How to edit your POS menu and resync

Lyre Montesines
Lyre Montesines
  • Updated

Summary

Menu resync is a process of importing a menu from a Source of Truth (SOT) platform to the Otter platform and with the help of Menu Management you can manage and publish menus from Otter’s Business Manager tool.

Overview

What can you do with POS Menu Management?

  1. Import a menu directly from your POS
  2. Easily test new products, categories or photos
  3. Select which location will have which menu
  4. Make menus, items, modifiers and prices delivery app specific
  5. Import or upload photos from delivery apps or your POS
  6. Ensure high-quality photos with optimization tips
  7. Copy menus & hours
  8. Create multiple menus by time of the day
  9. Add tax per item, tags per item and cuisine type
  10. Preview your menu before updating it in the delivery apps
  11. Publish the menu to the delivery apps you work with

When to sync a menu:

  • Once you added or removed an item within your SOT menu, the Otter menu must be synced via the Business Manager.
  • Unlinked items within the Otter menu can cause order injection failures, so menu can be synced to link and update the menu items again.
  • When orders are not injecting to the POS or if you need to manually re-enter the orders to the POS.
  • When a new integration is added to the store, it is required to sync a menu.

User Walkthrough

Importing your menu

  1. Once in the “Menu” app, click “Import from existing service”.
  2. Select the brand of your choice (if you have multiple brands).
  3. Select the location that has the desired menu.
  4. Select your POS.
  5. Select the locations in which that menu should be published to.

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Note: When you import a menu from your POS, the items that were marked as unavailable will not be preserved. Please keep a record of these items to mark them unavailable afterwards.

Preview your menu

  1. Once the import is done, you will be able to see the available menu in the “All menus” section.
  2. Click on the menu to check its categories, items, modifiers and hours.
  3. Click on menu, categories, item, modifiers and hours and verify that all the information was imported correctly.
  4. Click on “Edit menu” to add item tag, description and locations.

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Helpful Tips:

  • Check prices, names, descriptions, photos and tags.
  • Check menu item price if you offer different prices on different delivery apps
  • Check that the modifier groups have all the relevant items and that they are connected to specific items and categories.
  • Check that menu hours are correct in each location.
  • Check the cuisine type in “Menu settings”. This will help customers find you quicker on delivery platforms.
  • Check that all locations are connected to your imported menu. That way you will be able to manage your menu across all relevant locations.

Editing your menu (Updating from POS)

  1. When you want to make changes to your Otter menu, such as adding/removing items or modifiers, you will first make those changes in your POS.
  2. Next, navigate to your Menus app in your Otter Dashboard.
  3. Choose the menu you want to update and click the “Manage POS links” button.
  4. Choose the “Update from POS” button and the update will begin.
  5. Select the changes you want to accept and click "Update."
  6. Don't forget to publish the new Otter menu to your delivery partners!

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Categories and Items

  1. When you click on the category, you can change the name, description, remove items, and delete the category.
  2. Click on the item to change its name, description, image, and price per delivery app. Add the item to a category, and tag it as alcohol or not.
  3. You can add that item to a modifier group and delete the item.

Helpful Tips:

  • Don’t forget to add the alcohol tag to all alcoholic items on your menu so your menu doesn’t get deleted from the delivery apps.
  • Ensure the prices are correct.
  • Ensure the tax rate is correct.
  • Upload photos with the recommended size. Good photos are crucial for maximum conversion.
  • Make the descriptions enticing and detailed. Remember, your customers need to know what they are ordering, so be clear in terms of size, content, etc.
  • Remember to always save your changes.

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Advanced Pricing

  1. When you are creating a new item, you will see the option for advanced pricing
  2. Click into the “Advanced pricing” link or tab at the top of the item creation page
  3. Enter your delivery price
  4. Toggle “Price per fulfillment” on if you have a different price for pick up
  5. Add price overrides if applicable

Helpful Tips:

  • Ensure all delivery services are connected before updating pricing
  • Publish your menu after making changes to ensure accuracy across your delivery services

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Hours

  1. You can adjust hours when clicking on the hours tab.
  2. You can enable unique hours per day and add opening and closing hours.
  3. You can add special hours (e.g. national holidays).

