Otter Dashboard Applications

Kurt De La Rosa
Kurt De La Rosa
  • Updated

Summary

Otter Dashboard (formerly Business Manager) aggregates and displays a complete picture of restaurant health, empowering YOU to review your current standing and take your business to the next level.

With your Otter Dashboard, you can:

  • Review performance and make decisions to drive increased profitability

  • See live data to quickly make changes

  • Manage your menu across delivery platforms and locations from one spot

  • Investigate what’s working vs. what’s not on your menu
  • Connect your POS for streamlined operations

  • Schedule and run promotions to grow your business

  • Track the effectiveness of your operations and promotions
  • Easily manage or connect new delivery partners or POS integrations

  • Create new virtual brands to make the most of your time & ingredients

  • Gain visibility into payouts and taxes from delivery partners

  • Increase sales with Direct Orders

  • Find and recruit staff who can work at your CloudKitchens location

  • Review kitchen footage alongside the operational data of your CloudKitchens location

  • Find the right staffing allocation

  • Manage your menu across platforms and locations

  • Review your payout and tax reports

  • View your order history

  • Manage delivery app connections

  • Connect new integrations


Getting Started with Otter Dashboard

Step Process Image
1 Log into your Otter Dashboard.

Screenshot 2023-09-20 at 3.52.08 PM.png

download - 2023-09-20T155333.919.png

2 Connect your delivery partners. download - 2023-09-20T155732.468.png
3

Review Order Manager.

Note: Login is the credentials you set up for your Otter Dashboard or those given to you by our team - reach out through the Support button within Otter if you need help.
4 Check out report data, build your menu & set up promotions.  

Otter Dashboard Settings

Repair Broken Integrations 

Within the Otter Dashboard, a pop-up notification will appear to inform you when there are broken integrations that need your attention. This functionality allows you to self-repair disconnected integrations for the delivery partners below: 

  • UberEats

  • DoorDash 

  • GrubHub 

Here is an overview of how to self-repair broken storelinks from the Otter Dashboard: 

Step Process Additional Information
1 This message will appear when a self-serve integration is broken and needs to be repaired Screenshot 2024-04-17 at 4.41.30 PM.png
2 Clicking on the message will open a window which allows you to repair the integration  Screenshot 2024-04-17 at 4.41.41 PM.png
3 In the pop-up window, all accounts requiring reconnection will be displayed. Select Reconnect and complete the process for each account. Screenshot 2024-03-06 at 12.22.08 PM.png
4 Input your delivery platform admin credentials and click Continue  
5 When prompted for a two-factor authentication code, input the security code sent to your designated email or phone number configured for two-factor authentication on the delivery platform. Click Continue  
6 Click Done  
7 Refresh the screen to see the integration move back to a healthy state.  

Connect your Delivery Partners

Step Process Image
1 Navigate to your Account Settings page.  
2 Select the Integrations tab.  
3 Click the Explore option. download - 2023-09-20T173722.649.png
4 Review options for integration.  
5 Click Connect under the delivery option you want to connect.  
6 Enter your credentials for the delivery partner & click Sign In. download - 2023-09-20T173849.345.png
7 Enter and confirm your store information.  

Note the following:

  • Your login credentials for your delivery partners are not your Otter login credentials, they're the username and password used to log into that delivery app.
  • You can view your current connections under the "Connected" tab on the Integrations page.
  • To manage other integrations, please reach out to hello@tryotter.com

Otter Dashboard Applications

Availability of these applications varies by region

  • Live Monitoring Homepage

  • Analytics

  • Financials

  • Virtual Brands

  • Staff Application

  • Cloud Kitchens

  • Direct Orders

  • Orders

  • Menus

  • Marketing


Otter Dashboard Homepage Features

The homepage displays a LIVE high-level summary of top business metrics. Some of the features include:

  • Live monitoring Dashboard

  • Command Center Widgets

Example Image:

Homepage.png


Live Monitoring

Get Notified on Time

Step Process Image
1 On Live Monitoring (the homepage), open your Notifications panel and select Live Alerts. download - 2023-09-20T181803.583.png
2 You'll be taken to the settings page. Select which locations you would like to receive alerts for. download - 2023-09-20T181829.435.png
3 Customize what types of alerts you want to receive: storefront paused, prep time change, unavailable items, auto-accept change.  
4 Choose where you would like to receive the alerts: SMS, email, mobile app.

