Setting up your POS Equipment
Station 2018
Set up your Station 2018
Set up employees​
Step 1: Open “Employees” app
Step 2: To add employee tap on the green + > input employee name, set appropriate role, create a pass code (6 digits) and or set up fingerprint login authorization.
Step 3: Tap Add fingerprint and place index finger on the sensor (top right corner of the device) and follow clover instructions
Step 4: Tap “Save” to store employee info in device
Step 5: Select Permissions tab and review permissions
Setup options
Step 1: Open “Setup” app
Step 2: Tap on Order Receipts to customize receipts sent to the kitchen
Step 3: Tap on Payments to edit tenders accepted, enable pre-auth, offline payment options, and signature settings
Step 4: Tap on Payment Receipts to customize customer receipts
Step 5: Tap on Additional charges to add a service charge
Step 6: Tap on Taxes and add the tax rate
Step 7: Tap on Tips and edit tip settings
Set up the menu
Step 1: Open “Inventory” app
Step 2: Confirm all categories, items, modifiers and prices
Step 3: Tap on Categories
Step 4: Tap on the green + and name the category
Step 5: Tap on the green + and add items to that category
Step 6: Fill in item name and price
Step 7: Add necessary modifiers and make sure item is labeled to the kitchen printer
Step 1: Tap on Modifiers
Step 2: Tap on the green+ (bottom right) & name modifier group
Step 3: If it is a forced modifier select 1 for “Min”
Step 4: Tap on the blue+ (bottom left) to add modifier
Step 6: Input name & price of modifier and save
Step 7: Add modifier to item
Manage an order
Step 1: Get on the screen adding items to an order
Step 2: Locate the 3 dots (next to pay) and tap on it
Step 3: From here you are able to
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Pay or print entire bill
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Add discounts
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Orders & Servers
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Refire to kitchen, add note, or delete the order
Transactions overview
Step 1: Open “Transactions” app
Step 2: Displays all transactions in order showing transactions by time, transaction #, amount, payment method and employee
Step 3: Ability to search for a transaction by device, employee, tender, and transaction type
Step 4: Search bar in top right corner that allows to search by “trans # / id”
Step 5: If conducting a refund, tap the specific transaction, there will be an option to refund
Step 1: Open “Promos”
Step 2: Tap “customize your offer”
Step 3: Customize your specific promo
Step 4: Tap continue to post on social media and send it to customers phones (10 cents per audience member with basic), print it on receipts, post on twitter and or Facebook
Download Apps
Step 1: Tap on “More Tools”
Step 2: Browse apps or search for specific app on top right corner
Step 3: For assistance with all 3rd party apps, tap on the app, scroll down, and their contact info is provided
Building your customer list
Step 1: Tap on “Customers” app
Step 2: To manually input a customer tap on the +add customer icon (top right)
Step 3: Input Customer name, phone number & email
Step 4: Tap save on the top right
Step 5: Track customer spending, visits, and rewards
Note: Customer info will be automatically stored when processing credit card payments.
Kitchen printer setup
Step 1: Tap on “Printers” app
Step 2: To setup printer tap on green + symbol (bottom right)
Step 3: Ensure that the Receipt (station) printer is connected and tap on Add Order Printer and the station will search for it & connect the printer
Step 4: Make sure items from inventory are labeled to “Order Printer” so those items are enabled to print in the kitchen printer
View reports
Step 1: Open “Reporting” app
Step 2: Displays income breakdown for the current date
Step 3: Tap the calendar icon on top right corner to check previous reports for previous days or a custom search
Step 4: Custom time period – search for transactions on a specific date & time.
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Any transactions completed after 12 am will be included in the next day’s batch.
Step 5: Tap “printer icon” on the top right corner to print out a copy
Step 1: Setup rewards program on “rewards” app
Step 2: Upon customer payment, customer will inform you they are using Perka. (They earn x amount of points for spending x amount of $)
Step 3: Tap Perka under payment in order to track customer rewards
Step 1: Clover is available 24/7 for customer support assistance
Step 2: Clover contact info appears on top right corner of the main screen of clover device > tap call me > select reason for support > tap call me and your request will be put into a queue and clover will call the number registered with the account
Set up clover dining
Step 1: Open “Clover Dining”
Step 2: Follow tutorial “Take Tour: Create a Floor Plan”
Step 3: Follow tutorial “Manage Orders”
Step 4: Begin taking an order by tapping on the table icon
Step 5: Add appropriate items to the order
Step 6: Tap Save to fire order to kitchen
Step 7: Tap Pay to prompt for payment screen
Enter a tip
Step 1: Open “Tips” app
Step 2: Displays time, location, transaction number, tender, transaction amount, tip amount, total amount.
Step 3: In order to input a new tip, tap on the transaction that needs the tip added
Step 4: Enter the tip amount and tap on done
Step 5: “Autofill” tips of 0 in the top right corner
Close out a batch
Step 1: Tap “Closeout” app
Step 2: Displays current and history of batch’s – includes the batch time, status, ID, count, and total $
Step 3: Tap on the open batch to view current sales & option to close out the batch
Step 4: Customizing the Closeout app: Tap the top left corner > tap settings > enable or disable the following when closing out:
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Pending offline transactions
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Auto-print totals report
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Auto-email totals report
Gift Card Program
Step 1: Open up “Gift Card” app
Step 2: Sell, check balance, reload, issue store credit, or cash out gift cards
Step 3: Have an existing gift card program that you would like to transfer over to Clover? Theres an app for that
Navigate the dashboard
Step 1: Reach the clover dashboard online > put in email and password
Step 2: Here is where you have access to your clover online dashboard
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Same functions as the clover device however you have a greater ability to edit settings within apps available on the dashboard.
Step 3: Certain changes must be applied on the dashboard. (Adding Order types, editing pin length)