What is Clover Order Type? How to Create a Clover Order Type

A Clover Order Type is a label that defines how an order is categorized and processed within the Clover POS system. Common examples include:

Dine-In
Takeout
Delivery

Each order type helps Clover determine how an order should be handled, including which workflows, taxes, or settings apply to that order.

When using QuickSync, a dedicated Order Type is required so the system can properly identify and manage orders that are synced from external sales channels.

Why QuickSync Requires a Clover Order Type #

QuickSync creates orders in your Clover account when customers place orders on connected platforms such as:

Shopify
WooCommerce
TikTok Shop
Other integrated sales channels

To keep these orders organized and prevent confusion with your regular in-store orders, QuickSync uses a separate order type (usually named “QuickSync”).

This helps ensure:

Clear Order Organization: Synced orders remain separate from in-store POS orders.
Accurate Reporting: Sales reports remain clean and easy to analyze.
Reliable Order Syncing: QuickSync can quickly identify which orders belong to synced channels.

Using a dedicated Clover Order Type keeps your workflow organized and prevents mixing synced orders with normal POS transactions.

How to Create an Order Type in Clover #

Follow these simple steps to create a Clover Order Type for QuickSync.

Step 1: Open Clover Dashboard #

Step 2: Go to Order Types #

Inside the Transactions section, click: Order Types

This page displays all existing order types in your Clover account. Navigate to the Transactions section and click Order Types.

Step 3: Add a New Order Type #

Click the “Add Order Type” button. A new form will appear where you can create a custom order type.

Step 4: Create the QuickSync Order Type #

In the Name field, enter: QuickSync

Then click Save.

Your new Clover Order Type is now ready to be used for QuickSync order syncing.

How QuickSync Uses the Clover Order Type #

Once the order type is created and order syncing is enabled:

Orders from connected sales channels are automatically created in Clover.
These orders are assigned to the QuickSync Order Type.
Your staff can process them just like regular Clover orders.

This keeps synced orders organized and easy to manage.

How QuickSync Uses the Clover Order Type #

Once the order type is created and order syncing is enabled:

Orders from connected sales channels are automatically created in Clover.
These orders are assigned to the QuickSync Order Type.
Your staff can process them just like regular Clover orders.

This keeps synced orders organized and easy to manage.

Frequently Asked Questions- #

What is an Order Type in Clover?

A Clover Order Type categorizes how an order is processed, such as dine-in, takeout, or delivery. It helps Clover apply the correct settings and workflows to each order.

Why does QuickSync require a Clover Order Type?

QuickSync uses a dedicated order type to identify and organize orders that are synced from external sales channels like Shopify or WooCommerce.

What should I name the Clover Order Type for QuickSync?

You should create an order type named “QuickSync” so synced orders can be easily identified and managed.

Can I use an existing Clover Order Type?

It is recommended to create a separate order type for QuickSync to keep synced orders separate from your regular POS orders.

Will existing orders sync to Clover after creating the order type?

No. Only new orders created after enabling order syncing will be synced to Clover.

Need Help? #

If you need assistance setting up Clover Order Type for QuickSync, our support team is here to help.

Getting Started

Billing

Troubleshooting

Glossary

Tutorials