Skip to main content

Optimizing Your POS Device

Updated over 3 weeks ago

Overview

Setting up your Platter POS system ensures your device is fully optimized for speed, reliability, and smooth daily operations. Whether you’re installing the Platter Restaurant App or configuring payments, printers, and SMS alerts, Platter makes the onboarding process simple and efficient.

Before you begin, please ensure your device supports the Platter Restaurant Application and is connected to a secure Wi-Fi network.

Prerequisites

Before you begin, ensure the following:

  • Your device supports the Platter Restaurant Application

  • The device is connected to a secure and stable Wi-Fi network

  • You have valid Platter login credentials.

  • Google Chrome is installed and up to date (for Back Office access)

  • Supported hardware is available (printers, payment terminals)

Steps

Installing the Platter Restaurant App

  1. You can connect your device to a secure Wi-Fi network.

  2. You can just open the App Store and search for Platter Restaurant Management App.

  3. You can just tap in and enter your Apple ID credentials if you are prompted

  4. Once installation is complete, you are ready to link your Platter account.

  1. Make sure Google Chrome is installed or updated on your device.

  2. Open Chrome and visit the Platter Back Office Login page.

  3. Sign in using your Platter credentials - your dashboard will appear.

  4. From the sidebar menu, go to Settings > Restaurant Settings.

  5. Under Payment Gateway Configurations, choose your payment provider:

    • Stripe

    • Moneris

  6. You can enter the required credentials to complete setup.

  7. Go to Printer Configuration to add your receipt printer.

    • Ensure the printer is on the same network.

    • When powered on, it prints a slip showing the IP Address and Port Number. Use these to configure it.

  8. Under SMS Configuration, enable SMS notifications by entering:

    • Account SID

    • Auth Token

    • SMS Phone Number: This enables order-ready alerts and reservation confirmations.

  9. For Customer-Facing Display (CFD), Platter provides a default wallpaper.

    • You can upload a custom wallpaper from this section.

Use supported hardware

Using official and supported hardware helps extend your device’s lifespan and ensures full compatibility with the Platter Restaurant app. Always charge your device with certified cables instead of third-party options, and refer to our list of supported hardware to choose compatible printers, cash drawers, and payment terminals.

Keeping Your Device Clean and Running Smoothly

Keeping your device and workspace clean helps it stay fast and responsive. Try to place the device away from the kitchen to prevent spills or grease buildup, and clean both the device and the surrounding area regularly. Always use the manufacturer's recommended cleaning materials to avoid damage.

Use the Device Only for Your Restaurant

To keep your Platter Restaurant system secure and running smoothly, your device should be dedicated to your restaurant only. Using a business-only device with its own business Apple ID helps protect your personal information and ensures you always have stable access.

Avoid installing personal apps or unnecessary software, such as streaming services or non-work applications. For better control, you can turn on Guided Access to lock the device to the Platter Restaurant app or use Apple Shortcuts to reopen the app if it closes automatically.

Disable Auto-Lock

If your device locks automatically, it can interrupt the Platter Restaurant app and cause syncing issues. To avoid this, disable auto-lock:

  1. Open Settings

  2. Tap Display & Brightness

  3. Tap Auto-Lock

  4. Select Never

Enable Automatic Software Updates

Keeping both your device and Platter Restaurant up to date helps prevent errors caused by outdated software.

Enable automatic updates for your device:

  1. Go to Settings

  2. Tap General

  3. Tap Software Update

  4. Tap Automatic Updates

  5. Turn all options ON

If an update is already available, you can select Update Now to install it immediately.

Update Platter Restaurant manually:

  1. Open the App Store

  2. Tap your profile icon (top-right)

  3. Tap Apps and search for Platter Restaurant

  4. Tap Update if available (If it shows “Open,” your app is up to date)

Enable Location Services

Location services help keep your device’s time zone accurate and let you locate it if necessary.

