Using the Takeout screen

Overview

This article explains how to use the Takeout module in Platter POS, including viewing open takeout orders, creating new takeout orders, and completing payments for pending orders.

Prerequisites

Manager or Employee login for Platter POS
Takeout & Delivery module enabled
Menu items properly added

Steps

1. Log in to Platter POS

Open the Platter POS app.
Clock in using any valid user ID.

2. Navigate to the Takeout module

Tap Takeout in the left navigation bar.
You will see a list of open takeout orders that have not yet been paid.

3. View orders by date

At the top of the Takeout screen, you will see a date selector.
Tap the date to:
- Switch to previous dates
- View any past Takeout orders where payment is still pending.

4. Take payment for an existing order

If a customer arrives to pick up their order
- Tap the order in the list to open it.
- Tap Checkout, then choose a payment method to complete the payment.

Creating New Orders

5. Create a Takeout order (New order)

Tap New order.
Choose a Fulfillment method (required), then enter the customer details (optional):
- Customer name
- Customer phone number
(Optional) Add an estimated time for the order.
Tap Take order, then add items to the order.
You can:
- Take payment immediately by tapping Checkout, or
- After sending the order, tap Takeout in the left navigation bar. (If the user wants to leave the order unpaid and add it to the pending list)
- The order will automatically appear in the Takeout list with the customer’s name and phone number.

When the customer arrives, the order will be listed with their name and phone number, making it easy to locate and take payment.

Troubleshooting

Order not showing in the list

Ensure you are on the Takeout screen and the correct date is selected. Delivery orders are on the Delivery screen.
Confirm the order is still unpaid.

Cannot take payment

Check if the order was already finalized.
Verify the payment terminal connection (if using card payment).