SMS Notification.png

download - 2023-09-20T181921.135.png

download - 2023-09-20T181915.620.png

Notes:

  • There may be a delay when the alert will be received.
  • The storefront paused alert is only available to customers on Advanced Insights, Pro, Otter Standard, and Otter Premium.

Reading Snapshots of Your Performance

Step Process Image
1

On Live Monitoring (the homepage), click View yesterday's sales report.

  • You'll be presented with a summary of your previous day's highlights. 
download - 2023-09-20T183021.144.png
2 Close the summary. Scroll down on the homepage.  
3 See if anything needs your attention on the widgets. These widgets provide you with a quick look at any urgent operational issues. download - 2023-09-20T183100.304.png
4 To dive deeper, click on the widget to be taken to its corresponding app.  

Notes:

  • Your access to these widgets depends on your plan. Check out tryotter.com/pricing-details for more information.

Monitor Orders Coming In

Step Process Image
1

Go to Order History.

Optional: Select the date range, brand or store, or channel you want to understand more about.

download - 2023-09-20T183346.709.png
2 Check the order details of each transaction.  
3 Export the report for your database or files as needed.  

 


Analytics Application Features

Analytics empowers restaurant owners to make data-driven decisions that will increase their overall performance. Some of the features include:

  • Business Performance

  • Operational excellence

  • Menu performance

  • Staff

  • Ratings and Reviews

Example Image: 

Screenshot 2023-07-21 at 4.05.00 PM.png

Screenshot 2023-07-21 at 4.06.24 PM.png

Check your Sales

Step Process Image
1

On the Analytics app, go to Business Performance.

Optional: Select the date range, brand or store, channel, or fulfillment mode you want to understand more about.

download - 2023-10-03T143108.463.png
2

Check the key highlights of your performance: gross sales, order volume, average order value (basket size), and average sales per store.

 

The % below each number compares your recent performance in comparison to another time period e.g. past 7 days vs. previous 7 days

download - 2023-10-03T143241.196.png
3 Take a closer look at the ups and downs of your sales to review what went right or wrong on those dates.  
4 In most reports, you can filter by date, brands and stores, channels, and fulfillment mode including dine-in and pickup (if POS is connected). download - 2023-10-03T143416.106.png

Reduce your Order Issues and Downtime

Step Process Image
1 On the Analytics app, navigate to Operational Excellence. download - 2023-10-03T143822.208.png
2 Optional: Select the date range, brand or store, channel, or fulfillment mode you want to understand more about.  
3 Find out the top reasons for order issues and how much money you’ve lost because of them. download - 2023-10-03T144120.440.png
4 Dig deeper into which hours of the day, products, and more are causing the most issues by selecting View More.  

Notes: 

  • Operational Excellence reports are available to customers on Advanced Insights, Pro, Otter Standard, and Otter Premium.

Understand your Lost Opportunities

Step Process Image
1 On the Analytics app, go to Availability. download - 2023-10-03T164812.169.png
2 Optional: Select the date range, brand or store, channel, or any custom location tags you created.  
3 See which stores had the most downtime. Downtime is the number of offline hours as a % of your operating hours. Downtime.png
4 Identify the top reasons for downtime.  
5 Switch to the Estimated Lost Revenue view to see everything in $ values. Estimated Lost Revenue is what you would have made in sales if you did not have downtime.  

Notes:

  • Depending on the reason and channel, you may want to investigate further and tie your insights with those found in Operational Excellence.
  • The Availability report is available to customers on Advanced Insights, Pro, Otter Standard, and Otter Premium.

Improve your Menu

Step Process Image
1 On the Analytics tab, go to Menu Performance. download - 2023-10-03T171636.506.png
2 Optional: Select the date range, brand or store, channel, or fulfillment mode you want to understand more about.  
3 Discover what your top menu items are, and how many of each you’ve sold. download - 2023-10-03T171706.801.png
4 Next, monitor your add-on (modifier) sales to see if you need to update them or offer new ones. download - 2023-10-03T171738.228.png
5 Get fresh ideas straight from your customers on what combinations and pairings would work best by checking item combinations. download - 2023-10-03T171835.280.png
6 Ensure you always have stock to fulfill orders by reviewing the items that became unavailable. download - 2023-10-03T171855.815.png

Notes:

  • You can always see the full report by selecting View More.
  • The Menu Performance report is available to customers on Advanced Insights, Pro, Otter Standard, and Otter Premium.

