Otter POS Check Options

Check options refer to the different operations that can be performed on an order before it has been paid out. 

With Otter POS, cashiers and supervisor users have access to a variety of check options to customize the check according to the customer's needs, making it easy to process transactions quickly and accurately.
 

Benefits of Check Options

• Improved Accuracy
  By using order options, you can ensure that each transaction is accurate and error-free.
• Enhanced Customer Experience
  With features like adding discounts, adding open items, removing new items, and void checks. Otter POS helps create a positive experience for your customers.
• Increased Efficiency
  Order options streamline the check management process, allowing you to process transactions quickly and efficiently.

Otter POS Check Options

Add Discount

Discounts can be applied to checks after the discounts have been created in the Otter Dashboard.

From this screen, you can select a discount from the pre-made list.

If a discount requires Manager Approval, Otter POS will prompt a four-digit PIN, where a Supervisor-level PIN code can be used to authorize a discount.

Learn more about Discounts in this article: Otter POS: Set Up Discounts

Select [Add discount]

Select the pre-created discount or select [Add discount] to create a new one

Add Open Item

An Open Item is an item that is not listed on the Otter POS Menu.

Cashiers have the ability to create open items and manually include them on a customer's check. When an open item is sent to the kitchen, it will be automatically printed on a connected Otter Printer or can be viewed on an Otter KDS system.

Select [Add open item]

Add the open item details

Void Check

Voiding a Check, typically means canceling a transaction or order that was entered into the system by was either not finalized or not fulfilled. Voided order will only appear as “Canceled” on the device where you voided it.

When a check has been voided, item totals are not calculated as a sale in the End of Day Reporting and otherwise. Learn more about voided POS transaction reporting here. 

When voiding a check, the cashier is always prompted to select a reason for the void, which will appear in the end-of-day report and in other reporting within the Otter Dashboard.

Select [Void check]

Select the reason for the void check

Reprint Ticket

Selecting [Reprint ticket] will reprint a copy of the current order receipt.

Select [Reprint ticket]

Open Cash Drawer

Selecting this button when a cash drawer is connected and cash management enabled, will open the cash drawer, allowing for funds to be deposited or withdrawn.

Select [Open cash drawer]

Loyalty

A customer profile can be added to a check to earn loyalty rewards for that customer.

This feature is only available if the user is paying for Otter Loyalty as part of their subscription.

Select [Loyalty]

Search the customer's name

Review the customer's Loyalty profile

Enable Training Mode

Training Mode can be enabled on Otter Point-of-Sale to allow users to learn how to navigate the POS, ring in test orders, and get a feel for Otter’s system without processing real order and transaction data.

Learn more about Training Mode in this article: Otter POS: Training Mode

Select [Enable training mode]

A blue banner will appear at the top of the screen while training mode is active.

Tax Override

Tax Override allows you to remove taxes from an order for guests who do not need to pay taxes. This check option simplifies tax removal without needing you to update the menu.

Tax exemption varies depending on local tax laws and regulations. Some examples could include if the guest is from a nonprofit organization, charity, school, military entity, or part of a special program.

To enable this feature for your account, please reach out to Otter Support.

Select [Tax override] from the Options tab.

Select [Add exemption] to apply the tax exemption to the current order.

The order will now show "Tax Exempt" within the Order's Tax balance.

Updated September 12, 2025 22:45