Locations are representations of physical locations such as but not limited to a Concession Stand, a Portable, a Bar, a Premium Area, a Suites Pantry, or a Hawking Section.
Locations are required for taking payments on your devices.
Cashiers log into the Location on the device on event day. Sales made on that device report into the sales for that Location. You may set a Default Location on each device to remove the risk of cashiers logging into the incorrect Location.
Location Settings control order adjustments, payment methods, receipt settings, menus, and more.
This guide will explain how to set up Locations with the appropriate settings to match your venue's operations.
- Organizational Structure: Location, Menu, Menu Item(s)
- General Settings: Venue-Wide Location Default Settings
- How to Create or Edit a Location
- Location Settings
- Delete a Location
Organizational Structure: Location Menu Menu Item(s)
Locations hold Menus which hold Menu Items. When you log into a device and select the Location, the Menu Items that are on the Menu attached to that Location appear on the register.
Locations are the top level of item organization. Each location can contain multiple menus.
Menus hold Items. In this example, we have one menu for drinks and one menu for food. Menus must be linked to a location for then to show up on the register. To learn more about Menus, click here. To learn more about Event-Based Menus, click here.
Items are the base level of Clover Sport. Items must be linked to a menu to show up on a register. To learn more about Items, click here.
General Settings: Venue-Wide Location Default Settings
Settings you assign at the General Settings become the default setting for the Location.
The settings may be overridden at each individual Location as needed.
Updating the General Settings will update all Locations that are currently using the Default.
For example, if you set a Discount Group at the General Settings, it becomes the Default Discount Group at all newly created Locations and existing Locations using the Default.
How to Create or Edit a Location
To create a new Location,
1. Navigate to POS Manager > Locations.
2. Click Create.
To edit an existing Location,
1. Navigate to POS Manager > Locations.
2. Search for the Location by its Location Name or Location Tag.
3. Click the Location.
4. After editing, click Save.
Location Settings
Under the section, Create Location, set up the following:
- (Required) Location Name - The name of the Location. This is also how the Location name will appear on the register.
- (Optional) Location Status - You can toggle a Location open or closed here.
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Note: If you toggle the Location as closed, it will not be available to select on the Flex in Portables Mode, even if that Location is assigned to the Event.
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Note: If you toggle the Location as closed, it will not be available to select on the Flex in Portables Mode, even if that Location is assigned to the Event.
- (Required) Location Type - There are four Location Types. The Location Type affects how your register functions.
- Commissary – Used for Suites, Pantries, and Premium locations.
- Concession – Used for general concession style order taking or any grab and go style location (Most Common).
- Restaurant - Used for table serving, restaurant style order taking.
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Vending Room - Used for sports vending operations (hawking), enables Vending mode. Click here for more information about Location Types.
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(Optional) Default Transfer Source - Warehouse for Inventory Transfers from a warehouse, this option chooses a default warehouse.
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Note: Setting the Default Transfer Source is required for bringing a Location to Par.
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Note: Setting the Default Transfer Source is required for bringing a Location to Par.
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(Optional) Location Group - Attaches a Location Group to this Location. Any Locations in this Location Group will show up in the Location Group's report.
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(Optional) Description - A description of the Location. The description you write here appears under the Location name when you sign into a Flex and must choose your Location from the list of Portables Mode-enabled Locations.
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(Optional) Location Tags - Tagging a Location enables you to filter a group of Locations by that tag when searching. For example, if 10 Locations are tagged as "Section 200", when you search Section 200 those 10 Locations appear.
- Note: For venues using Standsheets, you can use Location Tags to print certain groups of Standsheets. For example, for Section 200 you can tag it as Section 200 so you can print Standsheets from that section only.
Order Adjustments
Order Adjustments consist of adjustments you or the guest can make on an order depending on which one it is.
Each Order Adjustment needs to be set up first before it can be applied to a Location. To set up an Order Adjustment, navigate to Configuration > Order Adjustments.
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Surcharge Group - Fixed-rate or percentage-based fee(s) applied to every order automatically at the Location. Surcharges may be taxed or not taxed. Surcharges cannot be removed from an order.
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Gratuity - Dollar-amount or percentage-based Gratuity that may be set up to automatically apply to every order or manually applied to orders by the order taker at the Location. Gratuity can be removed from the order manually. You may configure the system to require PIN Authorization to apply or remove a Gratuity through Role Permissions.
Gratuity differs from Tips. For more information on Tips, click here.
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Discount Group - Set of customizable pre-configured discount(s) by dollar amount (such as $5.00 off) or percentage (such as 20% off). Discounts are manually applied to line items or orders by the cashier. You may configure the system to require PIN Authorization to apply a Discount through Role Permissions.
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Donations - Enables option for the guest to apply Round-Up OR Round-Up and Flat Dollar Amount Donations. Please contact Product Support if you need Donations enabled for your venue.
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Validate Loyalty Card to Apply Promotions - Sets the default scanning behavior to Promotions or Loyalty. For more information about Loyalty and Promotions, click here.
- Allow Custom Discounts - Adds a Custom Discount button to the panel, letting the cashier apply a dollar amount or percentage discount in real time. You may configure the system to require PIN Authorization to apply a Custom Discount through Role Permissions.
Consumer App
- Support In-seat delivery - Allow customers to use the Location for a delivery order.
- Allow alcohol orders on Kiosk and Mobile Ordering - Allows guests to order items marked as Alcoholic Item on Kiosk and third-party Mobile Ordering integrations
Payment Settings or Payment and Checkout Settings
Payment Methods are the payment options that may be used by your guests at the Location.