Ensure ROI from Promotions

Step Process Image
1 On the Analytics tab, go to Marketing. download - 2023-10-03T172322.482.png
2 Optional: Select the date range, brand or store, channel, or fulfillment mode you want to understand more about.  
3 Get a key understanding if you are making more from your promotional spend by looking at the history of promoted sales. download - 2023-10-03T172339.117.png
4 Skip computing ROI by checking the summary of promotion ROI and total promoted order volume, both of which are readily accessible to you. Learn what promotion types are most effective. download - 2023-10-03T172400.303.png

Notes:

  • Seasonality, types of promotions, and menu changes may greatly impact your promotional effectiveness. Make sure to watch out for any sudden changes in the charts.

Keep Ratings High

Step Process Image
1

On the Analytics tab, go to Ratings & Reviews.

 

Optional: Select the date range, brand or store, channel, or fulfillment mode you want to understand more about.

download - 2023-10-03T173534.987.png
2 Track ratings from all your delivery partners and investigate drops by channel. download - 2023-10-03T173614.549.png

Notes:

  • Ensure all your delivery apps and stores are connected by visiting the Integrations tab.
  • The Rating & Reviews report is available to customers on Advanced Insights, Pro, Otter Standard, and Otter Premium.

Customizing Filters

Step Process Image
1 Go to the settings page.  
2 Head to location tags. download - 2023-10-03T174042.840.png
3 Click add location tag.  
4

Set your tag by assigning:

  • A tag name: This is the filter group by which you want to categorize your locations by; eg. Regions
  • Options: These are the dimensions or how you want to filter; eg. northwest, central, southeast for Regions.
download - 2023-10-03T174100.161.png
5 Create tag. You can modify existing tags on this page. download - 2023-10-03T174159.599.png
6 Your new tags are now ready to use in any of your reports in Analytics or Live Monitoring. download - 2023-10-03T174457.317.png

Notes:

  • Ensure all your delivery apps and stores are connected by visiting the Integrations tab.
  • Rating & Reviews reports are available to customers on Advanced Insights or Pro.
 

 

Financials Application Features

Financials helps provide restaurant operators with more visibility into their payouts from delivery platforms, taxes paid, and spending for their business. Some of the features include:

  • Spending

  • Taxes

  • Payouts

Example Images: 

 

financials.png Taxes.png

Keep Track of Payouts

Step Process Image
1

On the Financials tab, go to Payouts.

 

Optional: Select the date range, brand or store, or channel you want to understand more about.

download - 2023-10-03T175415.868.png
2 Get a comprehensive breakdown of your payouts from each delivery partner, sorted by payout date and store. download - 2023-10-03T175444.568.png
3 Dive deeper into each and learn their adjustments, delivery partner commissions, discounts, error charges, and more.  
4 Export the report for your accounting system as needed. download - 2023-10-03T175502.976.png

Notes:

  • Financials is available to customers on Advanced Insights or Pro.

Tally your Taxes

Step Process Image
1

On the Financials tab, go to Taxes.

 

Optional: Select the date range, brand or store, or channel you want to understand more about.

download - 2023-10-03T175739.267.png
2 Get a comprehensive breakdown of your taxes for each store and learn tax withheld / tax to operator and the tax %. download - 2023-10-03T175756.073.png
3 Dive deeper into each and learn the details of each tax transaction.  
4 Export the report for your accounting system as needed. download - 2023-10-03T175814.219.png

Notes:

  • Financials is available to customers on Advanced Insights or Pro.

