Automatic Menu Sync

Overview

Automated Menu Sync ensures your menus are always up to date across all available ordering channels without any manual effort.

When changes are made to your menu from your POS or Otter Dashboard, any updates are automatically synced and published to be reflected on every connected platform.

With Menu Auto-Sync, you can select what you want to be synced, like:

  • Item name
  • Item description
  • Menu photos
  • Menu prices
  • New or deleted items
  • Locations & platforms to sync
InfoAuto-publishing Menu Changes
When Menu Sync is enabled— Otter will automatically publish your menu to selected channels and stores every 6 hours (or each time a change is detected for Toast and Square POS integrations).

 


 

Enabling Menu Sync

Menu Sync can be enabled from the Menu Settings within the Menus App in the Otter Dashboard.

Follow the steps below to enable Menu Sync.

  • Step Process Image
    1 From the Otter Dashboard, click Apps > Menus.
    Menus App
    2

    Select the menu you’d like to enable Menu Sync for.

    Click the Settings (gear icon) button.

    3

    Click the Menu Sync tab at the top.

    Toggle ON for Automatic updates from POS menu.

    Toggle ON for Automatic menu publish.

     

    InfoAuto-updates & Auto-publish
    Both of these selections are optional and can be toggled ON or OFF to your preference. 

    To have any POS updates automatically sync with Otter and publish to connected platforms, toggle both options ON.

     

    4

    Adjust preferred settings for Menu Sync.

    Click [Save].

    Menu Sync Settings

    Save Settings

 


 

Menu Sync Settings

Within the Menu Sync settings, you can select:

  • Automatic Updates: The menu information you want to be updated automatically
  • Automatic Publish: The locations and platforms you want menus to be automatically published to

Learn more about the Menu Sync settings below.

  • Automatic Updates Settings

    Any selected information that is changed in your POS will automatically by pulled in and updated within Otter.

    Check the box next to the information you’d like to auto-sync and uncheck any that you don’t wish to be auto-synced.

  • Automatic Publish Settings

    For any selected locations and services, Otter will automatically publish menu updates. 

    To have Otter auto-publish for all locations and channels, select All locations and services— Otherwise, you can manually select from Custom locations and services.

 

Recommended Menu Sync Settings

Check out the recommended settings for Menu Sync below. Keep in mind, these can be adjusted to your preference and are just a suggested configuration.

Recommended Menu Sync Settings:

Menu Information Configuration Insights
Names OFF Names can be different between POS and delivery partners
Descriptions OFF This can be managed by Otter only, if preferred
Photos OFF Photos can be managed on Otter— in case pictures on the POS aren’t supported or don’t meet the Delivery Platform requirements
Prices OFF Prices can be managed on Otter menu & may be set up differently between POS and Online
Taxes Optional Up to your preference of managing taxes within Otter
Modifier Group Rules Optional Depends on your preference of managing within Otter or POS
New Items ON Any new items added to the menu are auto-synced
Deleted Items ON Any items removed from the menu are auto-synced
Menu Organization OFF Menu structure can be managed on Otter
Item Arrangement OFF Menu structure can be managed on Otter
Assign Items to Locations ON Menu changes are auto-synced to all selected locations
Unassign Items from Locations ON Items removed from locations are auto-synced to all selected locations
Hours OFF Since store hours are usually not added on the POS— If toggled ON, empty hours will be imported, and menu publishing will fail
Item Availability Optional

OFF: since availability can be managed on Otter

ON: if 86ing is done on the POS

 


 

FAQs

  • You will be alerted if the menu publish fails. Check out the Menu Publish Errors article to learn more about any publishing issues and how to resolve them.
  • Changes made on POS:
    If changes were made to your menu from your POS and you want to immediately sync and publish the updates— you can click [Manage POS links] > [Update from POS] from the menu’s overview page.

    Once that is complete, you can publish to desired locations and platforms. Learn more on that here.

    Changes made on Otter Dashboard:
    If changes were made from the Otter Dashboard, you can just publish to all desired locations and platforms.

  • Yes— If you have all locations selected for auto-publishing, any new locations added will automatically be updated.

    If you do not have all locations selected for auto-publishing, you will need to manually select the new location within the auto menu publishing settings.

  • Once a menu is selected, the last publish time will show at the top of the menu overview page.

  • Yes— Learn how to edit menu imported selections here.

 

 

 

 

 

 

 

 

 

 

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