Creating an Exclusive Mobile App Menu for Smart Online Order

Step 1: Create App-Only Categories and Items in Clover

First, all items must be created in Clover before they can appear in Smart Online Order.

1. Log in to your Clover Dashboard.

2. Create new categories that will be used only for the mobile app menu (for example: “App Exclusives” or “Mobile-Only Specials”).

3. Add new items under these categories.

4. For each item, confirm the following settings:

   • The item is assigned to a category

   • The item is set to Available

   • The item is shown on POS/Register

   • The item is not an item variant

   • The price type is set to Fixed Price (not Variable Price)

Once completed, your app-only items are ready to be imported into Smart Online Order.

Step 2: Manually Sync Clover Inventory to Smart Online Order

After creating new items or categories in Clover, you must manually sync them into Smart Online Order.

1. Log in to your Smart Online Order website (WordPress Admin).

2. Click the Clover Orders button (typically red).

3. From the left-hand blue menu, go to Import / Sync Inventory.

Manual Sync

In the Manual Sync section, click the following buttons in this exact order:

1. Update all items

2. Update Categories

3. Update Modifiers

4. Update Order Types

5. Update Taxes

• Allow one to two minutes for each step to complete. Can at times be longer based on the size of your inventory and how long it was since your last Manual Sync and Clean.

Clean Inventory

This step removes items that were deleted in Clover but still appear online.

1. In the same Import / Sync Inventory page, locate the Clean Inventory section.

2. Click Clean Inventory.

3. Follow the prompts in the pop-up window.

4. Wait for each step to finish before proceeding.

This ensures your Smart Online Order system matches your Clover menu accurately.

Step 3: Create a New Smart Online Order Menu Page

Next, you will create a new menu page that will be used specifically for the mobile app. Click on the article below to learn how to create the new menu page.

• Setup New Smart Online Order Menu

This new page will be managed separately from your existing Smart Online Order menu.

Step 4: Hide App-Only Categories From Your Existing Online Menu

To prevent app-only categories from appearing on your main online ordering menu:

1. Open the Smart Online Order Plugin Settings in WordPress.

2. Locate the category visibility or category settings section.

3. Hide the newly created app-only categories from your existing menu page.

This ensures:

• Your website menu remains unchanged

• The new categories are only used for the mobile app menu

Step 5: Add the New Menu to Your White-Labeled Mobile App

Once your new Smart Online Order menu page is ready, you must connect it to your mobile app.

1. Log in to the Loyalty Dashboard: https://v2.dashboard.smartonlineorder.com/auth/login

2. Click Locations from the left-hand menu.

3. Select your store location.

4. Navigate to the Menus section.

5. Click Add New Menu.

Set the Menu Data Source

• When prompted for a data source, enter the URL of your new Smart Online Order menu page.

• Example (if using a Smart Online Order subdomain): https://yourstorename.smartonlineorder.com

Configure Menu Settings

• Select which order types should be available

• Choose which categories should appear

• Review and confirm all settings

Click Save at the bottom of the page to apply your changes.

Final Notes

• Any future changes to app-only items must be made in Clover first, then synced into Smart Online Order.

• The app menu and website menu are managed independently once set up correctly.

• This setup allows full control over exclusive app offerings without impacting your main online ordering experience.

If you need assistance with any step of this process, contact Smart Online Order support for help configuring your menu correctly.