Automate your Expense Monitoring

Step Process Image
1 On the Financials tab, go to Spending. download - 2023-10-03T180118.672.png
2 Connect your bank account (checking) by following the prompts. Your details are secure as we have partnered with Plaid, an industry leader in financial services.  
3 Once connected, your dashboard will be gradually populated with your transactions. download - 2023-10-03T180137.054.png
4 You’ll see your month-to-date spend, categorical expenses, historical spending by month, and top expensed merchants and transactions. download - 2023-10-03T180303.905.png
5 You can easily change the category or add another checking account by managing accounts & stores.  

Notes:

  • You will have to categorize your transactions at the onset but once Spending detects a similar transaction in the future, it will automatically categorize it.

 

Virtual Brands Application Features

Virtual Brands allows restaurant operators the opportunity to supplement their revenue by selling additional menu items from our virtual brand catalogue. Some of the features include:

  • Menu Management

  • Payment Tracking

  • Aggregated Customer Feedback

Example Images: 

VB.png

Manage your Virtual Brand Menus: View

Manage your virtual brand once you’ve signed up for them.

Step Process Image
1 Click on “Virtual brands” and then choose “Menus”. download - 2023-10-04T202046.454.png
2 Click on the vertical ellipses next to each item to expand the menu and choose “View Menu”.  
3 Choose “Items” to view the list of items in your portfolio of virtual brands along with their descriptions and price.  
4 Choose “Add ons” to view available add-on options for each item on your menu and their price.  

Manage your Virtual Brand Menus: Print

Step Process Image
1 Click on the vertical ellipses next to each item to expand the menu and choose “Print Menu”. download - 2023-10-04T202251.140.png
2 Use the print menu listing to promote on your website, delivery channels, etc. download - 2023-10-04T202321.243.png

Manage your Virtual Brand Menus: Edit

Step Process Image
1 Click on the vertical ellipses next to each item to expand the menu and choose “Edit menu hours”.  
2 Choose which hours you’d like to offer the item on your menu on each day of the week. You can choose special hours for each item as well in addition to regular hours, like weekends. download - 2023-10-04T202507.416.png

Manage your Payments

Step Process Image
1 Click on “Virtual brands” and then choose “Payments”. download - 2023-10-04T202640.197.png
2 View a summary of orders and payouts, along with a weekly breakdown of the payouts below. download - 2023-10-04T202735.626.png
3 Export a CSV of the payouts to your accounting software.  
4 Click on each week to see a further breakdown of payouts by brand and/or by location to monitor how each of them is performing.  

 Manage your Feedback

Step Process Image
1 Click on “Virtual brands” and then choose “Feedback”.  
2 Choose to view feedback across a period of your choosing by location and by virtual brand to watch for trends and catch problems early. download - 2023-10-04T203007.768.png
3 Scroll down to read individual reviews by location and by brand to understand details of reviews so you can troubleshoot problems easily. download - 2023-10-04T203028.129.png

 


 

Staff Application Features

Staff, available for all CloudKitchens operators, helps provide operators with more visibility into operations in their kitchens, and additional information around staffing in their area. Some of the features include:

  • Timeline

  • Find Staff

Example Images: 

Staff_Timeline.png Staff.png
Timeline Feature                                                              Find Staff Feature

 

Cloud Kitchens Application Features

Cloud Kitchens application, available for all CloudKitchens operators, helps restaurateurs set up and manage their Cloud Kitchens location/s, guiding them through onboarding and providing them reports.

Example Images: 

CK-Onboarding.png CK_app.png

 


 

Direct Orders Application Features

The Direct Orders app helps restaurant operators quickly set up a virtual storefronts to sell their brands directly to customers. Some of the features include:

  • Menu Management

  • Delivery Ordering

  • Dine-in Ordering

Example Images: 

Direct_Orders.png
 

 

Orders Application Features

Orders allows restaurant operators to monitor their orders as they come in, and dive deeper into the details of each individual order. Some of the features include:

  • Order information

Example Images: 

Orders.png

 

Menus Application Features

The Menu Management application allows menu managers/ restaurant operators to create, edit, manage and publish menus across different delivery services from one place. Some of the features include:

  • Menu Overview

  • Menu Publishing (Across Platforms)

Example Images: 

Menus_1.pngMenus_2.png
menuapp.png

 

Import your Menu

Step Process Image
1 Once in the Menu app, select Import from existing service.

download - 2023-10-03T180754.547.png

download - 2023-10-03T180912.629.png

2 Select the brand of your choice (if you have multiple brands). download - 2023-10-03T180815.309.png
3 Select the location that has the desired menu.  
4 Select the partner that has the best menu in the selected location.  
5 Select the services in which that menu should be published to. download - 2023-10-03T180954.223.png

Notes:

  • When you import a menu from an existing partner, the items that were marked as unavailable will not be preserved. Please keep a record of these items to mark them unavailable afterward.
  • If you're integrating with a POS (Clover, Menusifu, Toast, etc.), we highly recommend that your menu source of truth come from the POS directly.

