Overview
Before you can begin processing transactions, you must have a menu published. Please see our guides on Menu Management here: Menus | Otter Help Center Articles
In a POS terminal, it is important to be able to access items and check out customers quickly. To help improve the checkout flow for Otter POS users, we introduced Featured Menu Items!
Featured menu items allow you to customize the POS experience by adding frequently ordered items to the category page so they can quickly be added to the cart.
Setup Featured Menu Items
To set up Featured Menu Items on your POS terminal, follow the instructions below:
| Step | Process | Image |
|---|---|---|
| 1 | Login to Otter Dashboard. | |
| 2 | Navigate to the app selector in the upper right corner and select the [Menus] app. | |
| 3 | Select the menu you would like to update. | |
| 4 | Navigate to the categories menu and select add new category on the right side of the screen. | |
| 5 | Name your category.
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| 6 | Set the featured category toggle to on.
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| 7 | Add items to the category. | |
| 8 | Add this category to a menu. | |
| 9 | Publish your menu by clicking the [Publish] button in the upper right corner. | |
| 10 | Restart the Otter app in your POS terminal.
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Frequently Asked Questions
Who has access to this feature?
- All users with Otter POS can use this feature.
- Only Admins have the ability to set featured menu items.
What order will my Featured Items display in?
Your featured items will display in the order you set them in within the menus App. You can reorder them within the category page in the [Menus] App.
My featured items are not displaying, what can I do?
Please make sure the following is done:
- The toggle for featured items is toggled on.
- The category is added to the correct menu
- Your menu has been published
If these are all done, try resetting your app in the POS settings menu.
- Settings > Diagnostics > Restart
Can I use the same set of featured items across multiple menus?
Yes, you can! Just make sure all items are accessible to that menu and the featured category is added to all menus you would like to use it on.
If I’m creating a menu for the first time and want to upload an Excel sheet, what steps do I need to take?
Follow the steps in this article on how to upload an Excel sheet to create a new menu:
Can I have a different menu offered on my Kiosk than my POS?
Yes! You would need to create a submenu, and under "edit menu", scroll to bottom and make sure it is only made visible to either Otter POS or Direct Orders.
I see that my menu has been published to "Direct Orders" - what is that?
That is your kiosk (if applicable) and/or your website (if applicable).
Does Otter POS support inventory management?
365 integration, this is not available yet.
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
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