Great news! Now that you have configured your menu and much of your Restaurant (K Series) account, let’s talk about hardware and payments.
Hardware represents the physical devices at your establishment which are connected to or operate Lightspeed Restaurant (K Series). Hardware can include your POS (K) app devices, such as your iPads, printers, scanners and payment terminals.
In this module, we’re going to discuss basic set up and configurations for POS devices, printing and payments.
Within the account setup module, we created device profiles which can be linked to floor plans, menus and cash floats. But there are also other set up components for your POS app devices, such as connecting your POS devices and managing them from the Back Office.
Since you already have device profiles, we recommend creating connection codes. A connection code is a secure and unique credential used for logging in to Lightspeed Restaurant app for the first time with your POS device. Depending on your device profiles and users, your establishment may need multiple connection codes. Once you have created a connection code from the Back Office, you can share it and use it to log in to the POS (K) app.
Once you connect a POS device to the Restaurant (K Series) app, it will appear on a device list on the Back Office. In the articles about POS devices, learn how to manage the POS devices at your site via the Back Office.
While we’re on the topic of devices, we recommend setting up a cash float if your staff need to count a cash float at the beginning and end of a shift. A cash float is generally understood as a base cash amount that users exchange during the shift. Cash floats are typically filled with smaller denomination amounts at the start of a shift so that users can provide change during cash transactions. Once a cash float is created, you can assign it to a device profile and to certain POS users.
That’s it! Now that you have set up and connected with your POS devices, let’s talk about printing.
Printing is an important component of any restaurant business. Printers are required to product customer receipts, draft receipts and order tickets. Within this section, we’ll talk about how to configure printer settings on the Back Office.
From the Printers section of the Back Office, you can add or edit printers used with Lightspeed Restaurant. From the Back Office, added printers can then be assigned to printing profiles (types of printing jobs) and production centers (a printing destination).
For more information on adding printers to the Back Office, see:
Now that you have printers on the Back Office, you’ll want to configure printing profiles. A printing profile is a set of settings that controls whether a printer will print copies of receipts or order tickets.
For more information on adding and configuring printing profiles, see:
- About printing profiles
- Understanding the printing process
- Adding printing profiles
- Editing printing profiles
Once you have added printers and printing profiles, you’ll want to learn more about production centers. Production centers can be understood as the printing destination for printing jobs. You can configure settings for a production center such as printing destination, printing templates, and IP address information for the destination printer from the Back Office.
For more information on adding or configuring production centers, see:
Receipt and invoice templates
Now that you have configured your printers, printing profiles and production centers, we recommend customizing your receipt layout. The Back Office provides templates for receipt and invoice printing so you can configure how these documents display.
For more information on printing templates, see:
- About receipt and invoice templates
- Adding and editing receipt templates
- Adding and editing invoice templates
The Payment section of the Lightspeed Restaurant Back Office refers to all payment methods, currencies, discounts on the POS as well as the payment terminals which process transactions. Before setting up your payment terminal hardware, configure payment settings from the Back Office.
Payment methods & types
When you use payment methods, you can define which payments are available when cashing in your POS. Add all payment methods used in your business, such as Card payments, Invoice or Room Service for hotels. When adding payment methods to your Back Office in Lightspeed Restaurant, you can choose from different payment method types. To see a list of Lightspeed-integrated payment types and terminals, see Understanding payment types.
To learn more about setting up payment methods and types, please access the following tutorials:
Currencies are set by default. Learn more about the currency stored in your Back Office.
Discounts reduce the price of an entire order or individual items in the order on the POS. Add discounts from the Back Office that are applicable to customers or employees on the POS. Discounts can be a percentage or fixed amount on an item or the whole order.
A void reason is an explanation applied to a cancelled order or item. Set your void reasons from the Back Office that can be selected on the POS when a sent item should no longer be processed for payment.
Great work! At this point, you have configured all the main components of your Restaurant (K Series) account. Now that 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 our quick tutorial on the Restaurant POS (K) app.