Can Inventory Plus Plus App Work with EBT Purchases?

Can Inventory Plus Plus App Work with EBT Purchases?

Type: Support Call

Call Reported On: 2021-11-08

Products Discussed: Inventory Plus Plus

Q&A

Merchant:

I am inquiring about the inventory plus plus app. We have been trialing the app for a few days and I believe we are also set up for recurring payment once the trial is over.

I am trialing the Clover POS as well. I purchased one duo station for testing purposes to make sure the solution fits our needs. I need to make sure it 100 percent can encompass our retail operations before outfitting our stores with a total of 35 units. For the most part I believe the system will be quite an upgrade. However, the outstanding snag seems to be EBT usage.

The system needs to automatically take the tax off certain items as required by New York State for EBT purchases. We are a decent volume independent retailer who prides on being able to get our customers out the door promptly. We can’t pick and choose or quite frankly rely on cashiers to disseminate which items get tax and which ones don’t.

So I was excited when I found your app and thought the problem is solved. This app is exactly what we need to move forward with a transition to Clover. However, during testing we seem to be having some problems.

I am hoping you can help figure out a couple issues that I am having with the functionality of the app.

The most important issue is when I am in the split payment section for paying, some items only are in the EBT section at 50% and the other items section has the other 50%. The items should be in the EBT section for 100%.

Can this issue be resolved?

Second, it seems at times the app picks up and categorizes EBT items properly and other times it puts them in other items. They have been set up and selected as EBT so I don’t understand what is going on.

Any chance that this may also be rectified?

CSI Works Support:

In a nutshell what you described is consistent with a known issue that we had released an update for is the fact that when you use QTY selector then choose an item in Clover our app was failing to trigger and those items would end up in Other section even if they belonged to EBT section. This issue has been resolved and update has been released to your account as of this morning.

Feel free to try again and the app will trigger consistently regardless of how items are selected.

Merchant:

Thank you so much for the assistance. I am so glad that you were able to help us. I was worried with a couple of the reviews I read that it might not be possible. I’ll be sure to add a review that sets them straight. Once we do a few more tests we are going to go through some live testing but if the EBT issue is solved I believe we will be switching to this set up for all three stores!

CSI Works Support:

Unfortunately, reviews are extremely permanent.

Merchants leave them without ever talking to us first.

We added the functionality but can’t remove the reviews now.

We are glad it worked for you 😊

 

Is Variable Price Barcode Parser available in UK Clover Appmarket?

Is Variable Price Barcode Parser available in UK Clover Appmarket

Type: Support Call

Call Reported On: 2021-11-09

Products Discussed: Variable Price Barcode Parser

Q&A

Merchant:

We are looking to integrate a scale at our clover point of sale unit and also read price encoded barcodes. Can you help please?

CSI Works Support:

Yes, that is possible. I’ve made this video for you to review:

https://youtu.be/F12nqWubxl0

The app you will need is called Variable Price Barcode Parser it is available in UK Clover Appmarket.

Merchant:

I have watched a couple of your YouTube videos, I am really keen to install the scales, but I see the software is not available in the UK, why is that?

CSI Works Support:

It is or it should be.

Here is a link:

https://www.eu.clover.com/appmarket/collections/all?developerId=0JJ994VEYFGH8&sortType=alphabetical

 

Is it Possible to Export Customer Data from an Existing Clover Mini to a Different Clover Mini?

Is it Possible to Export Customer Data from an Existing Clover Mini to a Different Clover Mini?

Type: Support Call

Call Reported On: 2021-12-16

Products Discussed: Customer plus plus, Clover Mini

Q&A

Agent:

I’m trying to assist my client with exporting all of their customer data from an existing clover mini that they purchased from a different merchant company.

Is it possible to export all of their data using your app, and then to import all of that customer data to a different clover mini that my company provided for them?

Any help is appreciated

CSI Works Support:

Yes, I believe it is possible.

If you have demo account as an agent you can install it and try it yourself.

 

What is a Payout Solution merchants can choose and what are the differences?

What is a Payout Solution for Merchant Payout?

Type: Support Call

Call Reported On: 2021-10-05

Products Discussed: Negative Tender appRedeem Lottery App

Q&A

Merchant:

Can you tell me how a transaction is processed as a lottery payout that is greater than the sum of the items being purchased?

CSI Works Support:

I’ve made this video to answer your question. I used the use case scenario and did it in front of a camera.

Please watch this video: https://youtu.be/NvxR6ouS34M

Merchant:

Is it possible to combine all the payouts on the Clover reporting to avoid a long report (attached)?

CSI Works Support:

The report shown below is an export from Clover Dashboard.

If you navigate to Clover device and open Negative Tender App. You’d be able to run reports inside the app.

The app provides report grouping either by: Employee, Payout Reason, Date.

Give it a try perhaps it will be more suitable than one from Dashboard.

The is a video giving overview to Negative Tender and at the end it shows the reporting. I am including a link which is already queued to that moment in the video where we overview the reporting on the app.

https://youtu.be/hYqR0Dt6GRg?t=353

 

Thanks!

How to get Started with Tobacco Scan Data?

How to get Started with Tobacco Scan Data?

Type: Support Call

Call Reported On: 2021-10-07

Products Discussed: Tobacco Scan Data

Q&A

Merchant:

I am trying to set up my Clover to submit Tobacco Scan Data. How do we get started?

CSI Works Support:

The first step would be to install all the required software from us via More Tools On Clover.

Then you’d identify your tobacco items you wish us to report against for the store.

Then you’d reach out to the store to initiate setup of scan data reporting by your company. They will setup on their end and provide us with credentials we can then use to begin sending data to the store on your behalf.

This will bring you up to testing with them.

Once the store approves your account to production, you’ll start doing discounts for customers for which then the store would re-imburse you.

This is the process in a nutshell.

 

How to Troubleshoot Variable Price Barcode Parser Rounding Error

How to Troubleshoot Variable Price Barcode Parser Rounding Error

Type: Support Call

Call Reported On: 2021-09-16

Products Discussed: Weight Embedded Barcode, Variable Price Barcode Parser

Q&A

Agent:

We have an issue with a Clover system using the Variable Price Barcode Parser app with a Kitchen Scale. The issue is that the scale weighs and calculates the final price for the product, yet when the barcode is scanned on the Clover, for some reason one cent is subtracted from the total price.  It only happens occasionally with random items, so we suspect it might have something to do with a Rounding Error/Issue.

CSI Works Support:

Yes, I am very well familiar with the issue. You are correct it is in fact rounding issue because of double rounding once by scale once by our app on clover.

Scale figures out total price by calculating weight to unit price. We take total price and calculate down to figure out total weight. Sometimes the number is off by a cent either direction very rarely or even in one merchant not on all items.

There are 2 ways of solving this

  1. Switch your item price type from “Per Unit” to “Variable” This is the quickest way to solve the issue. The reason why this works is because we will stop reverse calculation to a number that scale started from and simply will pass total price into variable priced item.

OR

  1. Change your scale to encode weight instead of price into barcode. And on clover end switch from Variable price barcode parser to Weight embedded barcode parser. That way scale will stop doing an extra calculation because it will send total weight and our Weight Embedded Barcode parser will pick up total weight and calculate total price which will always match what scale calculated because we are both using same base number “total weight”

This solution is more involved and requires settings change on scale and app swap on clover. The inventory part will remain intact you will just need to switch apps after scale has been reconfigured to encode different barcode (weight instead of price).

Agent:

Thank you very much for the insight, we discussed both alternatives with the merchant and I believe we are going to change the Clover prices to Variable.

Will this cause any changes in the reporting for Clover? I think the Items report will no longer report per unit sold, correct?

What are the Pricing & Subscription fee and Requirements for Scan Data Program?

What are the Pricing & Subscription fee and Requirements for Scan Data Program?

Type: Support Call

Call Reported On: 12-27-2021

Products Discussed: Scan Data Reporting

Q&A

Merchant:

I’m looking for Scan data program, Loyalty for Altria, and USSTC for my business.

How much is your monthly fee?

What are the requirements?

I have Skupos now and they require to have PC  up and running and connected to internet all time.

CSI Works Support:

The cost can be found here: https://www.clover.com/appmarket/apps/NNFHSH8QB1NR8

Yes, our solution includes the ability to do the following for Altria Tobacco Scan Data:

  • Multi Pack discounts  (buy 2 packs and save)
  • Loyalty Discount Program (Customer assignment) Altria has discounts running for
  • Phillip Morris
  • USSTC
  • Helix

Our solution works on any Clover device and does not require a PC up and running and connected to internet all time.

How to Setup Variable Price Barcode Parser

How to Setup Variable Price Barcode Parser

Type: Support Call

Call Reported On: 2021-12-28

Products Discussed: Variable Price Barcode Parser

Q&A

Agent:

CSI Works Support:

Yes, this is price embedded barcode.

You can use Variable Price Barcode Parser. Here is a video how it gets setup: https://youtu.be/Bj9YqKdL_yU (this video uses different label but its same structurally as yours.) so setup is exactly like that.

 

How to Cancel Employee Tracker App Subscription and Billing?

How to Cancel Employee Tracker App Subscription and Billing?

Type: Support Call

Call Reported On: 2022-01-05

Products Discussed: Employee Tracker

Q&A

Merchant:

I need to cancel my employee tracker. The bar is no longer in business.

CSI Works Support:

Thank you for reaching out. I am unable to uninstall the app from your account.

To cancel the subscription please login to your Clover dashboard.

