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Managing menus

Menus with a clear structure simplify the use of the POS, so users can find item buttons quickly, ensuring efficient service. Add main screens to menus and organize buttons, such as items or discounts, into main screens. Once a specific menu is set up, only items in that menu will appear on the POS. Items must be set in a menu to be visible on the POS.

Creating a new menu

Adding a menu

Adding a menu defines the name of the menu. The name is displayed in the Back Office and on the POS. After adding a menu, you you'll need to edit it to add main screens and buttons.

  1. Log in to the Back Office with your Lightspeed Restaurant credentials.
  2. From the main navigation menu, select Menu management > Menu.
  3. Click Create.
  4. Enter a name for the menu.
  5. Click Save to save the menu name and access the menu settings page.
  6. Move on to Adding main screens.

Restaurant-Adding-Menus-Name.png

Adding main screens

Main screens are menu categories that sort buttons into groups. In one menu, you can have a maximum of 20 main screens.

The menu settings page will immediately load after adding a menu. To access this page at a later time, see steps 1 and 2 below.

  1. From the main navigation menu, select Menu management > Menu.
  2. Click the name of the menu you want to add main screens to.
  3. Click Add in the MAIN SCREENS column.
  4. Enter the main screen’s name. For instance, Wines.
  5. (Optional) Enable Add color theme and choose a color under Button color to give the button a background color to display on the POS.
  6. (Optional) Repeat steps 3–5 to add additional main screens.
  7. Click Save to add the main screen(s) to the menu.
  8. Move on to Adding buttons to the main screen.

Restaurant-BO-Add-Main-Screens.png

Adding buttons to the main screens

Buttons can be items, sub-screens (screens within a main screen), discounts, production instructions, transfer operations, account profiles, or web extensions that can be selected on the POS within a main screen.
After adding a menu and mains screens, add buttons to each main screen to use those buttons at the POS to place and process orders.

You'll be taken to the menu settings page immediately after adding a menu and main screens. To access the page at a later time, see steps 1 and 2 below.

  1. From the navigation menu, select Menu management > Menu.
  2. Click the name of the menu you want to add buttons.
  3. Select a main screen from the MAIN SCREENS column to add buttons to. The display for the main screen opens on the right side.
  4. Click Add button.
  5. Select a type of button from the drop-down menu.
  6. Enter the required information. See the Button settings table below for details.
  7. (Optional) To modify buttons, such as giving them a background color, see the Editing menus section of Editing, duplicating, and deleting menus.
  8. Click Add button to add the button to the main screen.

Restaurant-BO-Adding-Menu-Buttons.png

Button settings

Type of button Description Required setup
Item Items refer to standard food and beverage products that can be added to an order. Items are created from the Back Office (Menu management > Items).
  1. Choose from all items, from a specific accounting group, or search for items at the top of the window.
  2. Enable the checkboxes of one or more items.
Sub-screen Sub-screens allow further grouping of items. You can define whether only one item can be ordered per sub-screen or several, or if a sub-screen is only restricted to managers (for instance, a discount button). Managers have the user permission User is a POS manager enabled in the Users section of the Back Office. See About POS users for details on user permissions.
  1. Define the sub-screen settings:
    Sub-screen name: Name that appears in the Back Office and on the POS.
    Button color theme: Colored background for the screen button displayed on the POS when Add as background color is enabled.
    Add as background color: When enabled, the previously selected background color is displayed on the POS.
    Manager-only access: When enabled, the sub-screen is only accessible to managers.
    Allow multiselect in the sub-screen: When enabled, several items can be selected from the sub-screen.
Discount Discounts reduce the price of an entire order or individual items in the order on the POS. Discounts are created from the Back Office (Configuration > Settings > Discounts). See About discounts for details.
  1. Search for specific discounts or choose a discount from the table.
  2. Enable the checkboxes of one or more discounts.
Product Instructions Production instructions are used to inform the kitchen on specific cooking instructions, such as meat cooking options (rare, medium, or well). Product instructions are created from the Back Office (Configuration > Settings > Production instructions). See About modifiers (production instruction) for details.
  1. Search for specific production instructions or choose them from the table.
  2. Enable the checkboxes of one or more product instructions.
Transfer Operation Transfer operations are used to move an amount from one payment method to another. Transfer operations are created from the Back Office (Configuration > Settings > Transfer operation). See Understanding transfer operation for details.
  1. Search for specific transfer operations or choose them from the table.
  2. Enable the checkboxes of one or more transfer operations.
Account Profile Account profiles are order types that affect the settings of an item during a sale. For instance, taxes will change when an item is ordered for takeaway or delivery. Account profiles are created from the Back Office (Configuration > Settings > Account profiles). See About account profiles for details.
  1. Search for specific account profiles or choose them from the table.
  2. Enable the checkboxes of one or more account profiles.
Web Extension Integrate web pages on the POS. When selecting the web extension button, the linked web page is automatically loaded. Web extensions are created from the Back Office (Configuration > Settings > Web extension).
  1. Search for specific web extensions or choose them from the table.
  2. Enable the checkboxes of one or more web extensions.

Linking and unlinking menus

Linking menus to POS devices

After creating menus in the Back Office, you will need to link menus to different configurations from the Back Office. In this context, a configuration is preconfigured profile of settings for a device. A menu can have multiple configurations, but a configuration can only be linked to one menu.

