Overview

This article explains how to assign, change, or remove a customer on a quick counter (takeout) order in Platter POS.

The current iPad app has no separate Quick Service mode; counter orders are taken from the Takeout screen with New order. Although these orders can be placed 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 a Takeout Order

• Tap Takeout in the left navigation bar, then tap New order.

  

• Choose a Fulfillment method and tap Take order. You can also enter the customer’s phone number and name here.

• Select items and tap Checkout until the invoice screen is displayed.

  

2. Add or Assign a Customer

• On the invoice screen, tap Add customer at the top right.

• You will see the Select customer list of existing customers. Use Search customer to find one quickly.

  

Option A - Select Existing Customer

• Tap a customer in the list. Their details open.

  

• Tap Select

Option B - Add a New Customer

• Tap New customer

• Enter the following details:

  • Phone number

  • Customer 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 customer’s name appears at the top right of the invoice screen.

  

3. Remove a Customer from the Invoice

If the wrong customer was assigned:

• Tap the customer name at the top right of the invoice

• A Remove customer pop-up will appear

  

• Tap Remove to remove the customer

The invoice will no longer be linked to any customer, and Add customer appears again.

4. View Customer-Assigned Invoices

You can verify customer assignment in:

• Takeout screen - open (unpaid) takeout orders are listed with the customer name

  

Troubleshooting

• If the Add customer option is missing, verify that the user role has permission to add and select customers.

• If the customer does not appear in the list, search by name or refresh the POS sync.

• If a customer cannot be added, confirm required fields (phone number and customer name) are completed.