Navigate to “More Tools”.

Then find the app you wish to uninstall.

When you open it there you will see an Uninstall button.

Once uninstalled the app subscription is canceled and there will be no more billing.

For your reference here is video: https://youtu.be/3rQLUmCS8mA

Remove charge/ negative tender

 Remove app charge/ negative tender

 

Call Type: Support Call
Call Reported On:
10/02/21
Products Discussed: Negative Tender app

Problem Statement:

Merchant:

We used your negative tender app for a while. The Clover system did not work for us and we have been getting charged $4.15/mo for several months now.  Can you cancel this app and return part of the money? If not, please just cancel $4.15/month please.

CSI Works Support:

The billing for 3rd Party apps is done by Clover.
We also do not have an ability to uninstall apps for merchants.
To stop billing please uninstall the apps from merchant account. If the hardware is returned, try logging into the Clover dashboard for merchant and uninstall apps that way.

Inventory Plus Plus Onboarding Help

Inventory Plus Plus Onboarding Help

 

Call Type: Support Call
Call Reported On:
10/04/21
Products Discussed: Inventory Plus Plus

Problem Statement:

Merchant:

 I just installed Inventory Plus Plus and would like to begin setting up my items so that taxable items are not sold with an EBT card.

CSI Works Support:

Here are videos on how that is setup:

 

On Clover POS Station Pro https://youtu.be/RTUa1RzhIs8

On Clover Flex https://youtu.be/wstCTnTEwCA

How does Negative Tender App work for Canadian Merchants

How does Negative Tender App work for Canadian Merchants

 

Call Type: Support Call
Call Reported On:
01/05/21
Products Discussed: Negative Tender App

Problem Statement:

Merchant:

I was wondering when it comes to the negative payout app, what is the best way to do it for someone that has won a free ticket?

For example, a customer comes in with a lotto ticket where he won a free ticket worth 3.00. He then decides to add a 2 dollar draw to that winning ticket. For us to keep record, we would do a 2.00 sale first choosing the lottery draw he wants then doing a payout of 3.00 for lottery then it will show he still owes us 2 correct?

CSI Works Support:

Yes, exactly right.

Here is the video with this use case played out on my demo device.

https://youtu.be/1tvaRu38nOc

How to Fix USSTC Loyalty Error Message?

How to Fix USSTC Loyalty Error Message?

Type: Support Call

Call Reported On: 2021/10/24

Products Discussed: Altria Scan Data Reporting ServiceCustomer Plus Plus App

Q&A

Agent: The Scan Data file submitted and processed by Altria for the Store identified below, for the week ending 2021-10-16, contains errors that require corrective action by you or your Third Party Scan Data Service Provider, if applicable. The issue(s)* with your Store’s file is detailed below.

If you need assistance to address the error(s) identified below

Loyalty

Status

ALL USSTC SKUs

Opted In, Missing or Incorrect Loyalty Promotion Code

 

We are getting this error message for USSTC Loyalty. Can you please advise what to do to fix it?

CSI Works Support:

The error message says that you are either not discounting the loyalty customers on USSTC products or not doing so on all items.

If you have USSTC Discount setup then just edit and make sure you select all USSTC sku’s.

If you don’t have USSTC discounts setup for loyalty do so in customer plus plus app.

How to Troubleshoot Mix and Match Bundle App When It Isn’t Adding Discounts

How to Troubleshoot Mix and Match Bundle App When It Isn’t Adding Discounts

Type: Support Call

Call Reported On: 2021-11-26

Products Discussed: Mix and Match bundle app

Q&A

Merchant:

have installed and activated the Mix and Match bundle app and am using the 30 day free trial.

However, I have set up a bundle discount and made it active, but it just doesn’t seem to work (doesn’t add any discount) to the selected products?

Do I have to activate anything else? Does the free trial not actually allow the discounts to work in real-time? How do I then purchase the proper software?

CSI Works Support:

The app does not require any activation and what you are experiencing has nothing to do with subscription.

I would suggest we troubleshoot how your discounts are setup.

Here is a detailed video I have of how I have it working. Can you watch it and match to what you have and see if it resolves the issue:https://youtu.be/KLVRHma1ROc

Or https://youtu.be/nmxjdGurqxQ

Merchant:

Many thanks for your email. I think I was trying to do something that the app can’t do, but I think I have worked around it.  I was trying to set up a mix and match discount that would take any 3 products from a selected range and when 3 products were added to the order it would make the total order price £10.

Is there a way to do this?

CSI Works Support:

We have an update currently pending approval from Clover.

Once that update is approved you’d be able to do what you described.

I’ll keep you posted when we published an update.

Merchant:

1. Thanks for the info – hopefully Clover approve soon!

2. Is the app the same Mix and Match Bundle app or do I need to download something new?

3. Do I need to do an update?  It was installed before, so will it auto update?  The current version on your website states it was updated 29th July?

CSI Works Support:

1. The app has been approved and published.

There is new functionality that would enable you to do the combo overwrites.

2. No that’s the app.

3. Here is a quick video I shot to show you how to push an update.

https://youtu.be/KZI4zg6-CiM

Thanks!

 

Taxes, Fees, Discounts Options on Clover Point of Sale with apps by CSI Works

Taxes, Fees, Discounts Options on Clover Point of Sale with apps by CSI Works

 

Call Type: Support Call
Call Reported On:
01/15/21
Products Discussed: Advanced Fees

Problem Statement:

Merchant:

I see that a % for tax was added to the bottle surcharge. Do you know if we can also choose not to add taxes, as the app with CSIWORKS adds taxes on it at the total owing when no taxes should be added to the bottle deposit. Is this possible with your app?

CSI Works Support:

It is possible and for that no CSI Works app is needed.

Please watch this video and let me know what am I missing: https://youtu.be/6FCXOXizhF4 Please watch it all 10 minutes. I’ve gone into very detail on what is possible on Clover with Fees and taxes as they related to one another.

https://youtu.be/0BTOqAgtzyk

How to add Bottle Surcharge during checkout

How to add Bottle Surcharge during checkout

 

Call Type: Support Call
Call Reported On:
01/05/21
Products Discussed: Advanced Fees app

Problem Statement:

Merchant:

I was playing around with two of your apps and wanted to know if there’s a way to add a surcharge vs a discount.

For example, a scenario would be every time someone buys a coke bottle we had a 10 cent surcharge automatically.

CSI Works Support:

Yes, I have an app that can do what you are asking below.

The app is called Advanced Fee here is a link: https://www.clover.com/appmarket/apps/3WDFD2C79ZWX0

Here I shot a video on how to use the app to accomplish the use case described above:

https://youtu.be/0BTOqAgtzyk

Will Hobart HTs Scale work with Clover Point of Sale?

Will Hobart HTs Scale work with Clover Point of Sale?

 

Call Type: Support Call
Call Reported On:
12/18/20
Products Discussed: Variable Price Barcode Parser, Weight Embedded Barcode

Merchant:

Will Hobart HTs Scale work with Clover Point of Sale?

CSI Works Support:

Yes, this scale will work.

You will need to install Variable Price Barcode Parser or Weight Embedded Barcode Parser.

How to Troubleshoot Screen Capture App Error Message

How to Troubleshoot Screen Capture App Error Message

Type: Support Call

Call Reported On: 11/3/2021

Products Discussed: Screen Capture App, Clover Mini

Q&A

Merchant: I have installed the Screen Capture App on to a Clover Mini (2nd Gen).  I have entered a valid email address and started the service.  I get the icon. Press to capture screen.  But I never receive an email.  Do you have any trouble shooting tips?

CSI Works Support: There’s a minor step after the screenshot is taken that you need to click back button on clover after which you will see a toast message saying screenshot sent.

Check out the video: https://youtu.be/jrZuB2ZfJTQ

Merchant: Thank you for the response.  I had watched the video but must have missed the back button instruction.

I am getting a response now.  But it is an error message “There was an error sending screenshot.  Please check internet connection and try again”.  The device is connected to WiFi.

I will have to check with our Network Infrastructure Team to see if there some restriction that is causing this.

CSI Works Support: Thanks for letting me know.

Yes, your firewall might be blocking our app.

I just tested on production environment, and it appears to be working.

Is There a Way to Auto Adjust the Price from the Weight Scale?

Is There a Way to Auto Adjust the Price from the Weight Scale?

Type: Support Call

Call Reported On: 11/4/2021

Products Discussed: Unit Tare app 

Q&A

Merchant: I have a quick Question, is there a way to auto adjust the price from the weight scale?  Customer is a weigh and pay for food. So, when the customer puts a plate on the scale and change to a Tin Plate will the scale auto adjust.  (Change from dine in to go).

CSI Works Support: Nothing will auto adjust.

Using Unit Tare app you can have some solutions.

Here is a video demo of Unit Tare App: https://youtu.be/CUj9ALUTJF0

How to Cancel and Stop Billing

How to Cancel and Stop Billing

Type: Support Call

Call Reported On: 11/29/2021

Products Discussed: Redeem Lottery App, Discount Scheduler

Q&A

Agent: Our merchant has tried out your products, the Lottery App and Discount Scheduler in Clover. He was never intended to use them after the tryout. He uninstalled the apps several weeks ago from the Clover station; however, your subscription is still active and charging to the customer.

Could you cancel, please?

CSI Works Support: Clover does billing not 3rd party apps.

To cancel and stop billing jut uninstall apps your merchant does not want.

Here is video with instructions how to do it: https://youtu.be/3rQLUmCS8mA

Is Your App Able to Generate Bar Codes?

