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Configuring and deleting device profiles

After adding a new device profile, or device configuration, you’ll need to edit the settings of that profile according to your business needs and workflows. If you ever need to clean up outdated device configurations from your system, you can always remove unnecessary profiles.

Table of contents:

Configuring or editing device profiles

Configure a newly-added device profile to determine the settings that will apply to devices using that configuration. To change settings for an existing device profile, edit that specific configuration.

  1. Log in to the Back Office with your Lightspeed credentials.
  2. From the navigation menu, go to Configuration > Configurations.
  3. Locate the device profile you wish to configure or edit.
  4. Click Edit next to the profile to open the Configurations page for that profile.
  5. Apply the desired settings to the device profile. To learn about each available setting, see Device profile settings.
  6. Click Save to save changes.
    Restaurant-BO-Edit-Configurations.png

Device profile settings

Configure the settings and parameters for the selected device profile. Each setting represents a behavior or rule applied to the POS app using this device profile.

Note: Settings with an asterisk (*) indicate default settings for the device profile. Default settings may vary by region or business type.

Table management

This section allows you to enable tables for use at the POS or to disable this feature if it is not needed.

Setting Definition
Disable support for tables If the restaurant does not offer dine-in or table service, select Disable support for tables. This means that POS users will be able to process transactions when customers order, sometimes referred to as counter service, but will not be able to assign those orders to a physical table.
Enable full table support * Allow full table support if orders should be assigned to a table by default. When this option is selected, additional settings for configuring table-side orders will appear in the Table management section. See Table management (continued) to learn more about these settings.


Table management (continued)

These additional Table management settings only appear if full table support has been enabled. As such, these settings are best suited for table service or dine-in workflows.

Setting Definition
Users are not allowed to access open accounts created by other users * Limits order taking to the user in charge of the table.
Show an order summary on continuation dockets * When an order has multiple courses, each course’s items will print on a production ticket when that course is fired. If this setting is disabled, only the number of each course will print.
Enable per seat order (to specify the guest for each transaction line) Provides the ability to allocate orders to certain guests based on their sitting position at the table. Particularly useful for shift and payment assignments.
Enable tipping Allows the user to add tips at the payment.
Tips are provided after payment Allows POS users to enter tips from the Payments screen after the receipt is paid.
Always create a default direct account Orders started in Direct Sale mode will automatically be assigned the name Direct. By default, orders will not have a name unless assigned to a table or manually named using the Tab name button.
Reload direct account after each commit Each time an order is sent, the cash register is by default in a waiting state for a new order. By activating this function, the booking order is called again and waits for new bookings. This is useful for businesses that offer goods and/or services before asking for payment.
Enable sales with no account (direct sale mode) Orders started in Direct Sale mode will not require a name or table to be assigned.
Allow accounts with zero covers When enabled, a user does not need to enter the guest count for the table.
Managers can't create new tables Members of POS's Manager user group cannot create new tables for orders.
Only managers can change the number of covers Only managers can change guest counts.
Only managers can transfer tables Managers are only permitted to transfer tables between employees.
Default number of covers for new accounts Enter the number of seats you want to assign to each table by default.
Table button mode Select the view that appears when tapping Tables next to the number pad on the Register screen: Open tables, Floor plan, Table list, or Take away list.
Default screen after login Determines the screen that will automatically appear after a user logs in to the Restaurant POS app: Register (default), Table, or Order.

 

Transaction settings

The following settings pertain to processing transactions and sales for this device profile.

Setting Definition
Ask for an account profile during direct sales When enabled, the user has to select an account profile for the sale, such as Happy hour or Takeaway.
Make profile selection immediate when asking for a profile Removes the OK button from the account profile prompt. When a POS user taps an account profile, it will automatically be applied to the order.

This setting only affects the POS when Ask for an account profile during direct sales is also enabled.

Allow the current transaction to be placed on hold

Adds an On Hold button to the POS which allows users to pause active orders not already tied to a table. For example, if a customer forgets their wallet in their car, put their order on hold until they return to pay for it.

Keep every item separate on the customer receipts Even if there are multiple orders of the same item, each item will appear as a separate line on the customer receipt.
Allow merging lines with production instructions Allows multiple-ordered items with production instructions to be merged on the same line. For instance, if a customer orders two lattes prepared two different ways, Latte will appear as one line with two separate production instructions underneath.
Send the transaction after every item (single item transaction) The POS will print separate production tickets for each item.
Activate refunds (for transactions and receipt) Users can process refunds on the POS. This is useful for processing returns and a deposit for glass bottles.
Show the Fire button on the main screen Displays the button for firing the next course on the POS Register screen.
Show actual tax rate next to item name On the POS Register screen, a tax rate is displayed next to the order item’s name.
Allow the manager to cancel prepared items Management may cancel orders already sent to the production stations (Bar/Kitchen).
Secure retail mode With this mode enabled, only the last item entered on the POS can be deleted when removing items from a sale. Note: This does not affect managers.

