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Management Functions

Welcome to the feedback forum for Clover Management Functions. Please share your ideas for how we can update our Clover management software to help merchants run their business simply and easily. Specifically, this forum should only include ideas surrounding built in management functions (feedback on business management apps should be included in the Apps/App Marketplace forum). We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Clover Dashboard Functionality: Share your thoughts on how the Clover Dashboard as a whole can function more effectively. 

2. Restaurant Menus and Clover Dining: Share your thoughts on all functions that specifically have to do with Clover Dining such as Clover’s built-in menu creation feature.

3. E-Commerce Management/Clover Online Ordering: Please include all your feedback and suggestions for enhancing Clovers e-commerce management software including Clover Online Ordering.

4. Inventory/Order Management: Please include all your feedback and suggestions for enhancing Clovers inventory management software.

5. Receipt Management: Provide ideas related to order receipts here including kitchen receipts, customer receipts and merchant copies. Tell us how Clover can enhance the processing of, information on, and appearance of various types of receipts.

6. Employee Management: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

7. Software Plans: Here you can provide feedback on Clover’s software plans. Please specify which plan your idea is featuring (Table Service Restaurants, Counter Service Restaurants, Register, Essentials, Payments).

8. Other Management Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.


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1022 results found

  1. We need the ability to add a revenue class to a new inventory item directly from device. I've seen this requested as far back as 2021 but it is still not an option. Revenue classes are vital to inventory management and reporting and so it makes no sense that they can only be added through the dashboard. This is very cumbersome and unnecessary. It would be so easy to add "revenue class" as an input option on the "add item" screen on the device and it would save a huge amount of frustration and time on the user end.

    2 votes

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  2. Being able to refund a MODIFIER when we don't want to refund the whole item or whole order.
    For example, someone orders a salad and chooses to ADD CHICKEN (which is a modifier). That modifier is +$6.
    Later that day, the customer calls because their salad did not include chicken & they want to be refunded for the chicken ONLY.
    Right now, you can only refund the whole item (salad + chicken) or the whole order. We want to be able to refund MODIFIERS (only the $6 for adding chicken).

    9 votes

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  3. Merchant would like to be able to narrow down an employee's reporting access to a specific inventory category or order type, rather than an all or nothing for Reporting. For example, they have an employee who manages their events. They would like that employee to have access to sales reporting ONLY for the Events category, not ALL sales reporting. Otherwise, all sales reporting access must be disabled and another member of management has to pull and edit the reporting before sending to the events manager.

    1 vote

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  4. The ability to email multiple addresses, separated by a comma or semi-colon, should be available directly from the charge processing screen. Currently, you can only email to 1 addresses then must go to transactions, after you submit the payment, open the transaction and send duplicate receipt, also, 1 address at a time.

    1 vote

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  5. Please make it so employees cannot get passed the lock-screen without clocking in by making the clock-in prompt undismissable. Meaning, when you hit cancel instead of clock-in, you are brought back to the lock screen. This will prevent employees from accidentally processing transactions without being clocked in.

    1 vote

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  6. Hello,

    I wanted to know if you can add a expiry option where products are added. I have a retail store For A Dollar Plus in Lititz Pennsylvania, and have over 5,000 items, and probably 2,500 or more have an expirey date. If it was an option then I can view products expirey dates in Inventory Report. Currently, I have to check products manually.

    I would really appreciate it if this can be added to Clover.

    Thank you,
    Salmon

    1 vote

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  7. This new accounting sync is a great idea but in the setup in sale-accountant section it needs to either have the option to customize the categories according to what you have or than it should automatically list them according to your categories that are setup in your clover device.

    1 vote

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  8. Have the option to go back to specific dates to check on the inventory that was in our system at that specific moment.

    2 votes

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    1. Have the option to set it up to be the default value for all items added to the inventory. AND/OR
    2. Bulk edit to choose this option (Automatically manage availability) for the entire inventory/each items.
    4 votes

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  9. I currently have my online delivery orders getting assigned to a doordash driver through the DoorDash Drive setup. I would like for my instore delivery orders to be routed to doordash for a delivery driver to be assigned, just like my online orders.

    Perhaps a field for selecting delivery time so that orders aren't made too far in advance.

    1 vote

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  10. Need to be able to make the table of new customers a special color so that everyone knows it is a first- or second-time customer. have it put on order in kitchen that it is there first time. to alert all staff.

    1 vote

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  11. i need to export my inventory by category , like all of my clothes are together, shoes together, jewelry together and so on ....my inventory is in sections throughout my store and being able to export by category would keep me from running all over the store A-Z ....currently the category will not export , the 3 dots at the top right will only enable you to delete !! NOT GOOD

    5 votes

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  12. As a restaurant operator I find it absolutely horrifying and an immense oversight that my employees can process transactions under their own credentials without being clocked in. As a result, these transactions do not appear on the shifts report, but do appear in both the transactions and reporting apps. We hold our credit card tips, as such the employees rely on the shifts report in order to determine how much card tip they are owed and how much cash they must turn in to the house (their total cash sales).

    This week I was short, twice, because the "pop-up" to…

    1 vote

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  13. We have three locations that all take on-line orders through the Clover App. The app shows all three locations when the customer does a search, but shows the same photo/logo/name which makes it very difficult for the customer to tell if they are ordering from the correct location. For us it's more confusing because the locations have addresses on the same street name 2063 and 260 so they are constantly choosing the incorrect location.
    Each location should be able to choose it's own name, photo, logo just like we can do with the menu, hours etc.

    1 vote

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  14. When managing multiple locations with the same inventory and discounts it is extremely time consuming to be able to enter/manage discounts as they have to be entered individually under each Location. I would like for the discounts to be added to the Multi-Location dashboard like the Items etc are - with the ability to enter the discount 1 time and select which location it will apply to or at the location level be able 'select/unselect' which of the discounts apply to that location.

    2 votes

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  15. We have multiple locations, but utilize the same employees at those locations. We need the ability to enter an employee once at the Multi-Location level and have the ability to select which location they need to be authorized for. Right now we have to enter the same employee at each location, which is time consuming and the margin for error is greater in not getting Access Code, Role etc the same in each place.

    1 vote

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  16. When using the Multi-Location Dashboard Inventory we are consistently having to make updates to locations and other attributes multiple times before the change is actually saved to the item. Many times I have to make a change at each location before it will accept the updates.

    Additionally, having ALL the functionality at the multi location level that we have at the individual location level - many things have to be done at the location level and with multiple locations have to make the same change multiple times is very time consuming.

    1 vote

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  17. Ability to run any report on the Multi-Location Dashboard
    Right now we can only run the basic sales overview reports which is not helpful in trying to manage inventory, people, etc across multiple locations.
    1. A critical report would be Sales by Item by Location by date that includes quantities, transaction/order ID, item name, discount, employee.
    2. A report with Inventory by location in one report with the ability to see all items across all locations with any variance in cost, price, modifiers, categories, labels, revenue classes. It's very difficult when trying to sync items across locations to have to…

    1 vote

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  18. Allow the online order name to be added to the inventory spreadsheet so that merchant can make bulk updates or see a list of all the online ordering names.

    1 vote

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  19. Be able to change the layout on the printed receipt.

    Merchandise amount
    Subtotal
    State tax
    Total

    I need to be able to add an additional fee and make it clear to customers that they are not getting taxed on that fee

    Merchandise

    State tax
    Subtotal
    Additional fee
    Total

    1 vote

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