Is Your App Able to Generate Bar Codes?

Type: Support Call

Call Reported On: 12/9/2021

Products Discussed: Variable Price Barcode Parser and Weight Embedded Barcode Parser

Q&A

Merchant: Is your app able to generate bar codes?  We need to generate about 10,000 barcodes that will then be tied to a future product however the web developer needs generated barcodes.

CSI Works Support: No, we don’t have anything that generates barcodes.

All our apps are about reading them.

Will Magellan 8400 Work with Clover?

Will Magellan 8400 Work with Clover?

Type: Support Call

Call Reported On: 12/7/2021

Products Discussed: Variable Price Barcode Parser and Weight Embedded Barcode Parser

Q&A

Agent: The attached scale/scanner that will be at the main checkout counter with the Clover Pro. Will this one be an issue?

CSI Works Support: Regarding the scale images, its called Scale with barcode scanner, it is not possible to make that scale work with Clover unfortunately

Here is a video I made about this: https://youtu.be/smIBqCDPZ_E

How to Integrate CAS CL5000R with Clover

How to Integrate CAS CL5000R with Clover

Type: Support Call

Call Reported On: 11/2/2021

Products Discussed: Variable Price Barcode Parser

Q&A

Merchant: I’d like to find out what I need to do to integrate a CAS CL5000R with the clover station pro / clover mini.

CSI Works Support: Thank you for reaching out.

CAS CL5000R is label printing scale.

Consider using Variable Price Barcode Parser to make this scale work with Clover.

Here is a video demo: https://youtu.be/homYZxF0oH8

What Does Missing Product Categories Mean?

What Does Missing Product Categories Mean?

Type: Support Call

Call Reported On: 10/21/2021

Products Discussed: Tobacco Scan Data

Q&A

Merchant:

  • Missing Product Categories and Manufacturers:
    • Your file only contains cigarettes and cigars.
    • Per Scan Data Program requirements, please include all tobacco items you sell from all manufacturers and all product categories in your files.
    • This includes the following:
      • Cigarettes
      • Cigars
      • Smokeless Tobacco (moist, snus, loose leaf, chew, etc.)
      • Electronic cigarettes
      • NMO (Nicotine Modern Oral) / NRT (Nicotine Replacement Therapy) – such as Velo and ZYN
      • RYO and Pipe Tobacco

We’re required to document your written responses to the following questions as a part of the Certification process:

  • Do you offer any account promotions (Funded directly by the retailer)?
    • Single promotions?
    • Multi-pack promotions?
    • Bundles (2 or more packs/cans pre-packaged together to be sold as one unit)?
  • Do you offer any manufacturer promotions (Funded directly by the manufacturer)?
    • Single promotions?
    • Multi-pack promotions?
    • Bundles (2 or more packs/cans pre-packaged together to be sold as one unit)?
  • Do you accept returns?
  • Is your system capable of reporting voided transactions/cashier overrides?
    • If so, how will these show up in the file? (Negative quantities, zero prices?)
  • Do you accept Coupons?
    • If so, are they scanned or tendered as cash?
  • Do you offer your own customer loyalty program?

CSI Works Support: This email is saying that they want you to report on more products.

In your account you currently have 366 SKU’s selected. We report on all transactions from those skus.

In those skus is missing types as described below (Smokeless tobacco, E cigarettes….)

You need to select these items from your inventory so that we include them in transaction reports.

 

How to Correct “Scan Data Notifications Needing Attention” Message

How to Correct “Scan Data Notifications Needing Attention” Message

Type: Support Call

Call Reported On: 10/24/2021

Products Discussed: Discount Scheduler,

Q&A

Merchant: The Scan Data file submitted and processed by Altria for the Store identified below, for the week ending YYYY-MM-DD, contains errors that require corrective action by you or your Third Party Scan Data Service Provider, if applicable. The issue(s)* with your Store’s file is detailed below.

If you need assistance to address the error(s) identified below, you can connect with live support at the AGDC Service Center for assistance with this issue.

Pricing Opportunity

# days with failed transactions

Last Date of Failing Price

October 2021 Marlboro Black Non-Menthol PSO

#

YYYY-MM-DD

October 2021 Marlboro Black Menthol PSO

#

YYYY-MM-DD

 

Multi-Pack/Multi-Can

Y Indicator (Y/N)

Price Pass thru (Pass/Fail)

Volume Failing

Marlboro

Opted in, Missing Y Indicator

NA

NA

Visit www.insightsc3m.com to review Scan Data reports and access additional details about the issues listed above.

*Note: This email may not include all issues related to your Store’s Scan Data file submissions or reflect recent resubmissions for your Store. Be sure to check your Store’s Scan Data reports via www.insightsc3m.com for additional information.

CSI Works Support: This email has 2 messages in it.

  1. Pricing Opportunity.

Altria is saying that these products listed are not priced correctly. You’d have to get in touch with your agent and update pricing in inventory once you know what it needs to be.

  1. Multi-pack Multi-can Discounts

They are saying that you need to discount Marlboro products as part of the multi pack discount.

On Clover this is done with Discount Scheduler app which you can install at no additional cost and setup to trigger Marlboro discounts.

Here is a video how to do it: https://youtu.be/UVAHp7yPmLc

What Does the “Scan Data Notifications Needing Attention” Mean?

What Does the “Scan Data Notifications Needing Attention” Mean?

Type: Support Call

Call Reported On: 10/24/2021

Products Discussed: Discount Scheduler App, Altria Scan Data Reporting ServiceCustomer Plus Plus App

Q&A

Agent: The Scan Data file submitted and processed by Altria for the Store identified below, for the week ending 2021-10-16, contains errors that require corrective action by you or your Third Party Scan Data Service Provider, if applicable. The issue(s)* with your Store’s file is detailed below.

If you need assistance to address the error(s) identified below, you can connect with live support at the AGDC Service Center by calling 1-866-928-3510. Choose Option 1 for Retailer, then Option 2 for Scan Data, then Option 1 for assistance with this issue.

Multi-Pack/Multi-Can

Y Indicator (Y/N)

Price Pass thru (Pass/Fail)

Volume Failing

Copenhagen Wintergreen/Mint

Opted in, Missing Y Indicator

NA

NA

 

Loyalty

Status

ALL USSTC SKUs

Opted In, Missing or Incorrect Loyalty Promotion Code

Visit www.insightsc3m.com to review Scan Data reports and access additional details about the issues listed above.

*Note:This email may not include all issues related to your Store’s Scan Data file submissions or reflect recent resubmissions for your Store.Be sure to check your Store’s Scan Data reports via www.insightsc3m.com for additional information.

 

CSI Works Support: This email is saying that they want to see discounts on certain items in certain programs and they don’t see the discounts.

For Multipack they want you to discount Copenhagen Wintergreen/Mint

Multipack is Discount Scheduler App.

For Loyalty they want you to discount all ALL USSTC SKUs

Loyalty us cloud crm app.

 

What’s the Difference Between Inventory Plus and Regular Inventory?

What’s the Difference Between Inventory Plus and Regular Inventory?

Type: Support Call

Call Reported On: 12/8/2021

Products Discussed: Inventory plus plus, Tobacco Scan Data

Q&A

Merchant: What’s the difference between inventory plus and regular inventory?

CSI Works Support: Inventory plus plus primarily was designed to facilitate Tobacco Scan Data program for tobacco merchants on Clover. It also has the EBT Split capability that merchants seem to like to have. Its when items are split during checkout into EBT approved and EBT not approve for convenient checkout. Inventory plus plus does not replace Clover inventory app. It simply works alongside with it. All items show up on both apps.

Can you Integrate Clover with Fishbowl?

Can you Integrate Clover with Fishbowl?

Type: Support Call

Call Reported On: 12/8/2021

Products Discussed: Inventory plus plus

Q&A

Merchant: I have an inventory software, Fishbowl Inventory. I would like to know if you can integrate Clover with Fishbowl. All the modifiers can be link to this inventory software.

CSI Works Support: No inventory plus plus does not integrate with Fishbowl inventory.

Requirements to use Inventory Plus Plus for Free

Requirements to Use Inventory Plus Plus for free

 

Call Type: Support Call
Call Reported On:
12/18/20
Products Discussed: Inventory Plus Plus

Merchant:

What does the $9.99 per month plan include versus the free version?

CSI Works Support:

Price plans have no difference on the functionality.
To get app for free you must have subscription for Tobacco Scan Data:
https://www.clover.com/appmarket/apps/NNFHSH8QB1NR8

Check out Inventory Plus Plus

EBT Split and Tax Removal Question

EBT Split and Tax Removal

 

Call Type: Support Call
Call Reported On:
11/25/21
Products Discussed: Inventory plus plus

Problem Statement:

Merchant: So, if we add all of our EBT approved items to the app, it will take off all the sales tax as it should if the person is going to using a EBT card to purchase the items. My question is what if they are not going to be using a EBT card, the app would need to add back on the sales tax correct?

How does it work in this situation?

Solution:

CSI Works Support: There is a button on payment screen that our app embeds using this button cashier can remove or add taxes back to EBT items.

Here is a video of how it’s done: https://youtu.be/erwwr_bmWx8

Variable Price Barcode Parser reading price much higher than actual, how to fix.

Variable Price Barcode Parser reading price much higher than actual, how to fix.

 

Call Type: Support Call
Call Reported On:
12/28/20
Products Discussed: Variable Price Barcode Parser

Problem Statement:

Merchant:

I am having issues with the price ringing up correctly. The total amount from the weight scale is $6.83, but the total is coming out $706.83 every time. How do I get this resolved?

