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Back Office Overview

Updated over 3 weeks ago

Overview

The Platter Back Office is the central control system for managing your restaurant’s setup, operations, and administrative tasks. While the Platter POS app powers your front-of-house operations - taking orders, accepting payments, managing tables - the Back Office is where you control all the configurations that make your restaurant run smoothly.

From menu creation and team management to inventory tracking, promotions, and real-time reporting, the Back Office gives restaurant owners and managers full oversight and control. Every change made in the Back Office automatically syncs to all your POS devices, ensuring consistency and accuracy across the entire operation.

This article provides a comprehensive introduction to the Back Office, including its purpose, how to log in, and an in-depth look at every major section available in the navigation menu.

Understanding the Back Office

The Back Office is the core administrative environment of Platter. It is designed for managers and administrators who need to configure, monitor, and optimise restaurant operations. It is accessible from any web browser and offers real-time connectivity with your POS devices.

The Back Office plays a critical role in:

Because Platter is cloud-based, any updates made in the back office reflect instantly across your restaurant, ensuring a unified and accurate system at all times.

Logging In for the First Time

To get started, you must log in to your Platter Back Office account.

Steps:

  1. Open a supported web browser (Google Chrome recommended for best performance)

  2. Use the Platter Management login link provided during your onboarding: https://admin.plattermanagement.com/.

  3. Type your admin email address.

  4. Enter the temporary password shared by the Platter Onboarding team.

  5. You will be prompted to create a new, secure password.

  6. After a successful login, you will be directed to the Dashboard overview screen.

  7. If your business operates multiple locations, select the location you want to manage.

Password Best Practices

  • Include uppercase and lowercase letters

  • Add numbers and symbols

  • Avoid using POS PINs or easily guessable words

  • Update passwords every 90 days for better security

Business Profile Types

Platter supports a variety of restaurant types, and each one may have different functional needs. During onboarding, you can select your business profile type to preconfigure certain features and workflows.

What is a Business Profile Type?

A Business Profile Type is the category that best describes your restaurant’s operating model. Platter uses this information to customise your system’s structure, menu presentation, service options, and reporting style.

Common Business Profile Types in Platter include:

1. Dine-In Restaurant

Ideal for full-service restaurants.


Pre-configures:

  • Table-based ordering

  • Floor plan management

  • Table numbers & sections

  • Course management

2. Quick Service Restaurant (QSR / Fast Food)

Designed for counter-service or quick-turnover environments.


Pre-configures:

  • No table layout required

  • Fast-order entry

  • Simplified menu screens

  • Payment-first workflow

3. Café or Bakery

Perfect for cafés, dessert shops, and coffee bars.


Pre-configures:

  • Item-forward menu structure

  • Speciality modifiers (e.g., milk types, sizes)

  • Simple checkout flow

4. Bar or Lounge

Optimised for beverage-heavy businesses.


Pre-configures:

  • Alcohol-focused categories

  • Happy-hour promotions

  • Fast-order drink modifiers

  • Open tabs

5. Food Truck / Cloud Kitchen

Meant for small spaces or online-order-centric kitchens.


Pre-configures:

  • Minimal floor plan

  • Compact POS views

  • Inventory-focused ingredient tracking

6. Multi-Cuisine or Multi-Section Restaurant

For larger restaurants offering multiple cuisines or service styles.


Pre-configures:

  • Cuisine Hub is structured by cuisine type

  • More advanced menu categorisation

  • Section-based printing (e.g., tandoor, grill, bar)

Navigating the Back Office

The Platter Back Office is organised into a left-side navigation panel and a top toolbar. Each section is dedicated to a specific area of restaurant operations.

Below is a deep dive into each major section of the Platter Back Office.

1. Dashboard

The Dashboard is your restaurant’s at-a-glance performance centre. It provides real-time business insights in a visual, easy-to-understand format.

