Clover - Menu Management Guide

• General Log In
  • How to Log in to Clover using valid credentials
• Menu Management: Items & Categories
  • How to Add an Item
  • How to Remove/Delete an Item
  • How to Add/Edit an Item Description
  • How to Add an Image/Photo
  • How to Add/Edit Item Price
  • How to Sort/Arrange Items under an Item Category
  • How to add an Item Category
  • How to Remove/Delete an Item Category
  • How to Manage Category Online Visibility
  • How to Sort/Arrange Item Categories
  • How to Mark an Item as Visible
• Menu Management: Modifier Groups
  • How to Add a Modifier Group
  • How to Edit a Modifier Group (Name & Min/ Max)
  • How to Remove/Delete Modifier Group
  • How to Arrange/Sort Modifier Groups
• Menu Management: Modifiers
  • How to Add Modifiers
  • How to Edit the Price of Modifier
  • How to Remove/Delete Modifiers
  • How to Sort/Arrange Modifiers
• Menu Management: Miscellaneous
  • How to Add Menu Hours
  • How to Set Holiday/ Special Hours
  • How to Set Kitchen Prep Time
  • How to Add Tax Rate on POS (Individual Item Level Tax & Location-based Taxes)
  • How to Add Tags
  • How to Add a Payment Option
  • How to Add a Order Type/Dining Option
  • How to Publish Changes

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

• Go to Inventory > Select Items > Click on Add Items.

• Enter new item name under Item name field > Update Price > Click on Continue

• 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

• Go to Inventory > Select Items > Enter Item name under Search Item field > Click on the Item 

• Click on the 3 Dots icon in the upper-righthand corner > Select Delete > Select Delete Item.

How to Add/Edit an Item Description

Note: Item description needs to be added directly in the ItsaCheckmate Portal.

• Log in to the ItsaCheckmate Portal > Click on Menu Management > Click on Item.

• Click on Pencil Icon underneath the item.

• Edit item description > Click Check to save

How to Add an Image/Photo

Note: Item images need to be added directly in the ItsaCheckmate Portal.

• Log in to the ItsaCheckmate Portal > Click on Menu Management > Click on the image icon next to the item for which you’d like to add a photo

• Drag and Drop the image or select the file you would like to add and select Save.

How to Add/Edit Item Price

• Go to Inventory > Select Items > Search Item > Click on the Item

• Update the price under the Price field > Click on Save.

How to Sort/Arrange Items under an Item Category

Note: Item sorting needs to be managed from the ItsaCheckmate Portal.

• Click on Menu Management on the homepage > Click on Sort Menu

• Drag and drop Item to desired space > Click Save

How to add an Item Category

• Go to Inventory > Select Categories > Click on Add Category.

• Enter new item category name under Category name field > Click on Done.

How to Remove/Delete an Item Category

• Go to Inventory > Select Categories > Enter the category name under the Search.

• 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.

• Uncheck the visibility (Show online checkbox) for all items in the Clover backend Category.

Note:

• 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.

• Empty categories will not be pushed to online ordering platform menus.

• Mark the Category as Sold Out Indefinitely in the ItsaCheckmate Portal

How to Sort/Arrange Item Categories

Note: Category sorting needs to be managed from the ItsaCheckmate Portal.

• Click on Menu Management on the homepage > Click on Sort Menu

• Drag and drop Category to desired space > Click Save

How to Mark an Item as Visible

• Go to Inventory > Select Items > Search Item > Click on the Item

• Check the Show on POS box > Click on Save.

Note: You can also Bulk select Show online for multiple items by going to Items and checking the box Online for all items you wish to make visible.

Menu Management: Modifier Groups

How to Add a Modifier Group

• Go to Inventory > Select Modifier Groups > Click on Add New Modifier Group.

• Enter the modifier group under the Group name field > Click on Done.

How to Edit a Modifier Group (Name & Min/ Max)

• 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?”

• 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

• Go to Inventory > Select Modifier Groups > Search the Modifier Group > Select the modifier group.

• Select the three dots icon in the upper righthand corner > Select Delete > Click Delete Modifier Group

How to Arrange/Sort Modifier Groups

Note: This needs to be managed from the ItsaCheckmate Portal.

Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop an item to the desired place > Click Save

Menu Management: Modifiers

How to Add Modifiers

• Go to Inventory >Select Modifier Groups > Search the Modifier Group to make changes > Select the modifier group

• Scroll down to Modifiers section > Click on + Add Modifier > Enter a modifier under Modifier name > Click on Done

How to Edit the Price of Modifier

• Go to Inventory > Select Modifier Groups > Search the Modifier Group to make changes > Select the modifier group

• Scroll down to the Modifiers section > Click on modifier > Enter a modifier price under Price field > Click on Done

How to Remove/Delete Modifiers

• Go to Inventory > Select Modifier Groups > Search the Modifier Group that contains the modifier > Select the modifier group

• 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

• Select the Delete Modifier button to delete the modifier successfully.

How to Sort/Arrange Modifiers

Note: This needs to be requested from the Customer Support team. They will process the request and incorporate the desired change(s) within the ItsaCheckmate Portal.

Menu Management: Miscellaneous

How to Add Menu Hours

Note: This needs to be managed from the ItsaCheckmate Portal.

• Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed

• Update the hours as needed > Click Save > Click Push to Ordering Platform

How to Set Holiday/ Special Hours

Note: This needs to be managed from the ItsaCheckmate Portal.

• Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed

• Update the hours as needed > Click Save > Click Push to Ordering Platform

How to Set Kitchen Prep Time

Note: This needs to be managed from the ItsaCheckmate Portal.

• Click on Hours > Click on Kitchen Prep Time > Click on Edit

• Update Prep Time minutes > Click Save > Click on Push to Online Platforms.

How to Add Tax Rate on POS (Individual Item Level Tax & Location-based Taxes)

Note: We only pull Location Level Tax Rate for Clover POS.

• Go to Account & Settings > Scroll down to Business Operations > Click on Taxes & Fees > Click on + Add Tax Rate or Flat Fee

• 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 drink sold on its own
alcoholic drink including food	One item including an alcoholic drink with a food item
non-alcoholic food item	Regular food item sold on its own
non-alcoholic drink item	Non-alcoholic drink item sold on its own
non-edible item	Items that are neither food nor drink (Ex. Retail, Gift Card, Paper Supplies, etc.)

• Go to Inventory > Select Printer Labels > Click on Add Labels > Enter the name under Label name field > Click on Done

• Select the Label to tag Items > Click on + ADD > Choose Items to tag under the Labels > Click on Save

How to Add Payment Option

1. From a browser, log in to your Clover account.

2. From the Account menu at the top right, select Account & Setup.

3. Under Transactions, select Payments.

4. Select Add Tender.

5. Enter a name for the Payment -- for example, 'Doordash', 'Uber Eats' etc.

6. Check the 'Accept' box

7. Select Save.

How to Add Order Type/Dining Option

1. From a browser, log in to your Clover account.

2. From the Account menu at the top right, select Account & Setup.

3. Under Transactions, select Order Types.

4. Select Create Custom Order Type.

5. Enter a name for the order type, for example, Delivery, To Go, or Dine-In.

6. Select Save.

How to Publish Changes

For changes made in the Clover POS → always click Save whenever making changes

In order to reflect the changes incorporated within the ItsaCheckmate Portal immediately to the Online Ordering menus, ensure that you select the Resync with POS button→ Click Push to Ordering Platform

Otherwise, our system automatically syncs with the POS EVERY HOUR and pushes the incorporated changes to online Ordering Platforms.