Financials - Direct Orders

Stefania Sarti
Stefania Sarti
  • Updated

Summary

The Financials app in the Otter Dashboard hosts a Direct Orders tab which will help you monitor financial activities and manage disputes. There are two main parts:

  • Transaction feed: it easily keeps track of all the financial activities, offering insights into payment details and order information for each transaction.
  • Dispute feed: it easily keeps track of any disputes with detailed insights to help you take well-informed actions to resolve any issues. 

Direct Orders _ Restaurant Dashboard (1).gif

 

Features

Transaction feed

Transaction feed enhances your financial management experience by offering you:

  • Title cards showcasing the total Gross sales, Payments received from customers, Payment processing fees, and Refunds to customers within the chosen time frame.
  • A comprehensive table presenting detailed information for each payout transaction with sortable columns and filters.
  • A 'View Details' functionality to access detailed payment and order information through a sidebar modal upon selecting a transaction.
  • Initiation of refund details directly from the transaction table or while reviewing payment or order details.

Screenshot 2024-03-12 at 12.59.36 PM.png

Definitions/Column names


Date Date timestamp for the transaction
Type Type of transactions such as payment
Amount The dollar value associated with the transaction
Processing fee The processing fee for the transaction which is the sum of the processing fee and commission
Payout status The status of payout which can be pending, processed, or error
Channel The ordering channel associated with the payout
Store The name of the store associated with the payout
Description The order Id associated with the payout transaction

 

Disputes feed

Disputes feed enhances your disputes management experience by offering you:

  • Title cards showcasing the total Disputed by the customer and Disputes reversed within the chosen time frame. 
  • A comprehensive table presenting details for each dispute with sortable columns and filters.
  • A 'View Details' functionality to access detailed dispute, payout, and order information through a sidebar modal.
  • A modal guide offering assistance when viewing dispute details.

Screenshot 2024-03-18 at 1.59.08 PM.png

Definitions/Column names


Date

Date of transaction or activity
Type Type of transactions such as Dispute
Amount The dollar value associated with the transaction
Processing fee The processing fee for the transaction which is the sum of the processing fee and commission
Disputes status The status of the dispute which will be Lost or Won
Payout status The status of payout which can be pending, processed, or error
Channel The ordering channel associated with the payout
Store The name of the store associated with the payout
Description Additional details of the payout such as the order ID

 

Frequently Asked Questions

How do I view my Otter Direct Orders transactions and payouts?

  1. Log in to Otter (manager.tryotter.com)
  2. Click the app launcher and select ‘Financials’
  3. Click on ‘Direct Orders’
  4. View transactions and disputes in the dedicated sections

 

How do I refund an order?

In the Transactions feed located in the Direct Orders section of the Financials app, click the hamburger menu next to the order and select ‘Refund payment’. You can also click the order to open up the sidebar modal and click ‘Refund’ from there.

Screenshot 2024-03-12 at 12.56.18 PM.png

 

How do I manage disputes?

The Otter team handles disputes, and you can review the history of resolved disputes, whether they were won or lost, in the Financials > Direct Orders > Disputes feed.

 

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