Otter Go App

Overview

The Otter Go App is a mobile app for restaurant operators that provides real-time visibility and control over business operations across all locations.

The app will be available on both iOS App Store and Google Play, allowing all Otter operators to easily download and use the app.

Otter Go App Features

  • Sales Summary

    View real-time sales summaries that match your Otter Dashboard reports.
     

     

  • Storefronts

    Pause/unpause storefronts across multiple locations.
     

  • Menus

    Manage item availability across multiple locations.
     

  • Support

    Chat with Otter Support directly within the app.
     

  • Live Alerts

    Receive live operational alerts, including: Prep time adjustments, Auto-accept being turned off, Storefront pauses, and Changes to item availability status.
     

     


Signing In to the Otter Go App

The first step to start using the Otter Go app is to download the Otter Go app in the iOS App Store or the Google Play Store. After downloading the Otter Go app, you can use your existing Otter Dashboard logins to sign into the app. Follow the steps listed below to sign into the app for the first time.
 

Steps to Sign In to the Otter Go App
 

Steps to Sign In to the Otter Go App:

Step Process Image
1 Click the Otter Go app to open the Sign In page.

Click the Continue button at the bottom of the page.
2

Enter your Otter Dashboard login credentials.
 

Click the Sign In button.

3 If you are experiencing issues logging in using your email and password, click the Forgot Password button.
4

To reset your password, enter the Email Address that was used to sign up with Otter.
 

Click the Send Reset Link button.

5

A Check Your Email message will appear.


Go to your email inbox to reset the password.
 

Re-attempt signing in with the new credentials by clicking the Sign In button in the Otter Go app.

6

If you need to sign out of the Otter Merchant app, click the Account tab from the bottom tab options.


Click the Log Out button to sign out of the app.

 


Sales Summary in the Otter Go App

Once you have signed into the Otter Go app, you will have the ability to view Sales Summary reports that perfectly match the data in the Otter Dashboard. The real-time Sales Summary data in the Otter Go app reflects data across all locations, select locations, and/or single locations

 

Steps to Access the Sales Summary in the Otter Go App

Steps to Access the Sales Summary in the Otter Go App

Step Process Image
1

The Home page of the Otter Go app will open automatically to the Sales Summary as the default view.

If your organization has multiple locations, click into a specific location to view location specific Sales reports.

2

If you want to view multiple select locations in the Sales Summary report, click on the Locations filter button.

Select locations to filter by, and click Save to view the report.

3 After clicking into a specific location from the Home page, a Sales Summary report is generated based on live order data excluding data from unselected locations.
4

To filter for specific order channels, click the Channel filter button.

Select filters for Channels & Fulfillment Modes to report specified data.

After selecting filters, click the Apply Filters button to run the report.

5 If you are an Otter POS user, you can view your POS Sales report by clicking the POS Sales button.
6 From the Otter POS End of Day report, you can see your total orders, gross sales, discounts, loyalty, POS payments, and expected deposit reporting.

 

Product Mix Report (In Sales Summary)

The Product Mix Report can be located within the Sales Summary page of the Otter Go app. This report gives you a quick and easy way to understand what menu items are selling at your restaurant. Go to the Otter POS Product Mix Report article for more information.

Product Mix Report Features:

  • Feature Description
    View Category Performance See which menu categories are driving sales.
    View Menu Item Performance Drill down to individual item sales, quantity sold, and trends.
    Set Custom Date Ranges Analyze performance over specific time periods.
    Configure Sorting Sort by total sales, quantity sold, ascending or descending.

When to Use the Product Mix Report:

  • Scenario Description
    During Operational Hours Quick checks on what menu items are selling while on the floor.
    During Menu Planning Deciding which menu items to feature, promote, or remove.
    After Menu Changes Tracking how menu changes are performing over time.
    While Managing Multi-Locs Comparing menu performance across different stores.

Steps to View Product Mix Report in the Otter Go App:

  • Step Process Image
    1

    Open Sales Summary:

    Open the Home page of the Otter Go app & go to the Sales Summary.

    Scroll down to find the Product Mix breakdown.

    2

    View Product Mix Data:

    The default view shows top items/categories with sales and quantity.

    3

    Customize Data View:

    • Tap Customize to open the filter.
    • Select Breakdown Type:
      • Categories or
      • Items
    • Choose Primary Metric:
      • Total Sales
      • Total Sales w/ Modifiers
      • Average Sales
      • Quantity Sold
    • Choose Secondary Metric:
      • Total Sales
      • Total Sales w/ Modifiers
      • Average Sales
      • Quantity Sold

    Click Save to view changes.

    4 View customized Product Mix report.

 


Storefronts in the Otter Go App

The Storefronts feature in the Otter Go app gives users the ability to Pause/Unpause Storefronts across multiple locations. Follow the steps listed below to access Storefronts & Pause/Unpause channels on all your locations.

Steps to Access Storefronts in the Otter Go App

Steps to Access Storefronts in the Otter Go App

Step Process Image
1

Click on the Storefronts tab to view all locations’ Storefronts in a multi-location organization.

Use the play button or the pause button buttons next to the channel to pause/unpause storefronts.

2

If you have one location or have filtered for a specific location, you can pause/unpause the channels for that location.

Use the play button or the pause button buttons next to the channel to pause/unpause storefronts.

3

If a storefront has been paused, you will see the following information:

  • Name of user who paused storefront
  • Number of times the storefront was paused
  • Time that the user paused the storefront
4 If you do not currently have any paused Storefronts, you will see a No Paused Storefronts message.
5 If you see an error message with an Action Needed status, you will need to resolve the issue flagged in this error to proceed with the pause/unpause action.

