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How can Clover help merchants seamlessly and effortlessly manage their businesses? What features should be added to Clover’s software to improve management functions?

Management Functions: Other Management Suggestions

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Blind Cashout/Close out

A 19 Store Customer is requesting this feature:

https://pinecrestbakery.com/locations/

The best preventative measure for short ringing is to implement a blind closeout process. Blind closeout requires employees to reconcile cash at the end of their shift without notifying them of the exact amount they are expected to return. They have to count the cash and report the total to the system without knowing what it's “supposed” to be.

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Maribel Martinez shared this idea  ·   ·  Report…  ·  Admin →
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  • Sync POS Support Team commented  ·   ·  Report

    We have just installed Clover at a busy bar. We are trying to use Shifts to achieve what they are wanting, but are having the following challenges:

    1. Printed Shift report shows the Estimated Cash Settlement even if you have the permission to "View Shift Sales Information" & "View Estimated Cash Settlement" disabled for servers and bartenders. They are concerned that all sales are not always entered into the system by Bartenders. If the bartenders can see what the house is expecting, they can put cash in the drawer without actually ringing in items, then pocket the cash during their count later when they come up over what is expected. A permission to restrict a person from printing the report would help if the cash settlement can't be left off the printed report.

    2. We don't currently have a way to reflect the subtraction of the Paid Outs or Auto Gratuities from the Estimated Cash Settlement on the Shift report. This is cumbersome and confusing for the Management team. Since they want Bartenders doing a blind drop, it is their responsibility to confirm the correct amount has been turned in. They are currently having to subtract all paid outs, auto gratuities, and any online tips that have been allocated to a particular bartender to get the actual Estimated Cash Settlement.

    3. We don't have a way to allocate online tips to the Bartender/Server filling the order so that it is reflected in the Estimated Cash Settlement. If the restaurant owner works at the restaurant, we have been having to give them separate users so that we can run a report to get an online tip total.

    4. They would love to be able to switch between Stations & Employees when viewing the Cash Deposit section of the Sales Overview Report for the day. I have shown them that they can filter by employee, but they would like a bird's eye view with the overall cash deposit.

  • Anonymous commented  ·   ·  Report

    It's holes like this that it is glaringly obvious that Clover was designed by merchant services and not restauranteurs. It's ridiculous that we cannot hold Cashiers accountable for transactions.

  • Efrain Valdes commented  ·   ·  Report

    I am one of the owners of this Company. We have implemented the POS in EVERY location and we are being ROBBED nightly from our Employees and even our Customers have had issues with Employees overcharging. Carl (From Below) is our POS TECH. He brought you guys to the table. We need a solution ASAP!

    Im sending you a link showing how the POS "TOAST" does it. If they can do it Im sure you guys can too...
    https://central.toasttab.com/s/article/Manager-Activities-Cash-Management-1493049150424

  • Carl commented  ·   ·  Report

    Really need this implemented ASAP!!! What a great tool!