Managing a Third-party POS Menu

*Optional*

You can click [View POS menu] to view the last synced menu structure with Otter.

Otter will flag when menu changes are detected but not synced between the third-party POS and Otter. 

Click [Review updates] from the banner notification, or [View POS updates] to check the differences.

Discrepancies detected and update type will be listed.

Click on [Details] for a listed item to view more information. 

Select which changes you'd like to apply with the menu in Otter.

Click [Apply updates to Otter] to sync. 

If there are POS updates that do not need to be applied to the Otter menu, but still show in the list of updates, you can “hide” those updates.

Select all the updates that do not need to be applied to the Otter menu and click on [Skip Updates].

This will move those updates from the current view to the View skipped updates.

• To restore and apply skipped updates, select [View skipped updates] and select the updates you want to restore and then click [Apply updates to Otter].

Skip updates

View and apply skipped updates

The item “Cheeseburger” was added in the POS but it is not yet synced in Otter.

When the update is applied, the item “Cheeseburger“ will be created in the Otter menu.

The item “Cheeseburger” was removed from the POS but is not yet synced in Otter.

When the update is applied, the item “Cheeseburger“ will be deleted from the Otter menu.

The item “Cheeseburger” price is $6.50 in the POS. However, in the Otter menu, the item “Cheeseburger“ has a price value of 6$.

When the update is applied, the Otter menu price of the item “Cheeseburger“ will be adjusted to $6.50.

In the POS, a Category is named “Dessert & More.” In Otter, that Category is named “Dessert.”

When the update is applied, the Otter category name will be “Dessert & More.”

The item “Cheeseburger” has the Description, “Burger bun with beef meat and melted cheddar,” in the POS. In Otter, the same item has an empty description.

When the update is applied, the Otter “Cheeseburger” item will get the description updated to be, “Burger bun with beef meat and melted cheddar.”

In the POS, the item “Cheeseburger” is not available for location A, but it is available for locations B and C. In Otter, that item is available for all locations A, B, and C.

When the update is applied, the Otter item “Cheeseburger“ will be 86ed from location A.

The POS hours are set to have the store Open Mon-Fri from 9am to 6pm. In Otter, the hours are set Tues-Sat from 9am to 6pm.

When the update is applied, the Otter menu hours will be updated to be Mon-Fri from 9am to 6pm.

In the POS, the “Dessert & More” Category is assigned to locations A and B. In Otter, this category is assigned only to Location A.

When the update is applied, the Category “Dessert & More” in Otter will be added to the Location B menu as well.

In the POS, the “Dessert & More” category is listed after the “Drinks” category. In Otter, this category appears listed before the “Drinks” category.

When the update is applied, the category “Dessert & More” in Otter will come after the “Drinks” category.

In the POS, the modifier group “Sides” contains items: Salad, Chips, Fries, and Fried Veggies.

In Otter the modifier group “Sides” contains items: Salad, Chips, and Fries.

When the update is applied, the modifier group “Sides” in Otter will contain the items: Salad, Chips, Fries, and Fried Veggies.

In the POS, the modifier group “Sides” is set to be mandatory. In Otter, it is marked as optional.

When the update is applied, the modifier group “Sides” in Otter will become mandatory.

Click [Check for POS updates].

Wait for process to run, indicated by the spinning icon.

At the top right, click the settings icon (gear icon).

Choose to use all POS menus or select specific menus.