Otter POS Discounts

Otter POS Discounts can streamline your checkout process and offer promotions to your customers. In this guide, you'll find the steps to set up discounts effortlessly. Let's dive in!

Benefits of Setting Up Discounts

Incorporating discounts into your sales strategy using your Otter POS can provide several benefits for your business:

  • Attracting Customers: Offering discounts can attract new customers to your business who are looking for a great deal.
  • Increasing Sales: Discounts can encourage customers to make larger purchases or buy additional items.
  • Building Otter Loyalty: Providing discounts to repeat customers can help build loyalty and keep them coming back.
Discount Sync to the POS: When a discount is created in the Otter Dashboard, it is reflected in the POS Interface within (10 minutes) by selecting the [Add Discounts] button at checkout.

 


 

POS Discount Settings

There are many ways that discounts can be customized and applied, unlocking a whole world of needs for your restaurant team.

Discount Types

Otter offers four types of discounts that provide unique functions and features.

  • Create a fixed discount button that offers either a % amount off of a total customer check. 

    Order Discount

  • Create a fixed amount or percentage off of select items. Apply the discount to [Item] and then select the specific items you want the discount to be applied to.

    This discount type offers multi-select. 

    Item and Category discount
  • Create a fixed amount or percentage off of selected categories. Apply the discount to [Category] and then select the specific categories you want the discount to be applied to.

    This discount type offers multi-select.
    Categories will be inside the "item discount" section, listed in the dropdown.
    Item and Category discount
  • Incentive discount option, offering you the ability to create discounts like:

    • Buy 1 get 1 free
    • Buy two, get one 50% off 

    Set the [Buy applies to] setting to either category or item and then select the specific categories/items. Now set the [Discount applies to] setting to either category or item and then select the specific categories/items.

    This discount type offers multi-select.

    Buy X Get Y discount

Discount Availability

Set start and end dates and times for a discount, allowing the discount to be used in Otter POS for only a limited time. Limit the discount to certain days of the week, or mark the discount to never expire.

Discount Availability

 

Discount Advanced Settings

Advanced settings of our Discounts feature are powerful, allowing for customization, automation, and protection.

Discount Advanced Settings
Discount Type How it works
Minimum Check Size This feature prevents a discount from being applied unless the check total is above a certain number.
Auto-Apply This toggle sets a discount to automatically apply, especially handy for “Buy x, Get x” discounts, allowing the POS to know when to automatically apply the discount, without need for staff to remember to push the button!
Require Manager's Approval Discounts can be locked behind manager approval, when this is toggled on, the discount must be approved by an Otter user with the “Supervisor”, “Brand and Location Manager”, or “Admin” role.

 


 

Creating POS Discounts

Follow these steps to learn how to create a discount in the Otter Dashboard and create custom discounts in the POS, which can be applied at the POS terminal to a customer check.

How to create a discount in Otter Dashboard

 

How to create a discount on the Otter POS terminal

 


 

Applying Otter Dashboard discounts in Otter POS

Discounts created in Otter Dashboard will be available in the POS within 10 minutes of creation.

  • If “Auto-Apply” has been selected, a discount may automatically apply if the Discount meets certain conditions.
  • If “Require Manager’s Approval” has been selected, a discount must be approved by a user with the appropriate role.

How to apply discounts to an Otter POS order

 


 

FAQs

What if an order does not meet the discount requirements?


An error message will be displayed in the order details.

Can discounts be locked behind manager approval?


Yes, any discount can be locked behind manager approval; when this is toggled on, discounts must be approved by an Otter user with the “Supervisor,” “Brand and Location Manager,” or “Admin” role.

Can you select multiple items or categories to apply the discount to?


Yes, but you have to apply the same discount to a whole category. You cannot de-select a single item from the category. If you do not want the entire category in the discount, you have to select per item.

 


 

Still need help? Reach out to our team:

Chat Icon in Otter Dashboard Live Chat   Text bubble Text/SMS Message
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.


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