Creating custom orders

Use the v3/orders/ endpoints to create orders with:

  • Custom or adhoc line items based on non-Clover inventory.
  • Line items that reference Clover inventory but allow you to override properties like tax rates or item price.

When you create or update an order, the Clover server synchronizes the order data with the merchant's Clover devices. Use the Atomic orders endpoint to create orders using Clover inventory and leverage the real time totals and tax calculation features.

Create an order object: Clover merchants create orders before completing transactions with the Register or Sale app. You can also create orders using the Clover REST API.

Update an order object: An order is updated after merchant actions, such as adding line_items for inventory items or adding custom amount values.

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Money amount values are represented in cents. For example, $20.99 is represented as an amount value of 2099.

Associate orders with payments: When a customer pays for an order, a new payments object is associated with the order.

Associate orders with refunds: To handle refunds, a refund object is associated with the order. For manual refunds, a credits object is associated with the order.

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IMPORTANT

Order totals are calculated dynamically and updated by the app that the merchant is using to handle orders. This means that if your app modifies an order, it must update the total as well.

See Calculating order totals for more information.

See Using Clover REST API for more information on how to make REST API calls.

Creating an order

To create a new order object, send a POST request to /v3/merchants/{mId}/orders. While you can add options with your POST requests, none of these options are required.

Setting order state

You must treat the initial order object as unfinished when its state is null. If you have not set the order's state to open, you can only GET the individual order using the UUID. You can't GET a v3/merchants/{mId}/orders response for orders in the null state.

For orders to appear in the merchant's order list or appear in the Orders app, set the order's state to open as shown in the following example.

curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"state":"open"}'

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NOTE

Orders with a null state won't be visible on the Orders app on the device, but will be visible on the dashboard if you have a total set.

Setting order type

You can classify merchant orders as different order types, such as online, delivery, pick-up, or dine-in. Each order type is specific to the merchant.

To create an order type, send a POST request to /v3/merchants/{mId}/order_types. You can also assign specific rules, such as minOrderAmount or hoursAvailable. While other values can be set in this POST request, none of the values are required. The response returns a unique order type id.

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To view a deleted order, filter your request with deletedTime. You can retrieve it by sending a GET request to /v3/merchants/{mId}/orders.

For example, /v3/merchants/mId/orders?filter=deletedTime>=1596501066. See Applying filters for more information about using filters in the REST API.

Viewing orders

To view all orders created by a merchant, send a GET request to /v3/merchants/{mId}/orders. In response, all the merchant's orders are retrieved.

To view a single order created by a merchant, send a GET request to /v3/merchants/{mId}/orders/{orderId}. In response, the specified order is retrieved.

You can also view orders using the Orders app on your test merchant's dashboard. See the Clover merchant help for more information about how merchants use orders.

Adding order line Items

After you create an order object, you can add line items by sending a POST request to /v3/merchants/{mId}/orders/{orderId}/line_items.

Each line item represents a single inventory item, a single portion of a variable-price item, or an individual custom item or manual transaction amount. You can build the line item using the current state of the referenced inventory item. Any additional line item properties you provide on the request such as tax rates or item price are ignored. Use the bulk_line_items endpoint to override Clover inventory properties.

You can add order line items in two ways:

Adding an inventory item

curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/line_items' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"item":{"id":"{itemId}"}}'

In response, a line item id is generated.

Adding a custom line item

To create a custom line item, include the price and tax information.

Merchants can add tax rates under Setup > Taxes & Fees on the Merchant Dashboard. To add tax rates, send a POST request to /v3/merchants/mId/tax_rates. To retrieve a merchant's tax rate information, send a GET request to /v3/merchants/{mId}/tax_rates.

See the Clover merchant help for more information about how merchants use taxes and fees.

curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/line_items' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"price":1200,"name":"Caesar Salad",
"taxRates":[{"rate":1000000,"id":"{taxRateId}","name":"State tax","isDefault":true}]}'

In response, a line item id is generated.

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If your payload for a request to the line_items endpoint includes more than one item, only the last item in the payload is added to the order. Use the bulk_line_items endpoint to add multiple line items.