From the Dashboard, you can view:

  • Total Sales for the day, week, or month

  • Order Volume and traffic trends

  • Top-selling items and categories

  • Average order value

  • Peak business hours

  • Payment method breakdowns

  • Live POS activity

This section is ideal for monitoring performance throughout the day or reviewing trends for planning and forecasting.

2. Teams

The Teams section manages all of your employees' access and permissions.

You can:

  • Add new staff profiles

  • Assign roles (Admin, Manager, Server, Kitchen Staff, Cleaner, etc.)

  • Customise permissions for each role

  • Reset staff PINs

  • Control access to sensitive operations (discounts, voids, refunds)

  • Track attendance through clock-in/out

Teams ensures that the right people have access to the right tools, reinforcing both security and operational efficiency.

3. Cuisine Hub

Cuisine Hub is the heart of your menu management system. It allows you to build and maintain a complete digital menu.

You can:

  • Add new menu items with names, descriptions, and prices

  • Arrange items into categories (e.g., Appetisers, Mains, Desserts)

  • Create modifiers and add-ons

  • Manage item visibility (show/hide from POS)

  • Create combos, meal bundles, or special variations

  • Organise menu items for different services (dine-in, takeout, delivery)

Changes made here update instantly on the POS, ensuring accuracy for staff and customers.

4. Floor Plan

Floor Plan enables you to design your restaurant layout within Platter POS, making table management intuitive for staff.

You can:

  • Add tables and assign each table a number

  • Drag and place tables to match your real restaurant layout

  • Create sections (kitchen, main dining room, bar, etc.)

  • Edit capacity or change table shapes (round, square, booths)

  • Add special areas (waiting area, reserved section)

A well-designed floor plan improves table tracking, reduces delays, and enhances the dining experience.

5. Promotions

The promotions section allows you to create marketing offers, automated discounts, and special deals.

You can:

  • Build time-based promotions (Happy Hour, weekday specials).

  • Create percentage or fixed-amount discounts

  • Offer buy-one-get-one (BOGO) deals

  • Apply promotions to specific categories or items

  • Set start/end dates or recurring schedules

  • Activate or deactivate promotions instantly

Promotions help boost sales, attract customers, and enhance marketing efforts.

6. Inventory

Inventory allows you to manage ingredients, track stock levels, and monitor consumption.

You can:

  • Add ingredients and assign unit measurements

  • Map ingredients to menu items

  • Track stock-in and stock-out

  • Receive alerts for low or out-of-stock items

  • Monitor food cost percentages

  • Generate inventory reports to identify waste or pilferage

Accurate inventory reduces cost, improves procurement planning, and ensures menu items remain available.

7. Reports

Reports give you a comprehensive look into your operations. This area is essential for business analysis and decision-making.

You can view reports on:

  • Total sales and revenue trends

  • Best-selling items and categories

  • Payment methods

  • Order volumes by hour/day

  • Staff performance

  • Taxes and service charges

  • Cancellations, voids, and refunds

These insights help you plan staffing, adjust menus, manage costs, and grow your business.

8. Settings

Settings is where you configure system-wide details and operational rules.

You can:

  • Update restaurant name, logo, address, and contact details

  • Configure taxes, service charges, and rounding rules

  • Set up printers and printer profiles

  • Manage payment methods and terminal connections

  • Customise receipt layout

This section is crucial for ensuring your POS environment reflects your restaurant’s needs.

9. Logout

Be sure to log out after finishing your work, particularly on shared devices, to maintain company security.

Troubleshooting

Login issues

  • Check the internet connection

  • Ensure the browser is updated

  • Confirm account activation with Platter Support

Changes are not syncing to the POS

  • Restart the POS app

  • Ensure a stable internet connection

Missing menu options

  • Your role may not have permission

  • Ask an Admin to update your access

Device or printer not responding

  • Reconnect or reset the device

  • Check Wi-Fi/Bluetooth connection

  • Verify printer settings in Settings > Hardware

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