Clover POS Reports2Mail App
How do I Connect my inventory with Clover POS?
- Download Reports2Mail in the Clover app store. The Reports2Mail app costs $9.99/month on the Basic tier, which includes the type of inventory report that Locally requires. https://www.clover.com/appmarket/apps/6WKT7GTXEFQ54
- Take the Mini Tour on your dashboard to familiarize yourself with the app.
- When you are ready to create the report, click "Scheduler" on the left side menu. Then click the "Create New" button.
- Select which inventory report you'd like to send us depending on which field your product UPC/EANs are stored in. For example, the "Stock by Item Code" or "Stock by Item SKU" reports will work well if your UPC/EANs are stored in either the Item Code or SKU field in your Clover system.
- Select the location that this report should be created for. If you only have one location, skip this step by hitting the "Next" button.
- Schedule your report to be sent to Locally daily. Select "Today" as the data period.
- Enter your store's unique email address found in your Locally account. View your store's unique email address under "email method" here. https://www.locally.com/station/panel/inventory_upload/index
- Select CSV as your report format.
- Save your report! Reach out to us at support@locally.com after you have set up your inventory feed using Reports2Mail and let us know what time of day you have scheduled the reports to be sent.
