When you make changes to your POS settings, the changes will need to be reflected in Otter as well to avoid order injection issues. The changes made in your POS can be updated in Otter within the POS Settings of the Otter Dashboard.
Available POS settings in the Otter Dashboard
- View all the POS integration parameters set up for each of the stores.
- Update the POS channel settings under its control for each store.
- These are parameters pulled directly from the POS, per integration, based on what you have configured on your POS account.
- Turn on/off the POS injection per channel.
Examples of those settings are payment ID, dining ID, pickup ID, etc.
• Square
• Simphony
• Simphony v2
• Toast
• Omnivore
• Brink
• NCR Aloha
• Lightspeed-K
• Clover
• Revel
• Epos Now
• Foodics
• Session POS
Adjusting POS Integration Settings in Otter Dashboard
Follow the guide below to learn how to adjust and review your third-party POS settings directly within the Otter Dashboard.
You will not be able to edit core integration parameters or self-offboard from a POS integration. If you would like to edit core parameters or offboard a POS, please contact support for assistance.
| Step | Process | Image |
|---|---|---|
| 1 | From the profile dropdown access the [Settings]. | |
| 2 |
From the side panel, select the [Integrations] tab and click on [Connected]. Identify the POS integration you wanna view or edit parameters for. |
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| 3 |
By clicking on the POS integration, you have the list of stores in your organization that use this POS integration. Click on the POS Integration [Settings] button of the location you need to access. |
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| 4 | From there, you can:
If there are ongoing issues, the order injection is at risk of failure.
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| 5 |
When expanding the [Point of Sales] section, you can only see parameters used to integrate the POS. These parameters can not be edited. If there is an issue with any of these parameters, please contact support to update the details. These parameters vary per POS integration |
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| 6 |
By clicking on [Edit channel settings], you can see and/or edit the parameters set for this particular channel on the POS. These are parameters that will determine how Otter injects orders for this particular Channel. |
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| 7 |
From here, you can see and/or edit the parameters that will be used to inject the orders coming from this channel into the POS. If a parameter is missing, you will have an error message at the top. |
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| 8 | To edit a parameter, click on the related dropdown and all the possible selectable options will be directly pulled from the POS. | |
| 9 | If the parameter is an optional one, you will be able to just [Clear] the setting and save. |
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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