In today's fast-paced world, efficiency is key when it comes to managing transactions. With Otter POS, completing an order transaction has never been easier. Otter POS uses the menu that has been published to Otter Point of Sale to add items directly to the cart and process order payments.
In this article, we will explore how to efficiently manage your Otter POS orders and complete transactions seamlessly.
Ordering Interface
The Order Entry (Cart) view gives you the ability to create a new POS order by adding menu items to the cart, attach a discount, and process a payment for the order.
Highlighted Order Entry Features on Otter POS v2:
Displays the order cart, menu categories, and menu items
Search for items, switch between menus, and add items to the cart
Payment processing, order fulfillment mode, and check options (discounts, void check, reprint ticket, loyalty, training mode, etc.) are also accessible here
There is a search bar at the top of the orders list view in the Orders app. This search bar gives you the ability to quickly locate and action on orders.
Just select the magnifying glass icon to open the search bar and type in the customer's name or order number.
Publish Menu to Otter POS
Using Otter’s [Menu] app, any menu can be published to Otter POS. When publishing a Brand Menu, ensure the menu is published to Otter POS. Once published, menu categories will appear on the ordering interface.
Learn more about Featured Menu Items and Multi-Menus (i.e. Lunch and Dinner Menus):
If a customer places an order over the phone or through the drive through, this feature will allow you to send the order to the kitchen and have the customer pay later once they are in front of the register.
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.
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.
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.
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.
A customer's Loyalty profile can be added to a check to earn Loyalty rewards (redeemable points) for the order.
This feature is only available if you have added Otter Loyalty to your Otter subscription. If you don't have Loyalty and would like to add it, please contacting your account manager or our support team for assistance adding this to your Otter subscription.
Selecting the [Open Cash Drawer] button when a cash drawer is connected and cash management enabled, will open the cash drawer, allowing for funds to be deposited or withdrawn.
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.
Otter POS's [Recent Orders] feature allows you to access the 10 most recent orders within the past 6 months in one click for your customers.
This enables easy addition of popular items to the cart without manual search. Streamlining this process leads to faster customer service and a better overall experience for staff and customers.