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
Report Includes:
- Universal filters for:
- Date
- Stores
- Channels
- Payment methods
- Fulfillment modes
- Ability to export data
- Total amount collected
- Transaction table
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 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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