Overview

The Setup section in Platter POS is a simplified configuration panel designed to help restaurants quickly connect and manage their Bluetooth payment terminal. Unlike other POS systems, Platter keeps device settings minimal within the POS app, allowing most configuration - such as menu setup, user roles, printers, and permissions - to be handled directly from the Platter Back Office.

In the POS app, the Setup menu is primarily used to pair or re-pair your Bluetooth payment terminal to ensure smooth, secure payment processing.

Prerequisites

Before accessing or using the Setup menu:

• Ensure your iPad’s Bluetooth is turned on

• You have a supported Platter-compatible Bluetooth payment terminal

• Your user role has permission to access Setup

• The terminal is charged and powered on

• Your iPad is connected to the internet

1. Accessing the Settings Section

Steps

1. Open the Platter POS app on your iPad.

2. Log in using your PIN.

3. From the POS home screen, tap Settings (bottom left corner)

   

2. Managing Theme Settings

The Appearance option allows you to control how the Platter POS application is displayed.

Steps

1. Open the Settings screen.

2. Locate Appearance under Theme Settings.

3. Select one of the following options:

   • Light: Displays the application using a light colour theme.

   • Dark: Displays the application using a dark colour theme.

   • System: Automatically follows the appearance setting configured on the device.

     

4. The selected theme will be applied to the application.

3. Managing Hardware

The Hardware section displays important information about the POS device, application, and network connection. These details can help restaurant staff or the Platter Support team identify the device and troubleshoot connectivity issues.

Steps

1. Open the Settings screen.

2. Tap Hardware.

   

3. Review the information displayed under Device Details:

   • Device Name

   • Device ID

   • OS Version

   • Application Name and Version

4. Review the information displayed under Network Details:

   • Wi-Fi Network

   • Local IP

   • Gateway IP

   • Subnet Mask

   

5. Tap Back to return to the Settings screen.

4. Setting Up Your Bluetooth Terminal

Steps

1. Tap Settings on the POS home screen.

2. Select “Set up your Bluetooth Terminal.”

3. Ensure your terminal is turned on and in pairing mode.

4. A list of available Bluetooth devices will appear.

5. Tap your terminal from the list.

6. Wait for the connection to complete.

7. Once paired successfully, the terminal will be ready to accept payments.

Troubleshooting

The terminal isn’t appearing in the list.

• Ensure the terminal is powered on and in Bluetooth pairing mode

• Make sure Bluetooth is enabled on the iPad

• Restart the terminal

• Move the terminal closer to the iPad

• Restart Platter POS and try again

Terminal connected but not processing payments

• Unpair and re-pair through the Setup menu

• Ensure the iPad has internet connectivity

• Restart both the iPad and the terminal

• Check if your payment provider is active in the Platter Back Office

The setup option is not visible

• Your user role may not have Setup permissions

• Check with a Manager or Admin to update your user settings