Review your Menu

Step Process Image
1 Once the import is done, you will be able to see the menu in the All menus section.

Screenshot 2023-10-03 at 6.14.12 PM.png

download - 2023-10-03T181431.915.png

2 Select the menu to check it's categories, items, modifiers, and hours. download - 2023-10-03T181528.789.png
3 Click on menu, categories, items, modifiers & hours and verify that all the information was imported correctly.  
4 Select Edit Menu to add item tag, description, and locations. download - 2023-10-03T181617.748.png

Notes:

  • Check prices, names, descriptions, photos and tags.
  • Check menu item prices if your prices differ on each app
  • Check that the modifier groups have all the relevant items and that the modifiers are connected to specific items/categories.
  • Check that menu hours are correct in each location.
  • Check the cuisine type in “Menu settings”.
  • Check that all locations are connected to your imported menu.

Creating your Menu: Manual Creation

Step Process Image
1 Once on the Menu tab, click Create Manually within Otter.

download - 2023-10-03T181913.666.png

download - 2023-10-03T181931.238.png

2 Add menu name. download - 2023-10-03T181957.135.png
3 Select the brand you want to update and press Continue. download - 2023-10-03T181957.135.png
4 Select the locations where you would like to serve that menu. download - 2023-10-03T182025.326.png

When you click ‘Create Menu’ you will be able to:

  • Check menu name.
  • Add categories, items, modifiers, menu hours, and photos.
  • Verify menu settings (e.g. cuisine type, locations, description).

Creating your Menu: Excel Template

Step Process Image
1 Once in the Menu app, click Upload.

download - 2023-10-04T142936.071.png

download - 2023-10-04T144404.299.png

2 Download the template. download - 2023-10-04T144302.695.png
3 Fill in the template with your menu details.  
4 Upload the template to Otter by selecting Browse files. download - 2023-10-04T144302.695.png
5 Add your menu name & select your brand. download - 2023-10-04T145847.650.png
6 Choose locations where the menu is served. download - 2023-10-04T145914.369.png

Helpful tips:

  • You will see a red “conflict” error if a menu already exists for that brand/location.

Edit your Menu: Items/Categories

Step Process Image
1 When you click on the category, you can change the name, description, add items to the category (“+”), remove items, and delete the category. download - 2023-10-04T160505.686.png
2 Click on the item to change its name, description, image, and price per delivery app. Add the item to a category, and tag if it’s alcohol or not. download - 2023-10-04T160525.935.png
3 You can add that item to a modifier group and delete the item. download - 2023-10-04T160553.186.png

Notes:

  • Ensure you add the alcohol tag to relevant items on your menu.
  • Ensure the prices & tax rate are correct.
  • Upload photos with the recommended size. Good photos are crucial for maximum conversion.
  • Make the descriptions enticing and detailed: be clear in terms of size, content, etc.
  • Remember to always save your changes.

Edit your Menu: Advanced Pricing

Step Process Image
1 When you are creating a new item, you will see the option for advanced pricing  
2 Click on the “Advanced pricing” link or tab at the top of the item creation page  
3 Enter your delivery price download - 2023-10-04T160931.118.png
4 Toggle “Price per fulfillment” on if you have a different price for pick-up download - 2023-10-04T160931.118.png
5 Add price overrides if applicable download - 2023-10-04T160954.207.png

Notes:

  • Some delivery services do not support this pricing method and will use the main item price.
  • Ensure all delivery services are connected before updating pricing
  • Publish your menu after making changes to ensure accuracy across your delivery services

Edit your Menu: Modifiers

Step Process Image
1 You can add a modifier group or edit existing ones. download - 2023-10-04T161308.859.png
2 You can edit names and descriptions. download - 2023-10-04T161349.029.png
3 You can make the modifier required or optional. If required, you can:
  • Select 1 modifier.
  • Select a maximum number of modifiers.
  • Set a range.
 