To enable:

  1. Open Settings

  2. Tap Privacy & Security

  3. Turn on Location Services

To fix the time zone, go to:

Settings > General > Date & Time > Set Automatically (toggle ON)

Forget Old Wi-Fi Networks

If your device remembers old Wi-Fi networks, it may automatically reconnect to them, causing connection problems. Remove older networks so your POS always uses the correct one.

  1. Open Setting.

  2. Tap Wi-Fi

  3. Tap the blue “i” next to the old network.

  4. Tap Forget This Network

  5. Confirm by tapping Forget.

  6. Repeat for any other unwanted networks.

Troubleshooting

App Not Opening or Crashing

If the Platter Restaurant app does not open, crashes, or closes unexpectedly:

  • Check that your device is running the latest supported iOS version

  • Open the App Store and ensure the Platter Restaurant app is up to date

  • Restart the device to clear temporary memory issues

  • If the issue persists, uninstall and reinstall the app

  • Confirm that the device has sufficient storage space available

Unable to Log in to Back Office

If you cannot access the Platter Back Office:

  • Verify that the device is connected to a stable Wi-Fi network

  • Ensure you are using Google Chrome, as other browsers may not be fully supported

  • Clear Chrome cache and cookies

  • Double-check your username and password

  • If login still fails, try accessing the Back Office from another device to rule out account issues

Payment Gateway Not Linking (Stripe / Moneris)

If the payment gateway setup fails or transactions do not process:

  • Recheck all API keys and credentials for accuracy

  • Ensure there are no extra spaces when copying credentials

  • Refresh the page after saving configuration changes

  • Confirm that your Stripe or Moneris account is active and not restricted

  • Log out and log back in after configuration changes to apply updates

Printer Not Printing Receipts

If receipts are not printing:

  • Ensure the printer is powered on and connected to the same Wi-Fi network as the POS device

  • Restart both the printer and the POS device

  • Verify the printer’s IP Address and Port Number match the values entered in Printer Configuration

  • Confirm the printer has paper and no hardware error lights

  • Check that the printer model is supported by Platter POS

SMS Alerts Not Sending

If SMS notifications (order ready, reservations) are not being delivered:

  • Confirm the Account SID, Auth Token, and SMS Phone Number are entered correctly.

  • Ensure your SMS provider account has a sufficient balance or credits.

  • Verify SMS configuration is enabled for the location.

  • Restart the device and resend a test message.

Device Keeps Locking or Sleeping

If the device locks or sleeps during operation:

  • Go to Settings > Display & Brightness > Auto-Lock and set it to Never.

  • Disable Low Power Mode.

  • Keep the device plugged in during extended usage.

  • Close unnecessary background apps that may force the system to lock.

Device Running Slow or Freezing

If the POS feels sluggish or unresponsive:

  • Close unused background applications

  • Restart the device daily to clear memory

  • Remove personal or non-business apps

  • Ensure the device is not exposed to heat, grease, or moisture

  • Keep at least 20% free storage space available

Incorrect Time Zone or Date

If reports show incorrect time or date:

  • Go to Settings > General > Date & Time

  • Enable Set Automatically

  • Turn on Location Services under Privacy & Security

  • Restart the device to apply changes

Device Connecting to Old Wi-Fi Networks

If the device keeps reconnecting to incorrect networks:

  • Go to Settings > Wi-Fi

  • Forget all unused or old networks

  • Stay within range of the primary router

  • Restart the router if the connection drops frequently

Customer-Facing Display (CFD) Not Showing Wallpaper

If the CFD wallpaper does not appear:

  • Confirm that Customer-Facing Display is enabled for the location

  • Re-upload the wallpaper in PNG or JPG format

  • Ensure the image meets supported resolution guidelines

  • Restart the POS app after uploading the image

Changes Not Syncing or Delayed Updates

If updates or changes do not appear immediately:

  • Confirm the device has an active internet connection.

  • Refresh the app or log out and log back in.

  • Restart the device if syncing appears stuck.

  • Avoid switching networks while the app is running.

Did this answer your question?