CSI Works Support:

Open Variable Price Barcode Parser App. You will see a settings icon on the top right corner. When you navigate to settings, you’ll see 2 different barcodes one for $999.99 and one for $99.99.

Choose the $99.99 barcode and hit save.

This will take care of the issue.

Will Variable Price Barcode Parser and Weight Embedded Barcode Parser work with Station Duo, DIGI SM-120, and TEC – 9000?

Will Variable Price Barcode Parser and Weight Embedded Barcode Parser work with Station Duo, DIGI SM-120, and TEC – 9000?

Type: Support Call
Call Reported On: 12/3/2021

Q&A

Merchant: Can you please confirm if the 2 scales below work (DIGI  SM-120 and TEC SL-9000) with your app?  And does your app work with Station Duo?

 

CSI Works Support: Yes, on all 3questions.

Variable Price Barcode Parser and Weight Embedded Barcode Parser will work with Station Duo and with DIGI SM-120 and TEC – 9000

 

 

What Does 403 Permission Denied Mean?

What Does 403 Permission Denied Mean?

Type: Support Call
Call Reported On: 11/18/2021
Products Discussed: Weight Embedded barcode parser

Q&A

Merchant: Can you tell me what this error is? Its on the Clover Pro EU device

Status code: 403 Permission denied caused by Package:
May be an image of text that says 'Books Media Electrical status code: 403 Permission denied caused by Pak: com.csiworks.weightbarcodeparser, not allowed permission: ORDERS_ w'
com.csiworks.weightbarcodeparser, not allowed permission: ORDERS_W

CSI Works Support:

I was able to get an answer from Clover about the permission error.

They said that because after you installed our app we changed permission settings and now to get all the new settings you have to uninstall and install the app again.  That should take care of the issue.

How to Print Variable Weighted Barcodes

How to Print Varibale Weighted Barcodes

Call Type: Support Call

Call Reported On: 12/04/20

Products Discussed: Barcode Parser/Cas Scale/Detecto Scale

Problem Statement:

Merchant: HI, I have a Clover station and a scale and I have a Brother printer that hooks to it that will print UPC labels from easy label but I am struggling to figure out how to print variable weighted barcodes.

I have a small meat market where we use the Clover for sales and I don't use barcodes - but I am trying to put my products into a local grocery store and I have acquired my GS1 code and I have started generating barcodes but before I continue down this path, I need to figure out how to get a properly processed barcode through my system that I can add to my meat to then sell to the grocery store.

I have a CAS - SW Series Scale

Will your app help me for example - put a piece of meat on the scale - register it in clover - generate a variable weight barcode using my GS1 number?

Solution:

CSI Works Support: The setup you have may not work because you probably won’t be able to program the printer individually to print weight or price embedded barcodes.

I am recommending that you look at some of these scales that are best for meat markets and do the barcode label printing with price or weight embedded barcodes.

You can see the video of such scale working with clover here: https://youtu.be/UZRs05HLnnw

www.cas4clover.com

Specifically, I think you should consider this model: https://cas4clover.com/collections/lp-series/products/lp-1000n

There is a more cost effective alternative

www.detecto4clover.com

This model: https://detectoforclover.com/collections/home/products/dl1030

Can Advanced Fees App be Used as Credit Card Surcharge Solution?

Can Advanced Fees App be Used as Credit Card Surcharge Solution?

Type: Support Call
Call Reported On: 11/20/2021
Products Discussed: Advanced Fees

Q&A

Merchant: I was wondering if you could help me figure out why this is happening?

I do have the advanced fee app installed and running.  All orders that use credit cards get charged a 3.5% fee.  I ran these transactions via loopz gift card app and they were run as store credits so the app shouldn’t charge a fee.

CSI Works Support: The app (Advanced Fees) is not designed for credit card surcharge.

It does not trigger on selection of payment type. In fact, we recently had Clover take the app off market for a few days while they investigate if we advertise it as such. We don’t.

It can trigger the fee based on a question which pops up only in Clover Register app.

Question can be controlled by you.

Here is video demo: https://youtu.be/sZ8tBWRRSZU

Merchant: Is there anyway for the fee question pop-up when you click the pay button not when you start the transaction?

CSI Works Support: There is not a way to trigger on Payment button.

 

Can Fundraiser Donation Counter Track Specific Purchases?

Can Fundraiser Donation Counter Track Specific Purchases?

Type: Support Call
Call Reported On: 12/1/2021
Products Discussed: Fundraiser Donation Counter

Q&A

Merchant: I love your apps..

I am looking to download this app for a fundraiser I am doing.

Does this app supply reports on how much was collected after the donation period ends?

CSI Works Support: Fundraiser Donation Counter does not ask for donations from customers.

It is for a different model. Let’s say you as a Prime Time Butcher would like to support some cause local or otherwise. In any case you state that you are fundraising for a cause or whatnot and everything people purchase from your store on “qualifying transactions” you or the business will donate part of sale to that cause.

We provide animated measuring dashboard you can hang somewhere people see and after they pay, they will see dashboard animate and add to its cause….

Is this something you are looking for?

Merchant: I’m going to donate 10% of a purchase of only customers who mention a specific schools name, not all purchases. Is this possible?

I  have a promo starting Monday and need a way to track 10% of all customers who mention a specific elementary school.

CSI Works Support: No, app won’t work for you. It does not have a way to trigger only sometimes when customer mentions it.

I like this request. I’ll add it to wish list, that will get done sometime next year.

Selling Clover Point of Sale to Small Grocery Store

Selling Clover Point of Sale to Small Grocery Store

Type: Support Call
Call Reported On: 1/17/2021

Q&A

Agent: Great work on your Clover apps!

I have a new grocery store client who is looking to purchase 3 scales to integrate to Clover. Looks like you have a couple apps, one that works with many scales, and the other that works with CAS.

I was going to point them towards using this one from your site, unless you have other suggestions?

It also states you provide support. Do you offer setup/training calls to familiarize themselves with your system + app?

Even though the CL5000 scale is discontinued, will it still work with your app if a merchant has one?
 
CSI Works Support: With the use of Variable Price Barcode Parser merchants can use any label printing scale.

We certainly sell it and the link you mentioned www.cas4clover.com is our site.

If your merchant purchases their scale from us then the training, support and assistance with scale is included as well as assistance with setup on clover via Variable price barcode parser. We provide assistance via phone, zoom call, combination of videos we make based on situation with merchants.

In any case we assist 100% to get setup and address merchants questions in the process.

How to Handle Uber and Grubhub Orders in Clover

How to Handle Uber and Grubhub Orders in Clover

Type: Support Call
Call Reported On: 1/13/2021

Q&A

Merchant: We are a restaurant and have Clover. We also have the 3rd party delivery services…Uber, Door Dash & Grub Hub.

We would like to set up delivery service pricing based on a % upgrade. We watched your YouTube video about the Price App looking for more information and a possible solution.

CSI Works Support: Price change manager would not work because triggering is based on schedule not anything else.

We have another app that I tried using for your use case and made this video:

https://youtu.be/sCpjNy4IpzY

Can Clover Point of sale work with Hobart Quantum ?

Can Clover Point of Sale Work with Hobart Quantum ?

Type: Support Call
Call Reported On: 1/19/2021

Q&A

Merchant:  We just purchased clover POS and have the Hobart Quantum scales for our meat market. Will your app be able to read the weight embedded labels from this scale and work with clover?

CSI Works Support: Thank you for reaching out. Yes, our app will be able to read the weight embedded labels from this scale.

 

We have 2 apps to handle any barcode format (Price embedded or weight embedded)

In any case if your scale prints labels with embedded barcodes our app will be able to work with that.

You’d only ever need to install one of the two apps depending on the kind of barcode you have.

 

Here is a playlist with How to Videos:

 

Weight Embedded Barcode Parser

 

Variable Price Barcode Parser

Scales Compatible with App

Scales Compatible with App

Type: Support Call
Call Reported On: 1/13/2021
Products Discussed: Capability Statement

Q&A

Merchant:
Hi CAS, Could you advise which compatible scale models are for this app? Thanks a lot!
 
CSI Works Support: 
Our company is not CAS we are CSI Works. We sell CAS among other brands.

There are too many scale units to list that can be made to work with Clover.

Here is a PDF Capability Statement showing everything we offer for Sell by Weight merchants including links for scale stores.

 

You can also see a list of scale units with links here: https://csiworks.net/hardware/

Customer Numbers and Importing – Clover POS Station

Customer Numbers and Importing

Type: Support Call
Call Reported On: 1/11/2021
Products Discussed: Customer Plus Plus CRM

Q&A

Merchant: We are looking at possibly switching to a Clover Station POS system. With our existing system, we enter customers by a Customer Number, similar to an account number. We generate their customer # chronologically, from another database app we use, and assign in the order they complete our facility orientation. So, right now, we have #1 to around #19,500 or so.

If we switch to Clover, we’d like to still use customer numbers and be able to quickly pull up a customer by customer # to add to a transaction.

How does your app handle this?

And, how could we import our existing customers into a Clover environment, with their existing customer numbers intact, in the record, ready to use?

We also would need to import our existing Item (inventory) list.

CSI Works Support: Thank you for considering our app for your needs.

I’ve made these video answers for you along with visuals.

