How to Install the ItsaCheckmate How to Install the ItsaCheckmate App on Clover
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Engineering TeamModified on: Fri, 17 Sep, 2021 at 11:47 AM
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Email: poslogin+[your brand name]@itsacheckmate.com
ex. If your brand name is Kyle’s Tacos, your email should be set as poslogin+kylestacos@itsacheckmate.com
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How to Arrange/Sort Modifier Groups
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
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How to Sort/Arrange Modifiers
Note: This needs to be requested from the Customer Support team who will process and incorporate the desired change(s) within the ItsaCheckmate Portal
Menu Management: Miscellaneous
How to Add Menu Hours
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
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How to Set Holiday/ Special Hours
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
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How to Set Kitchen Prep Time
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Hours > Click on Kitchen Prep Time > Click on Edit
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How to Add Tax Rate on POS (Individual Item Level Tax & Location-based Taxes)
Note: We only pull Location Level Tax Rate for Clover POS
Go to Account & Settings >Scroll down to Business Operations >Click on Taxes & Fees >Click on + Add Tax Rate or Flat Fee
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Select the Label to tag Items > Click on + ADD > Choose Items to tag under the Labels > Click on Save
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How to Publish Changes
For changes made in the Clover POS → always click Save whenever making changes
For changes made in the ItsaCheckmate Portal to be immediately reflected on your integrated ordering platforms→ always click Resync with POS→ Click Push to Ordering Platform
Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.
Menu Management: Items
How to Change/Edit Item Name?
Go to Inventory > Select Items > Search for the Item > Select the Item > Enter updated item name under Item name* field > Click Save
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How to Add/Edit Item Price?
Go to Inventory > Select Items >Search Item > Click on the Item
Update the price under Price field > Click on Save
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How to Remove/Delete an Item?
Go to Inventory > Select Items > Enter Item name under Search Item field > Click on the Item
Click on the 3 Dots icon in upper righthand corner > Select Delete > Select Delete Item
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How to Add/Edit an Item Description?
Item descriptions need to be added directly in the ItsaCheckmate Portal.
Log in to the ItsaCheckmate Portal > Click on Menu Management > Click on Item
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Click on Pencil Icon underneath the item
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Edit item description > Click Check to save
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How to Add/Edit Item Image/Photo?
Note: Item images need to be added directly from the POS.
Please follow these steps to add/edit item image/photo(s):
Step 1: Go to Clover dashboard → Select “Inventory”
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Step 2: You will be directed to a new window wherein, you can view all menu items.
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Step 3: Select the menu item(s) for which, you wish to update the image. You will be directed to a new window (shown below) wherein, you can add the desired image either by Drag and Drop technique or by selecting the file that you wish to add.
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Step 4: Select the “Save” button to reflect the incorporated changes for that specific menu item.
How to Move Item from One Category to Another?
Go to Inventory > Select Categories > Search for the Category to which you wish to add the Item
Scroll to Items > Select ‘+/- Edit’
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Check the box next to the Item(s) you wish to add to the Category > Click Save
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You must then remove these Items from their original categories. To remove items from a Category, follow the same steps above and UNCHECK the boxes next to the Item(s) you wish to remove from the Category
How to Mark an Item as Visible Online?
Go to Inventory > Select Items > Search Item > Click on the Item
Check the Show on POS box > Click on Save
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You can also Bulk select Show online for multiple items by going to Items and checking the box Online for all items that you wish to make visible.
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How to Mark an Item as Sold Out?
Note: By default, marking items as sold out must be done within the ItsaCheckmate Portal. If you manage your inventory directly in your Clover POS, please inform us so that we can update the system settings and accommodate for managing your item stock directly from your POS.
