Overview

Platter POS supports order-taking on iPhone, so staff can take orders at the table. The ordering experience matches the iPad, laid out for a smaller screen.

This article explains how to start an order, browse the menu, add items, send the order and take payment on an iPhone.

Prerequisites

Before placing orders on an iPhone, make sure:

• You are logged in and clocked in

• Menus, categories and items are set up in the Back Office

• Printers or the KDS are set up for sending orders to the kitchen

• The device is connected to the internet

Steps

1. Start a New Order

1. Open Platter POS on the iPhone and tap Floor plan in the bottom navigation bar.

   

2. Tap an empty table, set the number of guests, and tap Take order.

3. To add to an existing order, tap an occupied table (shown in green). Its order opens straight away.

2. Browse Categories and Products

• The order screen shows the menu name and a search box at the top, and the categories as tabs below them.

  

• Swipe the category tabs, or tap the list icon at the left of the tabs to choose a category from a list.

  

• To switch menus, tap the menu name. To find an item quickly, use Search items.

3. Add Items to the Order

1. Tap + next to an item to add it. Items with options, such as a cook temperature or a side, open a pop-up first; choose the options and tap Add.

2. Use − and + next to the item to change the quantity.

3. The bar at the bottom shows how many items haven’t been sent yet, and their total.

   

4. View the Order

• Tap the bar at the bottom (View order, or Unsent items once you’ve added something) to open the order.

• The order shows every item with its status, the number of guests, and the Table and Seat views.

  

5. Send the Order

1. Tap Send order.

2. The items are sent to the kitchen, Send order turns grey, and each item shows its kitchen status, such as Preparing or Served.

   

6. Process Payment

Once all items are added:

1. Tap Checkout on the order.

2. Choose a payment method, such as Cash, Check or Credit / Debit. Swipe the buttons to see more options. You can also Print the receipt, send a Digital receipt, add a Service charge or Split bill here.

   

3. When the bill is paid, tap Finalize to close the table.

7. View All Orders

• Tap More in the bottom navigation bar, then Orders.

  

• The Orders list shows the day’s orders. Open orders show an Open tag. Use the date, search and filter buttons at the top to find an order.

  

Troubleshooting

Categories or items not visible

• Check that the category and items are visible and added to the menu in the Back Office.

• Make sure the right menu is selected at the top of the order screen.

Items are not being sent to the kitchen

• Printers may be offline or disconnected.

• The product category may not be linked to a kitchen profile or printer.

Can’t start a new order

• The user may not have permission to take orders.

• The floor plan may not be set up for this location.