 

Transaction payment

This section contains settings related to the order payment process.

Setting Definition
Never give change on cash transactions If this function is enabled, the change is not calculated automatically for cash payments.
Allow the user to skip the amount prompt during payment * When enabled, the order total will be preselected as the Received amount on the Payments screen. If disabled, the POS user must manually select or enter the Received amount.
Activate final check action Restricts printing of notes to after the invoice is printed. In this mode, the invoice will print immediately.
Enable advanced check splitting When selected, users can more easily divide and split checks on the POS app. Please note that the device must be using version 4.1.9 of the POS (K) app or later to use this feature.

User log out (section in Transaction payment)

Determine POS order behavior after a payment transaction is processed.

Setting Definition
Automatically send the current transaction on logout Enable automatically sending the entered order to the appropriate production stations if the user logs out before sending the items.
Log out the current user when a transaction is completed When enabled, users are automatically logged out of the Register screen after processing a transaction.


Receipt (section in Transaction payment)

Adjust settings for receipt printing behavior.

Setting Definition
Print a customer receipt when closing an account The POS will automatically print a receipt when the account is closed and paid.
Force a receipt to be printed for table accounts Automatically prints a receipt for table payments after payment.
Force a receipt to be printed when it contains a payment slip * Automatically prints a receipt when a card payment receipt is printed as well.
Always print payment slips The POS will print a card payment receipt automatically if payment is processed by the POS.
Force a receipt to be printed when it contains a delivery slip The POS will print a corresponding receipt automatically in addition to the delivery slip.
Force delivery information to be printed on receipts When enabled, customer delivery information will be added to receipts.
Print a payment receipt for partial payments This POS will print a receipt for each partial payment instead of printing a total receipt after the last partial payment for a split.

Cash drawer (section in Transaction payment)

Setting Definition
Lock the screen when the drawer is open When enabled, the POS screen will lock when the cash drawer opens.

 

Payment terminal (section in Transaction payment)

Customize payment terminal settings.

Setting Definition
Enable tip on the payment terminal (when supported) If your digital payment terminal offers direct tip adding, you can make use of it by enabling this feature.
Capture signature on screen (when supported) * When enabled, this allows for on-screen signatures (when supported by the payment terminal).

 

User interface (section in Transaction payment)

Configure settings related to the user interface of the POS app.

Setting Definition
Split the payment button in two parts (cash and other payments) * When enabled, a second method can be defined for the payment button. The button will separate into two areas which display the cash and other payment methods.
Show a banner screen when a transaction is completed The amount is displayed as a banner at the POS after selecting the payment method.

 

Printing options

Customer receipts (section in Printing options)
Customize customer receipt information.

Setting Definition
Increase the size of transaction lines on customer receipts Increases the size of the item rows printed on the client receipt.
Show the server’s name in large font on customer receipts Displays the server's name for the client.
Show the total line in large font on the customer receipt Enlarges the size of the total on the client's receipt.
Show items that have no price on customer receipts With this function, items discounted to zero will be indicated on the receipt with the price FOR FREE instead of 0.00 €/£/$.
Show tax information on draft receipts To display the VAT on the draft receipts (the account is still open).
Organize the receipt by seat Allows you to group items by customer.
Show the number of covers on the receipt Displays the number of customers for this order.
Keep every item separate on customer receipts Duplicates the lines corresponding to the same item on the client receipt (e.g. for two cups of coffee ordered, each cup will be visible on a line).
Allow sub-items to be merged on the customer receipt When enabled, sub-items can be grouped together on receipts.
Show the customer's name on receipts * Useful and/or necessary for take-away and deliveries. Displays the client's name.
Show the full customer address on receipts Useful and/or necessary for deliveries. Displays the customer or delivery address.
Show account profile name on customer receipts Display the account profile (order type) on the client receipt.
Only allow one draft receipt per account To prevent unnecessary waste, a draft receipt can only be printed once.
Print final draft receipt with the total divided by the number of seats * Divide the final draft receipt total by the number of seats on the transaction and print this information on the receipt.
Don't print price when a comp discount is applied * If this option is enabled, no price or information will be printed behind a 100% discounted item.
Show pre-tax total on receipt Allows displaying the price without taxes on the client receipt.


Production dockets (kitchen tickets) (section in Printing options)

Customize settings for kitchen tickets, also known as production dockets.

Setting Definition
Show item prices on kitchen/drinks dockets * Displays the price of the items on the production ticket.
Show a separator line between items on dockets * Displays a line between order items.
Print sub-lines in red

Prints sub-items in red (messages, side dishes, extras).

Note: This setting requires a compatible printer with a red ink ribbon.

