Guide to Inventory Set Up

FIRST …. Ask your merchant:

• How many items are they selling?
• How do they track inventory today (for example, spreadsheet from a distributor)?
• Will they be scanning most items with a barcode at checkout?
• Do they need to configure attributes like color, size, etc?

THEN .… Present one of the following options:

1. Web Dashboard – manual entry via the Inventory App

• Good approach for items where a barcode/UPC doesn’t matter or exist
• Tip: https://help.clover.com/add-edit-delete-items-without-variants/?userDevice=web

2. Web Dashboard – scan/load in excel

• The USB scanner can be used on a computer for scanning into excel cells
• Good for More 100+ items
• REMEMBER – 15,000 items MAX!
• At minimum, columns B, C, D, and K should be completed
• If the merchant tracks inventory in a spreadsheet today, this is ideal … just copy and paste!
• Tip: Use the blank template on Sales IQ or export from clover.com/home

3. Clover Station – Required if they need attributes like size and color

• They can type it into the inventory app
• Or, scan it into the inventory app using the barcode scanner
• Tip: https://help.clover.com/add-edit-delete-item-variants/?userDevice=web

***Did you know?: If the merchant gets an error while importing a spreadsheet in the web dashboard, the error will always specify what area or column of the spreadsheet needs to be adjusted before re-attempting.

Note: If the merchant continues to get errors, they should call Support for troubleshooting.