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Summary

The following process explains how customers can manually input orders to their Otter Dashboard from non-integrated channels such as phone, in person, social media, and/or other non-integrated channels.

Adding Manual Orders to WebOrder Manager

Customers that have this feature enabled can manually input orders from non-integrated channels by selecting the (+) icon on the top left corner of their Order Manager.

Log into Order Manager.
Select the (+) icon on the top left corner of their Order Manager.
On the right-hand side window, choose a fulfillment mode (delivery, pick up, etc) for the order, then the non-integrated channel the client is ordering from (phone, social media, etc), and finally the client's delivery information and/or personal details, including their payment method.
For customers with the Menu Management feature enabled, they will be able to see the menu items on the left-hand side.
- Select each item on the menu categories to add them to the order ticket.
- To edit an item's quantity, click on the item already added to the order and use the (-) or (+) buttons.
- Select save item to adjust the order.
- To remove items select Delete.
For customers without Menu Management, they will have to manually input the total value for the order within the delivery details.
Finalize the manual order input by choosing the tipping option and selecting the Create Order option.
These orders will appear on the general Active orders list just like any other order.

Adding a New Manual Order Channel

Customers may want to add new non-integrated channels at any time. When they reach out to the Support team:
- Navigate to Mission Control or Beam to include a new non-integrated channel.
- Confirm if a Manual Order Channel is Accepting Orders

How to add non integrated orders to Order Manager

Summary

Adding Manual Orders to WebOrder Manager

Adding a New Manual Order Channel

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