4 You can add modifiers, rearrange them, and change the prices. download - 2023-10-04T161412.425.png

Notes:

  • Use required modifiers if it’s a meal or an item that needs to be selected (e.g. type of cheese).
  • Make the modifier optional and add suggested items for the selected dish to maximize basket size (e.g. sides, desserts).
  • Make sure the modifiers are connected to the correct items.
  • Simplicity matters. Try not to overuse modifiers.
  • Remember to always save your changes.

Edit your Menu: Nested Modifiers

Step Process Image
1

You can create nested modifiers. Just make sure you have the correct modifier arrangement.

For example:

  • Add Cheese (Modifier)
  • Choose cheese type (Nested Modifier)
download - 2023-10-04T161655.911.png
2 The user will select the cheese and then add the extras, for example.  

Notes:

  • Nested modifiers could be:
    • Meat preparation (e.g. rare, medium rare)
    • Add or remove toppings/ingredients
    • Preparation options (e.g. Choice of pizza crust)
    • Spice levels
    • Different sauce options
    • Vegetarian, gluten free, etc.

Edit your Menu: Hours

Step Process Image
1 You can adjust hours when clicking on the hours tab. download - 2023-10-04T162251.752.png
2 You can enable unique hours per day and add opening and closing hours. download - 2023-10-04T162444.121.png
3 You can add special hours (e.g. national holidays).  

Notes:

  • IMPORTANT: Your menu will not publish to delivery partners if you do not have hours set.
  • Try opening for delivery 15-30 min after your restaurant’s opening time to have all the food prepared.
  • Make sure your closing time is accurate. An order could come at the last minute!
  • Try to have accurate setups based on your capacity. Your availability against set operating hours impacts your ranking on delivery platforms.

Edit your Menu: App Specifications

Step Process Image
1 To make a menu only available for specific apps, toggle the services on/off in the “edit menu” section download - 2023-10-04T162806.097.png
2 Make Modifier groups app specific by navigating to the “modifier group” page, selecting the modifier you’d like to update and toggling on/off the delivery app it’s offered on. download - 2023-10-04T163002.021.png
3 To make an item available on specific delivery apps, go to the items page, select the item and toggle on/off the delivery partners. download - 2023-10-04T163026.622.png

Notes:

  • Pricing per delivery app information can be found in the “advanced pricing” slide.
  • Some delivery partners don’t accept app-specific selections so please ensure those services are toggled off.
  • You can test exclusive items per delivery app.
  • You can create specific item promotions per delivery app.
  • Gain control in the way of how you position items per app.

Edit your Menu: Photos

Step Process Image
1 Open Menu Manager.  
2 Select your Menu.  
3 Navigate to the “Photos” tab. download - 2023-10-04T163323.437.png
4 Select the photos.  
5 Click on ‘Assign to items’. download - 2023-10-04T163358.810.png
6 Save the changes.  

Notes:

  • Ideal image size: 1400 x 800px
  • You can bulk upload multiple photos when prompted to add photos at any point in the menu management process.
  • You can upload photos from the delivery service of your choice or upload new photos.
  • You can manage your menu item photos in Photobank.
  • Otter will flag any photos that do not meet a high-quality bar and give you tips for improving.

Edit your Menu: Location Specific

Location & station assignment:

Step Process Image
1 From the “items” page, select the item you wish to update. download - 2023-10-04T163757.710.png
2 Review location & station assignment. download - 2023-10-04T163818.492.png
3 Update assignment or “station item name” by clicking “edit details” and selection station or editing the station item name. download - 2023-10-04T163836.683.png

Notes:

  • Station item name can be used as a back-of-house name that differs from the menu name customers see.
  • IMPORTANT: This information only applies to multiple location customers

Edit your Menu: Sticker Printing

Choose which items print on your stickers:

Step Process Image
1 From the “items” section, click into the item(s) you wish to update.  
2 At the bottom of the edit item page, you will see the “order details” section.  
3 Toggle the “Print on label” option on or off. download - 2023-10-04T164028.291.png

Notes:

  • Only applicable for sticker printer customers.
  • Print on label option available at the item level.