 

Video showing Cloud CRM on Clover Devices: https://youtu.be/kaXO9ErfcSE

Video showing Cloud CRM on Clover web account: https://youtu.be/z7-KJFXw1wM

 

Please watch these 2 videos and call me if you have any follow up questions. I would be glad to assist.

How to get Variable Price Barcode Parser to Read Correct Price

How to get Variable Price Barcode Parser to Read Correct Price

 

Type: Support Call
Call Reported On: 1/5/2021
Products Discussed: Variable Price Barcode Parser

Q&A

 
Merchant:
I have a question about the problem I'm having using the app.
I have a CAS LP-1000. When I set up the barcode to clover with the 6 digit and scan, it comes out not as what the video show.
 
For example, I have a CAS barcode 0200174404233 label priced at $4.23, and I enter "200174" for the clover product code. The price should come out as $4.23 but comes out as $404.23.
 

How do I fix this?

Is this something I can change in clover setting or my CAS LP-1000 setting?
 
CSI Works Support:
Thank you for reaching out.

 

To correct the issue, you are having open Variable Price Barcode Parser app.

 

On the top right-hand side corner, you will see an icon for settings (looks like gear head) Click on that icon

 

Once you click on settings Icon you will see two different barcode formats:

 

One for $999.99 and one for $99.99

 

You need to choose the one that’s for $99.99 and hit save.

 

This will take care of the issue you are having.

How to setup price plans in Flex Valet App

How to Setup Price Plans in Flex Valet App?

Call Type: Support Call

Call Reported On: 12/10/20

Products Discussed: Flex Valet

Q&A:

Agent: I downloaded the app, for some reason it wont let me change the priced or name for the pricing plans.

Is there a way to do this? Also, what clover service plan do you need to be on?

 

CSI Works Support: Depending on how the parking operators want to charge there are different options.

You can use flat price plans with fixed pricing and not have a very expensive plan but one that allows for inventory with at least fixed price type.

Working with Flat Price Types Video: https://youtu.be/Lw9OSPHB5so

 

Also, you can have per unit specifically we can do minutes, hours, days

For that merchants would need the type of subscription on clover that allows for Per unit price type in inventory app.

Working with Per Unit Price Types Video:

https://youtu.be/v6zJt9PukuE

 

 

Difference between Label Printing Scale vs Scale with attached label printer

Difference between Label Printing Scale vs Scale with attached label printer

Call Type: Support Call

Call Reported On: 12/04/20

Products Discussed: Barcode Parser/Cas Scale/Detecto Scale

Problem Statement:

Merchant: HI, I have a Clover station and a scale and I have a Brother printer that hooks to it that will print UPC labels from easy label but I am struggling to figure out how to print variable weighted barcodes.

 

I have a small meat market where we use the Clover for sales and I don't use barcodes - but I am trying to put my products into a local grocery store and I have acquired my GS1 code and I have started generating barcodes but before I continue down this path, I need to figure out how to get a properly processed barcode through my system that I can add to my meat to then sell to the grocery store.

 

I have a CAS - SW Series Scale

 

Will your app help me for example - put a piece of meat on the scale - register it in clover - generate a variable weight barcode using my GS1 number?

 

Solution:

CSI Works Support: The setup you have may not work because you probably won’t be able to program the printer individually to print weight or price embedded barcodes.

I am recommending that you look at some of these scales that are best for meat markets and do the barcode label printing with price or weight embedded barcodes.

 

You can see the video of such scale working with clover here: https://youtu.be/UZRs05HLnnw

 

www.cas4clover.com

 

Specifically, I think you should consider this model: https://cas4clover.com/collections/lp-series/products/lp-1000n

 

There is a more cost effective alternative

www.detecto4clover.com

This model: https://detectoforclover.com/collections/home/products/dl1030

Will Flex Valet work with Cash Discount?

Will Flex Valet work with Cash Discount?

Call Type: Support Call

Call Reported On: 12/10/20

Products Discussed: Flex Valet

Q&A:

Agent: We have a parking garage that we are looking to set up. They want to do cash discount. Does Flex Valet have the ability to do cash discounts? Does in work in conjunction with the register app or are all transactions run through the app?

 

CSI Works Support: Directly there’s no cash discounting functionality.

The Flex Valet app allows for the creation of different price plans which can be used as different price plans for Cash customers or for credit card customers.

This functionality was not directly designed for that, but I guess it can be used this way. If you have a demo unit, I suggest you install Flex Valet and play around with it. If you have any questions, I am happy to talk on phone or continue to email.

 

 

 

Tender Types – How to Deal With Open Orders on Clover

Tender Types How to Deal With Open Orders on Clover

Call Type: Support Call

Call Reported On: 10/24/20

Products Discussed: Clover

Q&A:

Agent: My client is using some of your apps on Clover Mini in.

He has an issue which I hope you can help with through one of your apps.

He often has open orders which he delivers same day to his customers, but the customers pay at a later day.

He would want these orders to affect his inventory even before they are paid.

In addition, he would like to pull a daily report of this paid sales and open orders (unpaid sales).

Is that something your apps can do?

Thank you for the amazing support!

 

CSI Works Support: In this case Clover solves your problem natively. You don’t need an additional app to solve this. Just add new tender type and call it something that lets you know that its for future payment. Use this tender type to process the transactions and this will effect the inventory and show up in reports separately from other payments.

Error Exporting Files for Tobacco Scan Data

Error Exporting Files for Tobacco Scan Data

Call Type: Support Call

Call Reported On: 10/24/20

Products Discussed: Tobacco Scan Data

Q&A:

Merchant: Files are being exported with errors, can you please explain.

 

CSI Works Support:Below error email is generated by our software which gathers the reports and sends them to Tobacco Scan Data folks.

We send reports according to schedule, weekly. Before sending the report, our software validates it like Altria or Reynolds would, and if it has error, our app will trigger the email you are seeing. If you login to your Clover account on web (Dashboard) and navigate to Tobacco Scan Data app and in corresponding date you will see error and upon clicking on view details you should be able to see the error.  I believe there is 1 day lag between error message and report being sent to Altria or Reynolds. If you address the validation errors before the report is sent then corrected information will be included in the report.

How to Deal with Cartons Using Tobacco Scan Data

How to Deal with Cartons Using Tobacco Scan Data

Call Type: Support Call

Call Reported On: 10/26/20

Products Discussed: Tobacco Scan Data

Problem:

Merchant: Do we have to enter Cartons separately and single packs separately. How does that work as far as the Scan data program is concerned ?

 

It might be difficult managing inventory for cartons vs packs as we get it in as cartons and few of them are sold as individual packets while some will be full cartons. 

 

Merchant: scan data items need to be entered differently because Carton has its own upc code and pack its own.

Also, there is a field for consumable units of measure where pack is 1 consumable unit and carton is 10 consumable units.

 

As far as selling is concerned if you are selling exactly cartons you can scan cartons. If you are opening carton to sell packs then you scan packs.

This way you scan exactly what you sell either packs or cartons.

 

How to Achieve Price Per Pound Scanned as Weighed

How to Account for Varying Weights and Prices on Clover

Call Type: Pre-sale Support 

Call Reported On: 10/12/20

Products Discussed: Variable Price Barcode Parser

Problem:

Agent: We just downloaded the Variable Price Barcode Parser for Dundore & Heister.  Attached is their inventory spreadsheet. 

 

Using Beef items as an example: do I input the per unit priced items and the barcode and/or SKU?  If you recall, I need the price per pound to scan as weighed.

 

 Attached is one of their barcodes.  

 

DundoreBarCode

Solution Proposition:

CSI Works Support: When creating this item in Clover Inventory app, make it Price type

  • Variable or Per Unit.
  • Product code: 299961

Can I Limit Issuance of Discounts on Discount Scheduler?

Can I Limit Issuance of Discounts on Discount Scheduler?

Call Type: Pre-sale Support 

Call Reported On: 9/23/20

Products Discussed: Discount Scheduler/ Employee Tracker

Problem:

Agent: Hey CSI Works! I'm looking for an app that does discounts in a more favorable way. I came across yours and it's great. It lets us select many items at once and discount them all at one shot. Clover discounts app only lets you discount everything together or one item at a time. 

 

So my question is this, am I able to restrict employees/servers from giving a discount with your app? So far in testing, I wasn't able to set the permissions in a way that would satisfy my needs. 

Solution Proposition:

CSI Works Support: We don’t have a way to restrict issuance of discounts. If you tried restricting the employee permissions from discounting and that did not work then we don’t have anything that would prevent it.

We do have an Employee Fraud Prevention app that monitors for undesirable activity and alerts via email. This app has an alert for issuance of discount by selected employee. There are other things it monitors as well.

The name of that app is Employee Tracker and can be found on the app market if this solution is feasible.

 

How to Account for Varying Weights and Prices on Clover

How to Account for Varying Weights and Prices on Clover

Call Type: Pre-sale Support 

Call Reported On: 9/22/20

Products Discussed: Variable Price Barcode Parser

Problem:

Agent: I have a customer using deli scales that print labels.  This is what we need to be able to do and I hope your app can help:

 

They input the barcode for the product (for example, Bacon) and the weigh & price info.  After they weigh the products in the future, when the barcode is scanned, the POS needs to be able to read the barcode as the product (bacon) and the correct price based upon what the scale printed.  Can this app work for Clover?  Will it account for varying weights & pricing?

bacon

Solution Proposition:

CSI Works Support: Yes, there is an app that will do this. You need Variable Price Barcode Parser.

