Otter POS Settings in Otter Dashboard

Overview

Do you need to set up your new Otter POS or need to make changes to existing settings? All of this can be done within the POS app in your Otter Dashboard!

The POS application hosts different settings that can be configured by brand, location, and/or organization. This is the go-to place for you to set fulfillment modes and device settings for your POS operations.

POS App Tabs

On the POS app landing page, the three tabs on the left side of the page can be used to configure POS settings: Brand, Location, and Settings.

Tab	Description	Photo
Brand	Settings can be configured for specific brands. Brand settings will override Organization settings.
Location	Settings can be configured for specific locations. Location settings will override Brand and Organization settings.
Settings	Settings can be configured for an entire organization.

POS App Settings

Otter POS Settings Override
All of the settings can be set or overridden at the brand, location, or organization level. If an override is placed on a setting, the more specific setting will be set.
• Location settings will override Brand and Organization settings
• Brand settings will override Organization settings

Fulfillment Mode

You have the ability to configure the POS settings for each fulfillment mode (pickup, delivery, dine-in, & drive through) based on brand, location, or organization. Expand the section below to learn more about each Fulfillment Mode Setting.

Pickup / Delivery / Dine-in /Drive Thru Settings

Fulfillment Mode Settings for Otter POS

Setting	Description
Enable overrides	Allow settings made at this level to override the organization, location, and/or brand.
Enable fulfillment mode	This makes this order fulfillment mode, or how an eater intends to receive the food, available on Otter POS. Learn more: Otter POS: Supported fulfillment modes
Service fee	Set a service fee for all orders.
Order complete trigger	Choose whether orders are auto marked as ready. This setting is only available for Pickup fulfillment mode.

Devices

POS terminals and cash drawer settings can be found under [Devices] in the left-side navigation menu. Expand the sections below to learn more about the Terminal and Cash Drawer Settings for Otter POS.

Terminals Settings

Terminals Settings for Otter POS

Step	Description
Enable overrides	Allow settings made at this level to override the organization, location, and/or brand.
Pincode logout time	Set the number of minutes after which the cashier will be auto logged out and need to reenter their pin. Learn more: Otter POS: How to manage logins and passcodes
Customer display	Users of our Dual Screen POS Terminal will have the option to update their customer facing screen with customized images. Two settings can be configured for the Customer Display: Cart imagery: Upload 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. Idle Imagery: Upload a full-screen image that appear while no orders are being placed. We recommend a 1024×600 px PNG image for this.
Show receipt screen	Choose whether to display or skip the receipt screen during checkout on the customer facing display.
Tipping	Three settings can be configured for Tips: Cash Tipping: Enables tipping on cash payments Display tip options after payment: By enabling this, the option for tip will be presented after a successful credit card authorization for the order amount. Tip configuration: Enabling the collect tips toggle gives users the ability to set specific tip percentages to be shown on tip display.
Item Notes	Enabling this exposes a notes field to cashiers in Otter POS menu items. These notes will be shown on items when sent to the kitchen.

Cash Drawers Settings

Cash Drawers Settings for Otter POS

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: Otter POS: Set Up Discounts

Step

Description

Enable overrides

Allow settings made at this level to override the organization, location, and/or brand.

Cash management

Enable this setting to allow the use of the Drawers app on your device (Cash Management).

Toggle on [Enable cash discounts] to set a discount amount for cash transactions.

Learn more: Otter POS: Drawers App (Cash Management)

Configuring Otter POS Settings

Follow this walkthrough to learn how to configure Otter POS settings in the Otter Dashboard for specific fulfillment modes, terminals, and/or cash drawers.

How to: Configure Otter POS Settings

Step	Process	Image
1	Navigate to Otter Dashboard.
2	Click on [Apps] and select [POS] from the dropdown.
3	Select a tab from the left side navigation bar to adjust settings based on brand, location, or organization. Brand tab: Settings specific to a brand Location tab: Settings specific to a location Settings tab: Settings specific to an entire organization. POS Settings Override All of the settings below can be set or overridden at the brand, location or org level. If an override is placed on a setting the more specific setting will be set. • Location settings will override Brand and Organization settings. • Brand settings will override Organization settings
4	Update the settings and click [Save] in the top right corner to configure the changes to Otter POS.

FAQs / Troubleshooting

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

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?

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?

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?

This application will only show for current Otter POS customers.

If you're an Otter POS customer but do not see the POS app in the Otter Dashboard, reach out to your Customer Success Manager or Otter Support to enable this for you.

Still need help? Reach out to our team: