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Using the order module in Platter

Updated this week

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

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