Navigating your Otter POS

Lyre Montesines
Lyre Montesines
  • Updated

Summary

Unlock the possibilities! Follow our guide to effortlessly navigate your Otter POS system.

 

Instructions

Home Screen


1. On your POS device, tapping the Home icon on the top left will take you to the home screen.

Screenshot 2024-02-02 at 3.22.24 PM.png
2. Here, you have the option of navigating between your POS, Orders, Financials, Drawers apps — everything within your Order Manager.
3. You can access all of your orders, including online orders, through the Orders app.

Screenshot 2023-12-20 at 4.57.09 PM (1).png

The POS applet with Otter Order Manager
4. To contact support via live chat, tap the chat button on the top right corner of the screen.

Chat Support.png

 

Your Otter POS has two main views: Order List and Order Entry

Order List

Click here to expand walkthrough

  1. All your orders placed through the POS is here! View by All, Open and Closed orders.
    Note: Your online orders, if available, can be found in the separate Orders app.
  2. Access Order Summary to check details like order name, number, payment status, total items, cost and time the order was placed.
  3. You can also close customer tabs here.

Screenshot 2024-02-29 023107.png

Order Entry or Cart

Click here to expand walkthrough

  1. This view shows you all your menu categories along with the order cart.
  2. Search for items, switch between menus and add items to the cart.
  3. Discount settings and payment processing are also on this page.

Screenshot 2024-02-29 023056.png

Complete Transactions

How to complete a Transaction


  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.
    • If you do not select a fulfillment mode, it will default to the fulfillment mode used on the last order.
  5. Select a category and items:
    • If an item has modifiers, you will be able to select specific modifiers and make customizations to the item in the left hand navigation bar.
    • If items do not have modifiers, they will be added directly to the cart.
  6. Add any applicable discounts by going to the three dot menu at the bottom of the cart.
  7. Swipe the item to the right to repeat the action and add more of the same into the cart.
  8. Depending on the fulfillment mode and tab type (Open or closed tab) you can then:
    • Start the payment flow.
    • Send the order to the kitchen to be cooked and paid later.

Mark Items Out of Stock

1. Mark a single item as out of stock in Order Manager
 Click here to expand walkthrough


  1. Sign in to Order Manager.
  2. Access the Menu tab.
  3. Select the three dots next to the item you'd like to mark as out of stock.
  4. Select Update availability.
  5. Select from the following options:
    • Available - Keeps the item available for purchase and use
    • Unavailable today - Mark the item as out of stock until tomorrow
    • Unavailable indefinitely - Mark the item as out of stock until you manually reactivate it
  6. Select Publish Availability to update the item for all delivery partners

2. Mark multiple items as out of stock in bulk in Order Manager
 Click here to expand walkthrough


  1. Sign in to Order Manager.
  2. Access the Items tab
  3. Check each checkbox next to all items you'd like to mark as out of stock
  4. At the bottom of the page, select Change Availability
  5. Select from the following options:
    • Available - Keeps the item available for purchase and use
    • Unavailable today - Mark the item as out of stock until tomorrow
    • Unavailable indefinitely - Mark the item as out of stock until you manually reactivate it
  6. Select Publish Availability to update the item for all delivery partners

3. Mark an item as out of stock across different locations
 Click here to expand walkthrough


  1. Sign in to Order Manager.
  2. Access the Items tab.
  3. Select Edit Item next to the item you'd like to change.
  4. Select Mixed Availability.
  5. Adjust the availability at each location where the item is available.
  6. Select Publish Availability to update the item for all delivery partners.

4. Mark an item as out of stock in Otter Dashboard
 Click here to expand walkthrough


  1. Access Otter Dashboard.
  2. Select Apps in the top-left corner and then Menus.
  3. Select the menu with the items that need to be marked as out of stock.
  4. Select the Items tab.
  5. Check the checkbox next to the item that you'd like to mark as out of stock.
  6. Select Availability.
  7. Select from the following options:
    • Available - Keeps the item available for purchase and use.
    • Unavailable today - Mark the item as out of stock until tomorrow.
    • Unavailable indefinitely - Mark the item as out of stock until you manually reactivate it.
  8. Select Publish Availability to update the item for all delivery partners.

Contact Support

How to contact Support


1. From the Otter homepage, navigate to the chatbot icon located on top right corner of screen. Screenshot 2024-03-19 045525.png
2. Select “Chat on this device” to start a chat on your device. Screenshot 2024-03-19 050152.png
3. Select “Chat on mobile” to start a chat on your phone. Screenshot 2024-03-19 045604.png
4. Scan QR code on your phone and click on link. Screenshot 2024-03-19 045633.png
5. Once selecting the link from the QR code, select “start chatting”, 33750df4-0248-4f56-a89e-79e8dac9a1b9
6. Enter in email address. Screenshot 2024-03-19 045731.png
7. Select "Existing products, services, or locations". Screenshot 2024-03-19 045843.png
8. Select from the drop-down “Otter POS” Screenshot 2024-03-19 045757.png
9. Once completed, an agent will be with you shortly Screenshot 2024-03-19 050056.png

 

FAQs

I used to be able to 86 menu items in my Order Manager via the "Menu" page found under the "navigation" in top left. I can't see where to do that now that my tablet has been updated to the new OM experience


  1. Now when you login to the Otter tablet, the navigation panel will open to reveal app navigation. When clicked, you will be directed to each app page, e.g. orders or menus to take action.
  2. If there is not "Menus" app, this will need to be troubleshooted on Otter's side. The "Menu Onboarding State" needs to be toggled to "Active" in the SKU SKU Store Settings."
  3. RULE OF THUMB: try republishing menu as well to see if this makes the Menu app visible

 

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

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.