Assigning a customer to an order
Overview
This article explains how to add, select, remove, or change a customer while taking a bill in Platter POS, and how the assigned customer information appears in Back Office customer reports.
Prerequisites
Customer Management enabled in Platter Back Office
POS synced with the latest customer list
User role must have permission to add and select customers.
Steps
Adding a Customer While Taking the Bill
When taking the bill (after tapping Checkout), tap Add customer at the top right of the invoice screen.
The Select customer list shows all saved customers. Use Search customer to find one quickly.
If the customer already exists, tap their name in the list. Their details open; tap Select.
Their name will show at the top right of the invoice screen.
To add a new customer, tap New customer.
Enter the following details:
Phone number (required)
Customer name (required)
Email (optional)
Tap Add to save.
The new customer will now appear in the list and can be selected.
Removing or Changing a Customer
If the wrong customer is selected, tap the customer name shown at the top right of the invoice screen.
A Remove customer pop-up will appear. Tap Remove to remove the customer.
Add customer appears again. You can now select another customer or add a new one.
How It Reflects in the Back Office
Once a customer is assigned to an invoice:
The invoice will appear under that customer in Back Office > Customer Reports.
Admins can view:
Total invoices
Total spend
Average spend
You can also export this list using the Export button.
Troubleshooting
Customer not appearing in the list
Search by name in Search customer, or sync the POS to refresh customer data.
Unable to add a new customer
Ensure required fields (phone number and customer name) are filled correctly.
Wrong customer assigned
Tap the name on screen, tap Remove, and then select the correct one.
Invoice not showing in reports
Confirm the order is finalized and synced.