Amazing! If you’re at this step, you’ve most likely set up your Back Office account and are ready to learn how to use the POS app. Good news: this section will go over the main workflows and components of the Restaurant POS (K) app. Learn how to log in or clock in the POS app, how to open or close a sales period, count a cash float and process orders or payments.
To use the Lightspeed Restaurant POS app, you'll first need to use a supported iOS device and configure a few iOS settings.
Logging in to the Restaurant POS (K) app for the first time includes downloading the app from the App Store and using a connection code to authenticate your account.
Once you’ve downloaded and logged in to the POS (K) app, learn more about clocking in or starting a sales period.
Users on Lightspeed Restaurant represent the staff working at your establishment. Users are configured on the Back Office and displayed on the Restaurant POS app according to their username and user type.
Users can interact with the POS in a number of ways. Some users (such as kitchen staff) may only use the POS for time management by clocking in and out. Some users (such as servers) can use the POS to process orders but do not have as many administrative permissions as a shift manager. Other users (such as shift managers) can perform managerial functions like opening a sales period, counting a cash float, voiding receipts or running reports. All of these different users interact with the POS according to how their permissions and roles are configured on the Back Office.
To learn more about using the POS app, please access the following tutorials:
- Using the Home screen: The Home screen is the main lock screen that users navigate from to clock in or process orders.
- Clocking in and out: Clocking in and out involves starting and ending a user shift on the POS. Clocking in and out is applicable for multiple user types, such as managers, servers or kitchen staff.
- Opening or closing a sales period: Opening a sales period involves starting a working shift on the POS and counting a cash float. Only shift managers with the set permissions are able to start a sales period. Other sales staff are unable to process orders on the POS until a sales period has been started.
- Counting a cash float: Devices and users enabled with the count cash float setting will be prompted to count the cash float at the start and end of a sales period. Because this is part of the opening shift workflow, only managerial and admin users with the set permissions are able to count a cash float.
- Understanding user settings: Users who use the POS to process orders have certain settings they're able to access, according to their user type. These permissions also impact what they can view from the POS > Settings menu.
There are multiple ways to place an order on Lightspeed Restaurant, supporting both Table Service and Counter Service workflows. Table Service workflows include seating, coursing or assigning a table from your floor plan to an order. Counter Service workflows include a pay-at-order model, where you process orders and payments at the same time. With Lightspeed Restaurant POS (K), you may place orders in Table Service or Direct Sale mode to suit either of these workflows.
Direct Sale mode: This is the default order setting for counter service workflows. While in this order mode, users can process an order and payment at the same time. Direct Sale mode is the default ordering view, but users can easily navigate to Table Service mode by assigning a table to the order. Direct sale mode is useful for pay-at-order workflows for businesses such as coffee shops, pubs, food trucks or fast food restaurants.
Table Service mode: Users can easily switch to Table Service mode by assigning a table to the order, or by giving the order a custom name. While in Table Service mode, users can input order items and return to the order at a later time to add additional order items or print a bill. Users navigate from Direct Sale to Table Service mode to use the coursing or seating features. Table Service mode is useful for multi-coursing workflows such as sit-down restaurants, hotels and bars.
To learn more about ordering on the POS (K) app, please access the following tutorials:
- Learn more about navigating the Ordering screens. See Understanding the Order screen.
- Learn more about pay-at-order workflows. See Adding orders in Direct Sale mode.
- Learn more about Table Service workflows. See Adding orders in Table Service mode.
- Learn more about the various ways a user can edit an order. See Editing and reviewing orders.
- Learn more about interacting with a floor plan and tables. See Understanding the Tables screen.
- Learn more about searching for orders on the POS. See Using the Orders list.
Payments are an important part of everyday operations, whether that means applying a discount, accepting a payment amount, or voiding a receipt. With Lightspeed Restaurant (K Series), you can seamlessly process transactions according to the payment methods determined in your Back Office. You can quickly close a transaction as a Cash payment from the Order screen, or you can navigate to the Payments screen to apply another payment method, split the bill, or add a tip.
In this module, learn how to process a payment along with other important, payment-related actions:
- Processing payments and tips
- Splitting a bill
- Editing or reverting a split bill
- Merging split bills together
- Printing checks or split bills
- Understanding the Receipts screen
- Editing or voiding a receipt
- Using the Payments list
Creating a customer profile on Lightspeed Restaurant is useful for building customer loyalty and retention and for better organizing transaction records. Once a customer exists on Lightspeed Restaurant POS (K), you may add them to an order or offer email receipts.
In regions where invoicing is supported, a customer must be added to Lightspeed Restaurant before creating a customer invoice.
To learn more about customers and the POS app, please refer to the following tutorials:
- Learn more about Adding a customer to an order.
- Learn more about Creating a customer profile.
- Learn more about Editing a customer profile.
POS users can view and print reports from their Settings menu. According to the user type, some users may have more reports access privileges than others. For instance, admin users with the configured permissions will be able to view summary reports for the POS along with other user shift reports. Other users who interact with the POS simply to process orders are only able to view their own user sales summary report.
For users who are able to view all report types, the Reporting screen displays available Period, Shift, Drawer, User and Fiscal reports. These reports reflect recorded POS data such as Total sales, Takings, Covers, Tables, Receipts, Voiced receipts, Discounts, Complimentary Items and Losses. Viewable reports on the Reports screen can be printed at any time. These reports are also automatically saved in the Back Office after each period and shift.
Report types include:
- Period report: Summary of sales during a POS session.
- Shift report: Summary of sales during a business shift.
- Drawer report: Summary of cash float at beginning of shift, cash drops or cash lifts throughout, and the final deposit and cash float at the end of the shift.
- User report: Summary report for individual user and their sales during a user shift.
- Fiscal report: Summary report for the business day.
For more information, please access our tutorial on POS reports.
Great work! You made it to the end of our onboarding guide. By now you have set up your Back Office account and should understood how to best use the POS (K) app.
Still have questions? No sweat. Contact our Support team or view more tutorials in the help center by searching for a topic in the search bar above or exploring the navigation menu on the left.