 


Menus in the Otter Go App

The Menus feature in the Otter Go app gives you the ability to manage menu item availability across multiple locations. Follow the steps listed below to access the Menus feature.

Steps to Access Menus in the Otter Go App

Steps to Access Menus in the Otter Go App:

Step Process Image
1

Click on the Menus tab to view all locations’ menus included in a multi-location organization.

Click on a Menu to open the Menu Details page.

2

If you have one location or have filtered for a specific location, you will only see the Menus available to that location.

Click on the Menu to open the Menu Details page.

3

Use the Menu Details page to:

  • Toggle ON/OFF menu individual items to change availability
  • Bulk select menu categories to change availability
4

Use the Search bar to easily search for menu items and all menu items that contain the search word will appear.

After making any changes, click the Change Availability button to complete the action.

5

A popup window will appear asking you to mark the item(s):

  • Available
  • Unavailable today
  • Unavailable indefinitely

Click the Update button to save the changes.

6

If you see a Fail to Load Menu error, there is most likely an issue that is flagged in Menu Manager preventing the Menu from appearing.

If the Fail to Load Menu error appears, log into your Otter Dashboard, go to Menu Manager, and resolve any publish errors.

Once the Menu issues are resolved, go back into the Otter Merchant app and click the Refresh button.

 


Support in the Otter Go App

The Support feature in the Otter Merchant app gives you the ability to chat with Otter Support directly within the app. Follow the steps listed below to learn the different ways to access the Support chat feature within the Otter Merchant app.

Steps to Access Support in the Otter Go App

Steps to Access Support in the Otter Go App

Step Process Image
1

Click the Profile bust in silhouette button from the bottom tab option to open Account Settings.

Click on the Support button from the Account Settings page.

2

Click the chat box at the bottom of the page to resolve questions/issues with the Otter AI chatbot, Otter Assistant.

If you are unable to resolve the issue with the Otter Assistant, click the Contact Otter Support button in this page to connect with an Otter Support Agent.

 


Live Alerts in the Otter Go App

The Live Alerts feature in the Otter Go app gives you the ability to receive live operational alerts, including:

  • Prep time adjustments
  • Auto-accept being turned off
  • Storefront pauses
  • Changes to item availability statuses

To set up Live Alerts in the Otter Dashboard, go to Live Alerts for more information. 

Steps to View Live Alerts in the Otter Go App

Steps to View Live Alerts in the Otter Go App

Step Process Image
1 To access the Alerts for an entire Organization, click the Alerts bell tab from the bottom tab options.
2 To filter for a specific Brand or Location, click the Filter button at the top of the Alerts page.
3 In the filters page, click the Pencil pencil icon to open the location filters.
4 Toggle ON/OFF locations and click Done to apply the filters.
5

If a storefront has been paused, you will receive a Storefront Paused Live Alert.

Click the Manage button within the alert message to view:

  • The Channel that was paused
  • The Location(s) that were paused
  • The Time that the Storefront was paused

6

If a menu item availability changes, you will receive an Item Marked Unavailable Live Alert.

Click the Manage button within the alert message to open up more details.

The detail page will show you:

  • All Menu Availability Status changes within the last 24 hours
  • The Brand(s)/Location(s) that have had Menu Item Availability changes
  • Specific Menu Items that have been marked available or unavailable within the last 24 hours.

7 If a brand has turned off the auto-accept orders setting in the Otter Dashboard or Otter device, you will receive an Auto-Accept Turned Off Live Alert.
8 If a brand has adjusted their Prep Time setting in the Otter Dashboard or Otter device, you will receive an Prep Time Changed Live Alert.

 


AI Insights in the Otter Go App

The AI Insights feature is in the Sales Performance tab of the Otter Go App and gives operators key performance analysis for one or more locations. These insights analyze 8 weeks of data, emphasizing 2 most recent weeks.

InfoFeature Requires Sufficient Data
Stores with limited order history may not have insights available.

 

Info Included in AI Insights

  • What Went Well (Business Performance)
  • What Did Not Go Well (Business Performance)
  • Business Overview & Trends
  • Suggestions for Improving Metrics

When to Use AI Insights

  • Quickly Understand Business Performance
  • Proactively Identify Problems
  • Receive automatic actionable recommendations

Steps to View AI Insights

Steps to View AI Insights

Step Process Image
1

Access AI Insights

Open Otter Go app.

Navigate to a single location view of the Sales Summary.

Click the [Beta] badge for Weekly AI Insights.

2

Generate Insights

Tap to Generate AI Analysis for the selected store.

AI will analyze the last 8 weeks of data with focus on the most recent 2 weeks.

A loading icon will show while insights are being generated.

3

Review Insights

Insights are displayed.

Use the location and date filters at the top of the screen to re-generate metrics based on the desired location and time frame.

The app will generate AI Insights.

 


FAQs

  • No— there is no additional cost to use the Otter Go app. This app will be available to all Otter users, including Otter POS and Order Manager only customers.
  • Yes the Otter Go app is available to all Otter users, but Otter Dashboard login credentials are necessary in order to log in and gain access to this app.
  • Check below to see where the Otter Go App is currently available to download.

    Android:

    Country Android IOS
    US
    Canada
    Korea
    Belgium
    Brazil

     

    Colombia
    Costa Rica
    France
    Germany
    India
    Ireland
    Italy
    Kuwait
    Mexico
    Netherlands
    Poland
    Portugal
    Saudi Arabia
    Spain
    United Arab Emirates
    UK

    For regions not listed, the Otter Go App is currently not available to download. We hope to bring the Otter Go App to more regions soon— so keep an eye out for any updates.

 

 

 

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