Within the Otter POS device, you will have access to a variety of apps and features to streamline your daily operations, including order lists, menu 86ing, time card management, pause/unpause storefronts, sales analytics, and much more!
Learn more about the available apps and impactful features below to gain a better understanding of Otter POS functionality.
Otter Home Screen
The Home screen will typically 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 Home button in the top left corner.
From the POS device home screen, you'll have access to the following:
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Otter POS Device Settings
Within Settings, you can view and update details like user information, connect hardware, check integration statuses & prep times, manage order notifications, and so much more directly on your POS device! Click on the sections below to learn what each Otter Settings tab offers.
Check out Otter Device Settings to learn more about each setting and how to configure them to fit your business needs.
Otter Apps
The Otter Apps can easily be located on the left side of your device's home screen.
Some Otter apps are only available by subscription.
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Orders app can be thought of as a central hub for all orders placed through the Otter POS terminal, Otter Kiosk, and online ordering services. This includes orders from Otter POS (dine-in, pickup, drive-thru, & delivery), Otter Kiosk, and all integrated third-party services like DoorDash, GrubHub, or Uber Eats.
Check out Orders Management to learn more about the Orders app on your Otter POS.
Key Features:
- Create new orders and process payments
- View order details for active, scheduled, completed, & canceled orders
- Mark orders ready/handed off
- Filter and sort orders listed on the feed
- Search order history
- Add order tips
- Submit refunds
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Review the status of your integrated online ordering services, pause/unpause a store temporarily, and enable Busy Mode during rush hours to add extra prep time to all of your storefronts’ orders.
Learn more about the Storefronts app here: Storefronts App.
Key Features:
- Review the status of integrated online ordering services
- Pause or unpause a store
- Activate [Busy mode] to automatically add additional prep time to orders
- Review the pause history for your storefronts for the last 7 days
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Manage menu item availability and hours of operation for any connected stores. Check out our Menus category for more articles to help you build and successfully manage a menu with Otter.
Key Features:
- Change item availability (86ing)
- Update menu hours and special hours for holidays, unexpected closures, etc.
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View your Sales Summary, Linked Deposits, and Order Details data across all channels. The data displayed here is delayed by approximately 10 minutes.
Check out Otter Analytics: Your Guide to Reports and Insights to learn more about your business performance across sales, operations, finances, and more.
Key Features:
- Filter daily transaction data by date, brands, locations, and channels
- Overview of Net Sales, Orders, Refunds & Adjustments, and Tips
- Sales Summary by Channel, Day, and Location
- Mirrors the Sales Summary in the Otter Dashboard > Analytics app
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Manage active, scheduled, and completed digital order cards (tickets) that have been sent to the kitchen. The digital order cards on the KDS promote clear communication between front-of-house and kitchen staff, reducing errors and order preparation delays.
Learn more about KDS for Otter POS here: Kitchen Display System (KDS) Introduction Guide.KDS app is available by add-on subscription.
Reach out to Support to add this to your Otter POS subscription today!Key Features:
- Filter daily transaction data by date, brands, locations, and channels
- Overview of Net Sales, Orders, Refunds & Adjustments, and Tips
- Sales Summary by Channel, Day, and Location
- Mirrors the Sales Summary in the Otter Dashboard > Analytics app
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The Time Card app simplifies employee time tracking, ensuring precise staff hour records and smooth shift management. This feature allows employees to clock in or out directly from the Otter POS terminal and integrates employee time reporting into the Otter Dashboard, providing a comprehensive overview of your operations.
Check out Time Card App (Clocking In/Out) to learn more.Employee Pin Code Logins must be enabled to access Time Card features.
Key Features:
- Employees can clock in & out directly on the POS terminal
- Prompts clocked-out employees to clock-in before they can proceed with using the terminal
- Reporting on employee work hours in the Otter Dashboard
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The Drawers App helps empower you to manage and track cash inflows & outflows across multiple tills, allowing you to get an accurate picture of your daily transactions. Within this app, you can start, end, and close (reconcile) a cash till.
Learn more about Cash Management for Otter POS here: Cash ManagementKey Features:
- Ability to start & close a drawer
- Overview of the current drawer assigned to the till
- View recent drawers that have either ended or closed
- Print till close report
- Warning prompt in checkout flow to start a new drawer if there is no cash drawer active
- Track key drawer details like start/end date time stamps, users assigned to drawer, pay-ins & payouts, starting balance, expected balance, balance entered at close, and much more!
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The Kiosk app (also referred to as Kiosk Mode) gives your restaurant staff the ability to turn the POS terminal into a self-serve Kiosk, allowing guests to place the order themselves directly on the terminal and process the payment for the order.
Kiosk Mode offers the same great features as our full-size kiosk, with the added benefit of utilizing your existing Otter POS for quick operational flexibility.
Learn more about the Kiosk app and configuration settings here: Enable Kiosk Mode
Reach out to Support to add this to your Otter POS subscription today!Key Features:
- Customizable branded experience
- Payment processing
- Smart menu upsells
- Multi-language support
- Nested menu modifier support
- Multi-menu support
- Discounts
- Centralized menu management
- Unified analytics platform
- POS integrations
- Customer notifications
Completing POS Order Transactions
In today's fast-paced world, efficiency is key when it comes to managing transactions. With Otter POS, completing an order transaction has never been easier.
Before an order can be processed on Otter POS, payment methods must be connected and configured for the POS terminal. Follow this guide to discover the available payment types and how to properly configure them on your devices in a way that best fits your business needs: Accepting Payments on Otter POS.
Check out Ringing in an Otter POS Order for a full walkthrough of the Otter POS order entry process. You’ll also be able to learn about menu layout customizations on the order entry screen, supported fulfillment modes, the variety of check options, open tabs/pay later orders, and so much more!
Contacting POS Support
Need help? Our support team is available 24/7 to help you directly within your Otter device.
Tap the question mark icon in the top right corner of your POS device and select Chat from the support tools to reach out.
You can also give us a call / send a text message to +1 (888) 681-8837 or send an email to otterpossupport@tryotter.com.
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