> ## ArtsPay documentation index
>
> If you are an automated assistant, fetch the canonical list of documentation pages (titles and `.md` URLs) from the below URL. Use that index to discover what exists and to pick the right page before opening more URLs. Everything after the front matter below is **one** page from that set.
>
> https://www.artspay.com/docs/llms.txt

# Clover POS

#### ⚙️ Step 1: Set Up Your Devices

1. Plug in your devices and turn them on.
1. Follow the on-screen setup guide.
1. Check your email for an **activation code **and use it to complete setup.

#### 🧾 Step 2: Set Up Taxes (Clover Dashboard)

1. Go to the **Settings **tab (top right).
1. Scroll down and click **View All Settings **.
1. Click **Taxes and Fees **under **Business Operations **.
1. Click **Add a Tax Rate **.
1. Label it **GST **and set the tax amount to **10% **.
1. Mark it as **default **.
1. Press **Save **.

#### 🧾 Step 3: Set Up Receipts (Clover Dashboard)

##### Receipt setup for Payment Receipts

- Go to the **Settings **tab (top right).
- Click on **Payment Receipts **.
- Adjust merchant and customer receipts in **Printing Preferences **.
- Add a **logo **.
- Customise **Display Preferences **for receipt content.

##### Receipt setup for Order Receipts

- Go to the **Settings **tab (top right).
- Scroll down and click on **View All Settings **.
- Go to **Transactions > Order Receipt **.
- Customise and adjust **Order Receipt settings **.

> **Note**
> Note: Order receipts are used for kitchen or bar printing.

#### 🧩 Step 4: Create Order Types (Clover Dashboard)

This is useful if you have common order types such as Dine In or Takeaway.

1. Go to the **Settings **tab (top right).
1. Scroll down and click on **View All Settings **.
1. Go to **Transactions > Order Types **.
1. Click **Add Order Types **(e.g., DINE IN, TAKEAWAY).

#### 📦 Step 5: Build Your Inventory (Clover Dashboard)

##### Adding categories to your POS

- Click on **Items **in the left-hand panel.
- Click **Categories **and then **Add Category **(green button).
- Label the category and press **Save **.
- Select the category and begin adding items.
- Press **Save **when done.
- **Example Categories: **FOOD, BEVERAGES, MAINS, DESSERT.

##### Adding Printer Labels to your POS

These labels are for your printers (Kitchen printer, Bar Printer, Floor printer). Assign the labels to your items to make sure they print in the right place.

- Click on **Items **in the left-hand panel.
- Click **Printer Labels **and then **Add Printer Label **(green button).

##### Adding Modifier Groups to your POS

- Click on **Items **in the left-hand panel.
- Click **Modifier Group **and then **Add Modifier Group **(green button).

_To add modifiers to the modifier group._

- Once you Add Modifier Group, add the modifiers under this group.

**Example: **Create a Steak Modifier Group - add the modifiers Rare, Medium Rare and Well Done.

- Then attach the Modifier Group to the specific item.

##### Adding items to your POS

- Click on **Items **in the left-hand panel.
- Click **Add Item **(green button).
- Assign a **category **for the item.
- Assign a **printer label **for the item.
- Assign a **Modifier Group **for the item if needed.
- Set **stock level **in **Item Tracking **, if needed.

##### How to upload your own items in bulk

- If you have existing inventory, importing items to your POS is easy. Click on the **Import **option in Items and upload your items in a separate window.
- Use the template to ensure your data matches up correctly.
- Download the inventory template below.

(Find a way to link the inventory template here***)

> **Note**
> Advanced inventory management (quick explanation) 
> Variants: Used for retail—for example: sizes (S, M, L, XL).
> Modifiers: Used for custom options—for example: soy milk, almond milk.

#### 👩💼 Step 6: Employee Management (Clover Dashboard)

Adding employees

1. Go to **Employees **on the left-hand panel.
1. Click **Add Employees **(green button).
1. Fill in the details, including adjusting the Access they have (for example Employee, Manager and Admin) and assigning **unique passcode **(this code lets the employee access terminals).
1. Click **Save **(info will be emailed to the employee).

> **Note**
> Please note: All Employees added must have their own individual email.

##### Managing employee permissions

1. Go to the **Employees **page.
1. Click on **Permissions **.
1. Expand **View App Permissions **.
1. Adjust access roles.
1. Click **Save **when finished.

