BentoBox Online Catering: How to Use The Clover POS Integration

When using our Clover POS integration for BentoBox Online Catering, your menu items from Clover will sync with 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 BentoBox 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 BentoBox 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 BentoBox.

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

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

• You must have a BentoBox Online Catering account setup

• You must have a BentoBox payments method setup & enabled

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

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

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

• You must have a Clover POS system installed

• You must have one of the following software plans that includes online ordering: Counter Service, Table Service

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

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

IMPORTANT: Upon activating the integration, the fees* from your BentoBox platform will be created as a Fee  within the Clover dashboard. These items will not display on the actual BentoBox 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 BentoBox website tab, log in to your account

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

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

BentoBox Takeout & Delivery settings for Clover POS Integration

• Once you select the BentoBox 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 BentoBox Clover dashboard as seen below). 

Clover “Select a Merchant” screen for BentoBox integration

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

BentoBox 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.

BentoBox 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.

BentoBox integration for Clover to Sync fees from Clover to BentoBox

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

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

   

After you have set up the Clover POS Integration, a menu will be created and moved into BentoBox 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 BentoBox 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 BentoBox catering store, just like any menu you already have. Make sure to assign it to the hours and fulfillment methods representing its corresponding BentoBox location.

  

If you want to create additional menus in the BentoBox 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 benefit from BentoBox allowing multiple menus.

Here is a BentoBox 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 BentoBox 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 "BentoBox Catering Pickup" or "BentoBox Catering Delivery".

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

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

*Subject to state laws.

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