62 results found
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"Labels," "Printer Labels," and "Revenue Class" Confusion and Data Structures.
"Revenue Class" is the primary driver of the Sales Overview report and it should be. The item attribute that populates "revenue class reports" and lists on Clover devices is "Labels." In other words when you create a new item, you choose the "revenue class" by clicking on the "labels" field. Please change the attribute name "Labels" to "revenue class." After that is corrected, make the "revenue class" field exportable. Right now "Lables"/"Revenue Classes" export as "printer labels" and when reimported, populates the "Printer Label" field. In your "Instructions and Glossary" tab of an Item List Export, you don't list "printer…
1 voteCreated a couple of tickets for these suggestions. Will review and get back to you.
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Inventory on hand reports
Create an Inventory Valuation Report which shows item, quantity, unit cost, unit price, extended cost, extended price. The report which currently exports to Excel is very disappointing and requires substantial work in excel to obtain the info needed.
2 votes -
Detailed Category Reporting
First, customization of reporting is very limited with Clover. Other systems I have used have had far more extensive options to customize and tailor reports to our needs so my first suggestion is to greatly increase the customization options for reporting.
I am specifically encountering an issue where my business requires separate accounting entries based on tender type and operation category. However, Clover does not allow filtering by category within tender type, nor filtering of tender type within a category so I have no way to account for category tender types other than individually tallying items. It seems to me…
11 votesUnder review to add this capability
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Cash Drawer Manager (Till Management)
Till Management, or Cash Drawer Management, should be a core product offering. There is a severe lack of reporting and controls in high volume retail environments where cash drawers are reconciled multiple times per day with multiple tenders. The development appears to be available in the Clover Sport product set and should be included in all plan levels.
This would be highly useful at all levels and it is surpassing that it has not been deployed.
Additionally:
1. Assigning cash drawers to users seems logical given that there are 2 drawer ports on the hub.
2. Adding some filters or…4 votesThank you for submitting your Idea to UserVoice.
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Allow Date Filter for the Orders App
Many of my Merchants have requested the ability to filter the Orders tab by a certain date much like the dashboard. I realize the Orders tab on the devices only allow data for the past 30 days but being able to select and show only Orders for "Today" or "Yesterday", Or "Last Week" would be very helpful just to quickly filter the orders that show up. For restaurants that deal with managing a large number of orders each day this filter would be extremely helpful. Much like the Order Status filter which filters the orders by "Open", "Paid" "Refunded", etc.…
7 votes -
Custom Reports
Businesses need a P&L report that shows a breakdown of the income like on the Sales Overview, but also breaks out YOUR fees between loan fees and credit card fees as it does on the deposits report and COGS like on the item sales report... I have to run those 3 reports 4 times each for a total of 12 reports to give my manager the P&L numbers!! You're already pulling all the data for the reporting, just consolidate it better..
Thanks!
Deborah Terrell, CPA
C Bucking D Vape Shops3 votes -
I need a report that breaks out revenue classes and how much cash/check/credit card sales in each class
I need a report that breaks out revenue classes and how much cash/check/credit card sales in each class
1 votePlease check the Tender & Card Types report in your clover web dashboard and confirm that it covers what you need.
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CAN CLOVER SEND AN AUTOMATIC EMAIL EACH TIME A TRANSACTION IS RUN?
It would be helpful- as a small business - to get an email notification of each transaction as they are entered- so any modifications or corrections are required--
2 votes -
Show the total amount of Cash Back in the Batch Total report
Please make an option to include the total amount of Cash Back in the Batch Total report that prints out after a Close Out. Thank you.
1 vote -
Multilocation Card Type Report
We would like to have a multi-location report that breaks down transaction count and dollar amount by card type.
2 votes -
Open Orders
I give in store credit to certain customers, many of the orders are paid weeks after the original order was placed. Unfortunately, the payment is applied on the date it was originally taken and even if it was paid a month later. Affecting our Sales tax Reports creating inconsistencies. Please help us with this issue.
3 votes -
Merchant Selectable End of Day (EOD) closeout.
Merchant should be able to have to option to choose their own EOD time. We have variable closing times depending on the time of year, when we host catered functions, our food cart is at an event, etc. The only way to make sure we have all sales reported in the same "business day" we need to choose and EOD in the next day. While we can print an interim report, it means an extra day for funds to be processed.
1 voteThank you for submitting your Idea to UserVoice.
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Add a cross-selling report
Add cross-selling reports to find out which products sell well together. This would enable us to offer promotions tailored to our customers' needs. This could be an Excel extract with past orders detailing the products per transaction. For example, column 1: product 1, column 2: product 2, etc.
Thank you!
1 vote -
More Filter Choices
The recent change to the POS Sales Overview Report has information on it that we do not need. The choice between full and condensed is insufficient. Full is too much and condensed is not enough. We do not do cash posting through Clover therefore do not require those features nor do we require the Sales by Employee. It would be great to be able to select the features needed on the report rather than the catch all. We are using far more thermal paper because of the recent change to the report.
2 votes -
Tracking commissions for services and products sold by the staff
Since I am giving my staff commission on membership packages sold as well as commissions on products sold, it would be convenient to apply these commission percentages when closing out a sale. This would make it easy to track no only their tipping but obtain the percentage of the products or services sold.
2 votes -
print cash drop amount
You should be able to print the amount removed from the cash drawer for a deposit in the Cash Log App. Merchants want to print the amount removed from cash drawer to submit with the cash so the store employee doesn't need to write down the amount of the cash taken from the drawer which could lead to errors.
3 votesThank you for submitting your Idea to UserVoice.
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Comparing Reports per weekday or specific date
When creating a report, it currently can only be compared to the same day last year or last week. It would be great to be able to compare to the same weekday or to a specific date and generate in one report. Currently, we have to pull two different reports and compare from there. In the tourism industry, sales on Jan 10 on a Tuesday vs Jan 10 on a Saturday are very different so it would help with report reading.
5 votes -
Correct COGS calculation on Sales Report and Item Sales Report
When a Sales Report or Item Sales Report is generated for a month or more, several line items are incorrectly calculating the COGS causing a negative Gross Sales amount. There is also a discrepancy in the Amount Collected on the Sales Report under Sales and Tender Types.
1 votePlease contact Clover support to resolve your case.
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Combined Reporting
On Clover.com, in the Sales Activity > Transactions section, Payments, Voids, Manual Refunds, Refunds and Authorizations are all broken up into seperate sections. For reconciliation purposes, my merchant is manually exporting Payments, then Refunds, then Voids and stitching those three exports together. Hoping that these broken up sections will all be better integrated into a single section in the future. This is also a gap between Payeezy and Clover. Payeezy put all the various transaction types into a single screen, and exportable report.
9 votes -
Surcharge clarity
Would love it if when our batch printed at the end of the day, we were able to see the days total sales separate of the surcharges. Maybe list them both separately?
2 votesThank you for your feedback, this idea is currently under review. It should be possible to publish the surcharge total for a given closeout batch. We will want to avoid creating confusion in our batch report by publishing too many details.
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