Overview
This guide helps you prepare your restaurant to officially go live with Platter POS. It outlines everything you need to configure before launch, including menus, payments, printers, taxes, and users, and includes a complete staff training checklist to ensure smooth daily operations.
Once your setup is complete and your team is trained, you can begin processing live customer transactions through Platter POS.
Prerequisites
Before going live:
You must have Admin access to the Platter Back Office.
You must be logged in at https://admin.plattermanagement.com/login
Your menu, payment gateway, printer setup, and taxes must be fully configured.
All POS devices (iPads, Android tablets, handhelds) should be updated and connected to your restaurant's Wi-Fi.
Staff must have active Teams roles and login access.
Steps
1. Setup Checklist
Use the following checklist to confirm everything is ready before launching Platter POS.
Initial Setup
Log in to Platter Back Office.
Add all branches (for multi-location businesses).
Configure operating hours.
Set up categories.
Menus & Items (Cuisine Hub)
Payment Setup
Choose your payment gateway:
Moneris
Stripe Connect
Requires: Connect Account ID
Stripe Own Account
Requires: Publishable Key + Secret Key
Additional tasks:
Add all payment methods (Cash, Card, Gift Cards).
Test a payment transaction on the POS.
Hardware Setup
Configuration Settings
Navigate to Settings > % Restaurant Settings and configure:
Taxes
Add tax rates.
Assign taxes to menu items.
Business Information
Restaurant name
Address
Contact details
Legal information
Payment Gateway
Configure Moneris or Stripe credentials.
SMS Configuration (Twilio)
Currently supports reservation confirmations only.
Receipt Configuration
Enable or disable:
Show customer details
Show discount
Show unit price
Floor Plan & Teams
Floor Plan
Teams
Create roles (Manager, Server, Host, Kitchen Staff).
Assign permissions.
Add all employees/users.
Inventory
Add ingredients.
Enter stock quantities.
Configure consumption.
Test Run
Perform a complete system test:
Place a test dine-in order.
Send the order to the kitchen printer.
Process a payment
Print or email a receipt.
Void, reorder, or modify items.
Fully close the order.
2. Training Checklist for Staff
Train your staff on all essential daily operations before your go-live date.
Starting the Day
Log in to the Platter POS.
Open a new table.
Start a new direct order.
Understand table/order statuses:
Open
In-Progress
Completed
Managing Orders
Add items, modifiers, and notes.
Send items to the kitchen.
Transfer items between tables.
Move an order to a different table.
Handling Payments
Accept card/cash payments.
Add tips.
Split bills:
By guests
By items
By custom amounts
Reprint or resend receipts.
Process refunds (admin or manager only).
Order Types
Train staff to manage:
Dine-In Orders
Takeout Orders
Online Orders
Bar Service / Quick Service
End-of-Day Operations
Close all open orders.
Review daily sales under Reports.
Securely log out of POS devices.
Managers verify:
Payments
Daily summaries
POS closures
Troubleshooting
POS Device Not Syncing
Restart the POS app.
Check Wi-Fi connectivity.
Reload device configuration
Printer Not Printing
Verify the correct IP address and port.
Ensure the printer is on the same network.
Reassign printer roles.
Check the paper roll and the lid.
Restart the printer.
Payments Not Processing
Re-enter Moneris or Stripe credentials.
Verify correct keys (Stripe) or MID/TID (Moneris).
Restart the payment terminal.
Check the network connection.
Menu Items Not Showing on POS
Ensure the item is marked Active.
Confirm category visibility.
Check the assigned menu for the selected POS device.
Floor Plan Not Appearing
Refresh the POS device.
Ensure the floor plan is saved.
Check that you are in the correct restaurant location.