Overview
Once you’ve added Direct Orders to your Otter subscription and created a menu, you’ll be able to configure your online ordering settings for your restaurant’s ordering website. In the Otter Dashboard, you can edit storefront settings to set key aspects and parameters for your online ordering website experience.
In the Direct Order Settings, you can:
- Select and adjust fulfillment options
- Enable different payment methods
- Allow Scheduled orders
- Set up delivery services
- Set preferences for tips, split checks, and open tabs
Publishing a Storefront
Be sure to check and/or edit Direct Order Settings for a brand or location before publishing the storefront ordering website to ensure all specifications match your business needs and operational guidelines.
Configuring Online Order Settings
You can configure the settings for your online ordering website from the Direct Orders App in the Otter Dashboard.
You can adjust Online Order settings from an organization or location/store level.
- Organization level: Applies to all brands and locations
- Location/Store level: Applies to only that location within a brand
Follow the steps below to edit Direct Order settings.
Step Process Image 1 From the Otter Dashboard, select Apps > Direct Orders 2 Click [Settings]. 3 Edit Settings for each fulfillment option: Pickup, Delivery, and Dine-in
Click [Save] to confirm settings.
Settings will apply to all brands.
Step Process Image 1 From the Otter Dashboard, select Apps > Direct Orders 2 Click View Stores for the brand you’d like to edit. 3 Click [Settings] for the location you’d like to edit. 4 Edit Location details. 5 Edit Settings for each fulfillment option: Pickup, Delivery, and Dine-in
Click [Save] to confirm settings.
Settings will apply to that location.
Store Level Override Settings
If settings established at the Organization level differ from what you’d like to set for a specific location, when editing at the Store level you’ll need to toggle Override settings to enable or disable the fulfillment option.
This will only override the setting for that location.
You will be able to configure settings for each Online Ordering fulfillment option— Pickup, delivery, and dine-in. Learn more about the settings for each option below.
Pickup Settings
This allows eaters to place a direct online order to pick up at your restaurant.
Pickup Setting Fields
Check out more about each setting field below:
Pickup Orders
Toggle ON to allow eaters to place an order for pick up online. Toggle OFF to disable the pickup fulfillment option.
Payment Methods
Select to allow eaters to pay for online orders Online, In-person, or Both.
For Online payment method, eaters will only be able to pay with a credit card. For In-person payment method, eaters will be able to pay with card or cash when picking up their order.
Tips
Select to allow or disable tips for pickup orders, and set tip amounts and default tip choice.
You can learn more about Tip Settings here.
Scheduling
Select to allow or disable scheduling an order for a future pickup. Set parameters for scheduled online orders.
Learn more about Scheduled Orders here.
Service Fee
You can input a percentage Service Fee for all pickup fulfillment orders.
High Service Fees
Inputting a service fee is not required, but is a common practice. However, higher service fees may result in lower orders.
This service fee is calculated based on the subtotal and added as a line item during checkout. This will also show on the order receipt:
Minimum Order Amount
You can enter a minimum dollar amount an order has to meet to qualify for ordering pickup.
Minimum Order Not Required
Setting a minimum order amount is not required. If you do not wish to have a minimum order amount, just leave that field blank.
Delivery Settings
This allows eaters to place a direct online order for delivery at your restaurant.
Delivery Setting Fields
Check out more about each setting field below:
Delivery Orders
Toggle ON to allow eaters to place an order for delivery online. Toggle OFF to disable the delivery fulfillment option for your direct website.
Payment Methods
Select to allow eaters to pay for online delivery orders Online, In-person, or Both.
Tips
Select to allow or disable tips for delivery orders, and set tip amounts and default tip choice.
Delivery Area
Select Type for how you’d like the delivery area to be set from Driving Distance, Straight Line Distance, or Zones.
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Calculates distance by travel miles while driving. (Most common choice).
Enter Distance allowance for delivery range in Miles or Kilometers. Then set Estimated delivery time in minutes from drop down selection.
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Measures distance between two points in a straight line on a flat map and doesn’t consider land surfaces or obstacles.
Enter Distance allowance for delivery range in Miles or Kilometers. Then set Estimated delivery time in minutes from drop down selection.
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Allows you to pin an area on a map to allow delivery. (Only available in Store Level Settings).
Click [Edit] on the map, then click the [+] for Delivery Zone. Use the cursor to click a radius on the map of the zone to offer delivery for. Then set Estimated delivery time in minutes from drop down selection.
Fees— Delivery & Service Fee
Delivery Fee: You can set a delivery fee for all delivery direct orders. For this, you can select the distance range for the fee and the corresponding dollar amount fee. You can add multiple delivery fees for different distances.
Example: For deliveries within 0- 2 miles, the delivery fee is $2.00 and deliveries within 2- 4 miles have a delivery fee of $4.00.
Service Fee: You can input a percentage Service Fee for all delivery orders.
High Service Fees
Inputting a service fee is not required, but is a common practice. However, higher service fees may result in lower orders.
Delivery Services
You can select for an Otter team member to help with setting up delivery services, if you don’t have one of your own.
Scheduling
Select to allow or disable scheduling an order for a future pickup. Set parameters for scheduled online orders.
Learn more about Scheduled Orders here.
Courier Delivery Partners
You can integrate with courier platforms to send your orders to an on-demand network of fast, reliable drivers to deliver your orders to eaters. Learn more on courier integrations here.
Dine-in Settings
This allows eaters to place an order through QR codes that lead to an online ordering experience.
Learn more about QR Code digital dine-in here.
FAQs
- Immediately— You'll see your Direct Orders settings updated instantly after you click the [Save] button in the Settings window.
- No— You can create and manage discounts for online ordering from Direct Orders Manage discounts. Learn more on Direct Order Discounts here.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
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