The following payment methods work immediately after enabling them at the Location:
- Cash
- Credit - encompasses Credit, Debit, and tap to pay options such as Apple Pay, Google Pay, and Samsung Pay
- Tab - requires a card swipe at the start of the tab to preauthorize the card
- Tab No Card - does not require a card swipe to start the tab
The following payment methods require additional configuration to function properly:
- Stored Value - allows guest to pay with Bucks gift card or other third-party stored value integrations that offer loaded tickets or gift cards. Additional configurations are needed - please consult your Clover Sport team for more information.
- Account - adds the ability to close an order to a House Account. This is not considered payment. You must collect payment through alternative methods such as an ACH transfer or check. House accounts must be set up first before they can be used to close an order.
- Card on File - adds the ability to close a tab to a card on file designated to a guest under a specific Suite Account. May only be used if you have purchased our Suites(Premium) module at a Commissary Location type.
- Custom Tender - open priced vouchers or designated value vouchers such as a drink ticket. Custom Tenders must be set up first before they are selectable on the Location.
Example of payment tender screen on Station Duo
Receipt and Fulfillment Settings
If you have purchased Contactless Commerce, you will have an additional settings under Receipt and Fulfillment Settings:
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Digital Settings: called Enable digital receipts and pickup notifications. This may be used at belly-up stands or Locations utilizing self-service Kiosks.
When enabled, guests receive text notifications as their order moves through Expeditor Mode.
The pickup instructions you enter here are included in the text message when the order is ready for pickup.
- Order Status Board: Display the status of orders to your guests as In Prep or Ready
Print Settings and Tips and Signatures
Tips and Signatures is where you configure whether you allow tips and how you allow tips to be added to the order.
For more information about enabling and disabling tips at a Location, click here.
- Allow Tips - enables the ability to add a tip at the Location
- Disable tips on stored value payments - allows you to disable the digital tip screen from appearing when a guest pays for an order exclusively with stored value. Click here for more information.
- Signature Required Threshold - When accepting digital signatures at a Location, orders that are rang in at or above this amount will require a signature on the customer facing display
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Accept Digital Signatures- enables the ability for the guest to provide their signature digitally on the customer facing display.
- Note: Accept Digital Signatures may be presented to you as checkbox. If checked and allowing for tips, guest will input tips digitally on the customer facing display. If unchecked, guests will tip and sign on a printed receipt.
- Accept signatures on printed receipts - enables the guest to tip and sign on a printed receipt
Print Settings control what settings are used for printing and managing receipts.
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- Print Receipts Twice - Print two receipts for a single transaction.
- Accept Digital Signatures - Allow the customer to sign the receipt on the register.
- Skip Printing Remote Orders - Prevent orders from printing a receipt to its fulfillment center.
- Allow Tips - Provide customers a place to add a tip to the receipt.
- Auto-print cash orders - Automatically print a receipt for every cash transaction.
- Auto-print credit orders - Automatically print a receipt for every credit transaction.
- Auto-print other orders - Automatically print a receipt for any other type of transaction.
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Enable email receipts - Allow customers the option to have their receipt emailed to them.
Important Notes:
- Auto-print functionality and print receipts twice are not available on the Flex.
- Enable email receipts will only affect the Flex device, the Station Duo will always have the email receipt functionality on regardless if the setting is checked at the Location.
- You may not toggle on enable email receipts if you are accepting signatures on printed receipts at the Location. You must accept digital signatures to enable email receipts.
- Customers in Canada are not able to edit tips at the terminals, thus digital signatures are always on and receipts cannot print a blank tip line.
Device Settings
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Enable Cash Drawer Controls - Prevents cashier from performing another transaction while the cash drawer is open
- Note: This is for USB plugged in cash drawers only.
- Show Location in Portables - Enables this Location to be selected on a Flex device.
- Enable Item Barcode Scanning - Allows for menu item barcodes to be scanned using an external scanner attached to the Station Duo or Kiosk.
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Sever Station Auto-logout - Enables auto-logout after a period of inactivity when using Server Station at a Restaurant or Commissary Location only
- Automatic Logout Time Threshold - The amount of time in seconds before auto-logout occurs when using Server Station at a Restaurant or Commissary Location only
- Enable text receipts for Flex - Enables the option to send an SMS receipt from a Flex device
- Offline Credit Card Amount Limit (USD) - The maximum amount that can be charged on a credit card per transaction when the device is offline
Menus
Add Menus that you want available at the Location. When adding multiple Menus to a Location, ensure that the same item is not added at a different price point to each Menu. This will cause an error saving the Location.
To add a Menu,
1. Type the name of the Menu and select it from the drop-down list.
2. Click Save.
To remove a Menu from the Location, click the trash icon.
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Note: This action does not does not delete the Menu from the system, meaning the menu can still be utilized elsewhere or re-added to this Location later.
If you have Event-Based Menus, you will assign a Default Menu and may assign Event-Based Menus. Click here for more information about Event-Based Menus.
Delete a Location
Locations may be deleted that are no longer in use. Proceed with caution as once a Location has been deleted it cannot be recovered.
- Note: You should still be able to see historical sales data of deleted Locations.
- Note: If you delete a Location that houses inventory, that inventory is no longer manageable under Inventory > Status and will be deleted. Transfer all inventory back to the a Warehouse or an existing stand before deleting the Location.
To delete a Location,
1. Click the Location.
2. Click the three dot menu.
3. Click Delete Location.
4. At the prompt, click Delete.