Otter POS: Ringing in an Order

• Customer Name
• Phone Number
• Notes

• Customer Name
• Phone Number
• Email
• Notes

• Customer Name
• Phone Number
• Email
• Notes

• Customer Name
• Phone Number
• Street Address

• Email
• Notes

• If you do not select a fulfillment mode, it will default to the fulfillment mode used on the last order.

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 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.

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.

Reprint Ticket

Selecting Reprint ticket will print a copy of the current order receipt.

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cash drawer is connected and cash management enabled, will open the cash drawer, allowing for funds to be deposited or withdrawn.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

To access the customer's previous orders and activate the “recent order” and “pre-fill modifier" feature, you must attach a customer profile or loyalty account to the current ticket or order.

Learn more about Eater Profiles and Loyalty:

• Otter POS: Eater Profile
• Otter Loyalty

The recent order cards act as a quick combo option with no “unselect” feature. 

You can tap a single card or different cards multiple times, and each tap adds the order’s items and modifiers to the cart. 

To remove items, you will need to do so within the cart.