The most important first step in setting up your Lightspeed Restaurant (K Series) account is in setting up all the items, categories and menus that will appear on the point-of-sale (POS) app. From the Back Office, you can set up your menus and items and also organize how they appear on the POS screens. In this section, we’ll discuss how to create items, modifiers, combos, categories and menus. You may also import this information with a .CSV file to reduce the manual steps of creating items one by one.
Items and item imports
Items in Lightspeed Restaurant (K Series) refer to standard food and beverage products that can be added to an order. Adding an item creates a product in your inventory. Adding an item creates a product in your inventory. You can add individual items manually from your Back Office or import multiple items from a CSV whenever you like, even during a business day. To avoid having to move your items to accounting groups one-by-one, we recommend that you create your accounting groups (also known as categories) first and then select the appropriate accounting group when creating your items.
With Lightspeed Restaurant K Series there are three ways of adding items:
For more detailed information on items, you can use the CSV import. An import via CSV file needs to follow a specific format in order to function properly. Please note that once imported, items can´t be deleted. Because of this, it’s important that your CSV file follows our specified formatting in order to import your menu data properly. This template also allows you to create and import menus. If you have a lot of price changes, the importing prices function helps you to update your prices. For more information, see Importing and exporting items.
In Lightspeed K Series, product modifiers can be understood as both production instructions and sub-items.
One type of modifier on Lightspeed Restaurant (K Series) includes production instructions. Production instructions inform the kitchen on specific preparation information for an item. Production instructions can be configured as automatically tied to an item, so whenever a POS user adds that item to an order, they are prompted to include the relevant preparation info.
Another type of modifier on Lightspeed Restaurant (K Series) includes sub-items. Sub-items are order items that are attached to a main item. An example of a sub-item could be “salad dressing” for the main item “salad.” You can give the sub-item any price you want. For instance, you can have a sub-items price included in the parent item price, or define the extra cost by adding a default price for the sub-item.
There are two ways to use modifiers on the POS. One option is to add instruction buttons to menus, so that the instruction can be added to any item at any time needed. See About menus for more information about adding buttons to menus. The other option is to assign modifiers directly to items from the Back Office. For instance, when a steak order is made, the POS will ask what type of sub-items or preparation instructions to use. See About items for more information on how to link production instructions to an item.
To add or edit modifiers, please access the following tutorials:
A sequence represents a grouping of items, otherwise known as a combo. Sequences can be fixed (including fixes choices and prices for the combo) or can include choices (there are various product combinations and prices for the combo). Whatever your unique combos at your establishment, you can easily configure them from the Back Office. Please note that all items that will be used within a sequence must have been created previously.
There are two ways to add items to sequences in the Back Office: one way is to add items directly to a sequence. Or, you can create item groups within sequences and then sort items into these groups.
Item categories (accounting groups)
In Lightspeed Restaurant K Series, product categories are understood as accounting groups. Organizing items by their categories (or accounting groups) helps organize menus, item settings and reporting information. Note that all items in an accounting group adopt the attributes within that item category by default. A category can have any number of items, but an item can only be assigned to one accounting group.
For more information, see accounting groups.
Menus & menu import
After you have created some products on the Back Office, you’ll want to create and configure your menus. Menus represent how your items are organized on the POS app. The creation of a menu includes the three main levels displayed on the POS, including the main menu, menu categories and items. With the following steps you will create a complete menu with all the mentioned components.
Menu categories, often called main screens in K Series, can be seen as a grouping and structuring of menu buttons into logical groups. Menu categories are located in the center of the POS. Each menu category contains its own buttons. Buttons represent the items which can be selected within a menu category.
It is also possible to set up a menu sub-category (commonly called sub-screen in K Series) within a main menu category. This allows for a more granular grouping of buttons. A menu sub-category appears as a button on the right side of the main screen on the POS. When the user selects this sub-screen button, a display appears on the right side of the POS that shows all the buttons that were created within the menu sub-category.
Refer to these articles to learn more about managing your menus from the Back Office:
- Create your specific menus used on the POS.
- You can always edit or delete a menu after it has been created on Lightspeed Restaurant (K Series).
- Import menus from a .CSV file or export existing menus to save your data beyond the Back Office. See Importing or exporting menus.You can assign existing menus to different POS devices from your Back Office.
After creating your items and menus, you’ll need to configure your account from the Back Office. See Account set up.
Once your menus and account set up are complete, you can configure printers and payment processing settings. See Hardware and payments.
All set! Once your account is all set up from the Back Office, train staff on the Restaurant POS app. Learn how to clock in, process orders and payments. See Restaurant POS (K) app.