Overview
Server Assignment allows orders/checks to be assigned to a specific server (staff member) in the Otter POS or tablet.
The server assigned to that check will be displayed throughout that order’s journey and will be tracked with any changes made for accountability.
Server Assignment can help:
- Track order ownership
- Maintain audits for order handling
- Support tip distribution
- Performance tracking
- Clear order re-assignments
Assigning Server
When an order is rung in, the user pinned into the POS or tablet will automatically be assigned to that check.
The name of the server assigned to that order will display at the top while ringing in the order.
After the order has been saved or rung in, the assigned server will show in the order feed and details.
Reassign Server
After the initial server is assigned to an order, you can reassign that order to another server.
You can reassign the server from:
|
Order Feed |
Check Options |
The server assigned to an order cannot be changed once the order is closed.
Follow the steps below to reassign a server on a check.
Step Process Image 1 From Check Options
- Select Options > [Reassign Server]
From Order Feed
- Select 3 dots > Reassign Server
Check Options
Order Feed
2 Enter manager PIN.
Manager Signed In
You won’t need to enter PIN & can proceed to Step 3 if you have manager permissions.3 Select server to reassign check to from drop down list. 4 Check will show reassignment to the new selected server.
Assignment Timeline
For each order, you can view the reassignment history. To view the reassignment logs for an order:
- Go to the order feed.
- Select order.
- Go to the [Time] tab.
- Reassignment(s) will be listed.
FAQs
- Reassignment should show across devices within 30-60 seconds.
- Currently, there is not a limit of how many times a server can be changed on a check— However, it’s recommended to not change anything unless necessary to keep good order log hygiene.
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