Discount Scheduler and Manual Discounts Q&A

Discount Scheduler and Manual Discounts Q&A

Call Type: Support Call

Call Reported On: 9/16/20

Products Discussed: Discount Scheduler/Manual Discounts

Q&A:

Merchant: Discount Scheduler: We like the time-based triggers in this app.

 

Is there a feature available for a weight-triggered discount? For example, if you buy 5 or more pounds of an item (like a 5lb bag of carrots), you receive a discount?

 

CSI Works Support: Yes, if you set up a discount on a unit based product this should work.

 

Merchant: Is it possible to stack discounts? For example, if an item is on sale, the customer would receive a discount. But we have a shoppers club, and those customers would also receive an extra 10% off certain items. Watching the videos, it seems like you’ve locked out stacked discounts.

 

CSI Works Support: This capability is currently unavailable but we are currently altering the functionality of this app to make it possible. It should be ready by November if not sooner.

 

Merchant: Are the discounts in Disocunt Scheduler listed by name in the Clover discounts report?

 

CSI Works Support: Yes, here is a link to the video that shows this: https://www.youtube.com/watch?v=PBEDDxrULFY

 

Manual Discounts:

 

Merchant: Can you tag categories in the Manual Discounts app, like you can in Discount Scheduler? For example, our shoppers club only receives 10% off certain categories of items.

 

CSI Works Support: No, you are not able to tag categories on the Manual Discounts app as all discounts must be selected manually.

What to do When the Total Price is One Cent Off

What to do When the Total Price is One Cent Off

Call Type: Support Call

Call Reported On: 9/16/20

Products supported: Variable Price Barcode Parser

 

Problem Statement:

Merchant: We have an issue with a Clover system using the Variable Price Barcode Parser app with a Kitchen Scale. The issue is that the scale weighs and calculates the final price for the product, yet when the barcode is scanned on the Clover, for some reason one cent is subtracted from the total price.  It only happens occasionally with random items, so we suspect it might have something to do with a Rounding Error/Issue. I have attached 3 images that show exactly what is happening. 

Image3Image1Image2

Solution:

CSI Works support: Yes, I am very well familiar with this issue. You are correct, it is in fact a rounding issue because of double rounding, once by the scale and once by our app on clover.

The scale figures out total price by calculating weight to unit price. We take the total price and calculate down to figure out the total weight. Sometimes the number is off by a cent either direction very rarely or even in one merchant not on all items.

 

There are 2 ways of solving this

  1. Switch your item price type from “Per Unit” to “Variable” This is the quickest way to solve the issue. The reason why this works is because we will stop reverse calculation to a number that the scale started from and simply will pass total price into variable priced item.

OR

  1. Change your scale to encode weight instead of price into the barcode. On clovers end, switch from Variable price barcode parser to Weight embedded barcode parser. That way the scale will stop doing an extra calculation because it will send total weight and our Weight Embedded Barcode parser will pick up total weight and calculate total price which will always match what the scale calculated because we are both using same base number “total weight”

This solution is more involved and requires setting changes on the scale and an app swap on clover. The inventory part will remain intact, you will just need to switch apps after the scale has been reconfigured to encode a different barcode (weight instead of price)

 

Related Articles:

How to Trigger a Bundle Discount on Clover

How to Trigger a Bundle Discount on Clover

Call Type: Pre-sale Support 

Call Reported On: 8/19/20

Products Discussed: Discount Scheduler

Use Case:

Merchant: I am searching for an app to integrate with Clover that will provide a level discount.

 

For example: A customer buys 6 or more of a certain product and the price drops $.50/each

 

Is this somthing that your app is capable of?

 

 

 

Solution Proposition:

CSI Works Pre-sale Support: Yes, this is something Discount Scheduler can handle assuming that bundling is for the same items and not mix and match. We use this functionality for something we call Scan data but its pure bundling functionality that you can use as well.

 

So, when customer buys 6 cans of coke for example, we can setup the discount to trigger on all 6 items or on every 6th item.

 

What the app cannot do is let you pick any six items from the previously assigned list and discount all different items if bundled.

 

Here is a link to Discount Scheduler: https://www.clover.com/appmarket/m/EFCZ6TPM89Y24/apps/SPAQPZWX2H3WT

 

It has 30 days trial, so I suggest you install the app and give it a try and if you need assistance please feel free to call me at the number below.

 

I would be happy to assist.

 

 

How to Properly Setup a Product Code

How to Properly Setup a Product Code

Call Type: Pre-sale Support

Call Reported On: 3/17/20

Products Discussed: Variable Price Barcode Parser

Use Case:

 

Agent: I have a client that has a weight scale in place and they printed these product codes for us, with PLU numbers. They’re single digits. I know normally they’re 6 digits long that you have to put in the product code section of the Inventory app in Clover. I’m wondering if you’ve ran into this situation before? What do you do to make that work? I had the rep compile a list for me.

Solution Proposition:

CSI Works: By default, the CAS LP-1000 L Label Printing Scale prints price-embedded barcodes, so you’ll need the Variable Price Barcode Parser app. If you export its configured items, the file might show the product codes as just a few digits:

Can I Use a Completely Mobile Barcode Scanner with Clover?

Can I Use a Completely Mobile Handheld Barcode Scanner with Clover?

Call Type: Pre-sale Support Call 

Call Reported On: 4/4/019

Products Discussed: Barcode Scanner/ Clover Flex

Problem Statement:

Clover Support Agent: The barcode parser worked when we scanned it on the internal, built-in scanner but not the external scanner.

CSI Works Pre-sale Support: If it doesn’t work with the external scanner, that means that you didn’t buy the scanner from Clover. You have to buy it from Clover. Give them a call. Other scanners won’t work.

Clover Support Agent: The only problem is that they want handheld, and this doesn’t have handheld.

CSI Works Pre-sale Support: Clover has a handheld solution.

 

Clover Support Agent: No no, something that they can pick up from the counter and take it to the ground like for if there’s any heavy stuff. The salesperson wants a completely handheld mobile scanner that they can take anywhere in the store. Not one that connects by a wire.

Solution:

 

CSI Works Pre-sale Support: Sell them a Flex.  Clover Flex can do that, but for the station, they need to either use a built-in barcode scanner, because the scanner that they have is not gonna work. They have to buy from Clover, since it has special codes in it. If the merchant needs something to walk around in the store with, sell them a Flex.

CSI Works Pre-sale Support: You have two solutions. 

Our official recommendation is to buy the Clover Flex. It can scan a barcode and add it to an order so that you can proceed with checkout when the customer has a heavy item far from the station.

Clover Support Agent: How about the tickets. This is like a traditional grocery store type of deal, and sometimes we have very heavy, 40-lb items that have arrived. So, while the customer is checking out all these items, if the merchant picks up a clover flex then the big item will go on a seperate ticket, it won’t go on the same ticket. 

CSI Works Pre-sale Support: Don’t worry about having multiple transactions, the Flex can add onto a transaction that was started at the Station, so there will only be one receipt.  We have a demonstration video.  

The other solution is to connect the Clover handheld usb scanner using USB-over-WiFi technology. We haven’t tested this solution, but it might work for you.

Clover Support Agent: Please text me the demonstration video.

How to get Started Using Employee Tracker and How Does it Work?

How to get Started Using Employee Tracker and How Does it Work?

Call Type: Frequently Asked Questions - Onboarding

Call Reported On: 02/02/19

Call With: Sales Agent

Products Discussed: Employee Tracker

New Install Frequently Asked Questions:

Sales Agent: I just set up my client with the Employee Tracker app and I was wondering how we should get it going.

 

CSI Works: The app automatically starts to track when it is downloaded on a device. The interface is web-only, so you can only see the UI if you log into the same account through the web. You will be able to access the ability to set up alert triggers from the online interface.

Sales Agent: How do we access the online interface?

 

CSI Works: You just log into the Clover website with the same login as your device. You should use the merchant account.

Sales Agent: I am seeing a screen that says “Select a Merchant” when I click on the employee tracker app on the web. My client has an old account and two current devices so we have three different merchant IDs. 

CSI Works: Our app does not integrate all merchant IDs/multiple locations into one app. You only choose one. 

Sales Agent: How do I set up the triggers for alerts?

CSI Works: First, you have to select at least one employee to track. Each employee costs $0.99 to track. You can set up triggers under “tracking rules”. Triggers include deletion of open orders and issuance of discounts.

Sales Agent: I am seeing an analytics tab.

CSI Works: You will see this tab start to automatically fill up with information after about a day. The information just includes employee analysis and quality of transactions.

Sales Agent: I am looking at tracking rules now.

CSI Works: The tracking rules is where the owner can decide what kind of employee actions trigger the system to save and store that data. We offer about five different options for tracking triggers. This includes deletion of open orders, deletion of items, discounts, refunds, and logins.

Sales Agent: Why would we need to track logins?

CSI Works: If an employee figures out an admin’s login then nobody would know and therefore they could get away without being tracked. But when you track logins, then you can see if there is any suspicious behavior. If you see suspicious logins, then you can look at security footage and see who was logging in at that time. If there are too many triggers you can always go into the settings and disable them at a later date.

Healthcare Business for Customer Plus Plus cloud crm?

For Healthcare Business, what type of information can be storred on Customer Plus Plus cloud crm?

Call Type: Pre-sale Support

Call Reported On: 3/27/19

Products supported: Customer Plus Plus cloud crm

Use Case:

 

Agent: Hey, I work for First Data, and we sell the clover devices that partner with you guys. We are trying to set up a call with a customer of mine that may potentially use your solution. I just wanted to see if you have anybody available to walk them through a quick demo, maybe a 15-20 minute call, to get a view of how it looks. Is that something you guys do?

