ArtsPay Support offers a guide to help you effectively set up and navigate your Clover products. It provides valuable tips to make sure you get the most out of your payments solution.
Clover dashboard
SETTING UP YOUR DEVICES: Get your devices started
Plug in your devices and turn them on.
Follow the set up guide on screen
You will receive an activation code in your inbox to complete the set up.
TAXES: Setting up your taxes on your Clover Dashboard
Go to Settings tab on the upper right hand corner
Scroll down and click on View All Settings
Click on Taxes and Fees under Business Operations
Click Add a Tax Rate
Label it GST and add tax amount to 10%
Make sure to make it default
Press Save
RECEIPTS: Setting up your Receipts on your Clover Dashboard
Receipt setup for Payment Receipts
Go to Settings tab on the upper right hand corner
Click on Payment Receipts
Adjusting Merchant and Customer receipt in Printing Preferences
Add a logo
Customise and adjust Display Preferences to manage what goes in the receipt.
Receipt setup for Order Receipts
Go to Settings tab on the upper right hand corner
Scroll down and click on View All Settings
Go to Transactions and click on Order Receipt
Customise and adjust Order Receipts settings.
Note: Order receipts are for printing to the kitchen or bar.
Adding order types
Go to Settings tab on the upper right hand corner
Scroll down and click on View All Settings
Go to Transactions and click on Order Types
Click on Add Order Types such as DINE IN or TAKEWAY
INVENTORY: Adding items and building your inventory on your Clover Dashboard
Adding categories to your POS
Click on Items on the left hand panel
Click on ‘Categories’ and begin adding Categories by clicking on the green button ‘Add Category’
Label the Category and press save.
Select the desired Category and begin adding items. Press ‘Save’ once you’re complete.
Note: Example categories are FOOD, BEVERAGES, MAINS, DESSERT
Adding items to your POS
Click on Items on the left hand panel
Begin adding items by clicking on the green button ‘Add Item’
Assign a category for the item
Assign stock level in Item tracking if needed
Importing items to your POS
If you have an existing inventory you import your items, click on
and select Import. You can upload your items in a separate window. Use the template to ensure your data matches up correctly.
EMPLOYEE MANAGEMENT : Adding employees and managing permissions on your Clover Dashboard
Adding employees
Go to Employees on the left hand panel
Begin adding employers by click on the green button ‘Add employers’
Fill in the details and make sure to put in a unique passcode for your employees. This code will make sure they can access the terminals. Once you finish setting it up, click ‘Save’ and all the information will be sent to their email.
Managing Employee Permissions
Select
which will take you to the Employees Page and click on ‘Permissions’ Expand on any ‘View App Permissions’ and click on
to manage the roles access. Make sure that once you finish editing, click on
to save.
REPORTING: Get reports on your phone
Clover Go app is available on iOS and Android.
Download it to get reports on the go.
ADVANCED INVENTORY MANAGEMENT: More detail for your POS
We often get asked what is the difference between variants and modifiers.
Variants are used for retail and are commonly used for sizing S,M,L,XL etc
Modifiers are more related to customer preferences such as Soy milk, almond milk etc