Helpful Tips:

  • Try opening for delivery 15-30 min after your restaurant’s opening time to have all the food prepared.
  • Make sure your closing time is accurate. An order could come at the last minute!
  • Try to have accurate setups based on your capacity. Your availability against set operating hours impacts your ranking on delivery platforms.

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Delivery App Specific Options

Make quick adjustments for specific delivery partners:

  1. To make a menu only available for specific apps, toggle the services on/off in the “edit menu” section
  2. Modifier groups can be made delivery app specific by navigating to the “modifier group” page, selecting the modifier you wish to update and toggling on/off the delivery app it is offered on.
  3. To make an item available on specific delivery apps, navigate to the items page, select the item and toggle on/off the delivery partners you wish to offer the item on.

Helpful Tips:

  • Pricing per delivery app information can be found in the “advanced pricing” slide.
  • Some delivery partners do not accept app specific selection so please ensure those services are toggled off.
  • You can test exclusive items per delivery app
  • You can create specific item promotion per delivery app
  • You can have more control in the way you position your items per delivery app.

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Update Item Photos

  1. Open the Menus app
  2. Select your Menu
  3. Navigate to the “Photos” tab
  4. Select the photos
  5. Click on ‘Assign to items’
  6. Save the changes

Helpful Tips:

  • If your POS has photos, you can select “Refresh from POS” to import
  • You have the capability to bulk upload multiple photos when prompted to add photos at any point in the menu management process
  • You can upload photos from the delivery service of your choice or upload new photos
  • Photobank allows you to bulk upload and manage your menu item photos
  • We have enabled bulk upload capabilities, and a history of past photos shared at the brand level to be used on linked menus.
  • Otter will flag any photos that do not meet a high quality bar and give you tips for improving

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Sticker Printing

Choose which items print on your stickers:

  1. From the “items” section, click into the item(s) you wish to update.
  2. At the bottom of the edit item page, you will see the “order details” section.
  3. Toggle the “Print on label” option on or off.

Helpful Tips:

  • Only applicable for sticker printer customers.
  • Print on label option available at the item level.

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Location Assignment

Location & station assignment:

  1. From the “items” page, select the item you wish to update
  2. Review location & station assignment.
  3. Update assignment or “station item name” by clicking “edit details” and selection station or editing the station item name.

Helpful Tips:

  • Station item name can be used as a back of house name that differs from the menu name customers see.

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Preview

Before you publish your menu, you can preview how it looks to customers:

  1. Click “Preview menu”.
  2. Select the location & service you want to preview your menu on.
  3. Preview will open in a new tab.
  4. Review your menu and make any changes as needed.

Helpful Tips:

  • Make sure all items have appropriate descriptions.
  • Test out selecting items and adding to cart to ensure a great customer experience.

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Publish and Review

As soon as you have completed & previewed your menu and are ready to publish, you can do the following:

  1. Click on “Publish”.
  2. Select the following:
    • Which delivery app to push the menu to (e.g. UberEats, DoorDash, Grubhub).
    • Select all locations or specific ones.
    • Click on “Publish menu”.

Helpful Tips:

  • Make sure you have reviewed everything before publishing.
  • Make sure you have photos, clear descriptions and an easy-to-navigate structure.
  • Review any menu errors in the “publish issues” section.

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Keeping your menu fresh

Whenever you make a change to your menu on your POS, you will need to sync with Otter. You can do this two ways:

  1. Manual sync:
    • Click on “Manage POS links”
    • Click “update from POS” to sync your menu

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  2. Automatic sync
    • Navigate to settings
    • Review “Menu sync” settings and toggle “automatic updates” to on
      • You may also choose to automatically publish your menu in the same spot!

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If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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