General Log In
How to Log in to Clover using valid credentials
Login here using your login credentials.
Menu Management: Items & Categories
How to Add an Item
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Go to Inventory > Select Items > Click on Add Items.
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Enter the new item name under the Item name field > Update Price > Click on Continue.
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Update other details such as Taxes & Fees > Tag Category, Modifier Groups, Alternate name, and Stock > Click on Save.
Note: To attain online visibility, always select the checkbox for Show on POS.
Note: You can also bulk update item visibility from the Items screen by checking/unchecking on POS.
How to Remove/Delete an Item
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Go to Inventory > Select Items > Enter Item name under Search Item field > Click on the Item.
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Click on the 3 Dots icon in the upper-righthand corner > Select Delete > Select Delete Item.
How to Add/Edit an Item Description
The item description needs to be added directly to the Checkmate Portal. Learn how to edit items here.
How to Add an Image/Photo
Item images need to be added directly to the Clover POS.
How to Add/Edit Item Price
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Go to Inventory > Select Items > Search Item > Click on the Item
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Update the price under the Price field > Click on Save.
How to Sort/Arrange Items under an Item Category
Items and categories need to be organized in the Checkmate portal. Learn how to sort menu items here.
How to add an Item Category
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Go to Inventory > Select Categories > Click on Add Category.
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Enter the new item category name under the Category name field > Click on Done.
How to Remove/Delete an Item Category
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Go to Inventory > Select Categories > Enter the category name under the Search.
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Click on the three dots icon in the upper righthand corner > Click on Delete > Click on Delete Category.
How to Manage Category Online Visibility
There are two ways to mark a category as NOT VISIBLE on Ordering Platform menus.
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Uncheck the visibility (Show online checkbox) for all items in the Clover backend Category.
Note:
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Unchecking item visibility will reflect in all instances of the same item throughout the menu, so the item will not be visible for any category in which it has been included.
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Empty categories will not be pushed to online ordering platform menus.
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Mark the Category as Sold Out Indefinitely in the Checkmate Portal. Learn more about marking items out of stock in the Checkmate Portal here.
How to Mark an Item as Visible
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Go to Inventory > Select Items > Search Item > Click on the Item
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Check the Show on POS box > Click on Save.
Note: You can also bulk-select multiple items online by going to Items and checking the Online box for all items you wish to make visible.
Menu Management: Modifier Groups
How to Add a Modifier Group
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Go to Inventory > Select Modifier Groups > Click Add New Modifier Group.
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Enter the modifier group under the Group name field > Click on Done.
How to Edit a Modifier Group (Name & Min/ Max)
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Go to Inventory > Select Modifier Groups > Search the Modifier Group > Select the Modifier Group.
Note: To Edit Name: Enter a new modifier group name in the Group name field. To Edit Min/Max: Scroll down to “How many choices can your customers pick?”
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Enter the Min / Max count > Click on Save
Note: To make the modifier group a required modifier, set the Min to at least one.
How to Remove/Delete Modifier Group
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Go to Inventory > Select Modifier Groups > Search the Modifier Group > Select the Modifier Group.
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Select the three dots icon in the upper righthand corner > Select Delete > Click Delete Modifier Group
Menu Management: Modifiers
How to Add Modifiers
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Go to Inventory >Select Modifier Groups > Search the Modifier Group to make changes > Select the modifier group.
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Scroll to the Modifiers section > Click on + Add Modifier > Enter a modifier under Modifier name > Click on Done.
How to Edit the Price of Modifier
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Go to Inventory > Select Modifier Groups > Search the Modifier Group to make changes > Select the modifier group.
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Scroll down to the Modifiers section > Click on modifier > Enter a modifier price under Price field > Click on Done.
How to Remove/Delete Modifiers
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Go to Inventory > Select Modifier Groups > Search the Modifier Group that contains the modifier > Select the modifier group.
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Scroll down to the Modifiers section > Select the check box of the modifier that you would like to delete > Select the Delete button available in the dropdown for Bulk edit options.
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Select the Delete Modifier button to delete the modifier successfully.
Menu Management: Miscellaneous
Set Store Operation Hours
Store operation hours need to be updated in the Checkmate portal. Learn how to:
Set Kitchen Prep Time
Kitchen prep time needs to be updated in the Checkmate portal. Learn how to update kitchen prep time here.
How to Add Tax Rate on POS (Individual Item Level Tax & Location-based Taxes)
Note: We only pull the Location Level Tax Rate for Clover POS.
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Go to Account & Settings > Scroll down to Business Operations > Click on Taxes & Fees > Click on + Add Tax Rate or Flat Fee.
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Add a Tax name under the Tax/Fee Name field > Add the Tax Rate and choose Tax Type > Click on Save
How to Add Tags
If you sell alcohol online, the following tags must be used for tagging ALL items in your menu:
|
TAG |
ITEM TYPE |
|
alcoholic drink without food |
Alcoholic drinks sold on their own |
|
alcoholic drink, including food |
One item including an alcoholic drink with a food item |
|
non-alcoholic food item |
Regular food items sold on their own |
|
non-alcoholic drink item |
Non-alcoholic drink items sold on their own |
|
non-edible item |
Items that are neither food nor drink (e.g., Gift Cards, Paper Supplies, etc.) |
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Go to Inventory > Select Printer Labels > Click Add Labels > Enter the name under the Label name field > Click on Done.
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Select the Label to tag Items > Click on + ADD > Choose Items to tag under the Labels > Click on Save
How to Publish Changes
For changes made in the Clover POS, → always click Save whenever making changes.
To reflect the changes incorporated within the Checkmate Portal immediately to the Online Ordering menus, ensure that you select Sync with POS button.
Otherwise, our system automatically syncs with the POS EVERY HOUR and pushes the incorporated changes to online Ordering Platforms.
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