Otter POS: How to complete a transaction

Lyre Montesines
Lyre Montesines
  • Updated

Summary

Follow this guide and learn how to manage your Otter POS orders and complete transactions

 

Instructions

 

Video walkthrough

Step-by-step guide
Click here to expand walkthrough


  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.

 


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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