Online Catering: How to Use The Clover POS Integration

When using our Clover POS integration for Online Catering, your menu items from Clover will sync with Clover Hospitality by BentoBox and orders can print automatically or manually within Clover. Reporting is centralized and your team does not need to actively manage orders in the platform; they can be all managed from your Clover POS system.

Note: When setting up this integration, we recommend turning off your store temporarily or go through these steps outside of your operating hours. Once you connect Clover, any Catering menus previously set on will disappear and your Clover menus will sync with the platform and the synced items from Clover will need to be added to newly created menus within your account.

To set up Clover POS Integration in the platform, there are a few prerequisites and settings that must be configured in both Clover Hospitality by BentoBox and Clover.

Below are the prerequisites required to enable and successfully use the Clover POS Integration.

• You must have an Online Catering account setup

• You must have the payments method setup & enabled

  • Click here to learn how to enable the Stripe Integration to your Account

  • Click here to learn how to enable the Square Integration to your Account

• For initial setup, you must have your credentials to log into your account

• You must have a Clover POS system installed

• You must have one of the Restaurant Growth software plan that includes online ordering.

• For initial setup, you must have your Clover POS system credentials to log into your Clover account

One major benefit that Clover Hospitality by BentoBox offers is the ability to set up various fees based on the needs of the restaurant.  These fees are optional on the platform and are not a requirement for Clover POS Integration.

IMPORTANT: Upon activating the integration, the fees* from your platform will be created as a Fee  within the Clover dashboard. These items will not display on the actual online ordering site, but are necessary for processing the relevant fees across the two platforms. Please do not edit or remove them from within Clover.

• On the new website tab, log in to your account

• After logging in to the backend, navigate to SETTINGS > Integrations > Clover, and press Connect

• From here, in the pop-up screen, use the dropdown menu to select the correct location that you wish to integrate with your Clover POS system

Takeout & Delivery settings for Clover POS Integration

• Once you select the location, press Connect Restaurant

• After pressing this, you will be redirected to select the corresponding Clover Merchant; click the link to make your selection (Note, this screen will display if you have more than 1 location to select from, otherwise, you'll be redirected to the Clover dashboard as seen below). 

Clover “Select a Merchant” screen for Clover Hospitality by BentoBox integration

• After clicking the correct Clover Merchant, you will be redirected back to the dashboard and to the Clover Manage Integration page. Press Enable to confirm final enablement of the online ordering integration.

Integration for Clover to activate the connection

• When you press the Enable toggle, a pop up screen will appear. On this screen you will see instructions on your store.  Press Confirm to continue.

Integration for Clover to confirm the activation

• Lastly, press the Sync Now button and this will pull in any fees you set up in Clover.

Integration for Clover to Sync fees from Clover to Clover Hospitality by BentoBox

Congratulations! At this point, your Clover POS Integration is activated and will begin importing menu items for you to set up your Catering store.

There are just a few prerequisites for your catering items to import from Clover to your Catering store. 

1. Create a ‘Catering’ category in Clover. This is case sensitive, and must be named exactly as written. 

   

2. Assign any catering items you would like to import to this category. Note, these items do not have to be marked to show online or show in POS. All items assigned to the 'Catering' Category in Clover will import to the catering store.

   

After you have set up the Clover POS Integration, a menu will be created and moved in based on your Clover Catering Category. Any item assigned to the ‘Catering’ category will import to clover, and spin up a ‘POS Synced Menu’.

Here’s How Automated Menu Creation works:

• The Clover Automated Menu will be read-only, which means you cannot change it in the platform. It is designed to be managed from your Clover POS system and will stay in sync with your Clover POS. If you want to reorganize this menu, you can do so by adding, removing, or reordering items in the Catering category in your Clover POS. If you want to edit the details of the items, you can do this from the Clover POS Inventory Items section.

• This menu can be used for your catering store, just like any menu you already have. Make sure to assign it to the hours and fulfillment methods representing its corresponding location.

  

If you want to create additional menus in the system, you can do so by creating a new menu and starting from scratch or by cloning the new Clover POS Menu and using the clone as a template for another menu.  However, the Automated Menu will be the only menu that stays in-sync with Clover.  This allows you to create your own menus using the Automated Menu as a template, and allows for multiple menus.

Here is a help article that shows you how to set up your location with the settings you need to get your Catering store up and running.

Catering orders placed on your Catering store will go to the Clover POS at the time the order is placed. Within the Orders App, you can view order details and print. The Order Type will indicate "Catering Pickup" or "Catering Delivery".

You can also continue to use the backend to view and manage. Read more about order management here.

You can manage your printing settings for Clover Catering orders on the Clover Manage page.

If "New Orders Print in Clover" is toggled on, orders will print via your POS at the time the order is placed. If toggled off, orders can be manually printed via Clover or Clover Hospitality by BentoBox.

Inventory for your catering items can be managed directly within the backend. Learn more about managing your catering inventory here.

*Subject to state laws.

For further assistance with this, or anything else related, please reach out to our Support team by email at support@getbento.com or by phone at (646) 585-5021.