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Admin Dashboard Overview with Clover

Today we will be going over the Ordrslip Admin Dashboard. Whether you’re still prepping your app for launch or live in the app stores, here’s a guide that will help you independently manage your app.  We will cover how to create, edit and sync menu categories and items, and adjust your app wait time for those busy days.

Creating Menu Categories and Items in Clover

It’s time to create categories and items for your app. First, you’ll need to log into your Clover Dashboard. Navigate to your Inventory section, and once you’re there, click on the Categories tab. On the left hand side, there is a button to Add New Category. Here, you’ll input the category name, and click save. You’ll then see that your category is now in the list of created categories.

On the left hand side, click on Items so we can create your first item to go into the new category. On the left hand side, there’s a button to Add New Item. Here, input the Item Name, input the price of the item, and any quantity you might have on hand. We will also choose from a list of our categories by looking through the dropdown list. You can also add any modifiers to the item if you would like. When you are done inputting the information, click Save. Once the item is saved, we can look through the item list and find the item we just created and see all the information has been saved. To create more items, you will follow the same steps and add it to whichever category you would like.

Syncing in the Admin Dashboard & Creating a Menu

Once you log into the Ordrslip Admin Dashboard, navigate to the Catalog section. Click on Categories, then Sync Categories. It will show that it is syncing all the changes you made in Clover and making the dashboard up-to-date with those changes. Once the sync is done, it will show that it is complete. You must sync every time you make a change in Clover, otherwise the changes won’t reflect in the dashboard and your app. 

To create a menu, you can stay in the Catalog tab, but click on the Menus option above Categories. Click Create New Menu, input the name you want, and click Save. It’ll show under the list of menus once you save it. From here, you can click Edit. This is where you can edit the name, add in menu categories, set the hours, etc. First, we will add in the category we created in Clover. Select the categories you want in the menu. Remember to click Save at the bottom, otherwise the category won’t be added to the menu.

Next, set the Menu Hours by clicking on the Edit button in that section. For each day, select the time you want your menu to be available. I’m choosing to have mine available from 9:30am to 11:30am each weekday. Click Save to finish setting the menu hours. Finally, you can choose which location you want the menu to be available at. Select the location you want, and click Save to finish editing the menu locations. Scroll through the options and make sure all the information is correct. Once you’re happy with it, then you have officially created a new menu for your app!

Adding a Category Image

If you want your app to show images with the categories, you’ll need to add them in the Admin Dashboard. Navigate to Catalog, then Categories. If you want to add or change an existing image, click on Edit, then Change Image. Make sure your image dimensions are 1120×480 pixels. Click Save, and now your category has an image that will show in your app.

Syncing New Items in Admin Dashboard

If you create any new items in Clover, you will need to sync those changes with the Admin Dashboard. In the Catalog section navigate to Items. Just like syncing categories, click Sync Items. It’ll show that it is syncing, and then Syncing Complete when it’s finished.

Adjust Your App’s Wait Time

As your customer’s orders are fulfilled and more orders are placed, the app’s wait time formula is adjusted. To set or change this formula, navigate to Locations, and choose the location you want to set the wait time for. In the specific location, you can see the store hours, pickup or delivery hours, any holiday hours, and the Wait Time formula. The wait time is the estimated number of minutes a customer is told their order will take to prepare. If the Base Time is set to 10 minutes, then the first customer’s order will be ready in 10 minutes. If the Per Order Time is set to 3 minutes, then the second order will be ready in 13 minutes. The third customer’s order will be ready in 16 minutes. So it’s going to take the base time and add 3 mins per order that’s already in the queue.

Now that you have made the edits you needed, it is important to open your mobile ordering app to make sure the changes are being displayed. 

The admin dashboard is a powerful place that gives restaurant owners the independence to make the changes they need to manage their own mobile ordering app. However, if you ever need help with any of these steps our team is always ready to help.

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