Marking Items as Sold Out in the ItsaCheckmate Portal
Toggle the Available button on item (default is 1 day) > Click on Push to Ordering Platform
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Click on the down arrow to display other sold-out options (up to 7 days or Indefinite)
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Marking Items as Sold Out in the POS
Note: By default, marking items as sold out must be done within the ItsaCheckmate Portal. If you manage your inventory directly in your Clover POS, please inform us so that we can update the system settings and accommodate for managing your item stock directly from your POS.
Go to Inventory >Select Items >Search Item > Click on the Item
Scroll down to Item Tracking section > Update the Item Count (to zero if sold out) > Click on Save
Note: If the Item Count is blank or any other number other than zero, the item will show as available online.
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How to Sort/Arrange Items under an Item Category?
Item sorting needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Sort Menu
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Drag and drop Item to desired space > Click Save
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How to Sort/Arrange Item Categories?
Category sorting needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Sort Menu
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Drag and drop Category to desired space > Click Save
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Menu Management: Modifier Groups
How to Edit a Modifier Group (Name & Min/ Max)?
Go to Inventory > Select Modifier Groups > Search the Modifier Group > Select the modifier group
To Edit Name: Enter new modifier group name in the Group name* field
To Edit Min/Max: Scroll down to “How many choices can your customers pick?”
Enter the Min / Max count > Click on Save
Note: To make the modifier group a required modifier, set the Min to at least one.
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How to Arrange/Sort Modifier Groups?
Note: This needs to be managed from the ItsaCheckmate Portal
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
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Menu Management: Modifiers
How to Change/Edit Modifier Name and Price?
Go to Inventory >Select Modifier Groups > Search the Modifier Group to make changes >Select the modifier group in which you would like to make edits
Scroll down to Modifiers section > Click on the modifier you wish to edit>Edit Modifier> Click on Done
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How to Remove/Delete Modifiers?
Go to Inventory > Select Modifier Groups > Search the Modifier Group that contains the modifier > Select the modifier group
Scroll down to Modifiers section > Click on modifier check box > Enter a modifier price under Price field > Click on Done
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How to Sort/Arrange Modifiers?
Note: This needs to be requested from the Customer Support team. They will process the request and incorporate the desired changes within the ItsaCheckmate Portal.
Menu Management: Miscellaneous
How to Add Menu Hours?
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
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Update the hours as needed > Click Save > Click Push to Ordering Platform
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How to Set Holiday/ Special Hours?
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
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Update the hours as needed > Click Save > Click Push to Ordering Platform
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How to Set Kitchen Prep Time?
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Kitchen Prep Time > Click on Edit
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Update Prep Time minutes > Click on Save > Click on Push to Online Platforms
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How to Set Time Specific Kitchen Prep Times?
Note: If you have integrated Ordering Platforms that allow for time-specific prep time, you will have the option to uncheck the “use default prep times” button which will expand the days of the week.
Click on Hours > Click on Kitchen Prep Time > Click on Edit > Uncheck Use Default Prep Time
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Set Day Prep Time for each day of the week as you like > To set Prep Time based on time of day, check By Time Period:
a) Enter start and end time
b) Set prep time next to that time rance
c) Select '+' to add more time ranges for that day
Repeat above steps for each day of the week > Click Save when finished
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For Ordering Platforms that do NOT support time-specific prep times, their logo will appear below the Default Prep Time section and will only use the default time which applies to all days of the week.
For Ordering Platforms that DO support time-specific prep times and for which time-specific prep times are set, their logo will appear below the Time Specific Prep Time section making it easier to distinguish which OP is using which type of prep time.
How to Mark the Location or Order Platform Online/ Offline?
Note: To mark the location online/offline, this process must be completed in the ItsaCheckmate Portal.
Click on Menu Management:
To mark Location online/ offline > Toggle the Online button next to the Location Status
To mark Ordering Platforms online/ offline > Toggle the Online button next to the Ordering Platform(s)
Once complete, click on Push to Ordering Platform
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How to Publish Changes?
For changes made in the Clover POS → always click Save whenever making changes
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