Order History Dashboard

Overview

Order History within the Otter Dashboard shows all past orders— from all platforms (like delivery partners, Otter POS, and other direct orders)— that have come through Otter. 

From the Order History Dashboard, you can:

  • View order details breakdown
  • Select an Advanced View for elaborated order details
  • Search past orders
  • Filter view by brand, location, channel, status, fulfillment, and date
  • Issue refunds for direct orders
  • Export data for insightful performance analysis
Order History Dashboard Scroll Details.gif

 

NoteOrder History from Otter device or Web Order Manager
You can view Order History from your Otter POS, tablet, or Web Order Manager— the Order history displayed there will have a more limited order detail view and actions.

Learn more here.

 

 

Viewing Order History Dashboard

The Order History Dashboard can be viewed from the Otter Dashboard. You can view full order details breakdown, including:

  • Order subtotal
  • Tips & Taxes
  • Discounts or Coupons used
  • Payout amount & type
  • Error charges & Adjustments
  • Delivery, Eater, Service, & Net fees
  • Cancellation reason
  • Basket size & Items ordered

success-notification.svgPerformance Insights
Data from Order History Dashboard can help gain insights into your business. 

Examples:

  • Which fulfillment modes are used most at each location?
  • Where are the bulk of my orders coming from— direct orders or delivery partners?
  • What are the most common cancellation reasons or order issues?

Follow the steps below to view and filter the Order History Dashboard:

  • Step Process Image
    1 From the Otter Dashboard, select Apps > Orders.
    2 Order History will show listed by most recent date/time.
    3

    Select Basic report or Advanced report view.

    InfoBasic vs Advanced View
    Basic view will have most information for a quick insights into past orders. Advanced view will have even more details for a deep dive into each order.

     
    4

    Select filters at the top to filter view by:

    • Date
    • Brand
    • Location
    • Channel
    • Status
    • Injection status
    • Fulfillment mode

    Use the search bar to search by Order ID.
    5 Side scroll to view more details for orders listed.
    6 Click on a listed order to view specific order details.

 

 

Actions on Order History Dashboard

  • Step Process Image
    1 Click on a direct order listed.
    2

    Scroll to the bottom of the order details.

    Click [Issue a refund].
    3

    Enter the Refund amount.

    Select Refund reason.

    Add a note, if needed.
    4

    Click [Refund].

    warning-notification.svgRefund Processing Timeline
    Refunds can take up to 5-10 days to appears on a customers statement. Original fees will not be returned, but no additional fees are applied for a refund.
  • Step Process Image
    1 Use the Order History filters to pull the desired view.
    2 Click [Export].
    3

    Select preferred download option.

    Open downloaded file to view data.

 

 

FAQs

  • Partner charges is the estimated amount (until the order is settled) of commission being received by the integrated partner platform where the order was placed by the eater.

  • Side scroll to view the Coupon column. If there was a coupon applied to the order, you will see it listed.

 

 

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