Skip to main content

Using the order module in Platter

Updated over 2 months ago

Overview

The Order Module in Platter is used to view the complete history of orders, including paid and pending orders for dine-in, takeout, and delivery. It allows users to review order details, manage invoices, and take actions such as printing, editing, or voiding orders.

Prerequisites

  • Active Platter POS

  • Order Module access assigned to the user

  • Manager role access (required if the Order Module is not assigned)

  • Internet connection for order sync

Steps

  1. Access the Order Module

    • Log in to your Platter POS

    • Navigate to the Order Module

    • If the module is not visible, log in using a Manager role and assign Order Module access
      ​

  2. View Order List

    • The Order Module displays:

      • All orders created today

      • Paid and Unpaid orders

    • Each order shows:

      • Invoice ID

      • Order time and date

      • Total amount

      • Order type (Dine-in, Takeout, Delivery)
        ​

  3. View Order Details

    • Tap on any order to open the order summary

    • Click the Order button to open the invoice

    • From the invoice screen, users can:

      • View full order details

      • Edit the order (if permissions allow)

      • Void the order (if permissions allow)

  4. Print Options

    • From the Order Module, users can:

      • Print the invoice

      • Use Digital Print to send a digital receipt
        ​

  5. Filter Orders

    • Orders can be filtered by:

      • Order Type: All, Dine-in, Takeout
        ​

      • Order Status:

        • Open (green indicator)

        • Closed (grey indicator)

    • Use the Date filter to view the list of specific dates

Troubleshooting

  • Order Module not visible

    • Ensure the module is assigned to the user

    • Log in with a Manager role and assign access

  • Order not appearing in the list

    • Check the selected date filter

    • Verify the order status and filter selection

  • Unable to edit or void an order

    • Confirm the user role has the required permissions

  • Order list not updating

    • Refresh the screen

    • Ensure the POS is connected to the internet

Did this answer your question?