Preview your Menu

Before you publish your menu, you can preview how it looks to customers:

Step Process Image
1 Click “Preview menu”. download - 2023-10-04T164241.091.png
2 Select the location & service you want to preview your menu on. download - 2023-10-04T164331.326.png
3 Preview will open in a new tab. download - 2023-10-04T164355.329.png
4 Review your menu and make any changes as needed.  

Notes:

  • Make sure all items have appropriate descriptions.
  • Test out selecting items and adding to cart to ensure a great customer experience.

Publish your Menu

As soon as you have completed & previewed your menu and are ready to publish, you can do the following:

Step Process Image
1 Click on “Publish”. download - 2023-10-04T164620.596.png
2

Select the following:

  • Which delivery app to push the menu to (e.g. UberEats, DoorDash, Grubhub).
  • Select all locations or specific ones.
  • Click on “Publish menu”.
download - 2023-10-04T164706.040.png

Notes:

  • Make sure you have reviewed everything before publishing.
  • Make sure you have photos, clear descriptions and an easy-to-navigate structure.

Mark Items Unavailable - 86ing

From the Menus page:

Step Process Image
1 Navigate to the menu you want to updates & click “Items” tab. download - 2023-10-04T165034.257.png
2 Select items to mark unavailable.  
3 Click “Change availability”. download - 2023-10-04T165134.871.png
4 Choose the duration of unavailability. download - 2023-10-04T165222.331.png

Notes:

  • IMPORTANT: If you do not see the availability options, please reach out to our team via the support button in your app.
  • Items marked “Unavailable today” automatically become Available the next morning.
  • You can mark items available again in the “Unavailable tab”.
  • Check the delivery channel and app where availability changes will be made at the bottom of the “Change availability” screen.
  • For location-specific changes, select the location first.
  • Not all delivery partners allow making changes this way- if they are not supported, you will see an alert notifying you.

Mark Items Available - Un-86ing

From the Menus page:

Step Process Image
1 Navigate to the menu you want to make updates to and select the “Items” tab. download - 2023-10-04T165034.257.png
2 Select items to mark available.  
3 Click “change availability”. download - 2023-10-04T165134.871.png
4 Mark as “Available”. download - 2023-10-04T165538.832.png

Notes:

  • Review location and services where item will be marked available at the bottom of the screen.

Mark Item Availability and Pricing

Make quick adjustments to your current items:

Step Process Image
1 From the “items” section, select the item(s) you wish to update. download - 2023-10-04T165744.565.png
2 At the bottom of the page, you will see options to update availability, price or delete the item.  
3 Mark item(s) unavailable for today or indefinitely and click “publish availability.” download - 2023-10-04T165834.609.png
4 Increase or decrease pricing for item(s) by percentage or fixed amount. download - 2023-10-04T165858.634.png

Notes:

  • An alert message will appear if one of your delivery partners does not support item availability changes.
  • You can make changes to multiple items at the same time.
  • Search for items to make changes for larger menus.
  • Be sure to publish menu after all changes to ensure changes are reflected correctly.

Extra Details to Consider

  • Items not assigned to at least one category will not be visible to customers.
  • Make sure you have the correct cuisine tags and item tags so that customers can easily find the dish when they order.
  • Make sure to have clear descriptions (e.g. size, ingredients).
  • Delivery apps might have extra filters when you publish, so make sure you have the correct price, photo format, etc.
  • If a modifier option has a price, that amount is added on top of the selected dish price. Make sure you price items and modifiers correctly.
  • Add nested modifiers: some items may require customizations. For example: Cheese (side), Cheese type (nested modifier).

 

Marketing Application Features

The marketing app allows restaurant operators to set up new promotions, monitor return on investment and campaign performance. Helping owners make smarter decisions on their marketing spend. Some of the features include:

  • Promotions

  • Coupons

Example Images: 

Marketing.gif

 

Set Up your Promotions

Automate your promotions using Otter.

download (2).gif

Step Process Image
1 Click on “Promotions”. download - 2023-10-04T200103.215.png
2 Create a campaign name & choose a campaign strategy. download - 2023-10-04T200236.485.png
3 Decide whether you’d like Otter to optimize for growth or profit and enter the weekly budget.  
4 Choose a specific time period or ongoing.  
5 Choose which channels you want to run the promotion on.  