Don't print sub-lines when the production center is different When a combo contains items assigned to multiple production centers, each production center will only print the specific items that are assigned to it.
Sort lines on docket * Sorts items alphabetically on order tickets.
Merge items on production dockets * Allow multiple items to display as one line on order tickets, rather than individually.
Truncate lines on the production dockets * When enabled, lines can be shortened on the order ticket.
Show seat details on dockets The POS will print the seat number next to the article if it is assigned to a seat.
Show the number of covers on the production dockets * Display the total number of seats on the order ticket.
Print the floor plan name on dockets * Print the name of the floor plan on the order ticket.
Show full customer address on production dockets Prints the name and address of the customer assigned to an order on all production tickets for the order.
Show current account profile name on production dockets Prints the name of the account profile assigned to the order on all production tickets for the order.
Cut docket between courses Create a single order ticket for each item.

 

Misc (section in Printing options)

Enable AirPrint functionality to your POS system.

Setting Definition
Enable AirPrint This feature requires the use of an AirPrint-compatible printer.
Use AirPrint for draft receipts This feature requires the use of an AirPrint compatible printer and activating the previous option. This function is useful, for example, if you print custom invoices.

 

Miscellaneous options

Configure additional miscellaneous settings for this device profile.

Setting Definition
Enable QR code scanner Enable the support of an external QR code scanner.
Show item search button * To quickly find items on the POS, display the item search button at the bottom of your Register screen.
Show receipts created by other users in the receipt management panel Allows POS users to view the receipts of other users.
All amounts entered in the keypad are rounded amounts (no cents) Does not display options for entering cents on the keyboard
Customer cards must be linked to a customer record Requires you to link loyalty cards to a customer record.
Activate money back on meal vouchers * Generates a QR code that gives the holder a credit for the difference.
Show names in uppercase for group buttons Displays the names of menu main screens in all capital letters.
Show names in uppercase for item buttons Displays the names of menu buttons in all capital letters.
Automatically log the user out Specify a time for when a user will be automatically logged out from the POS.

 

Reporting (section in Miscellaneous options)

Configure reporting settings for this device profile.

Setting Definition
Include item statistics in reports * Prints on POS reports the name, quantity, and value of the individual items sold.
Block staff clock-out when open tables are found * When enabled, open orders must be settled before closing a shift.

 

Screensaver (section in Miscellaneous options)

If you need a screensaver for the POS, then you are in the right place.

Setting Definition
Show a black screensaver when the POS is inactive * The screen will be black if the device is inactive.
Use pictures from the camera roll for the screensaver When enabled, the screensaver includes photos on the POS device.

 

Stock redirections

By default, an item’s stock level will decrease in the stock location added to that item when the item is sold. With stock redirections, you can change which stock location is affected when items are sold from a specific stock location. To set up a stock redirection, click the + and make selections from the relevant drop-down menus.

For example, a restaurant’s canned drinks are assigned to the stock location Cooler but are also located in a separate area at the bar. When ordering canned drinks at a POS device with the Bar Register configuration, you want stock levels in the Bar stock location to decrease. A stock redirection from Cooler to Bar will ensure stock levels of items assigned to the Cooler will decrease in the Bar location instead.

 

Connections

Adjust settings that control the printing and account profiles, menu, discounts, payment methods, and production centers used with the configuration.

Setting Definition
Default printing profile for customer receipts Printing profile used for printed receipts.
Menu to use with this configuration Menu used at the POS.
Default printing profile for notes Printing profile used for notes.
Default account profile Account profile automatically applied to all orders.
Profile to use when working with tables or accounts Account profile automatically applied to orders started at a table and to those created via the Tab name button.
Staff to allow within this configuration POS users who are allowed to access the POS device. Unselected users will not appear on the POS or have the ability to clock in or out or sign in.
Discounts to allow within this configuration Discounts that are able to be applied. Unselected discounts will not appear on the POS for selection.
Payment methods to allow within this configuration Payment methods that are able to be accepted. Unselected payment methods will not appear on the POS for selection.
Default payment method First payment method button that appears on the Register screen under the Tables button.
Alternate payment method Second payment method button that appears on the Register screen under the Tables button.
Sales points to allow within this configuration Floor plans available to be used. Unselected floor plans will not appear on the POS to view or start tables at.
Profiles to allow within this configuration Account profiles available to be applied to orders. Unselected account profiles will not appear on the POS for selection.
Printing enabled on the following production centers Production centers utilized at the POS.
Tags to apply to the transactions issued by the devices using this configuration Add and select custom reporting tags that will be automatically applied to orders. These tags appear as filters in most Back Office reports.


Deleting a device profile

In case a device profile is outdated and no longer needed, you may archive it from the Back Office.

Note: The default device profile and profiles with active POS devices cannot be removed.

  1. Log in to the Back Office with your Lightspeed credentials.
  2. Deactivate all devices currently using the profile or configuration you want to delete. See Deactivating POS devices for detailed steps.
  3. From the main navigation menu, go to Configuration > Configurations.
  4. Select Remove next to a device profile to delete it.
  5. Review the pop-up message, and click Remove to confirm.
    Restaurant-BO-Delete-Configurations.png

What’s next?

Generate connection codes in the Back Office to use for connecting POS devices to device profiles (device configurations). See About connection codes for more information.

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