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Adding account profiles

Account profiles are order types that affect some parameters of an item during a sale. For instance, taxes will change when an item is ordered for take away or delivery. When adding an account profile, it’s automatically enabled for the associated POS device configuration. If you have multiple business locations, account profiles can be shared between them so you only need to create account profiles once.

You can either define schedules for each account profile to set when it is active or add account profile buttons to your menus to manually activate account profiles. If you would like to add an order type button, see Adding account profile buttons.

  1. Log in to the Back Office with your Lightspeed Restaurant account credentials.
  2. From the navigation menu, select Configuration > Settings > Account profiles.
  3. Click Add an account profile.
  4. Review the pop-up message, and tap OK to confirm.
  5. Enter the basic details.
  6. (Optional) To activate Takeaway mode, choose Pickup or Delivery from the drop-down. See Takeaway settings for details.
  7. (Optional) Configure the auto service charge settings. An auto service charge allows you to add a percentage on the total of an order to cover costs related to customer service.
  8. (Optional) Set a schedule for when the account profile will be automatically applied to orders on the POS.
    1. Click Create the first schedule.
    2. Select the days and times when the account profile should be active.
    3. Define via the checkboxes if this account profile will apply to direct sales and/or table accounts.
    4. Enable the Active checkbox to make the schedule effective on the POS. To plan a schedule for the future or pause an active schedule, disable the checkbox.
    5. Click Add.
    6. (Optional) Repeat steps 8b-8e to add additional schedules.
  9. Click Save to save the changes.

Lightspeed-Adding-Account-Profiles.png

Basic details settings

Setting name Description
Name The account profile (order type) name shown in the Back Office and on the POS when selecting the profile.
Code Unique code of the account profile (order type) shown in the Back Office.
Checkboxes
  • This tag stays active after it has been selected:
    Account profile remains active for all orders all the time after selection.
  • Modify the tax rate and item price of existing transaction lines:
    Affects the tax rate and item price of already posted items in the checkout that has not yet been paid.

Takeaway settings

To activate Takeaway mode, choose Pickup or Delivery from the drop-down.
If one of these is enabled, delivery and pickup features are enabled on the POS.

Setting name Description

Takeaway mode

  • Delivery: With delivery, the goods are delivered to the customer who must be identified when ordering.
  • Pick up: With Pick up, the customers pick up the goods by presenting a confirmation code.

Delivery delay

 

  • No delivery time: No time will be written on kitchen production notes. For instance, the customer is already in the restaurant to pick up.
  • No delay: The ordered item is available immediately.
  • Custom delay: A deadline for service in minutes can be entered, it will be recorded on the production receipts for the kitchen.

Order completion

 

  • Complete when payment is received: The order is completed as soon as it is paid.
  • Complete when ready for delivery: The order is completed as soon as it is paid and ready for delivery.
  • Complete when delivered: The order is completed as soon as it is paid and delivered.
  • Complete manually in POS: The order is set manually as completed on the POS.
Checkboxes
  • A customer is required: A customer has to be added to the order for the account profile to be able to be applied. This is only available for Pick up mode.
  • Show delivery code on receipt: The delivery code is printed on the receipt on all printers connected to the account profile.
  • Print a draft receipt when the order is created: A draft receipt is printed when the order is created on all printers connected to the account profile.
  • Print a draft receipt when the order is ready: A draft receipt is printed on all printers connected to the account profile when the order is ready.
    Play sound when receiving online order: A sound is played when receiving the order.

Auto service charge settings 

An auto service charge allows you to add a percentage of the total on an order to cover costs related to customer service.
There are two ways to define auto-service charge:

Service charge item

A service charge item charges the customer a fixed percentage of the order amount to cover service costs. You first need to create the item to add it to an account profile.

To add a service charge item:

  1. From the navigation menu, select Menu management > Items.
  2. Click Add item.
  3. Enter an item receipt name (e.g. service charge).
  4. Select Price as a percentage as price structure.
  5. Add the percentage of the charge to be added to the sum of the order in the Percentage field.
  6. Click Save.

The item is now available for selection as a service charge item in the respective account profile

To select the service charge for the account profile:

  1. Navigate to Configuration > Settings > Account Profile.
  2. Select Edit next to an existing account profile or Add an account profile.
  3. Select the previously-created item from the Service charge item drop-down.
  4. Click Save.

Gratuity service charge

A gratuity service charge is automatically added to all orders with this account profile to cover staff tips. Proceed to step 3 if the Account Profile settings are already open.

  1. From the navigation menu, select Configuration > Settings > Account profile.
  2. Select Edit next to an existing account profile or Add an account profile.
  3. Enter the gratuity percentage in the Tip field.
  4. Select Save.

What’s next?

Add account profile buttons in your menu to manually assign a defined order type to an order.

If you ever need to edit existing account profiles, feel free to do so from the Back Office.

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