Notes:

  • Choose a distinct campaign name that makes sense to you when seen in a list. Best practice is to add strategy, channel, and duration in the name.
  • If you’re new to promos, choose automatic rather than custom.
  • Choose between maximizing growth or take home pay depending on your business goals.

Set Up Customer Campaigns

If you choose custom campaigns for campaign strategy, please follow the steps below:

Step Process Image
1 Choose your target audience for the campaign. download - 2023-10-04T200707.340.png
2 Choose to promote at item level or order level. download - 2023-10-04T200828.764.png
3 For order level, choose campaign characteristics like discount type, percentage, and minimum order size.  
4 If you’re promoting at the item level, choose that promotion type.  
5 Choose which items you want to promote.  

Notes:

  • If you’ve already been running promos, choose custom.
  • Make sure your menu is imported to run item level promotions.
  • Use item level promotions to help clear inventory, introduce a new dish, or promote a favorite.
  • Use order level promotions to promote new locations or stores struggling with growth

Monitor Campaign Performance

Once you have set up your campaigns, you can monitor them for ongoing performance.

Step Process Image
1 Click on “Performance”. download - 2023-10-04T201132.557.png
2 Select campaigns or choose “All campaigns”.  
3 Choose your time period.  
4 Choose the brands and locations you want.  
5 Choose channels to view. download - 2023-10-04T201237.210.png
6 Look at summary or look at results by campaign or even store.  

Notes:

  • Toggling the per store data button lets you see results on a per store basis.
  • Clicking on the view insights button in the top right corner of the page will take you back to the Insights tab on the left side menu.

Campaign Performance

The Insights tab will allow you to:

1 Create multiple strategies with varying configurations. download - 2023-10-04T201556.195.png
2 Test different strategies across locations, brands, or channels.  
3 Monitor performance by campaign to leverage most effective strategies. download - 2023-10-04T201620.948.png

Resources

FAQ

Where can I find my login for the Otter Dashboard?

You should have received your login details when you first joined Otter. Alternatively, reach out to Support to find or reset your credentials.

 

Is the Otter Dashboard different from Order Manager?

Yes! Whereas order manager is the application that is installed in each of your locations' Otter tablet and is used to manage incoming orders, your Otter Dashboard is your central administrative tool to manage your entire business.

 

Where can I find more information about the Otter Dashboard?

Refer to the Otter Dashboard Getting Started guide for more information on how to make the most of your apps. Each app also has a walkthrough video to help you get up to speed quickly.

 

How can I sign up for the Otter Dashboard?

[USCAN] Head to https://www.tryotter.com/start to schedule your free demo of the Otter Dashboard and other products today!

[Other Regions] Visit the local Otter / Hubster site to sign up!

 

How much does it cost to avail of the Otter Dashboard?

Refer to the pricing page of each country’s Otter / Hubster website.

Glossary

All the terms you need to know:

Term

Definition

Menu Management:

Tool that lets you manage your menus from end-to-end across all your platforms.

Import:

The ability to import a menu from an existing delivery partner.

POS:

Your Point of Sale system.

86ing:

Marking an item as out-of-stock, for the day or indefinitely.

Payout:

Payments delivery marketplaces like Uber Eats transfer to your designated bank account.

Adjustments:

Additions or deductions to your payouts due to order issues, etc.

Delivery app/Partner:

Delivery services, e.g. Uber Eats and DoorDash.

Order Issues:

Amount of orders with issues such as missing items, wrong order, and other complaints. 

Missed Orders:

Orders that time out from being accepted by staff.

Canceled Orders:

Orders that were canceled by customers for various reasons.

Downtime:

Hours or rate when your store(s) were unavailable vs. scheduled operating hours.

Tax Withheld:

Taxes withheld by a delivery partner in states that mandates locations withhold taxes.


 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • SMS/Text or Telephone - Send us a text or give us a call anytime at 1-888-681-8837 for prompt service from our support experts.

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