Overview
This article explains how to assign, change, or remove a customer from an order while using Quick Service Mode in Platter POS.
Although Quick Service Mode is designed for speed and can be used without customer details, assigning a customer allows proper tracking of invoices, order history, and future reference.
Prerequisites
Active Platter POS login
User must have the following permissions:
Takeout Module
Payment Access
Steps
1. Create an Order in Quick Service Mode
Open Quick Service Mode:
Navigation Menu > Takeout > Quick Takeout
Select items and proceed to checkout until the invoice screen is displayed.
2. Add or Assign a Customer
On the invoice screen, tap Add Customer.
You will see the list of existing customers in the POS.
Option A - Select Existing Customer
Choose a customer from the list
Tap Select
Option B - Add a New Customer
Tap Add New Customer
Enter the following details:
Phone Number
Name
Email (optional)
Tap Add
The new customer will be added to the list.
Select the customer to whom you want to attach the invoice.
Once selected, the invoice is immediately assigned to that customer.
3. Remove a Customer from the Invoice
If the wrong customer was assigned:
Tap the customer name on the invoice
A confirmation pop-up will appear
Tap Yes to remove the customer
The invoice will no longer be linked to any customer.
4. View Customer-Assigned Invoices
You can verify customer assignment in:
Takeout Module - for unpaid invoices
Troubleshooting
If the Add Customer option is missing, verify that the user has Customer Access permission.
If the customer does not appear in the list, refresh the POS sync.
If a customer cannot be added, confirm required fields are completed.