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Retail

Welcome to the Clover Retail Forum. You're here because you are a Clover Retail merchant and would like to submit ideas that you feel would enhance/improve Clover's current offerings in the Retail space.

In order to submit your idea you'll need to give it a Title then select the Category that best matches your idea. Below are brief descriptions of the Clover Retail Categories.



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


Employees: 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.

Engagement: Share your thoughts on Clover’s built-in software that allows businesses to manage customers including viewing/storing customer information.

Clover GO: Clover GO is a mobile POS system designed for businesses that need to accept payments on the go.

Hardware: Ideas related to Clover hardware in the Restaurant space

Inventory: Please include all your feedback and suggestions for enhancing Clover’s inventory management software.

Invoice: Ideas related to Clover’s Invoicing feature.
Multi-Location: Ideas related to the functionality of Clover's Multi-Location product.

Orders: Ideas relating to the process of creating and managing Orders.

Reporting: Ideas relating to improving and enhancing Clover’s reporting.

Website: Ideas related to your Clover branded website.


Retail

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385 results found

  1. Hello, the los angeles department of weights and measures is requesting that the Clover Station display the weight on the customer facing terminal. From when nothing is on the scale (0) to its net weight. This is a legal requirement. I would appreciate your attention to this matter.

    1 vote

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    0 comments  ·  Hardware  ·  Admin →
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  2. Feature Request: Save Customized Invoice Email Messages

    We use Clover to process payments and frequently send invoices to our patients. Currently, when sending an invoice, Clover automatically generates a default email message that does not reflect our preferred wording or communication style.

    Although we can manually edit the message, we must retype it every time we send an invoice.

    We would like to request the following enhancement:

    Allow merchants to customize the default invoice email message.

    Provide an option to save the customized message as a permanent template.

    Automatically populate the saved message whenever a new invoice is created, while…

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  3. Clover Rewards needs an export that includes every member’s full phone number.

    Right now, when a customer signs up on the customer-facing screen, Clover hides the middle digits of their number (for example, +1 440-***-1234). We can’t see those numbers anywhere: not in the dashboard, not in the customer list, and not in any export. These are our customers. They gave the number to our business so they could earn rewards at our store.

    We used Clover Rewards for a few weeks and then moved to another loyalty program. More than 300 of our roughly 650 members signed up on…

    1 vote

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  4. Customer database should be able to be shared across ALL locations. The list should be able to be imported into the main account and accessed by any location within the company network.
    I currently have 3 locations and use the clover rewards program, my customers cant access their rewards if they shop at a different location unless they sign up again and start fresh. That is just one example. Invoising and sales history is another even more important factor.

    1 vote

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  5. We need to have more granular permissions for Employees using the Customer's App. They should not be able to Edit existing customers or notes for the customer, but they should be able to view the customer to add an order. Admin and Manager would be fine to edit a customer.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  6. Currently, Clover allows reporting by Revenue Class under Reports > Item Sales > Revenue Items, but there is no option to break down those sales by Tender Type.

    Please add the ability to filter or group Revenue Class sales by Tender Type (Cash, Credit Card, Gift Card, etc.).

    This would allow merchants to see exactly how much revenue was collected by each payment method within a specific Revenue Class, improving reconciliation and financial reporting.

    14 votes

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    Under Review  ·  6 comments  ·  Reporting  ·  Admin →
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  7. we need more printer options to be able to print outdoor tags/bar codes. printer compatibility is super outdated.

    2 votes

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    0 comments  ·  Hardware  ·  Admin →
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  8. ITEM SALES REPORT
    1) Give the total for each category like you used to.

    2) Make the typeface bigger on printed reports

    3) Bold typeface for category name and total on printed reports

    Or just return to the formats that were still there in September

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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    Thanks for your feedback! We are currently reviewing items #2 and #3 regarding printed report formatting.Regarding item #1: Category totals are available by adjusting your settings—simply set Group By to Category under Advanced Filters.



