Overview

The Home screen is where users sign in to the Platter Restaurant POS app, clock in or out, and move between modules. After a user logs out, the app returns to the profile screen, which works as the main lock screen in Platter Restaurant.

Prerequisites

• Valid Platter login credentials

• Access to a location in Platter

• Active employee profile

• Permissions to clock in/out and access POS sections (based on role)

Accessing the Home screen

Steps

1. Log in to Platter

• Open the Platter POS app.

• Enter your Platter admin email and password, then tap Login.

  

2. Select Location

• After signing in, choose the restaurant you want to use on this device.

  

3. Select your profile

• Employees are listed by role. A green dot shows that an employee is clocked in, with the time since they clocked in under their name.

• All employees can clock in or clock out from this screen.

• Tap your profile to log in with your password.

  

• Or tap Log in with PIN and enter your 4-digit PIN.

  

4. After Clocking In – Available Options

Once clocked in, use the navigation bar on the left of the screen to move between modules. The highlighted item shows where you are. The modules you see depend on your role.

Dashboard

• Shows sales, taxes, tips, refunds and discounts for the selected day.

• See how sales split across dine-in, takeout and delivery, and across payment methods.

  

Floor Plan

• Displays tables the way they are laid out in your restaurant.

• Occupied tables are highlighted in green and show the time since the guests were seated.

• Switch between areas, such as Dining Room and Patio, with the tabs at the top. Tap Today’s reservations to see the day’s bookings.

  

Takeout

• Create and manage takeout orders.

• Tap New order to start one, and use Filters to narrow the list.

  

Delivery

• Create and manage delivery orders.

• Orders are grouped under New, Accepted, Completed, Canceled and Manual order. Select an order to see its details, then accept or cancel it.

  

Reservations

• Add or modify reservations.

• Tap a time slot at the top to show only those bookings, or tap New reservation to add one.

• Customers receive confirmation messages from the restaurant.

  

Orders

• Review the complete history of all orders.

• Orders that are still in progress show an Open tag in the End time column. Search by order or invoice number, or use Filters.

  

Inventory

• Admins can view product availability.

• Use Day end to update product quantities at the end of the day, and Receive to record new stock.

• Quantities below a product’s reorder point are shown in orange.

  

5. Viewing User Details

Tap your initials at the bottom of the navigation bar.

Your profile shows:

• Clock-in time for the current shift

• Current revenue handled by the employee

• Total paid bills collected by the employee

• Amount voided

• Tips earned

• Recent shifts with clock-in and clock-out times and total shift duration

  

You can also clock out from this screen with Clock out.

6. View Date & Status

The top of the screen shows:

• Current module

• Current date and time

  

7. Log Out

• Tap the logout icon at the bottom of the navigation bar.

  

• The app returns to the profile screen, ready for the next employee to log in.

  

• If an order has items that haven’t been sent yet, the app asks you to confirm before logging out.

• To sign the whole device out of the restaurant, tap Logout at the top right of the profile screen. You’ll need the admin email and password to sign in again.

Troubleshooting

• Cannot see the employee list?

  If the employee list is not visible, first verify that the correct location is selected. In accounts with multiple locations, employees are assigned to specific locations and will only appear when the appropriate location is active.

• Clock In/Out not available?

  If employees are unable to clock in or out, check their user role and permissions. The employee must have time-tracking or clock-in/clock-out permissions enabled in the Admin Portal. After updating permissions, ask the user to log out and log back in to apply the changes.

• A module is missing from the navigation bar?

  The navigation bar only shows the modules your role has access to. Ask an admin to check your role’s permissions in the Admin Portal, then log out and back in.

• Floor Plan not visible?

  If the floor plan is not displayed, it may be disabled or not configured for the selected location. Confirm that the floor plan feature is enabled in the Admin settings and that a floor layout has been created and assigned to the location.

• Inventory not updating?

  If inventory changes are not reflected, ensure that quantities are properly saved after editing. Double-check that the item update was completed successfully and that there are no unsaved changes. Refreshing the page or reloading the module may also help sync the latest data.