Place Basic Orders

Overview

This article explains how to create dine-in and takeout orders in Platter POS, route them to the kitchen (KDS), and finalize payments. It also includes the quick-service workflow and essential order functions, including adding items, applying modifications, and deleting items.

Prerequisites

Before beginning, ensure the following setup is completed in the Back Office:

Floor plan created
Menu, categories, and items added
KDS (Kitchen Display System)
CFD (Customer Facing Display)
Payment gateway configured
Printers configured
Taxes set up
SMS configuration completed
Team members added with permissions for:
- Floor plan access
- Order taking
- Sending orders
- Payments
- Promotions

Dine-In Orders

Steps

Clock In
- Open the POS Home Screen.
- Enter your login credentials or PIN.
- Tap Clock In to start your shift.
Open Floor Plan
- After clocking in, you will land on the Dashboard.
- From the navigation menu, select Floor Plan.
Select a Table
- Tap the table you want to serve.
- A pop-up will ask:
  - Number of guests
  - Start time (automatically shown)
- Tap Take Order.
View Menu
- The full menu will appear as created in the Back Office.
- You can:
  - Search items
  - Browse categories and products
Add Items
- Tap an item to open the item popup showing:
  - Price
  - Description
  - Modifiers
  - Add-ons
  - Notes
- Customize as needed and tap Add to save it to the order list.
- Shortcut: Tapping the item tile directly adds it, instantly applicable for large quantities.
Send Order to KDS
- Tap Send Order (bottom-right).
- The order will be sent to the KDS.
- The Send button will change colour to indicate it has been sent.
- To view the order on Platter KDS, staff must be logged into the KDS screen.
Delete Items
- Swipe left on an item in the order list to remove it.

Takeout & Quick Takeout Orders

Steps

Clock In
- Log in and clock in from the POS Home Screen.
Open Takeout Screen
- From the navigation menu, select Takeout.
- You will see a list of existing takeout orders.
New Takeout Order
- Tap New Order.
- Choose Takeout (pickup) or Delivery.
- Enter:
  - Customer name
  - Phone number
  - Estimated delivery time
- Tap Take Order to open the menu.
- Add items and send the order to KDS.
Quick Takeout
- Tap Quick Order.
- No customer details or table required.
- The menu opens immediately.
- Take the order and send it to KDS.
- Ideal for fast-service environments.

Payments

Steps

Add Discount
- Inside the order screen, tap Discount.
- Choose from the list of discounts configured by the admin in the Promotions module.
Charge the Order
- Tap Checkout.
- The invoice screen will appear.
- The CFD will display the order total to the customer.
Select Payment Method
- Available options:
  - Cash - The customer pays the full bill amount using physical currency.
  - Card - The bill is paid using a debit or credit card through the payment terminal.
  - Check - The customer settles the bill by providing a check as payment.
  - Gift Card - Payment is made using a prepaid gift card balance.
  - Service Charge - The amount is charged to a predefined service account.
- You can also print or send a digital receipt to the customer.
After Payment
- The order screen will update with options like:
  - Void Invoice
  - Edit Invoice
- Once finalized, the table will close

Troubleshooting

Floor plan not visible: Confirm that the Floor plan is created and published in the Back Office.
Cannot send to KDS: Check KDS setup and login status.
Items not showing: Verify item visibility and category settings.