  9. In accounting sync, there is currently no way to route non revenue sales to a specific folder in quickbooks, so they are automatically just going in as "clover sales 3" . You can route all other tenders, all categories etc. but not non revenue sales.
    Can we please get this set up to where we can route these non revenue sales to a designated QB folder?

    1 vote

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    Under Review  ·  1 comment  ·  Reporting  ·  Admin →
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  10. When printing a sales report to either PDF or to a printer directly, the information columns are all bunched to the RH side of the report. The numbers are scrunched together and use wrap text to fit them in the columns. Making the printed report difficult to read. My idea is that you should fix this problem.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. Inventory managment needs critical updates to perform for retail businesses where control of items directly impacts our assets and bottom line.
    Ideas
    1. I should be able to select a product from inventory and see all the sales (date/time/etc) of that specific item without having to generate a report for a time frame.
    2. adding functionality to be able to enter a purchase order of items coming into the store in one setting where item quantiy is updated, price is updated, who entered the inventory by employee...
    3. so many areas of inventory management is lacking for small business and…

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  12. The rewards program is overpromised and not meeting expectation. For customers who are making large purchases, we need the ability to redeem more than one accumulated reward per transaction. This limitation does not allow me to be competitive in my market compared to big box stores. I need to be able to offer the customer to redeem multiple $1 off if they have the points.

    Also- the complicated way the customers are saved in under the "customer" tab with one account showing the customer profile and a completely different profile for rewards creates unneeded duplication and entry errors.

    please update…

    2 votes

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  13. Several Ideas here for native software:
    -Bulk import for customer data from a spreadsheet.
    -A Tax exempt check box on customers profile.
    -Automatic discounts, individual per customer, with options for % or $ amount with category or item exemptions. (not 3rd party app)
    -Display BOTH the Customer name AND Business Name on the POS in correct format!

    1 vote

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  14. For all verticals. It would be helpful to be able to create and subscribe to a custom report in the dashboard. It should be either an emailed report at the interval desired or provide a notification when the report is ready to view.

    1 vote

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  15. On the register app screen, once a transaction is stored , instead of having to recall it by leaving that screen and going to the orders app , there should be a button to recall the last transaction from stored orders and stay on screen. In a liquor store almost every other sale is a sale that gets stored while the customer looks for their wallet and the retailer moves on to the next sale then quickly pulls it back up with out all the app change and button pushes. I currently use a different system that has it in…

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  16. Please lift the requirement for hardware. When shipping is available, merchant's with an online only model will not require hardware.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Allow the export of only open orders from the website portal. It was a function before the last system update. Now you can only export all orders.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  18. Currently to search for sales history by revenue class you have to go through item sales, but it defaults to having every class selected. The deselect and search bar function don't work at all so we are forced to deselect every every category, then widen the date paraments to the time period we need, which means pulling up more items that slow down the system, and deselecting again. This is absurd and unacceptable.

    We need to be able to #1, have that search function working, and #2 we should be able to generate the item sales report and export data…

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  19. Hello, please add back the order/ receipt numbers (1, 2, 3 and so on) in the sales transactions summary. It's hard to reconcile without it! It used to be easy before when it was still visible but since the look of the reports were enhanced, this info is no longer visible. :(

    2 votes

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    Planned  ·  1 comment  ·  Reporting  ·  Admin →
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  20. Currently you're required to choose the Restaurant Growth SaaS plan with the Clover Kiosk, and this setups 2 Automatic Assigned Order Types " Kiosk Dine-In and Kiosk Take Out. There are retail merchants who want to use the Clover Kiosk but they don't have a need for a Dine-In or Take Out Prompt. We spoke to Clover Advanced Support who advised these cannot be removed.

    Based on this I'm making the recommendation to either give the option to remove these Order Types on the Restaurant Growth plan, or add support to the Retail Growth Plan.

    1 vote

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    0 comments  ·  Hardware  ·  Admin →
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