Otter POS: Order Options

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

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

Otter POS Order Options

 


 

Benefits of Otter POS Order 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.

 


 

Order Options

Add Discount

Discounts can be applied after the Discount buttons have been created in 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.

Add discount option
Select [Add discount]
Adding a 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.

Add open item option
Select [Add open item]
Add open item details
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.

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.

Void check option
Select [Void check]
Void check details
Select the reason for the void check

Reprint Ticket

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

Reprint Ticket Option

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.

Open cash drawer option

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.

Loyalty option
Select [Loyalty]
Search for Loyalty Customer
Search the customer's name
Loyalty Customer Information
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.

To learn more about Training Mode, check the article Otter POS: Training Mode.

Enable training mode option
Select [Enable training mode]
Training Mode Active
A blue banner will appear at the top of the screen while training mode is active.

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