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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!


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

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

3. Website: Ideas related to your Clover branded website.

4. 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.

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

6. Reporting & Analytics: Share your ideas to improve or enhance Clover's reporting functionality.

Retail

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19 results found

  1. Recently Clover released a new version of the Employee Sales Report under Reporting. The previous employees report showed the total number of transactions ran that day per employee. This was helpful for my retail merchants for a number of reasons. One in particular was so they can calculate their employees average ticket size.

    Strangely enough the New Employee sales report does show the average ticket size but it is only available and viewable on the Employee Sales Report in the Dashboard. not on the devices :(

    That being said a vast majority of my retail merchants noticed the change immediately…

    5 votes

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    3 comments  ·  Reporting  ·  Admin →
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  2. Merchants need to be able to see the taxes collected when a customer pays with a gift card.
    As of right now the merchant will see it as a total purchase. They need visibility of what portion of the sale was taxes. Merchants use these reports for book keeping and to assist with tax filing.
    Merchants are looking to have all Gift Card reporting combined with Clover reporting so they can use one report for reconciliation and tax reporting

    5 votes

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    1 comment  ·  Reporting  ·  Admin →
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  3. 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.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  4. In the Tax Report, could you please Hyper-link the Tax Removed-applicable Sales amount. We would like to see the transactions where the taxes were removed,

    2 votes

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  5. I am looking for a report that will provide the following in a single report by item:
    1. Item name
    2. item price next to it
    3. sales tax amount related to the item. If item is Non Taxable it should reflect zero tax next to it.
    There are not reports in in clover that shows this information. I just spent 3 hours on the phone, and went up to a supervisor level and the best that they could do is send me to this site to put a request, and maybe get a resolution in the future. Assuming it…

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
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  6. I am considering changing my hours of operations; considering closing on Tuesdays at 5pm instead of 8pm. In order to see what sales were on Tuesdays nights vs Tuesday daily total for the past 3 or 6 months to determine if this would be a good idea, I would have to run 2 reports for each tuesday for 13 or 26 tuesdays this is 50+ reports. Each report has to have a start time, end time, report type, etc.
    Can I get the system to save report settings so that once I pick a report 5pm-8pm the next report I…

    1 vote

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  7. When a merchant has multiple Clover Compacts, the need to close them individually is critical. We have a merchant that has 4 cashier windows and they have to have the ability to close and reconcile separately. The only Clover solution is the Clover Compact with another Compact acting as a PinPad through a security window. They also need to be able to run a totals report for that Compact. Cost is a factor as well.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
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  8. impor2t workflow test

    0 votes

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     ·  0 comments  ·  Reporting  ·  Admin →
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  9. make reports really easy to understand

    0 votes

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    1 comment  ·  Reporting  ·  Admin →
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  10. Subject: Request for Assistance with Clover Open Order Print Report

    Hi Dev Team,

    I’d like to bring to your attention an issue I encountered while trying to generate the Clover open order print report. Although the filter functionality is available, there is no option to select a printer either on the POS system or the online portal.

    Could you please address this issue at your earliest convenience? It is essential to enable this option for all Clover open order print views. We need the ability to print these reports to verify details such as:

    Who opened the order
    The purpose…

    1 vote

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  11. I would like to see every single sale that was made with an item. for example, you go to inventory, pick an item and get a list of all sales, with dates and prices. Ideal would be if you can also go from this sale to the transaction, to see the customer. Also when in orders or transactions I would love to click on the items there, to see it in inventory. hey, we're in the 21th century, that's no rocket science for a modern system and statistics is what makes a good inventory software!

    1 vote

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  12. We would like a way to run a sales report for each QR code or payment link that we make so we can see a total amount of sales for each thing.

    1 vote

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  13. There needs to be a report for failed recurring payments. How are we supposed to know if a payment has failed without a report?

    1 vote

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  14. Who in their right mind at Clover just made the NET greater than the TOTAL (gross total) on the reports? Net is BEFORE TAXES. In other words just the product!!! FIX the change you just made to your reports cause it WRONG!

    1 vote

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  15. As it stands, DAILY SALES figures are only accessible in REPORTING. Therefore, employees that balance registers have full access to company sales figures for the entire year and beyond. Access to yearly/monthly/weekly sales figures & sales reports should be limited to owners/senior management. Clover needs an END OF DAY icon. It should have a filter for ALL REGISTERS, REGISTER #1, REGISTER #2, etc without having the ability to see weekly, monthly, yearly figures. This needs to be addressed ASAP. Thank you for this forum to offer ideas.

    1 vote

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  16. Currently the only option to separate device SN is by choosing "this device" on sales overview screen.

    1 vote

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  17. WE NEED TO BE ABLE TO SORT THE TRANSACTION BY PAYMENT DATE AND TIME. THEY CURRENTLY ONLY SORT BY DATE AND IT DOES NOT SORT BY TIME.

    1 vote

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  18. The Gift Card transactions have recently been added to the "Sales By Card Type" Report. That is not a problem. However, the gift card redemption total is also being added into the Closeout Total for the day. The gift card money was collected when the card was purchased - not used. It should not be added into the Closeout Total. The closeout total with the gift card amount then does not match the deposit amount. It's an extra hassle for a retailer with multiple gift cards being redeemed daily.

    1 vote

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  19. We would love to be able to track where customers are coming from. Maybe there can be an option to enter a zip code when a customer is making a sale. Or even tracking from the zip code connected to a credit card sale.

    1 vote

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