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Using the Home Screen

Updated this week

Overview

The Home screen is where users sign in to the Platter Restaurant POS app, clock in or out, and access floor plans. After a user logs out, the system returns to the Home screen, which functions as the main lock screen in Platter Restaurant.

Prerequisites

  • Valid Platter login credentials

  • Access to a location in Platter

  • Active employee profile

  • Permissions to clock in/out and access POS sections (based on role)

Accessing the Home screen

Steps

1. Log in to Platter

  • Open the Platter POS app.

  • Enter your Platter login credentials.

2. Select Location

  • After signing in, choose the location you want to log in to.

3. Access Employee List

4. After Clocking In – Available Options

Once clocked in, the following modules become available based on the user's role:

Dashboard

  • Shows overall sales data and daily performance.

Floor Plan

  • Displays tables similar to a restaurant layout.

  • Shows occupied tables and time spent since seating.

  • Navigate from the Menu > Floor Plan

Takeout

  • Create and manage takeout orders

Reservations

  • Add or modify reservations

  • Customers receive confirmation messages from the restaurant.

Orders

  • Review the complete history of all orders

  • The Invoice ID column displays a coloured dot before each ID. A grey dot signifies that the order has been fully paid, whereas a green dot indicates that the order is still being processed or payment is pending.

Inventory

  • Admins can view product availability

  • Update product quantities at the end of the day

5. Viewing User Details

  • Tap the employee/user icon to view:

    • Clock-in and clock-out times

    • Total shift duration

    • Current revenue handled by the employee

    • Total paid bills collected by the employee

    • Amount voided

    • Tips earned

6. View Date & Status

  • The top section of the screen shows:

    • Current module

    • Current date and time

7. Log Out

  • Tap Log Out to return to the Platter Home screen

Troubleshooting

  • Cannot see the employee list?

    If the employee list is not visible, first verify that the correct location is selected. In accounts with multiple locations, employees are assigned to specific locations and will only appear when the appropriate location is active.

  • Clock In/Out not available?

    If employees are unable to clock in or out, check their user role and permissions. The employee must have time-tracking or clock-in/clock-out permissions enabled in the Admin Portal. After updating permissions, ask the user to log out and log back in to apply the changes.

  • Floor Plan not visible?

    If the floor plan is not displayed, it may be disabled or not configured for the selected location. Confirm that the floor plan feature is enabled in the Admin settings and that a floor layout has been created and assigned to the location.

  • Inventory not updating?

    If inventory changes are not reflected, ensure that quantities are properly saved after editing. Double-check that the item update was completed successfully and that there are no unsaved changes. Refreshing the page or reloading the module may also help sync the latest data.

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