Check options refer to the different operations that can be performed on a check before it has been paid out. With Otter POS, cashiers have access to a variety of check options that allow them to customize the check according to the customer's needs. From adding open items to applying discounts, Otter POS makes it easy for cashiers to process transactions quickly and accurately.
List of outstanding Check Options
Benefits of Otter POS Check Options
- Improved Accuracy: By using check options, cashiers 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 customers.
- Increased Efficiency: Check options streamline the check management process, allowing cashiers to process transactions quickly and efficiently.
Check Options
Add Discount
Discounts can be applied after the Discount buttons have been created in the Otter Dashboard.
From this interface, 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.
To learn more about Discounts, check the article Otter POS: Set Up Discounts on the POS App
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.
Remove New Items
Selecting this button will automatically remove items from the check that have not yet been sent to the kitchen.
Think of this as a “bulk” option to remove all new items from a check, instantly.
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.
When a check has been voided, item totals are not calculated as a sale in the End of Day Reporting and otherwise.
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.
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cash drawer is connected and cash management enabled, will open the cash drawer, allowing for funds to be deposited or withdrawn.
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.
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.
To learn more about Training Mode, check the article Otter POS: Training Mode
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