Using the order module in Platter
Overview
The Order Module in Platter is used to view the complete history of orders, including paid and pending orders for dine-in, takeout, and delivery. It allows users to review order details, manage invoices, and take actions such as printing, editing, or voiding orders.
Prerequisites
Active Platter POS
Order Module access assigned to the user
Manager role access (required if the Order Module is not assigned)
Internet connection for order sync
Steps
Access the Order Module
Log in to your Platter POS
Navigate to the Order Module
If the module is not visible, log in using a Manager role and assign Order Module access
View Order List
The Order Module displays:
All orders created today
Paid and Unpaid orders
Each order shows:
Invoice ID
Order time and date
Total amount
Order type (Dine-in, Takeout, Delivery)
View Order Details
Tap on any order to open the order summary
Click the Order button to open the invoice
From the invoice screen, users can:
View full order details
Edit the order (if permissions allow)
Void the order (if permissions allow)
Print Options
From the Order Module, users can:
Print the invoice
Use Digital Print to send a digital receipt
Filter Orders
Orders can be filtered by:
Order Type: All, Dine-in, Takeout
Order Status:
Open (green indicator)
Closed (grey indicator)
Use the Date filter to view the list of specific dates
Troubleshooting
Order Module not visible
Ensure the module is assigned to the user
Log in with a Manager role and assign access
Order not appearing in the list
Check the selected date filter
Verify the order status and filter selection
Unable to edit or void an order
Confirm the user role has the required permissions
Order list not updating
Refresh the screen
Ensure the POS is connected to the internet