Overview

The Platter Restaurant POS app for iPad and iOS is the central platform for your team to perform all daily operational tasks. While the Platter Dashboard (Back Office) is used for setup, such as configuring menus, updating user roles, and reviewing analytics, the POS app is designed for real-time service activities during your business day.

Staff members use the POS to manage customer orders, process payments, set and end sales periods, and print operational reports. Access to these functions is controlled through role-based permissions, ensuring that managers, servers, cashiers, and kitchen staff each have the appropriate tools for their responsibilities.
This separation helps maintain security, operational efficiency, and a smooth workflow throughout your restaurant.

Prerequisites

Before using the Platter POS app, confirm the following requirements:

You have an active Platter user account.
The Platter Restaurant POS app is installed on your iPad/iOS device.
Your user role has the correct permissions assigned in the Back Office.
The device has a stable internet connection for syncing menu and order data.

Steps

1. Log In to the Platter POS App

Open the Platter Restaurant POS app on your device.
Select your user profile or enter your assigned PIN to access the system.
Once logged in, the home screen will display modules based on your assigned role.

2. Navigate the POS Home Screen

Review the available modules, such as:
- Floor Plan
- Orders
- Reservations
- Takeout
- Inventory
The modules you see will depend on your user role (Manager, Server, Cashier, Kitchen Staff, etc.).
Tap a module to open and begin working with that feature.

3. Perform Your Daily Operational Tasks

Depending on your role, you will complete different actions:

For Managers

Review and print shift reports, sales summaries, and performance analytics.
Approve discounts, voids, or refunds.
Monitor real-time service activity across the restaurant.

For Servers and Cashiers

Create new orders from the Orders or Tables module.
Add items, modifiers, and notes to guest orders.
Send items to kitchen stations.
Process payments (cash, card, etc.).
Split bills as needed.

For Kitchen Staff

Clock in/out using the Clock In/Out module.

4. Syncing Data With Platter Dashboard

Any updates made in the Platter Dashboard - such as menu changes, price updates, or user role changes - automatically sync to the POS.
No manual refresh is required unless prompted by support.

Troubleshooting

POS is not showing specific options or modules

Check the user’s role and permissions within the Platter Dashboard.
Permissions may restrict functions for servers, cashiers, or kitchen staff.

Clock-in action is not available

Ensure Clock In/Out is enabled for that user role.
Confirm that your device is synced with staff scheduling (if used).

Menu items not appearing in POS or KDS

Verify that the item is assigned to the correct Category and Kitchen Station.
Ensure the item or category is not marked as Inactive or hidden.