Overview
This article explains how to use the Takeout & Delivery module in Platter, including how to create takeout, delivery, and quick takeout orders directly from the POS.
Prerequisites
Manager or Admin access
Takeout & Delivery module enabled for Manager
POS device connected to the internet
POS app updated to the latest version
Steps
New Takeout Order
Log in to the POS and clock in from the Home Screen to begin your shift.
Open the Takeout & Delivery module by selecting Takeout from the navigation menu, where you will see all existing takeout and delivery orders.
Tap New Order to create a new order, and choose whether it will be Takeout (Pickup) or Delivery.
Enter the customer’s name, phone number, and estimated ready or delivery time when prompted.
Tap Take Order to open the menu, add the items, and send the order to the KDS for preparation.
Proceed to the payment screen and complete the New Takeout/Delivery payment.
Charge the Order:
Tap Charge.
The invoice screen will appear.
The CFD will display the order total to the customer.
Select Payment Method
Available options:
Cash - The customer pays the full bill amount using physical currency.
Card - The bill is paid using a debit or credit card through the payment terminal.
Check - The customer settles the bill by providing a check as payment.
Gift Card - Payment is made using a prepaid gift card balance.
Service Charge - The amount is charged to a predefined service account.
You can also print or send a digital receipt to the customer.
After Payment
The order screen will update with options like:
Void Invoice
Edit Invoice
Fast-Service (Quick Takeout) Option
Troubleshooting
If the order does not appear, refresh the Takeout screen or ensure the POS has an active internet connection.
If the KDS is not receiving items, verify that the KDS device is powered on, connected, and properly linked to your account.
If customer details are required, avoid using Quick Order since it does not collect customer information.