Creating multiple line items

Use the v3/merchants/mId/orders/orderId/bulk_line_items endpoint to create multiple line items in a single request. This endpoint allows you to add adhoc line items or reference Clover inventory while overriding its properties such as taxRates, price, name, etc..

curl --request POST \
  --url 'https: //sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/bulk_line_items' \
  --header 'Authorization: Bearer {access_token}' \
  --header 'Content-Type: application/json'
  --data-raw '{
    "items": [
        {
            "item": {
                "id": "{CloverInventoryItemUUID}"
            },
            "price": 100,
            "name": "Hamburger",
            "taxRates": [
                {
                    "id": "{taxRate UUID}",
                    "rate": 200000,
                    "name": "Sales Tax"
                }
            ]
        },
        {
            "item": {
                "id": "{CloverInventoryItemUUID}"
            },
            "price": 1000,
            "name": "Coke"
        }
    ]
}'
curl --request POST \
  --url 'https: //sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/bulk_line_items' \
  --header 'Authorization: Bearer {access_token}' \
  --header 'Content-Type: application/json'
  --data-raw '{
    "items": [
        {
            "item": {
                "id": "{CloverInventoryItemUUID}"
            },
            "price": 500,
            "name": "Coffee",
            "taxRates": [
                {
                    "id": "{taxRate UUID}",
                    "taxAmount": 100,
                    "rate": 0,
                    "name": "Sales Tax"
                }
            ]
        },
        {
            "item": {
                "id": "{CloverInventoryItemUUID}"
            },
            "price": 300,
            "name": "Muffin"
        }
    ]
}'

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If your app caches inventory items, you should also register for Webhook notifications so that you know when item prices are updated or when items are added or removed from the inventory.

Adding item modifiers

You can add modifiers to customize individual line_items. Use modifiers to add any extras to an order, such as salad add-ins or extra toppings on ice cream.

To create a modifier, you first create a modifier group (Salad add-ins) with /v3/merchants/{mId}/modifier_groups and then add a modifier (Avocado) to the group with /v3/merchants/{mId}/modifier_groups/{modifierId}/modifiers. You can also add modifier groups and modifiers under Inventory > Modifier Groups on the Merchant Dashboard.

See the Clover merchant help for more information about how merchants use modifiers.

To add a modifier to a line item, send a POST request to /v3/merchants/{mId}/orders/{orderId}/line_items/{lineItemId}/modifications.

curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/line_items/{lineItemId}/modifications' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"modifier":{"id":"{modifierId}"}}'

Adding discounts

You can add custom discounts to a single line item or an entire order.

Adding discounts to a single line item

To add a discount to a single line item, send a POST request to /v3/merchants/{mId}/orders/{orderId}/line_items/{lineItemId}/discounts. The name, and percentage or negative amount values are required.

curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/line_items/{lineItemId}/discounts' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"name":"25% off select salads","percentage":25}'
curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/line_items/{lineItemId}/discounts' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"name":"lunch deal","amount":-100}'

Adding discounts to an entire order

To add a discount to an entire order, send a POST request to /v3/merchants/{mId}/orders/{orderId}/discounts. The name, and percentage or negative amount values are required.

curl --request POST \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/discounts' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"name":"15th visit 15% off","percentage":15}'

See the Clover merchant help for more information about how merchants use discounts.

Adding service charges

Clover merchants can add service charges based on local, state, and country laws, or card brand rules. Merchants can add service changes under Setup > Additional Charges on the dashboard. To retrieve a merchant's service charge information, send a GET request to /v3/merchants/{mId}/default_service_charge.

To add a service charge modifier to a line item, send a POST request to /v3/merchants/{mId}/orders/{orderId}/line_items/{lineItemId}/service_charge.

curl --request POST  \
--url 'https://sandbox.dev.clover.com/v3/merchants/{mId}/orders/{orderId}/service_charge' \
--header 'content-type: application/json' \
--header 'Authorization: Bearer {access_token}' \
--data '{"id":"{serviceChargeId}","name":"Service charge",
"enabled":true,"percentageDecimal":50000}'

See the Clover merchant help for more information about how merchants use service charges.


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