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.
Benefits of "Recent Orders" Feature
- Time-Saving: By having easy access to the customer's most recent orders, you can quickly add items to the cart without having to search through the entire inventory. This saves time and allows for faster transaction processing.
- Customer Satisfaction: Customers will appreciate the convenience of having their favorite items readily available for ordering. This personalized touch can enhance the overall customer experience and increase customer loyalty.
- Increased Efficiency: With the Recent Orders feature, you can streamline the ordering process and reduce the likelihood of errors. This increased efficiency can lead to quicker transaction times and smoother operations.
Adding Recent Orders to a Check
Learn how to add a recent order to a check using the walkthroughs below. The recent orders process is slightly different based on the Otter POS interface version. Be sure to follow the correct Otter POS version that is connected to your terminal.
How to add Recent Orders to a check on Otter POS v2
| Step | Process | Image |
|---|---|---|
| 1 | Add the customer to the check by either:
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| 2 | Type the customer's name in the search bar and select the correct profile. | |
| 3 |
First, be sure to select [Add to check] to attach the customer to the new order. All of the customer's most recent orders will appear in the profile. |
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| 4 |
You can select the plus sign [+] icon or [Add all items] to add the most recent order to the check. To review other recent orders, select [View more orders]. |
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| 5 |
On the "View more orders" screen, you will be able to see the 10 most recent orders within the past 6 months. Select the order you would like to add to the check. |
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| 6 |
To add the order to the check, you can select:
The modifiers will already be pre-filled on the item to match the recent order. Modifiers can be seen below the menu item name. To go back to the order entry screen, tap anywhere on the outside of the pop-up. |
How to add Recent Orders to a check on Otter POS v1
| Step | Process | Image |
|---|---|---|
| 1 |
To access the customer's previous orders and activate the “recent order” and “pre-fill modifier" feature, add the eater profile or loyalty account to the current order. Learn more about Eater Profiles and Loyalty: |
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| 2 |
Once an existing customer has been added to the ticket, a “Recent order” entry card will appear on the menu. The [Recent orders] card is highlighted in orange and shows as the last category on the menu. |
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| 3 | After clicking on [Recent Orders], you’ll instantly access the 10 most recent orders from the past 6 months, all conveniently displayed on your screen. | |
| 4 | By clicking any of the order cards, all of the items and item modifiers of that order will be added to the cart. | |
| 5 |
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 slide the item to the left on the check to display the [Remove] option. |
Using the Pre-fill Item Modifiers
| Step | Process | Image |
|---|---|---|
| 1 |
To access the customer's previous orders and activate the “pre-fill modifier" feature, add the eater profile or loyalty account to the current order. Learn more about Eater Profiles and Loyalty: |
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| 2 |
When you add an item to the cart that has modifiers and was ordered within the last 30 orders, the modifiers from the previous order will be pre-filled automatically. A summary banner will show these selected modifiers at the top. |
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| 3 | Once you make any modifier updates, the “(from last order)” indicator will disappear. |
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
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