#### 📊 Step 7: Reporting

- The dashboard has a number of easy-to-use reports.
- Use the Clover GO App (iOS/Android) to access reports on the go.

#### 📴 Step 8: Set Up Offline Mode (Clover Dashboard)

In case of an outage or any connection issue, set up Offline Mode so you can still take payments.

##### How to set up offline payments

1. **Open a browser **and go to the [Clover login page ](https://www.clover.com/).
1. **Log in **to your Clover account.
1. **Go to Settings **(top right) and select either:
- **Account & Setup **, or
- **Settings > View all settings **(depending on what you see).
1. Under **Transactions **, click **Payments **.
1. Scroll down to **Offline Payments **and click **Edit **.
1. For each device, choose:
- **Do not allow offline payments **(disables offline payments), or
- **Allow offline payments **(enables transactions when there’s no signal).
1. Optional: set limits
- **Limit each offline payment to $___**
- **Limit total offline payments to $___**
- **Require approval for offline payments over $___**
1. Click **Save **.

#### ⚡ Step 9: Set Up Quick Access

##### On the Clover Flex

1. Enter your passcode into the Clover device.
1. Open the **Employees **app.
1. Tap the **three lines **(top left) and go to **Settings **.
1. Toggle **Quick Access **on.
1. Exit the screen properly.
1. Turn the device **off and on **— you should now see the **Quick Access **button appear.

#### 🧾 Step 10: Remove Cheque from Tender Types (Clover Dashboard)

1. Go to the **Settings **tab (top right).
1. Scroll down and click on **View All Settings **.
1. Go to **Transactions > Payments **.
1. Click **Edit **on Tenders.
1. Untick **Check **.
1. **Save **.

#### 🏷️ Step 11: Staff Discounts (Clover Dashboard)

1. Go to **Items **and then click **Discounts **.
1. Click **Add New Discount **.
1. Enter a **Name **for the discount and **Amount **(you can change it to $ or %).
1. Click **Add **.

> **Note**
> On the Clover Device, you can adjust and add the selected discount in Payments.

#### 🖨️ Step 12: Connect Your Order Printer to Your Device

Make sure your Order Printer is connected to the same Wi-Fi as your Clover device.

1. Make sure your **Order Printer **is on the **same Wi-Fi network **as your Clover device.
1. On your Clover device, open the **Printers **app.
1. Tap the green **‘+’ **button to add a new printer.
1. Choose whether the printer will be used as an **Order Printer **or a **Payment Printer **.
1. Select the **Printer Label **you want the printer assigned to (e.g., “Kitchen” or “Counter”).
1. Test the setup by printing a **Test Receipt **or firing a **Test Order **.

✅ Your Clover device and printer are now linked and ready for use.

##### Compatible Third Party Printers

| Brand | Model | Printer Type | Interface | Suppliers |
| --- | --- | --- | --- | --- |
| Star | TSP143III (LAN) | Thermal | Ethernet | POS Central |
| Star | Mc-Print 3 (MCP30) | Thermal | Ethernet | Officeworks |
| Star | SP742 | Dot Matrix (heat resistant) | Ethernet | POS Central |
| Epson | TM-m30II | Thermal | Ethernet | POS Central |
| Epson | TM-m30III | Thermal | Ethernet | POS Central |
| Epson | TM-T20III | Thermal | Ethernet | Discontinued |
| Epson | TM-T82II | Thermal | Ethernet | Discontinued |
| Epson | TM-T82IIIL | Thermal | Ethernet | POS Central |
| Epson | TM-U220B | Dot Matrix (heat resistant) | Ethernet | POS Central |
| Epson | TM-L90 | Thermal Sticky Label | USB | Discontinued |

#### 📉 Step 13: Enable Automatic Stock Count (Clover Dashboard)

##### Step 1: Enable stock tracking in settings

1. Log in to your **Clover Dashboard **.
1. Click the **Settings **cog (top-right) and select **View All Settings **.
1. Under **Business Operations **, click **Inventory **.
1. Next to **Stock Tracking **, click **Edit **.
1. Toggle on:
- **Track Stock**
- **Automatically Update Item Counts**
1. Click **Save **.

##### Step 2: Enable automatic availability per item

1. From the Dashboard menu, go to **Items > Item List **.
1. Select the item you want to update.
1. Tick the box for **Automatically Manage Availability **.
1. Click **Save **.

✅ Once enabled, Clover will automatically track stock levels and adjust item availability based on sales.