This feature is currently not available to all customers (but will be soon!). If you don't see the Store Management App in the Otter Dashboard, you can still use Stations App.
Overview
Store Management within the Otter Dashboard is a streamlined store setting configuration page that allows you to manage device routing and default settings.
In Store Management you can create station profiles and groups with default settings that can be applied to multiple locations.
Key Features:
-
Create Station Profiles & Groups
Define how devices behave within a specific area in the restaurant or operational role. -
Assign Profiles to Multiple Locations
Define how stations relate to routing to physical locations in the restaurant. -
Configure Device Settings in One Place
- Pre-configure devices before hardware is delivered.
- Configure settings across multiple locations.
- Create & assign station groups across multiple stores.
- Set device defaults, apply settings to stores, & create overrides to stores with unique settings.
Creating a Station Profile
Station Profiles define how devices operate within a specific physical space or role. These profiles can be applied to selected or all locations in bulk, streamlining multi-location configuration.
When to Use: Use to create station, device, & menu item routing setting profiles before hardware setup.
- Devices will automatically be set up with the configuration of the assigned station.
- Menu Items will be assigned the cooking stations to route items to that station
- Easy Brand Assignment, ensuring consistent operational behavior across selected stations.
Steps to Create a Station Profile:
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the Apps dropdown and select the Store Management app. |
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| 2 |
Click into the Stations tab. Click on the + Add Profile button. |
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| 3 |
Select the Station Type:
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| 4 | Enter the Station Profile Name. | |
| 5 |
Configure Customer Ticket Printer Settings:
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| 6 |
Configure Station Ticket Printer Settings:
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| 7 |
Configure Tablet & POS Terminal Settings: Under Station Device Settings, go to the Tablet & Terminal section. Toggle ON Apps to make them appear on connected Devices. Toggle ON Fulfillment Modes to offer mode on selected Apps:
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| 8 | Click the Done button at the top right of the page to save the Station Profile. |
Creating & Editing a Station Group
Station Groups let users define and manage a consistent configuration for one or more locations that share a similar operational setup. When a new organization or store is created, Station Groups will be created by default and all locations will be assigned to the default station group until settings are manually changed in the Store Management app.
When to Use: Use when you need to group shared settings & configure identical store settings across multiple locations.
Steps to Create a Station Group
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the Apps dropdown and select the Store Management app. |
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| 2 | From the Overview page, click into the Stations tab. | |
| 3 |
Click “Add Group.” A new configuration page will open. |
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| 4 |
Enter a Group Name: Example: “Drive-Thru Setup A” |
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| 5 |
Add station profiles to the group: Use the toggles to select from existing station profiles: Example: “Hot Food” “Drink Station” |
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| 6 |
Scroll to the bottom of the page. Select a default cooking station. Default Cooking Stations: |
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| 7 | Save the group by clicking Done. | |
| 8 |
Once saved, the new group appears as a group in the Stations section. Once a location has been assigned to that station group, it will also appear in the Stations Overview. |
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Steps to Edit a Station Group:
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the Apps dropdown and select the Store Management app. |
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| 2 | From the Overview page, click into the Stations tab. | |
| 3 | Click on the Groups tab. | |
| 4 |
Click on a Group Name to open a dropdown with additional details. Click on the 3 dot button next to the Group Name. Click the Edit Station Group button. |
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| 5 |
A new page will open. From this page, you can update the:
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| 6 | Click the Update button at the top to save the changes. | |
| 7 | Click the Delete button to remove the Station Group from the Overview page. |
Assigning a Location to a Station Group
Assigning a Location to a Station Group ensures that a restaurant location is assigned the correct configuration based on its operational setup. Multi-location operators can use a preconfigured setup and bulk location assignment, reducing onboarding time and manual setup effort.
When to Use: Use to bulk assign station groups to brands during Onboarding.
Steps to Assign a Location to a Station Group:
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the Apps dropdown and select the Store Management app. |
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| 2 | From the Overview page, click on a location to open up details. | |
| 3 |
Under Station Group, click the 3 dot button, then Change Station Group. A new window will open. |
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| 4 |
Use the toggle selection to choose the appropriate group. Click Update to confirm the selection. |
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| 5 | The system automatically applies all linked station profiles and device defaults to that location. |
Bulk Updating Station Groups Assigned to Locations
With the Store Management bulk tools, you can quickly update the station group for multiple locations. Using the bulk station group assignment tool is ideal for multi-location or brand-wide rollout configuration corrections.
When to Use: Use to configure multi-location or Enterprise settings to reduce manual admin steps.
Steps to Bulk Assign Locations to Station Groups
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the Apps dropdown and select the Store Management app. |
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| 2 | In the Overview tab, click on the Bulk Edit button. | |
| 3 |
Location Assignment: Use the toggle to select the Locations you want to update. Click Next. |
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| 4 |
Station Group Selection: Select a Station Group to assign the selected Locations to. Click Next. |
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| 5 |
Device & Menu Item Routing: Use the drop down selection to configure how Devices and Menu Items previously tied to Station Profiles from the old group should map to the new one. The system will display mapping prompts for each affected Station Profile. |
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| 6 |
Review and click Update to confirm the changes. The changes will automatically be applied to all selected locations & devices. |
Setting & Overriding Device Defaults
The Device Defaults & Overrides feature allows admins to define organization-wide configurations:
- Apply Default Device Settings automatically across all new devices before hardware setup.
- Enable Location-Level Overrides allowing flexibility for specific locations or stations without breaking global consistency.
When to Use: Use to set up exceptions to default device settings for specific locations before pairing your devices so that you can configure settings before you even take it out of the box.
Steps to Setup Device Defaults & Override Settings
| Step | Process | Image |
|---|---|---|
| 1 |
Go to the Otter Dashboard. Click on the Apps dropdown and select the Store Management app. |
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| 2 | Click into the Device Defaults tab. | |
| 3 | Use the tabs at the top to toggle between Tablet & Terminal settings or Printer settings. |
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| 4 |
To add an exception for a specific location or device, click Add Override. How to Enable Overrides: Otter Admin users can determine whether or not they want certain locations to be able to override the default behavior by turning on/off the toggle. If you only have access to just a subset of locations, you will only be able to add an override if this 'enable overrides' is toggled on. |
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| 5 |
Select the Device or Station. Configure Override settings.
Review changes and click Save to apply override settings. |
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