Setting Up Promotions on POS

Lyre Montesines
Lyre Montesines
  • Updated

Summary

You can directly manage promotions and discounts directly from the Otter Dashboard. You can now create and manage various types of discounts directly from the Otter Dashboard. 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.

Discount Interface.png

 

Creating a Discount in the Otter Dashboard

Additionally, there are many ways you can customize discounts in the Otter Dashboard, advanced features include:

Availability Settings

Set start and end dates (or mark as does not expire). This limits the discount to certain days of the week or times.

 

Availability Settings.png

Auto-Apply

If this setting is enabled, the best value-wise discount is applied automatically if the order meets the requirements.

  • If a discount does not meet the correct settings, an error message is displayed.

Discount does not meet the correct settings.png

Where are Discounts visible?

Discounts will appear in order details once applied,
and are printed on Customer Receipts.

Order Discounts.png

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.

Click here to expand the walkthrough


1. Log in to your Otter Dashboard at manager.tryotter.com/login  
2. Navigate to the [Marketing] app in the Otter Dashboard.  
3. Select [POS discounts] from the left-side menu. Create discount.png
4. Select [Create discount].  
5. The discount creation page includes three sections:
  • Discount settings
  • Availability settings
  • Advanced settings
 Discount creation page.png
6. Set discount names, select locations to apply the discount, and choose the discount type.

Types of Discounts:

  • Order Discount: Fixed amount or percentage off the entire order.
  • Item Discount: Fixed amount or percentage off a selected item.
  • Buy X Get Y (BXGY): Fixed amount or percentage off a selected item when purchasing a specified item.

Order Discount Type

Order Discount Type.png

Item Discount Type

Item Discount Type.png

Buy X Get Y (BXGY) Discount Type

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

If you need additional help or information, you can contact support via the following:

  • 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 the home screen.
  • SMS/Text or Telephone - Send us a text or give us a call anytime at 1-888-681-8837 for prompt service from our support experts.

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