The user can switch on the POS device between different configurations with different menus and settings. See About device configurations for information on configurations.

You can link and unlink configurations using the Menus page from the Back Office. Visit the Deleting menus section of Editing, duplicating, and deleting menus for details on how to unlink configurations.

  1. Log in to your Back Office with your Lightspeed Restaurant credentials.
  2. From the main navigation menu, select Menu management > Menus.
  3. Click the name of the menu to link with a configuration.
  4. Click Add configuration.
  5. Enable one or more configurations via the checkboxes. Currently linked menus will be unlinked from the selected configurations.
  6. Click Next.
  7. Click Publish to publish the menu with the chosen configuration on the POS devices.
  8. On the POS, click Reload in Settings > Control center to make the changes visible.

Restaurant-BO-Linking-Menus.png

Editing and duplicating menus

You can edit, duplicate, or delete a menu after it has been created in the Back Office. This is helpful if a menu changes due to customer demand, a menu is used as a template to create a similar menu, or a menu has to be deleted because it is only offered seasonally.

Editing menus

Edit menus to rename them, change the arrangement of main screens or items, edit button settings, or any other time a menu has to be updated.

  1. Log in to the Back Office with your Lightspeed Restaurant credentials.
  2. From the main navigation menu, select Menu management > Menu.
  3. Click the name of the menu to edit.
  4. Apply the desired changes to the menu, its main screens, or buttons. See the Editing menus settings table below for details on how to make specific changes.

Restaurant-BO-Editing-Menus.png

Editing menus settings

Table of options

Editing options Required setup
Renaming menus Change the name of a menu.
  1. Click Rename.
  2. Enter the new menu name.
  3. Click Save to rename the menu.
Renaming main screens and changing the color Change the name of a main screen and optionally the main screen color.
  1. Select the main screen to rename from the MAIN SCREENS column.
  2. Click Edit next to the main screen’s name on the upper right column.
  3. Enter a new name for the main screen.
  4. (Optional) Enable Add color theme and choose a color under Button color to give the button a background color displayed on the POS.
  5. Click Save to apply the changes.
Changing main screens or items arrangement
  1. Click and hold the two-lined icon Bildschirmfoto_2021-11-29_um_11.09.17_AM.png on the sub-screen or button.
  2. Drag it to the desired location (within the main screen or to another main screen), and release it.
Editing button settings Change button settings, such as the button name, color, and accessibility of the button to POS users.
  1. Select the main screen, where the button is placed.
  2. Click the corresponding button.
  3. Make the desired changes
    • Edit item: Opens the editing settings for the item itself.
    • Button name: Name that appears on the POS and in the Back Office.
    • Button color theme: Defines the button’s lower line color displayed on the POS.
    • Add as background color: When enabled, the previously selected color fills the whole button.
    • Manager-only access: When enabled, the button is only accessible to managers. Managers have the user permission User is a POS manager enabled in the Users section of the Back Office. See About POS users for details on user permissions.
  4. Click Save to apply the changes to the button.
Deleting buttons Remove buttons from the main screen that are no longer needed.
  1. Select the main screen where the button is placed.
  2. Select the corresponding button.
  3. Click Delete.
  4. Confirm the message box with Delete to remove the button from the main screen.
Deleting main screens Delete main screens and all buttons placed within.
  1. Select the main screen from the MAIN SCREENS column.
  2. Click the Edit button next to the main screen’s name.
  3. Click Delete.
  4. Confirm the message box with Delete to remove the main screens and all buttons within.

Duplicating menus

Duplicate a menu to use as a template that can be modified to create a new but similar menu. The main screens and buttons within the menu will be duplicated. The menu’s configuration (device profile) is not taken into account when duplicating.

  1. Log in to your Back Office with your Lightspeed Restaurant credentials.
  2. From the main navigation menu, select Menu management > Menu.
  3. Click the name of the menu to duplicate it.
  4. Click More actions, and select Duplicate from the drop-down menu.
  5. Enter the new menu’s name, then click Duplicate. The duplication might take a moment. The duplicated menu will be listed in the Menu section.
  6. (Optional) Editing the menu or link the menu to a POS device and publish it.

Restaurant-Menus-More-Actions.png

Deleting menus

You can delete menus that are no longer offered for sale, such as seasonal menus. Once a menu has been deleted, it cannot be restored.

It is only possible to delete a menu if no configuration (device profile) is using the menu. Unlink the configuration using the menus page from the Back Office. If you unlink the configuration from your menu, you will need to select a replacement menu for the configuration. 

  1. Log in to your Back Office with your Lightspeed Restaurant credentials.
  2. From the main navigation menu, select Menu management > Menu.
  3. Click the name of the menu to delete.
  4. Change to the Device overview tab to view the configurations your menu is linked to.
  5. Click Unlink configuration and select a configuration to unlink it from the menu.Restaurant-BO-Menu-Device-Overview.png
  6. In the Unlink configuration window, select a replacing menu from the drop-down menu.
  7. Click Confirm.
  8. Click Delete under the menu’s name.
  9. Click Delete to confirm the removal of the menu.Restaurant-BO-Deleting-Menus.png

What's next?

Importing and exporting menus

Avoid manually entering item information by using the automated import and export tool for menus.

About importing/exporting menus

Sharing menus with business locations

Assign a specific menu to any of your locations.  Any edits made are updated automatically onsite.

About sharing menus

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