Overview
This guide covers the key Otter POS pages and processes commonly used by cashiers in their day-to-day restaurant operations.
Follow this guide and watch the Introduction to the Otter POS Interface video below to begin navigating the Otter POS system. Unlock the possibilities!
Otter Home Screen
The Home screen will be the first page you see when opening the Otter app on your device. You can always come back to this screen anytime you're using the device by selecting the house icon in the top left corner.
From the POS device home screen, you'll have access to the following:
|
Otter Apps
|
The Otter Apps can easily be located on the left side of your device's home screen. NOTE: Some Otter apps are only available by subscription. |
Learn more about each Otter App here!
| App | Description | Photo |
| View order feed and review key information about accepted or declined orders. | ||
| Specifically shows all open and closed Otter POS orders, allows you to create orders and set different fulfillment modes (pickup, dine-in, & delivery), and process order payments. |
|
|
| Manage any connected service providers and pause or reopen stores. | ||
| Manage item availability and hours of operations for any connected stores. |
|
|
| Review even more financial data about orders placed in the last 24 hours. The Financials app provides a way to drill-down on specific order data, like an order summary, breakdown of subtotals, and taxes. | ||
| Order data visualized on interactive graphs. This data can be filtered for channels & dates providing a high level graph, offering more insight into Gross sales, Order volume, Avg order value, and Avg sales per store. | ||
|
Manage active, scheduled, and completed digital order cards (tickets). *KDS app is available by add-on subscription. |
||
| Simplifies employee time tracking by enabling employees to clock in or out directly from the Otter POS terminal and integrates employee time reporting into Otter Dashboard. |
|
|
|
Helps restaurant owners and operators manage and track cash inflows and outflows across multiple tills to get an accurate picture of the daily transactions in a restaurant. Drawers app allows users to start, end, and close (reconcile) a cash till. *Only Manager and Supervisor users have the permissions to access Drawers app via login employee code. *Drawers app is available by add-on subscription. |
|
|
|
Gives restaurant staff the ability to turn the terminal and allow customers to place the order directly on the terminal themselves and process payment for the order. *Kiosk app is available by add-on subscription. |
Main Otter POS Views: Order List and Order Entry
Order List
All orders placed through the POS will appear here! You can view order summaries and close customer tabs from this view.
Users can use the tabs at the top to filter POS orders by:
Note: Your online orders, if available, can be found in the separate [Orders] app.
|
Access [Order Summary] to check the following details:
|
You can also close customer tabs from the Order List view. |
Order Entry
This view gives users the ability to create a new POS order by adding menu items to the cart, attach a discount, and process a payment for the order.
| This view shows all the menu categories, featured menu items, and the order cart. | Search for items, switch between menus, and add items to the cart. | Payment processing, order fulfillment mode, and check options (discounts, void check, reprint ticket, loyalty, training mode, etc.) are also available here. |
Featured Menu Items
|
In a POS terminal, it is important to be able to access menu 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 your POS experience by adding frequently ordered items to the category page so they can quickly be added to the cart. |
Setting up Featured Menu Items
To set up Featured Menu Items on your POS terminal, follow the instructions below.
How to: Set Up Featured Menu Items
| 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] tab and select [Add category] on the right side of the screen. | |
| 5 |
Name your category. We recommend using a name like “Featured” or “Favorites”. |
|
| 6 |
Ensure the [Make this a featured category] is toggle to on. This category will not show in the menu, but the items inside will. |
|
| 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 the POS terminal following the steps below:
|
Completing POS Transactions
Follow the instructions below to learn how to complete an Otter POS transaction.
How to: Complete an Otter POS Transaction
| Step | Process | Image |
| 1 | From the home screen, tap the POS app to enter the [Order List] view. | |
| 2 | Select the blue plus button (+) on the bottom right corner to create your first order. | |
| 3 | If you have multiple menus available, select the menu for this order from the top of the screen. |
|
| 4 | Select a fulfillment by tapping the pencil icon on the top right corner of your screen.
|
|
| 5 | Select a category and items.
|
|
| 6 | Add any applicable discounts by going to the three dot menu at the bottom of the cart and select Add discount.
|
|
| 7 |
Swipe the item to the right to repeat the action and add more of the same into the cart. Swipe the item to the left to remove the item from the cart. |
|
| 8 | Depending on the fulfillment mode and tab type (Open or Closed tab) you can then:
|
|
Contacting POS Support
Need help? Our support team is available 24/7 to help you directly within the Otter device. Tap the chat button on the top right corner of your POS device to reach out.
How to: Contact POS Support via Chatbot
| Step | Process | Image |
| 1 | From the Otter homepage, navigate to the chatbot icon located on top right corner of screen. | |
| 2 | Select “Chat on this device” to start a chat on your device. | |
| 3 | Select “Chat on mobile” to start a chat on your phone. | |
| 4 | Scan QR code on your phone and click on link. | |
| 5 | Once selecting the link from the QR code, select “start chatting”. | |
| 6 | Enter in email address. | |
| 7 | Select "Existing products, services, or locations". | |
| 8 | Select from the drop-down “Otter POS”. | |
| 9 | Once completed, an agent will be with you shortly. |
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
Related to
Updated