In today's fast-paced world, efficiency is key when it comes to managing transactions. With Otter POS, completing a transaction has never been easier. In this article, we will explore how to efficiently manage your Otter POS orders and complete transactions seamlessly.
Manage Otter POS Transactions
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Video walkthrough
| Steps | Instructions |
| 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.
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| 5.. |
Select a category and items:
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| 6.. |
Add any applicable discounts by going to the three dot menu at the bottom of the cart. |
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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:
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Recent Orders
Otter POS's "recent orders feature" allows you to access the 10 most recent orders within the past 6 months in one click for your customers. This enables easy addition of popular items to the cart without manual search. Streamlining this process leads to faster customer service and a better overall experience for staff and customers.
Benefits of Using “Recent Orders” Feature tab in Three Things
- Time-Saving: By having easy access to the most recent orders, merchants can quickly add items to the cart without having to search through the entire inventory. This saves time and allows for faster transaction processing.
- Customer Satisfaction: Customers will appreciate the convenience of having their favorite items readily available for ordering. This personalized touch can enhance the overall customer experience and increase customer loyalty.
- Increased Efficiency: With the Recent Orders feature, merchants can streamline the ordering process and reduce the likelihood of errors. This increased efficiency can lead to quicker transaction times and smoother operations.
How to utilize Recent Orders tab
Recent Order Cards
| Steps | Instructions | Images |
| 1. |
To access the customer's previous orders and activate the “recent order” and “pre-fill modifier" feature, you must attach a customer or loyalty account to the current ticket or order.
Note: Once an existing customer has been added to the ticket, a “Recent order” entry card will appear on the menu.
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| 2. | “Recent orders” card is highlighted in orange and shows as the last item on the menu. | |
| 3. | After clicking into “Recent Orders,” you’ll instantly access the 10 most recent orders from the past 6 months, all conveniently displayed on your screen. | |
| 4. | By clicking any of the order cards, items and modifiers of that order will be added to the cart. | |
| 5. | The recent order cards act as a quick combo option with no “unselect” feature. You can tap a single card or different cards multiple times, and each tap adds the order’s items and modifiers to the cart. To remove items, you’ll need to do so within the cart. |
Pre-fill item modifiers
When you add an item to the cart that has modifiers and was ordered within the last 30 orders, the modifiers from the previous order will be pre-filled automatically. A summary banner will show these selected modifiers at the top.
Once you make any modifier updates, the “(from last order)” indicator will disappear.
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