Overview

This article explains how to create dine-in and takeout orders in Platter POS, route them to the kitchen (KDS), and finalize payments. It also includes the quick-service workflow and essential order functions, including adding items, applying modifications, and deleting items.

Prerequisites

Before beginning, ensure the following setup is completed in the Back Office:

• Floor plan created

• Menu, categories, and items added

• KDS (Kitchen Display System)

• CFD (Customer Facing Display)

• Payment gateway configured

• Printers configured

• Taxes set up

• SMS configuration completed

• Team members added with permissions for:

  • Floor plan access

  • Order taking

  • Sending orders

  • Payments

  • Promotions

Dine-In Orders

Steps

1. Clock In

   • Open the POS Home Screen.

   • Enter your login credentials or PIN.

   • Tap Clock In to start your shift.

2. Open Floor Plan

   • After clocking in, you will land on the Dashboard.

   • From the navigation menu, select Floor Plan.

     

3. Select a Table

   • Tap the table you want to serve.

   • A pop-up will ask:

     • Number of guests

     • Start time (automatically shown)

     

   • Tap Take Order.

4. View Menu

   • The full menu will appear as created in the Back Office.

   • You can:

     • Search items

     • Browse categories and products​

5. Add Items

   • Tap an item to open the item popup showing:

     • Price

     • Description

     • Modifiers

     • Add-ons

     • Notes

       

   • Customize as needed and tap Add to save it to the order list.

   • Shortcut: Tapping the item tile directly adds it and makes it instantly applicable to large quantities.
     ​

     

6. Send Order to KDS

   • Tap Send Order (bottom-right).

   • The order will be sent to the KDS.
     ​

     

   • The Send button will change color to indicate it has been sent.

     

   • To view the order on Platter KDS, staff must be logged into the KDS screen.
     ​

     

7. Delete Items

   • Swipe left on an item in the order list to remove it.
     ​

   • Note: The user has to send after deleting an item so it will appear in KDS
     ​

     
     

Takeout & Quick Takeout Orders

Steps

1. Clock In

   • Log in and clock in from the POS Home Screen.

2. Open Takeout Screen

   • From the navigation menu, select Takeout.

   • You will see a list of existing takeout orders.

     

3. New Takeout Order

   • Tap New Order.

     

   • Choose Takeout (pickup) or Delivery.

   • Enter:

     • Customer name

     • Phone number

     • Estimated delivery time

       

   • Tap Take Order to open the menu.

   • Add items and send the order to KDS.

4. Quick Takeout

   • Tap Quick Order.

     

   • No customer details or table required.

   • The menu opens immediately.

     

   • Take the order and send it to KDS.

   • Ideal for fast-service environments.

Payments

Steps

1. Add Discount

   • Inside the order screen, tap Discount.

     

   • Choose from the list of discounts configured by the admin in the Promotions module.

     

2. Charge the Order

   • Tap Checkout.

     

   • The invoice screen will appear.

     

   • The CFD will display the order total to the customer.

     

3. Select Payment Method

   • Available options:

     • Cash - The customer pays the full bill amount in cash.

     • Card - The bill is paid using a debit or credit card through the payment terminal.

     • Check - The customer settles the bill by providing a check as payment.

     • Gift Card - Payment is made using a prepaid gift card balance.

     • Service Charge - The amount is charged to a predefined service account.

   • You can also print or send a digital receipt to the customer.

     

4. After Payment

   • The order screen will update with options like:

     • Void Invoice

     • Edit Invoice

     

   • Once finalized, the table will close

     

Troubleshooting

Floor plan not visible:

• Confirm that the Floor plan is created and published in the Back Office.

Cannot send to KDS:

• Check KDS setup and login status.

Items not showing:

• Verify item visibility and category settings.

Payment options missing:

• Confirm payment gateway and role permissions.