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About takeout and delivery

Updated this week

Overview

Platter POS supports two methods for creating Takeout and Delivery orders, depending on your restaurant workflow. Both methods allow staff to quickly create, send, and finalize off-premise orders while ensuring accurate billing, tax application, and tracking.

Restaurants may also configure dedicated prices or taxes for Takeout and Delivery items.

Prerequisites

Before creating Takeout or Delivery orders, ensure:

  • A Takeout and Delivery table exists in your Floor Plan.

  • Menus and items are properly configured and visible on the POS.

  • If using separate pricing, items have Takeout/Delivery prices set in the Back Office.

  • Staff have permission to create new orders.

Steps

1. Using the Takeout Screen

  1. Log in to the Platter Restaurant POS application.

  2. Tap the Takeout button from the left navigation bar.

  3. Tap New Order.

  4. Choose the order type:

    • Takeout

    • Delivery

  5. Once you choose one of the two options, enter:

    • Customer name

    • Phone number

    • Estimated time

  6. Tap Take Order.

  7. Select the required items.

  8. Tap Send Order to send the items to the kitchen.

  9. Tap Checkout.

  10. Select the payment method and process the payment.

  11. Finalize the order.

2. Delivery Orders

A Delivery Order is created when food is sent to the customer’s location using either in-house delivery staff or third-party partners. This mode ensures accurate tracking and structured delivery management.

Key Features

  • Orders are automatically tagged as Delivery

  • Customer address, phone number, and notes are captured

  • Delivery staff/driver can be assigned

  • Delivery fee or service charge can be auto-applied

  • Order statuses update dynamically:

    • Preparing

    • Out for Delivery

    • Delivered

  • Payments can be marked as:

    • Paid

    • Pending (Cash on Delivery)

Troubleshooting

Takeout button not visible

  • Ensure the Takeout feature is enabled for your device configuration.

  • Reload device configuration from Back Office.

Delivery option not appearing

  • Confirm that a Delivery table exists in the Floor Plan.

  • Make sure the Delivery mode is enabled for the location.

Incorrect price or tax applied

  • Check item settings for Takeout/Delivery pricing.

  • Ensure the correct order type (Takeout/Delivery) was selected.

Order not printing to the kitchen

  • Verify printer configuration for Takeout/Delivery routes.

  • Ensure the POS device has a stable internet/network connection.

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