Otter POS: Set Up Discounts

Lyre Montesines
Lyre Montesines
  • Updated

Are you looking to set up discounts on your Otter POS system to streamline your checkout process and offer promotions to your customers? Look no further! In this guide, we will walk you through the steps to set up discounts effortlessly. Let's dive in!

Benefits of Setting Up Discounts

Setting up discounts on your Otter POS system has several benefits for your business. Here are some advantages of incorporating discounts into your sales strategy:

  • 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.

Creating a Discount in the Otter Dashboard

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

Steps Instructions Images
1. Navigate to the "Marketing" app in the Otter Dashboard.  
2. Select "POS discounts" from the left-side menu. unnamed (55).png
3. Select "Create discount".
4.

The discount creation page includes three sections:

  • Discount Settings


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

    Discount Types

    Otter offers three types of discounts that offer unique functions and features.

    Discount Type How it works Image Example
    Order Discount Create a fixed discount button that either offers a % amount off of a total customer check. ad8ca966-374d-4b15-855b-d9fe34cc5de2.png
    Item Discount Create a fixed amount or percentage off a selected item when the selected item is included on a check. 86cbdf08-234a-4796-a4e8-d5164d933a15.png
    Buy X Get Y Discount

    Incentive discount option, offering customers the ability to create discounts like:

    • Buy 1 get 1 free
    • Buy 2 get one 50% off
    		 92d1fea7-c6c0-47bf-b9b9-c5af63b63b81.png

  • Availability settings


    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.

    d1373732-376b-48c2-9fae-ce7c2b25f2db.png

  • Advanced Settings


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

    c6a23b3b-0d28-48f8-8f57-fe0be2cb7354.png

    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.
unnamed (56).png
5. Set discount names, select locations to apply the discount, and choose the discount type.

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Order Discount Type

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Item Discount Type

92d1fea7-c6c0-47bf-b9b9-c5af63b63b81.png

Buy X Get Y (BXGY) Discount Type
6. Discount Visibility: Discounts will appear in order details once applied. unnamed (59).png

 

Manual Discounts Directly On Your POS

Click here to expand the walkthrough


1. From the home screen, navigate to the "POS" app. 16fdb572-f381-4caf-be7f-b17432ddea45.png
2. Select the blue "+" button located on the bottom right of the screen. d44fd569-50a4-4c13-93eb-5eb5f9173977.png
3. Select more options by tapping the "3 dots" located at the bottom of the cart. bafe4498-9d39-4e04-86d4-ae4d04d033e1.png
4. Select "Add discount", enter the required details, and tap "Save".

d4fef87f-c39a-4f90-9034-a659c9d98fd4.png

b49d06f7-9fc2-41b2-896a-f502b6427e9c.png

 

Applying Otter Dashboard discounts in Otter POS

Discounts will be available in the POS System within 10 minutes of creation.

PLEASE NOTE:

  • 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.

Click here to expand walkthrough


Steps Instructions Images
1. Select "Check Options" by selecting the three dots at checkout. unnamed (60).png
2. Select "Discounts". unnamed (61).png
3. Apply a discount by selecting it. unnamed (62).png

 

Frequently Asked Questions / Troubleshooting

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.

 

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