Overview

The Orders module in Platter is used to view the complete history of orders, including paid and open 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

• Orders module access assigned to the user

• Manager role access (required if the Orders module is not assigned)

• Internet connection for order sync

Steps

1. Access the Order Module

   • Log in to your Platter POS

   • Tap Orders in the left navigation bar

   • If Orders is not visible, log in using a Manager role and assign Orders module access

     

2. View Order List

   • The Orders module displays:

     • All orders for the selected date (today by default)

     • Open and closed (paid) orders

   • Each order shows:

     • Invoice and order number

     • Table or token

     • Total amount

     • Start time and end time (open orders show an Open tag instead of an end time)

     • Order type (Dine in, Takeout, Delivery)

       

3. View Order Details

   • Tap any order to see the order summary on the right side

   • Tap Open order to open the order, then tap Checkout 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)

4. Print Options

   • From the order summary, users can:

     • Tap Print to print the invoice

     • Tap Email to send a digital receipt

       

5. Filter Orders

   • Tap Filters to filter orders by:

     • Booking type: All, Dine in, Takeout, Delivery

       
       

     • Status:

       • Open (shown with an Open tag)

       • Closed (shown with an end time)

       • All

   • Tap the date at the top left to view the list for a specific date

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

  • Verify the Booking type and Status filters

• Unable to edit or void an order

  • Confirm the user role has the required permissions

• Order list not updating

  • Pull down on the list to refresh it

  • Ensure the POS is connected to the internet