Solution Proposition:

CSI Works: Of course, absolutely, we are always happy to talk to prospective customers all day long. I would be happy to take the call now. What app are you considering?

 

Agent: The cloud crm-Customer plus plus.

 

CSI Works: What specific questions do you have?

 

Agent: My client is working at a healthcare facility and wants to be able to use this app to create a profile on them, so whenever they purchase or donate he can pull up their name, address, and credit card information. He wants these profiles to be stored there so he could possibly do recurring charges.

 

CSI Works: Absolutely, we can do that.

 

Agent: Yeah I thought so but i thought it was best to just set up a call.

 

CSI Works: Of course, we’d be happy to take a call to answer their questions.

How to Choose the Proper Scale For Convenience Store / Meat Market?

How to Buy the Proper Scale fpr Convienence Stores/ Meat Markets

Call Type: Agent Pre-sale Support

Products Discussed: Variable Price Barcode Parser/ Weight Embedded Barcode Parser/ Redeem Lottery App

Use Case:

Agent: I have a merchant who has a convenience store/meat market/.../.../.../etc. I want to make sure I get him the right scale/barcode printer.

Solution Proposition:

CSI Works Support: We sell multiple barcode printing scales on our site. We offer support and training for CAS and Tor-rey scales, at the same price as Amazon, but they instead offer no training but they do give a $40 case of labels.

If you want a scale to work with our Variable Price Barcode Parser and Weight-Embedded Barcode Parser apps, you need to buy a scale that prints barcodes with the price or weight inside. You can ask the sales agents about the barcodes that a scale prints, but the scales we sell on our site work great. However, we sell the newer or newest models, which are a bit pricey. 

Agent: How about the lottery? I haven’t found a lottery application that lets you scan the lottery ticket on Clover and then give a payout.

CSI Works Support: Our lottery app, Redeem Lottery App

What to do When the Price in the Hundreds Digit is Wrong?

What to do When the Price in the Hundreds Digit is Wrong?

Call Type: Support Call

Products supported: Variable Price Barcode Parser

Problem Statement:

CSI Works Support: So you’re scanning in the items and clover is finding them fine, but the price is off.

 

Merchant: Yeah, the price is off. Like, in the one’s digit isn’t a zero, it’s saying like three hundred dollars and twenty two cents ($300.22). It should be just $0.22.

Solution:

 

CSI Works Support: Please go to your Clover and open the Variable Price Barcode Parser app, our app. On the top-right corner you should see a settings icon.

So, click on that, and choose the other barcode option. (it should say $99.99 and $999.99, pick the $99.99 one.)

 

Merchant: Yay! I’m so happy that it all works now!

How to Set up a Product Code for Torrey Scale

How to Set up Product Codes for Torrey Scale

Call Type: Support Call

Call Reported On: 1/4/19

Products supported: Weight Embedded Barcode Parser

 

Problem Statement:

Merchant: I have a Clover station. I just purchased Tor-rey scale, and it doesn’t read the barcodes.

CSI Works Support: You say the Variable Price Barcode Parser app doesn’t work?

Merchant: Well, the barcode is not in the same form, so it’s normal but it doesn’t read it.

 

CSI Works Support: Please send me a picture of the barcode.

Troubleshooting:

barcode pic milk
barcode pic my store

Solution:

These barcodes need the Weight-Embedded Barcode Parser, and was printed with a Torrey W-Label scale.

CSI Works Support: So, tell me how you set this up on Clover?

Merchant: It just doesn’t read it. I just type the price. Before, you had me program it, I had only one barcode, and its Product Code on Clover is 200000, that’s the code you gave to me. This one seems to have more 0s.

CSI Works Support: So in Clover, in the inventory, what are you putting for the product code?

Merchant: I don’t put anything. I just purchased this scale 3 days ago

CSI Works Support: Open the inventory app please.

Merchant: I have an item called Meat. And I used to have the previous barcode that you gave me.

CSI Works Support: What is Meat’s product code?

Merchant: I have 200,000.

CSI Works Support: Can you make it just 6 zeroes? (000000), without the two?

Merchant: Ok. *counting zeroes* one two three four five six. Ok.

CSI Works Support: And is the pricing type set up as variable?

Merchant: Yes. It was working fine before.

CSI Works Support: Oh okay, you just changed the scale. Can you try to scan it now, in the register?

Merchant’s Scanner: Beep.

Merchant: Yes, it’s working now. 

Merchant: Ok, good. Now I have a question: I sell different kinds of meat, lamb, goat, chicken,... and before my previous scale, I couldn’t program it, so we set up all barcodes for one kind of meat. That made Clover’s inventory change report say that there’s just meat that has been sold. But it doesn’t tell me what kind of meat. So now I wanna separate it. I tried to find the Tor-rey W-Label website, but I couldn’t find it. I’m having an issue programming it because I can’t find the manual. I didn’t get a CD with the scale, and I’m trying to get help from Youtube.

CSI Works Support: Hey! We now have a video that explains how to use the scale!
You also should be able to find a manual for this scale somewhere on the internet.

You can add items to the Tor-rey scale and then add them to Clover, and it would work.

Merchant: but I’ll need a different barcode, right?

CSI Works Support: When you add your items to the scale, it will print a different barcode for every different item.

Merchant: So suppose I add an item Lamb with a PLU 101 and Beef is 102, It’s gonna generate a different barcode?

CSI Works Support: Yes, and then Clover will recognise it as lamb or as beef.

Merchant: So I don’t have to change anything in Clover.

CSI Works Support: No, once you do need to do it: you have to add all of your meat to your scale and then add all of your meat to your Clover

Merchant: So when I put the item into Clover, what product code do I put for the Lamb?

 

CSI Works Support: Well, I looked at the barcode that you printed from the Tor-rey and I see that it’s six zeros (000000), so when you create a different plu, the first 7 digits (you want to enter 6 of them into Clover, leave the first one or the seventh one out) will be different, so you’ll use those digits instead. 

To get the product code that will work for Clover, do this:

 

After getting the Weight-Embedded Barcode Parser and enabling it (open the app and it will tell you what you need to do), go to the inventory app on Clover and put the 6 digits between the 7th-to-last digit in the barcode and the 12th-to-last digit in the barcode as the product code:

barcode pic my store purple
barcode pic my store

 

And also give the item a name. If you are using the weight-embedded parser, you must put the price per unit into the inventory app as well.

Merchant: I sent you another label, it’s not working.

CSI Works Support: Try to change it from 000000 to 200000.

Merchant: Yess, now it’s working. Thank you. So now, next time or tomorrow I’m gonna start entering the products by code into my torrey scale. So normally, I’m gonna say this is lamb, this is chicken leg, this is chicken breast, so when I print them and scan on the clover, it should say chicken breast. 

CSI Works Support: So this item that you sent me you called…

Merchant: This is “Meat”.

CSI Works Support: What you did to put this item in Clover, do the same thing on your scale. Use the same name, and find the product code. Enter all the items into both Clover and your scale. Not all of the product codes will be 200000 like I sent you, the 6-digit number depends on what’s on the product code. 200000 is only for this item. For the other item, you want it to be something like 000001 or 20001 or 001337.

 

Merchant: When I create a new product, I’m gonna see what it’s gonna print and then go from there.

Do I Need the Variable Price Barcode Parser or the Weight Embedded Barcode Parser?

Do I Need the Variable Price Barcode Parser or the Weight Embedded Barcode Parser?

Call Type: Pre-sale Support

Call Reported On: 01/02/03

Products supported: Variable Price Barcode Parser/ Weight Embedded Barcode Parser

 

Use Case:

Troubleshooting:

This depends on the labels that come out of your label-printing scale. These printers also put the product’s packing date, total price, total weight, and product name in human-readable text onto the label. If the price’s digits can be found within the latter half of the barcode, then use the Variable Price Barcode Parser. If the weight’s digits can be found within the latter half of the barcode, use the Weight-Embedded Barcode Parser.

Solution Proposition:

barcode pic salami

 

This barcode needs the Variable Price Barcode Parser

barcode pic milk

 

This barcode needs the Weight-Embedded Barcode Parser

Please don’t use both apps at the same time, as they will conflict with each other.

 After getting the app, go to the inventory app on Clover and add put the 6 digits between the 7th-to-last digit in the barcode and the 12th-to-last digit in the barcode as the product code:

050425

001337

And also give the item a name. If you are using the weight-embedded parser, you must put the price per unit into the inventory app as well.

What is Variable Price Barcode Parser and How does it Work?

What is Variable Price Barcode Parser and How does it Work?

Call Type: Pre-sale Support

Call Reported On: 01/02/18

Products supported: Variable Price Barcode Parser

Solution Proposition:

Our Variable Price Barcode Parser app allows Clover to understand price embedded barcodes based on the EAN-13 or UPC-12 standard: these barcodes usually come out of label-printing scales, such as those produced by CAS and Tor-rey.

This app will have no effect on 12-digit product codes that can be found on cereal boxes and other factory-packaged goods.

Gift cards, credit cards, and membership cards won’t be affected since the barcode doesn’t change when used, and therefore a much more complicated system needs to be used to process these transactions.

To allow the Variable Price Barcode Parser to function, you need to enter into the inventory app and add the product name and its 6-digit product code that appears within the first half of the barcode.

