

  • Save the new item when you have added all the required data. Continue below if you want to add more items.

8.     Choose relevant menu images if your restaurant sells dishes online:

  • Choose an image that reflects your dishes and looks attractive. Avoid images with people or multiple dishes together.

  • Select the image icon to upload the image. The following formats are supported: .jpg, .jpeg or .png. Maximum size: 10 MB; minimum dimensions: 1600 x 1200 px.

  • Crop the image to display your product. Drag the frame with the dotted line to the desired location or select the corner of the frame to make it larger or smaller.

  • Save your additions and changes.

9.     If applicable, decide which categories you want to add the item to:

  • Select Categories.

  • Choose what you want to do:

    • To add this item to an existing category, select +Add, search or scroll to the desired category and check the box for the desired category. Save your changes.

    • To create a new category and add the item to it, select +Add and then MAKE CATEGORIES. Enter a name for the category and optionally a name for online orders. Save the new category.

10.  Determine if and how you want to track the item:

  • Select Track Item.

  • Optionally, enter a Universal Product Code (UPC) that identifies this item. For merchandise, this code is a string of up to 12 numbers and letters displayed below the bar code. You can enter the code here now or scan it later.

  • Optionally, you can add a SKU of up to 127 characters to keep track of the item.

  • Enter the quantity of this item; how many you currently have in stock or on the menu. By default, Clover will keep track of your stock for you. (You can change this setting if you want to use a third-party app to keep track of your stock. Here's how to use inventory settings to determine how you want to track your inventory.

  • To track inventory through the Clover system, select the box next to Track Inventory. You can also select the box next to Update stock after each sale to automatically track your inventory.

 

11. Determine cost options for the item:

  • Select Item Cost.

  • Enter the wholesale price, the price you will pay for this item.

  • Check Item without revenue if you want to designate this item as one that you sell on behalf of others. An example of an item without revenue is an item you are selling on behalf of other sellers.

12. Save the new item.

You can use the Pay App for a basic sale. Enter the amount of the sale and swipe the customer's card. Accepted methods are swipe, chip and contactless payments.

Taking a payment via strike-through

You can swipe a payment card in the Payments app when a payment is made. However, if a customer has a chip card (with EMV chip), we recommend inserting the card when paying to avoid EMV-related chargebacks once customers do not use the chip function.

  1. Open the Pay App on your Clover device.

  2. Enter the sale amount and tap Checkout.

  3. If you enabled Ask for a billing number (or your custom identifier), enter an identifier and tap Continue.

  4. Get the payment card through. (For Station Duo, have the customer swipe the card on the Mini terminal facing the customer).

  5. If necessary, ask the customer to enter a PIN or sign a signature.

  6. Select how customers will receive their receipt or tap Cancel Transaction to invalidate the payment.

  7. Tap Done.

Taking a payment with chip card

  1. Open the Pay App on your Clover device.

  2. Enter the sale amount and tap Checkout.

  3. If you enabled Ask for a billing number (or your custom identifier), enter an identifier and tap Continue.

  4. Insert the card.

  5. If necessary, ask the customer to enter a PIN or sign a signature. Tap Skip to skip the PIN.

  6. Select how customers will receive their receipt or tap Cancel transaction or Refuse signature to invalidate the payment.

  7. Tap Done.

Taking a contactless payment

  1. Open the Pay App on your Clover device.

  2. Enter the sale amount and tap Checkout.

  3. If you enabled Ask for a billing number (or your custom identifier), enter an identifier and tap Continue.

  4. Hold the card or phone over the contactless EMV logo.

  5. Ask the customer to sign or enter a PIN if required.

  6. If the customer has signed, select Verify to accept the signature.

  7. Select how customers will receive their receipt or tap Cancel transaction to invalidate the payment.

  8. Tap Done.

Can we help you with anything else?
EMS Customer Service

Mon - Fri : 08.30 - 18.00

+31 (0) 20 6 603 120
Clover Support

Mon - Fri : 08.30 - 18.00

0800 3 678 324