Overview
The Setup section in Platter POS is a simplified configuration panel designed to help restaurants quickly connect and manage their Bluetooth payment terminal. Unlike other POS systems, Platter keeps device settings minimal within the POS app, allowing most configuration - such as menu setup, user roles, printers, and permissions - to be handled directly from the Platter Back Office.
In the POS app, the Setup menu is primarily used to pair or re-pair your Bluetooth payment terminal to ensure smooth, secure payment processing.
Prerequisites
Before accessing or using the Setup menu:
Ensure your iPad’s Bluetooth is turned on
You have a supported Platter-compatible Bluetooth payment terminal
Your user role has permission to access Setup
The terminal is charged and powered on
Your iPad is connected to the internet
1. Accessing the Settings Section
Steps
Open the Platter POS app on your iPad.
Log in using your PIN.
From the POS home screen, tap Settings (bottom left corner)
You will see the option “Set up your Bluetooth Terminal.”
2. Setting Up Your Bluetooth Terminal
This option allows you to connect or reconnect a payment terminal directly from the POS app.
Steps
Tap Settings on the POS home screen.
Select “Set up your Bluetooth Terminal.”
Ensure your terminal is turned on and in pairing mode.
A list of available Bluetooth devices will appear.
Tap your terminal from the list.
Wait for the connection to complete.
Once paired successfully, the terminal will be ready to accept payments.
Troubleshooting
The terminal isn’t appearing in the list.
Ensure the terminal is powered on and in Bluetooth pairing mode
Make sure Bluetooth is enabled on the iPad
Restart the terminal
Move the terminal closer to the iPad
Restart Platter POS and try again
Terminal connected but not processing payments
Unpair and re-pair through the Setup menu
Ensure the iPad has internet connectivity
Restart both the iPad and the terminal
Check if your payment provider is active in the Platter Back Office
The setup option is not visible
Your user role may not have Setup permissions
Check with a Manager or Admin to update your user settings