Blog
Notes from the practice.
5 min read
Your Item Sales report is cash basis. Is your P&L?
Clover's Item Sales report records sales at payment and updates on refund, and it shows revenue classes and COGS. What that means when you compare it to accrual books, and which questions it answers well (margin by item) and badly (period-end revenue).
4 min read
Offline mode on your handhelds is a risk limit, not a convenience toggle
Clover lets you choose per device whether to block, allow on demand, or allow offline payments, and set offline limits. How experienced operators size those limits, decide which devices get them, and train staff on the one action that deletes offline payments.
5 min read
The new dashboard's Finances overview: close the loop before your bookkeeper asks
Clover's redesigned dashboard added a Finances overview with real-time sales and closeout and deposit summaries. How to use it to tie closeouts to deposits, and where the monthly Merchant Processing Statement still has the final word on fees and adjustments.
4 min read
Your low-stock threshold is a purchasing policy in disguise
Clover's per-item low-stock alerts only work when thresholds reflect supplier lead time and sell-through, not a round number. Covers setting thresholds by velocity, who gets alerted, and the cash tied up when every threshold is padded.
4 min read
Clover Agent is in pilot. Your item list decides how smart it gets.
Clover Agent is in pilot, and Fiserv hasn't published what it will do in detail. Here's how your item, category, and cost setup shapes what any AI can learn from your Clover data.