 

6-digit product code: this is the same number that you enter into your scale when setting up a new item within the inventory. For example, if your product code is 42, the scale will fill in the rest of the digits with other stuff, making the product code 050425. If a merchant already has product codes set up with shorter numbers, you can likely make a spreadsheet that will convert the shorter numbers to 6-digit codes based off of the format of the barcode that you print.

What is the Difference Between Donation Kiosk and Donation Counter?

What is the Difference Between Donation Kiosk and Donation Counter?

Call Type: Pre-sale Support 

Call Reported On: 01/02/20

Products Discussed: Donation Kiosk /Donation Counter

Use Case:

Agent: I wanted to talk to you about the Donation Kiosk and Donation Counter app, I want to know more about how they work. I am working with a non-profit and this non-profit wants to use Clover Go.

Solution Proposition:

CSI Works Support: We have not done anything with Clover Go. You will have to go with at least Clover Flex.

 

Agent: Can customers go by themselves to choose a donation and process it?

 

CSI Works Support: Once you complete all the configurations, you can pick the donations displayed or leave it all up to the customer. Then you can put it in customer mode where the display is locked onto the Donation Kiosk app and they can’t wander around the device. The customer can only choose from options you configure, and the apps allows for customers to choose the amount or name of the donation. Afterwards, they go straight to the payment screen, nothing else. Once the payment is complete, the screen returns to the donation options. You can only exit the app by clicking all four corners of the screen simultaneously, so therefore, the customer is locked into it. 

 

Agent: What type of non-profit is this app usually used for?

 

CSI Works Support: Mostly churches. When there is an organization that doesn’t have products or sales and are just looking to make money through donations, this app works perfectly for them.

 

Agent: Can the transactions be processed through apple pay?

 

CSI Works Support: Yes. Any kind of transaction the device can do, the app can do.

 

Agent: Are the donations all anonymous, or can customers choose to display their name?

 

CSI Works Support: The name is automatically taken from the card used to process the transaction. You will always know the customer’s name. 

 

Agent: What is the difference between the Donation Kiosk and the Donation Counter app?

 

CSI Works Support: The fundraiser counter is a different program, it doesn’t ask for money from customers at all. If you have a business, for example, that says “If you buy from us, we will give 5% to this mission, we are fundraising money for the homeless or this church”, basically the merchant says “If you buy from me, we will take part of what you’ve paid us and we will make a donation.”

 

Agent: Can you round up on a customer’s order?

 

CSI Works Support: No, it’s not about taking money from customers. Rounding up would be taking from the customer. Are you familiar with Toms Shoes? 

 

Agent: Yes.

 

CSI Works Support: So Toms Shoes says that every time you buy a pair of shoes they will donate a pair to somebody else. If you have a business that wants to say that, a business that wants to say “Everytime you buy from us we will donate” this is the program. The business doesn’t ask anything of the customer, the customer just sees that their purchase adds to the donation. This is very different from Donation Kiosk because Donation Kiosk says “Give me money” and Donation Counter says “Buy stuff and we will give money”. There’s also a screen that you can display on any smart screen or any TV screen that has internet, we provide a URL that shows the donation fund going up every time a transaction happens. The customer can therefore say “Oh I just bought this and now $5 is being donated.” If you have a business that supports local communities, like a pizza place that supports a kid’s baseball team, and they are fundraising for them, then this is an app they can use. Whereas the first one is all about churches and asking for money straight up.

How do I Keep Track of my Inventory if I Sell by weight?

How do I Keep Track of my Inventory if I Sell by weight?

Call Type: Pre-sale Support

Call Reported On: 01/02/19

Products supported: Variable Price Barcode Parser

 

Use Case:

Clover Sales Agent: My customer wants a label-printing scale.

CSI Works Support Agent: We do have a barcode-printing scale.

Merchant: We want a scale that produces a barcode that integrates with a POS system and helps keep track of our inventory. We already use an inventory system for the wholesale side of our business. We need the inventory to tell me how many pounds of meat we’ve sold by the end of the day, every day.

Solution Proposition:

CSI Works Support Agent: You’ll switch your POS to Clover?
We developed an app that sits on top of Clover in their app market. Our app allows the use of any label-printing scale with Clover that produces a barcode. We also sell CAS label-printing scales and Tor-rey label-printing scales, as well as a CAS scale that connects directly to a clover device.

Merchant: We already have a CAS barcode-printing scale.

CSI Works Support Agent: You can use this scale with Clover, without a physical connection. The scale will print labels and our Clover app will process the inventory during the transaction with the customer. Both devices can be in any two locations in the store.
The printed price-embedded barcode will have two pieces of information: the item identification code and the total price. Our clover app, Variable Price Barcode Parser, will understand this information and help do the transaction and inventory update easily.

CSI Works Support Agent: Clover itself has pretty basic inventory tracking so without additional apps, you can specify a certain amount of poundage of a product in the inventory and then with every transaction, Clover itself will deplete the inventory automatically with every purchase (except refunds).

Merchant: Our current POS, Shoppify, isn’t working because it doesn’t seem to integrate with our scales.

CSI Works Support Agent: No, Shoppify doesn’t integrate with scales. That’s the number two reason I see people switch to Clover. The only thing you would have to manually do in Clover is manually enter when you receive sellable material from your supplier, you have to do some addition and enter the new total poundage into your inventory.

Merchant: How about online orders? We take orders through Shopify.

CSI Works Support Agent: There’s no easy way, but the most common solution on Clover is to accept payment online and when they come to the store, give the person the merchandise and add a custom tender type; call it “Shopify Order” or “Uber Eats Order”, etc. Instead of taking the money from the customer again, change the tender type to count the order in the reports/inventory but allow the person to pay online and just get the merchandise.

 

Does my Barcode Scanner Have to be Purchased From Clover?

Does my Barcode Scanner Have to be Purchased From Clover?

Call Type: Support Call

Products Discussed: Barcode Scanner

Problem Statement:

Merchant: Here is the scenario I am working with: 

  • We use a Clover station 2018.

  • I have the item set up according to the instructions. I set up a few different items in the system. 

  • I tried to utilize an external scanner (usb) and it would not work. 

The external scanner seems to be stripping the leading character away, but when I scan the item in notepad and/or in Clover, the leading digit is there. 

  • When I used the internal camera, the program worked just fine.

Solution:

CSI Works support: Is it possible that your external scanner is not purchased from Clover?

Merchant: I-is it that specific??

CSI Works Support: It has to be that specific. The built-in camera with a software scanner in the clover device can scan weight-embedded barcodes just fine, but a usb scanner not from clover works less like a linear camera and more like a keyboard, just outputting a string of numbers when it scans. Make sure to use a Clover barcode scanner for weight-embedded barcodes because other barcode scanners will not work. Fixed-price items work fine sometimes with non-clover scanners because you can enter their codes and serial numbers by keyboard, while the clover scanner will scan half the barcode to get the item code and then the other half of the barcode to get the weight or price.

Clover sells two scanners, one that is on a wire and you scan things with it; the other one is stationary so you can scan against it.

 

Merchant: So you’re telling me the built-in camera, which is a Clover-developed app, works just fine.

 

CSI Works support: So your external scanner is not from Clover?

Merchant: It is, it’s a Honeywell 2D image scanner, a little bit more sophisticated.

CSI Works support: I know it’s misleading because it works on fixed-price (and therefore fixed-barcode) items, but that’s only because fixed-price items are sufficient for keyboard entry, where as us, we’re putting a bit of a logic into it: only read this part of the barcode and then only read the next part of the barcode. That function is really breaking everything up, because we’re not really dealing with a scanner, we’re dealing with a keyboard.

What Happens if I Install Both Barcode Parsers

What happens if I install both Barcode Parsers?

Call Type: Support Call

Call Reported On: 01/02/03

Products supported: Variable Price Barcode Parser/ Weight Embedded Barcode Parser

 

Problem Statement:

Merchant: We are using your app, the Variable Price Barcode Parser, I have a clover system. I downloaded the Weight Embedded Barcode Parser and the Variable Price one. For some reason, it’s not working on one of my Clover registers so I think I did something wrong.
Here is the scenario I am working with: both of CSI Works’ barcode parsers are installed

Troubleshooting:

CSI Works support: Send us a picture of your label.

barcode pic

Solution:

 

CSI Works support: This is a price embedded barcode (the price of the item is within the numbers of the barcode, the first 4 of the last 5 digits, “0620”.), so you need to use the Variable Price Barcode Parser. You need to uninstall the weight-embedded barcode parser:

More Tools App > Weight-embedded Barcode Parser > uninstall

Merchant: I already have the Variable Price Barcode Parser.

CSI Works support: Now open the app. What does it say about configuration?

Merchant: It says “Configuration is not complete. App is not ready for use.” It says to press these buttons:

close the app. Go to the Settings app > accessibility > Variable Price Barcode Parser > flip the switch to give it the permissions it needs to function.

CSI Works support: now close the settings and open the Inventory app. Tell me about your chicken salad item:

Inventory app > edit the item > this person has:

Chicken Salad

  • per-unit pricing

    • unit of measure is lb

    • price rate is $8.99 

  • product code is 200097

Merchant: When I scan the barcode now, it comes up with the price of $106.20 (an extra $100 more than what’s on the label)

CSI Works support: The Barcode Parser App is reading an extra leading digit in the barcode, so you need to change it's settings:

> Open Variable Price Barcode Parser app > top-right corner there’s a settings icon, go there. > chose the barcode $99.99 format

Merchant: Back at the reister app, I scan again. It's working perfectly!

 

Contact Info

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info@csiworks.net
(619) 246-8236 (Recorded Line)

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