Otter POS Onboarding Checklist

You will be able to create your brand(s) and location(s) directly within the onboarding flow.

Step	Process	Image
1	Select [Add locations].
2	Type in the name of the brand.
3	Add the addresses for the new brand.  Select [Done] to save.
4	Confirm the brand name and addresses.  Press [Next] to continue.

Next, the locations you have just created must be assigned to the package (subscription) that you purchased. Follow this flow to assign a package to each location

Step	Process	Image
1	The screen will display a list of all packages (subscriptions) included in your Otter subscription quote. Select [Assign] next to each subscription to attach a package to each location.
2	Each store you have created will appear on this screen. Select the [+] button next to each store to assign the selected package. Press [Next] to move on.
3	Once all packages have been assigned, press [Continue].

Now that the packages have been assigned, you will need to assign the add-ons to your locations. Follow the steps below to assign your add-ons to each location.

Step	Process	Image
1	The screen will display a list of all the add-ons included in your Otter subscription quote. Select [Assign] next to each add-on to attach the feature to each location.
2	Each store you have created will appear on this screen. Select the checkbox next to each store to assign the selected add-on.  Press [Next] to move on.
3	Once all the add-ons have been assigned, press [Continue].

Next, we will assign hardware to each location. This maps the hardware you have purchased to the store where you intend to use it.

Step	Process	Image
1	The screen will display all hardware that you signed for as part of the initial quote. Hardware must be assigned and shipped to a location from this page. Select [Assign] next to any hardware item.
2	Each store we have created will appear on this screen. Press [+] to assign hardware to that store, then press [Next].
3	Assign all purchased hardware to each store by repeating steps 1 + 2 if necessary, then press [Continue].

During this step, the product will automatically confirm the shipping address for any hardware being sent.

Step	Process	Image
1	Select the dropdown field [Ship to] and click on [+ Add new address].
2	Enter your preferred shipping address.
3	If you want everything to ship to the same address, toggle on [Ship everything to 1 location].
4	Check the box: “I confirm that the shipping addresses are where I want the hardware delivered,” and select [Ship Hardware].

This is the date when you want to begin using your new POS.

Step	Process	Image
1	Select the [Date] button.
2	Select a date from the calendar.
3	Select [Next] to continue.

5-Day Minimum Selection
You will not be able to select an intended Launch date within five days of the current date. This ensures the hardware has time to arrive before you intend to launch.

Before you can process any transactions using Otter POS, a Stripe account must be created and connected. Follow this guide to connect a Stripe account to Otter: Guide to Connecting Stripe.

Stripe is Otter's way of paying you out for any order processed through our system. Think of Stripe as your financial sidekick that ensures you get paid every day. Stripe is a third-party payment processor that handles all the heavy lifting of securely processing payments and managing transactions.

Once you create your Stripe account and connect it to Otter, you're all set to start receiving daily payouts. It’s fast, reliable, and seamlessly integrated into Otter to keep your business running smoothly.

Before your Go-Live call, make sure you have connected your Stripe account to Otter. Follow this guide for steps on how to connect your Stripe account: Guide to Connecting Stripe

Invite your staff to Otter by creating Users. There are two user profiles you will use for your staff members: either Cashier or Supervisor role.

• Cashier - clock in/out, ring in orders, accept online orders, 86 menu items, and more.
• Supervisor - can start a cash drawer, authorize a discount, or process a refund.

Ensure the following User Management settings have been set up within the Otter Dashboard using the Creating Employee Pin Codes article.

• Make sure at least one Supervisor user has been created
• Add all staff members to your store
• Ensure all staff members have a passcode (PIN code)

Finalize your menu setup within the Otter Dashboard. There are multiple ways you can add a new menu to Otter:

• Import from delivery partner
• Upload a spreadsheet template
• Create the menu manually in Otter

If you need assistance setting up your menu, please review the following Otter Help Center articles:

• Otter Menu Management: Menus | Learn how to create, update, and manage your menu in Otter
• Multi-Menus (Lunch & Dinner Menus): Self-Serve Multi-Menus
• Featured Menu Items: Featured Menu Items for Otter POS