Table of contents
App installation
Ways
to assign customer to order
Assigning
customer to order while taking an order in Register app
Assigning
customer to order during payment in Register or Clover Dining
apps
Assigning
customer to order from Sale app
Creating
a new customer
Searching
an existing customer
Importing
cusomters
Customer Fill in must be used
on Clover devices.
It has to be connected to Clover merchant
account on Clover app market web page or using More tools
app on Clover devices. After Customer Fill in is connected to
Clover merchant account, it will be automatically downloaded and
installed to merchant's Clover devices.
Customer Fill in enables you to assign customer to order in one of the following ways:
When you are taking an order in Register app, in notification area of the Clover device a CFi icon is displayed.
Swipe down on the notification icon in status bar to open the notification drawer.
Tap on the CFi notification in the drawer to open the Customer Fill in dialog.
Here you can assign an existing customer or create and assign a new customer.
When you are in payment screen of Register or Clover Dining app tap the Customer Fill in button in the Other section.
The Customer Fill in dialog opens.
Here you can assign an existing customer to the order or create and assign a new customer, and then continue the payment process.
When you are in Sale app, locate the Customer Fill in button on the right hand side of the screen.
Tap on the Customer Fill in button to open the dialog and assign an existing customer or create and assign a new customer.
To start creating a new customer from the Customer Fill in dialog window tap the CREATE NEW CUSTOMER button.
The screen for entering new customer data opens.
Fill in customer's details and tap the SAVE AND ASSIGN TO ORDER button.
In Customer Fill in dialog window, tap the Search existing customer field and enter a part of customer's name or email address.
The list of customers will be filtered according to your input.
Tap on a customer to assign it to the order.
Customers can be imported from a CSV file located on your Dropbox. To create a template file for importing customers, first choose IMPORT CUSTOMERS menu option on app main screen:
Customers Import dialog opens. To create template file for importing customers, choose CREATE TEMPLATE.
Next the app prompts you to log in to your Dropbox account. Depending on how you log in to Dropbox, use your Google account or Apple account or email/password. Here we are using email/password method. Enter your username and press Continue.
On the next screen enter your password and press Log in.
On the next screen choose Continue.
And on the next screen press Allow to grant Customer Fill in the rights to create and read files on your Dropbox.
Customer Fill in creates the customers_template.csv file on your Dropbox and infroms you about that.
Press OK. You can now go and chech the customers_template.csv file in Apps/customer-fill-in folder on your Dropbox.
You can use customers_template.csv as a starting point for importing data of your customers to Clover. Rename it to customers.csv and populate with your customers' data, similarly to what is shown on the next picture.
To import data from customers.csv that you have prepared, go to Customer Fill in and choose IMPORT CUSTOMERS.
In the Customers Import dialog, choose IMPORT.
In the next screen, press Continue.
By pressing Allow on the next screen give Customer Fill in permission to read files on your Dropox.
Customer Fill in imports data from customers.csv located in Apps/customer-fill-in folder and presents them.
If data is correct, press IMPORT TO CLOVER to import data from list to Clover system. If customer with the same phone number already exists in Clover system Customer Fill in warns you about that.
You can choose SKIP to skip the customer that already exists, IGNORE to import that customer anyway or CANCEL IMPORT to cancel importing process.
