Overview
Platter’s Back Office contains a wide range of configuration settings that define how your POS system performs across your restaurant locations. These settings influence everything from taxation and branding to printer routing, payment processing, SMS notifications, customer-facing displays, and receipt layouts. Properly configuring these areas ensures smooth daily operations, accurate reporting, seamless customer interactions, and compliance with local business requirements.
Each setting in Platter is location-specific, giving you full flexibility across multiple branches while ensuring consistent control over how your business operates. This guide provides a comprehensive walkthrough of each configuration category and includes best practices to help you apply these settings efficiently and correctly.
Prerequisites
Before adjusting configuration settings, make sure:
You have Admin or Manager access with permission to modify system configurations.
You are logged in to the Platter Back Office using the official link:
https://admin.plattermanagement.com/Any POS requires hardware like receipt printers, kitchen printers, card terminals, and CFD screens that are powered on and connected to the same network.
You have access to third-party credentials where necessary (Twilio, Moneris API keys, Stripe API keys).
Steps
1. Tax Settings
Tax configurations determine how sales tax is calculated and included in customer bills.
Purpose of Tax Settings
Ensures compliance with local tax laws
Controls whether tax appears as included or added
Affects reporting accuracy for accounting and audits
Ensures correct totals on receipts and customer invoices
How to Adjust Tax Settings
Log in to the Platter Back Office using your Admin or Manager credentials.
Select the correct restaurant location from the top navigation (if you manage multiple sites).
From the left-hand menu, click Settings.
Select % Restaurant Settings.
Click % Taxes.
Add a new tax or edit an existing one.
Enter the correct tax name (e.g., HST, GST).
Set the appropriate tax percentage based on your region’s requirements.
Assign the tax to applicable menu categories/items if needed.
Click Save to confirm your changes.
2. SMS Configuration (Twilio Integration)
Platter integrates with Twilio to send automated SMS messages. At this time, Platter only supports reservation confirmation messages through SMS. When a customer makes a reservation via your restaurant’s booking channel, Platter will automatically send a confirmation text.
How to Configure SMS via Twilio
Navigate to Settings > %Restaurant Settings > SMS Configuration (Twilio).
Enter your Twilio credentials:
Account SID
Auth Token
Registered Twilio Phone Number
Enable or disable specific SMS notification types.
Save your settings.
3. CFD (Customer-Facing Display) Configuration
The Customer-Facing Display (CFD) in Platter allows customers to view their order in real time at checkout. It displays items, totals, taxes, and the restaurant’s branding on a secondary screen during billing.
Platter’s CFD feature is currently limited to pairing the device and setting visual branding (background and logo).
To Configure CFD in Platter:
Log in to the Platter Back Office.
Select the correct restaurant location.
Go to Settings.
Select % Restaurant Settings.
Click CFD Configuration.
Platter currently supports two customisation options:
Background Image
You can upload a background image that appears behind the customer-facing order screen.
Examples include:
Restaurant-branded wallpaper
A minimal gradient/colour background
Seasonal or promotional visuals
Note: Ensure the image is high-quality and readable behind order details.
Logo Image
Upload your restaurant logo to appear at the top of the CFD screen.
This helps present a consistent brand to customers at checkout.
Recommended formats:
PNG
JPG
4. Printer Configuration
Printer configuration in Platter lets you set up receipt printers, so your POS can print customer receipts at checkout. This setup is essential for dine-in restaurants, takeout counters, or any business that provides printed receipts.
How to Configure a Printer in Platter
Log in to the Platter Back Office.
Select your restaurant location.
Go to Settings > %Restaurant Settings > Printers.
Click Add Printer.
Enter the following details:
Printer Name: A label to identify your printer (e.g., “Front Counter Printer”).
IP Address: The network IP assigned to the printer.
Port Number: Common ports include 9100, but use the port shown on your printer configuration page.
Click Submit.
5. Payment Gateway Configuration
Platter supports three payment gateway setups:
1. Moneris
Moneris allows direct card-present transactions using Moneris terminals.
You will need:
Store ID
API Token
Device/Terminal ID
How to Configure Moneris
Go to Settings > %Restaurant Settings > Payment Gateway.
Select Moneris.
Enter your Store ID and API Token.
Pair your Moneris terminal.
Submit and restart the POS app.
2. Stripe Connect (Platter-Managed Account)
This option offers the fastest setup and requires no manual API keys.
How to Configure Stripe Connect
Log in to the Platter Back Office.
Select the appropriate restaurant location.
Navigate to Settings > %Restaurant Settings > Payment Gateway.
Select Stripe Connect.
Enter your Stripe Connect Account ID in the required field.
Save your configuration.
Restart the POS app to apply changes.
3. Stripe Own Account
Use this if your business has an independent Stripe account.
How to Configure Stripe Own Account
Log in to the Platter Back Office.
Select your restaurant location.
Go to Settings > %Restaurant Settings > Payment Gateway.
Select Stripe Own Account.
Enter your:
Publishable Key
Secret Key
Submit your configuration.
Restart the POS app or device to apply the new payment settings.
6. Receipt Configuration
Receipt Configuration in Platter allows you to control what information appears on customer receipts. These settings help you maintain consistent branding, improve transparency for customers, and meet business documentation requirements.
Platter’s current Receipt Configuration includes four main options:
Customer Details
Show Discount
Show Platform Branding
Show Unit Price
How to Adjust Receipt Settings
Log in to the Platter Back Office.
Select the correct restaurant location.
Go to Settings.
Click Receipt Configuration.
Adjust the available options
Troubleshooting
SMS Not Sending
Check that your Twilio credentials are correct.
Ensure your Twilio number supports SMS in your region.
Confirm internet connectivity on the POS device.
Check Twilio balance or messaging limits.
Printer Issues
Ensure the printer and POS are on the same network.
Perform a test print from the Back Office.
Restart the printer and the POS app.
Verify that routing rules are assigned correctly.
Payment Terminal Not Connecting
Confirm the terminal is powered on and connected to Wi-Fi.
Re-enter Moneris or Stripe pairing credentials.
Restart both the terminal and the POS.
Verify your API credentials in Payment Gateway settings.
CFD Display Frozen or Not Updating
Reconnect the CFD device.
Ensure the POS is linked to the correct CFD.
Reload the CFD configuration.