Otter POS: Transactions Overview

Summary

The POS Transactions feature lives in the Otter Dashboard within the Financials App. This report enables you to easily identify all transactions processed via Otter POS or Direct Orders.

 


 

POS Transaction Overview

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Report Includes:

  • Universal filters for:
    • Date
    • Stores
    • Channels
    • Payment methods
    • Fulfillment modes
  • Ability to export data
  • Total amount collected
  • Transaction table
NOTE: POS Transaction reports are updated every 15 minutes.

 

POS Transaction Report Data Breakdown

Column Details
Transaction date associated date in MM/DD/YYYY HH:MM:SS format
Order ID The ID for the associated order provided by Otter or Direct Orders
Brand The brand where the order was placed
Location The specific store location where the order was placed
Channel The method used to place the order (Otter or Direct Orders)
Payment Method The method of payment used to pay for this transaction
Fulfillment Type The associated fullfillment type for this order (Dine in, Delivery, Pick up)
Amount collected The amount the restaurant collected from this transaction. This may be less than the order total if there are
Order Total The total payment collected for this order. Multiple transactions can make up one order.
Tips The total tips paid for this payment transaction.

 


 

Frequently Asked Questions

What kinds of orders does this report show?


This report only shows transactions processed through Otter POS or Direct Orders.

Can this report be exported?


Yes! The report can be exported as a CSV by selecting the [Export data] button in the top right-side corner.

Is this available in all regions?


This is currently only available in regions that support Otter POS: USA and Canada.

 


 

Still need help? Reach out to our team:

Chat Icon in Otter Dashboard Live Chat   Text bubble Text/SMS Message   Email Icon Email
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.

  Send us an email at otterpossupport@tryotter.com.

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