Overview
This article explains how to add, select, remove, or change a customer while taking a bill in Platter POS, and how the assigned customer information appears in Back Office customer reports.
Prerequisites
Customer Management enabled in Platter Back Office
POS synced with the latest customer list
User role must have permission to add and select customers.
Steps
Adding a Customer While Taking the Bill
When taking the bill, tap Add Customer on the POS screen.
A list of all saved customers will appear.
If the customer already exists, tap their name from the list.
Their name will show on the screen.
To add a new customer, tap Add.
Their name will show on the screen.
6. Enter the following details:
7. Tap Add to save.
The new customer will now appear in the list and can be selected.
Removing or Changing a Customer
If the wrong customer is selected, tap the customer name shown on the screen.
2. A confirmation pop-up will appear. Tap Yes to remove the customer.
3. You can now select another customer or add a new one.
How It Reflects in the Back Office
Once a customer is assigned to an invoice:
The invoice will appear under that customer in Back Office > Customer Reports.
Admins can view:
Total invoices
Total spend
Average spend
You can also export this list using the Export button.
Troubleshooting
Customer not appearing in the list
Sync the POS or refresh customer data.
Unable to add a new customer
Ensure required fields (phone number and name) are filled correctly.
Wrong customer assigned
Tap the name on screen, confirm removal, and then select the correct one.
Invoice not showing in reports
Confirm the order is finalized and synced.