POS Linking for Multi Locations

Kala Haley
Kala Haley
  • Updated

Overview

Introducing our SSMM feature, designed to streamline operations for multi-location businesses like yours. With SSMM, you can effortlessly create a Menu and connect it to the Point of Sale (POS) system at one of your locations.

Once linked, the Menu automatically syncs with all your other locations, giving you centralized control from one location! with the ability to replicate it seamlessly across all your other locations while maintaining the POS connection.

Simplify your management tasks and enhance customer experience with SSMM.

Here's what our system does:

  • Maintains POS Links: Your menu items remain linked to the POS while being replicated across all locations.
  • Error Notifications: If there are any issues during replication, our system will promptly notify you, such as:
    • Items in the menu not linked at a particular location
    • Inactive integrations at one or more locations
    • Mismatched item IDs or menu content across locations

How does it work?

Before diving in, ensure all your locations are onboarded to the POS system. Then, simply follow these steps:

Step Process
1 Go to the Manage POS link and select the location with the desired menu as the base from the "View by location" dropdown menu (locations are listed alphabetically by default).
2 Click on the "Copy links for all locations" button.

Copy_Links_to_All_Locations.png

3 And that's it! Your menu will now be replicated across all locations effortlessly.

 

Resolving POS Link Error

If the system alerts you to an error, you'll see a red "info" icon appear next to the "Manage POS links" button.

image-20220921-224104.png

To address the error:

Step

Process

1

Click on the “Manage POS links” button.

image-20220921-224104.png

2 Review the error message displayed in the red box at the top of the page to identify the type of error.

3 Use the "View by location" dropdown menu to locate the affected location(s) marked with a red "info" icon.

Menu_with_linking_errors__1_.png

4

Fix the unlinked items for that particular location.

Menu_filter_items_per_linking_status.png

5

Once resolved, propagate the changes to all locations by clicking on the "Copy links for all locations" button.

Menu_item_linking_check.png

By following these steps, you can efficiently resolve any POS link errors and ensure smooth operations across your locations.

 

Update from POS

When you click "Update from POS," you're initiating a refresh of the Menu Import from your POS system. A pop-up will appear, giving you options on how to proceed with the update. Update_from_POS.png
The message will ask: "We found some differences between Otter and your POS. Would you like to update Otter to match your POS?" Update_from_POS__pop_up.png
By selecting options such as UPDATE NAMES, UPDATE DESCRIPTION, CREATE & LINK, or DELETE UNLINKED, you'll directly impact all locations' menus. This ensures consistency across your business and keeps your menus aligned with your POS system.

 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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