Otter POS Settings in Otter Dashboard

Overview

The POS application, within Otter Dashboard, hosts different settings and configurations for Otter POS users. This is the go-to place for you to change configurations and settings for POS operations.

POS Configurations [Gif]

POS App Details

Cash Management

The Cash Management settings give users the ability to manage cash transactions utilizing a cash drawer connected to the Otter POS, and enable a cash discount to automatically apply to all cash transactions.

Users can create additional POS discounts using the [Marketing] app in the Otter Dashboard. Learn more here: Otter POS: Set Up Discounts!

Cash Management _ POS Configurations.png

Employee Pin Code Login must be enabled before you toggle on the [Use cash drawers] setting.
Learn more here: Otter POS: How to manage logins!

Customer Facing Display

Users of the Otter Dual Screen POS Terminal will have the option to update their customer facing screen with customized images.

We allow two different images to be uploaded:

Idle Image - A full-screen image that appears while no orders are being placed. We recommend a 1024×600 px PNG image for this.
Cart Image - An image that will appear to the right of the cart while an order is placed. We recommend a 600×600 px PNG image for this.

Customer Facing Display | POS Configurations.png

NOTE: If you have a tablet or a single-screen terminal, this will have no impact.
This is only relevant for merchants with a dual-screen terminal. If you’d like to speak to us about upgrading your hardware to a dual-screen terminal, please reach out to us using the support chatbot, call/text 1-727-268-8471, or send an email to otterpossupport@tryotter.com.

Point of Sale Settings

Under the Point of Sale Settings section, there are two settings to configure:

Login timeout: If a user has not made any action on the POS in the set time period, the Login timeout setting will automatically log out the user and they will need to reenter their pin code to log back in.
Display tip options after payment: Users can enable this setting to present a tip option to the customer after a successful credit card authorization.

Point of Sale Settings | POS Configurations.png

Accessing POS Settings in Otter Dashboard

To make changes to your general POS settings (such as display images, discount settings, and more), you’ll need to access the [POS] app via Otter Dashboard.

How to: Access POS Settings in Otter Dashboard

Step	Process	Additional Information
1	Go to Otter Dashboard at manager.tryotter.com/login. Log in with your username and password.
2	Click on [Apps] in the top left corner of the screen and select the [POS] app from the dropdown.
3	Configure the following Otter POS settings for your restaurant operations: Cash Management Customer Facing Display Point of Sale

FAQs / Troubleshooting

What size images can be uploaded for the customer facing display?

Customer facing display image size guidelines

For the Idle image, we recommend a 1024×600 px PNG image.
For the Cart image, we recommend a 600×600 px PNG image.

I have an Otter POS subscription but do not have a Dual Screen POS Terminal. How can I get one?

Learn more about how to receive an Otter Duel Screen POS Terminal

Reach out to our support team or your Customer Support Manager for more information on our new hardware packages.

Our support team is available via the following channels:

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 your POS device.
Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours

I have an Otter POS subscription but do not have pin code logins. How can I get access to these?

Learn more about enabling pin code logins

After creating users for your staff, give them pin codes to access Otter POS:

Learn more here: Otter POS: How to manage logins!

Is the Otter POS app available for anyone in the Otter Dashboard?

Learn more about Otter POS app availability.

This application will only show for current Otter POS customers.

Reach out to your Customer Success Manager or Otter Support to enable this for you.

Need help? Our support team is available via the following channels:

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 your POS device.
Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours

Related to

Otter POS