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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. 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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    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.



  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. on the new PO update you have separate tabs for different transactions on top (Payments, Refunds, Manual Refunds, Voids, Authorizations) in the Transactions menu under Sales Activity. I would like the first default page to show all attempts of Transactions completed or otherwise to better read at a glance if a void was made immediately after or same customer attempting multiple cards etc.

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  13. Stock Tracking Setting should auto apply to newly added items.

    We have the 'Track Stock' setting turned on, yet when a new item is added, the user has to select 'Automatically Manage Availability' instead of it defaulting to ON.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  14. With the old dashboard I was able to keep a check on activity on each of our Clover Flex as I could identify the actual Receipt Number for each sale and each machine. With the new dashboard, there is no accountability for each sale by way of continuous Receipt number in the Transactions or Orders online reports. This leaves a serious loophole where staff fraud can go undetected. The lack of this information is sufficient for us to consider seeking an alternative POS

    1 vote

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  15. ALL NEW MERCHANT ACCOUNTS - Text Alerts to Merchant after Approval (Congrats) - Merchant ID, Shipping Details/ Tracking, Activation Status, etc

    1 vote

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  16. As a retail wine & spirits shop owner, I want to have searchable data fields on inventory items so that I can find similar products for customers.

    I'll know this is done when:

    • I can add custom fields to inventory items
    • Fields available are drop down, text, numeric, date/time, radio button
    • I can search these fields

    Scenario: customer asks for a wine with monestrell grape - I add custom field "grape" to inventory and can search "monestrell" to find all our wines in stock with monestrell.

    Custom fields feels like something that should be standard for the "#1 POS Provider".

    …

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  17. Line items has displayed custom modifiers for years until a recent update. This is entirely how i track what has sold so I can create a report for multiple individual vendors. Custom Modifiers do not show up in exportable reports. It is imperative to my business that I be able to access this information! Without it, the Clover System isnot very useful to me at all!

    1 vote

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  18. In the Sales Tax report - there should be a way that you can click on each category to see what sales are in it. We currently have 2 "No Tax" categories and one "Tax Removed" category. We only have ONE "No Tax" category set up so why are TWO showing up on our Sales Tax report. The State isn't going to care that our POS system isn't reporting correctly if they audit us!

    1 vote

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  19. We would like the ability to hide former employees, so they no longer show up on filter lists with current employees. This would shorten the list of names we have to scroll through in order to find active users. (Currently, the option is to delete former employees, but we need to retain their sales information and activity.)

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  20. When choosing Sales Activity-Transactions the title of Taxes and Fee are missing. In order to see if an order is exempt of tax, I need to click 3 other options in order to see if it is exempt. Tax/Fees need to be displayed as I make a report from this field in order to add daily cash and credit card transactions.

    1 vote

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