Overview

This article explains how to assign, change, or remove a customer from an order while using Quick Service Mode in Platter POS.
​
Although Quick Service Mode is designed for speed and can be used without customer details, assigning a customer allows proper tracking of invoices, order history, and future reference.
​

Prerequisites

• Active Platter POS login
  ​

• User must have the following permissions:
  ​

  • Takeout Module
    ​

  • Payment Access

Steps

1. Create an Order in Quick Service Mode

• Open Quick Service Mode:
  ​

• Navigation Menu > Takeout > Quick Takeout
  ​

  

• Select items and proceed to checkout until the invoice screen is displayed.

  

2. Add or Assign a Customer

• On the invoice screen, tap Add Customer.
  ​

  

• You will see the list of existing customers in the POS.

  

Option A - Select Existing Customer

• Choose a customer from the list
  ​

  

• Tap Select

Option B - Add a New Customer

• Tap Add New Customer
  ​

  

• Enter the following details:
  ​

  • Phone Number
    ​

  • Name
    ​

  • Email (optional)
    ​

• Tap Add
  ​

  

• The new customer will be added to the list.
  ​

• Select the customer to whom you want to attach the invoice.
  ​

• Once selected, the invoice is immediately assigned to that customer.

  

3. Remove a Customer from the Invoice

If the wrong customer was assigned:

• Tap the customer name on the invoice
  ​

  

• A confirmation pop-up will appear
  ​

  

• Tap Yes to remove the customer

The invoice will no longer be linked to any customer.
​

4. View Customer-Assigned Invoices

You can verify customer assignment in:

• Takeout Module - for unpaid invoices​

  

Troubleshooting

• If the Add Customer option is missing, verify that the user has Customer Access permission.
  ​

• If the customer does not appear in the list, refresh the POS sync.
  ​

• If a customer cannot be added, confirm required fields are completed.