Clover Support & FAQ

Thank you for using Porter to manage your digital menus. You will find support information on this page for use of Porter with your existing Clover POS system. Please feel free to contact us at any time--help@heyporter.app or (541) 241-8802--if you cannot find the information you need on this page.

What is the difference between “INVENTORY” and “MENUS” in Porter?

Items in “INVENTORY” are all items that are available to add to “MENUS.” These items synch automatically with the “INVENTORY” items in your Clover POS and include those that are currently for sale at your establishment--items that are “Shown in Register”--as well as items that are not currently for sale--not “Shown in Register.” MENUS, on the other hand are the actual menus that can be displayed on your website or onsite display boards. Typically, MENUS contains a sub-set of INVENTORY items. You can also create specific menus for specific occasions, such as happy hours, daily specials, brunches, etc. These menus are ready to go when you are.

How do I create a new menu in Porter?

To create a new menu in Porter, simply click on the “MENUS” tab in your Porter dashboard. Then select the “+” next to “Add new menu” and enter the name of your new menu and click “Save.” Your newly created menu will appear in the list of all available menus.

How do I display an Inventory item on a specific Menu?

From the Porter dashboard, select the “MENUS” tab. Open the specific Menu on which you wish to display a specific Inventory item by clicking on the menu’s name. Click on the “+” sign next to “Add inventory item.” Begin typing any part of the inventory item you wish to add to the menu and Porter will display all inventory items that match what you are typing. Once you see the specific Inventory item you wish to add to the menu, simply click on the blue “add to menu” next to the item.

How do I remove an Inventory item from a specific Menu?

From the Porter Dashboard, select the “MENUS” tab. Open the specific Menu from which you wish to remove an Inventory item. Click on the red “Remove Item” button next to the Inventory item you wish to remove from this Menu. Note that the item is removed ONLY from this particular menu and will remain both in Inventory and on all other menus to which it was previously added.

How do I know where each of my Porter menus are being displayed currently?

From the Porter dashboard, select the “MENUS” tab. The “Status” of each menu that you have created is shown to the right of the menu’s name. A Status of “Draft” indicates that the menu is NOT currently being displayed anywhere. A Status of “Live” indicates that the menu IS being displayed currently. To determine exactly where a “Live” Menu is currently displaying simply click on the “Preview Menu” link and you will be taken to the relevant URL.

How do I publish an updated version of my menu to my website and onsite display boards?

Any changes you make to your “Live” menus in the Porter dashboard are automatically reflected on the associated menus that your patrons see on your website and your onsite display boards. Any changes you make to “Draft” menus are automatically saved and stored and will be reflected automatically when you make the menu “Live.”

How do I delete a Menu?

To delete an existing menu in Porter, simply click on the “MENUS” tab in your Porter dashboard. Then click on the red “Delete” button next to the Menu you wish to delete. Porter will confirm that you wish to delete the menu as this is a permanent action. Note, however, that inventory items included on the deleted Menu will remain in both Porter’s Inventory list and Clover’s inventory list.

What is the “MENU HEADINGS” tab?

The “MENU HEADINGS” tab allows you to create headings that can be used to organize specific inventory items on each of your menus. For example, you may want to create headings for various meal courses such as appetizers, mains, and desserts. Or you may want to organize your beverages by type such as beers, wines, and non-alcoholic drinks. Once you create menu headings, these will be available as an “inventory item attribute” that you can associate with each inventory item. Note that this requires publishing the menu to a stylized URL that displays the “Menu Headings” in the way you want displayed.

What is the “MENU PRICES” tab?

The “MENU PRICES” tab allows you to create prices that can be assigned to specific menu items for display on your digital menus. You can assign multiple prices to any specific menu item, for example, $6 for a Pint and $2 for a Taster. NOTE: “MENU PRICES” in Porter are separate from prices that you may enter in Clover for display and use on your terminals. Porter “MENU PRICES” are used only for display on your digital menus.

Can I add an inventory item into Clover from my Porter dashboard?

Yes. When you add a new inventory item in Porter it will be automatically saved to your Clover POS system inventory. To add a new inventory item in Porter, select “Inventory” on your Porter dashboard. Click on the “+” next to “Add inventory item.” Complete all relevant fields (note that “Item Name” and “Menu Price” are required fields) and select either “Save and Add Another” or “Save Item.”

How do I edit an inventory item?

From the Porter dashboard, select the “INVENTORY” tab. Begin typing any part of the inventory item you wish to edit and Porter will display all inventory items that match what you are typing. Once you see the specific Inventory item you wish to edit, simply click on the “Edit Item” button next to the item. Enter your changes and click the “Save Edit” button. Note that editing an Inventory item will automatically update this information on all of the Menus on which the item is displayed.

I can’t find an inventory item’s “description” in Clover?

Porter allows you to append additional attributes to inventory items that may be important for use on your digital menus but are not relevant for the operation of your Clover POS. Examples include “description,” ABV and IBU for beer products, “product source,” and “Menu Heading.” These attributes are stored in your Porter dashboard but will not appear in your Clover dashboard or on your Clover terminal.

How do I get additional support for the Porter web app?

If you cannot find the information you need here, please contact Porter Client Support at help@heyporter.app. You may also call us at (541) 241-8802.

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