Place Basic Orders
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 covers 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
Clock In
Open the POS app to the Select your profile screen.
Enter your login credentials or PIN.
Tap Clock in to start your shift.
Open Floor Plan
After clocking in, you will land on the Dashboard.
From the navigation menu, select Floor plan.
Select a Table
Tap the table you want to serve.
A pop-up will ask:
Guests: tap + or − to set the number of guests
Time: the start time, filled in automatically
Tap Take order.
View Menu
The full menu will appear as created in the Back Office.
You can:
Search items
Browse categories and products
Add Items
Tap an item to open the item popup showing:
Price
Description
Modifiers
Add-ons
Note
Scroll down in the pop-up to see Add-Ons and the Note field.
Customize as needed and tap Add to save it to the order list.
Shortcut: Tap + on an item tile to add it without opening the pop-up. The tile then shows − and + so you can change the quantity. Items with more than one size open the pop-up instead.
Send Order to KDS
Tap Send order (top-right, above the order list).
The order will be sent to the KDS.
Send order turns grey, and the sent items show their kitchen status (for example, New).
To view the order on Platter KDS, staff must be logged into the KDS screen.
Delete Items
Swipe left on an item in the order list, then tap the red trash icon to remove it.
Note: The removal shows as Not sent until you tap Send order. Send it so the change reaches the KDS.
Takeout
Steps
Clock In
Log in and clock in from the Select your profile screen.
Open Takeout Screen
From the navigation menu, select Takeout.
You will see a list of existing takeout orders.
New Takeout Order
Tap New order.
Enter:
Fulfillment method (required)
Phone number
Customer name
Estimated time
Tap Take order to open the menu.
Add items and send the order to KDS.
Payments
Steps
Add Discount
Inside the order screen, tap Select next to Discount.
Choose from the list of discounts configured by the admin in the Promotions module, then tap Apply.
Charge the Order
Tap Checkout.
The invoice screen will appear.
The CFD will display the order total to the customer.
Select Payment Method
Available options:
Cash - The customer pays the full bill amount in cash.
Credit / Debit - 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 tap Print to print a receipt, or Digital to send a digital receipt to the customer.
After Payment
Each payment on the invoice shows:
Edit - change the payment
Void - void the payment
Tap Finalize to complete the order. 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.