Creating menus

Table of contents: 

• Menu components
• Adding a menu
• Adding top level screens
• Adding buttons to the top level screen
• Merge buttons to sub-screens (optional)

Menu components

Menus consist of the following components:

• Top level screens: Menu categories that sort buttons into groups.
• Buttons: Items, discounts, production instructions, transfer operations, account profiles, or web extensions that can be selected on the POS within a top level screen.
• Sub-screens: A screen within a top level screen created by merging two or more buttons. Sub-screens allow further grouping of items. You can define whether only one item can be ordered per sub-screen or several, or restrict a sub-screen to only managers.

For example, a menu could be called Dinner Menu, with 6 main screens of Appetizer, Main course, Dessert, Soft drinks, Beer, and Wine. The Wine main screen could contain White Wine and Red Wine sub-screens with all wine items added as buttons.

 

Adding a menu

Adding a menu defines the name of the menu. The name is displayed in the Back Office and on the POS. After adding a menu, modify it, such as adding main screens and buttons.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the main navigation menu, select Configuration > Items > Menus.
3. Click + New Menu.
4. Enter a name for the menu.
5. Click OK to save the menu name.
6. Move on to Adding top level screens.

Adding top level screens

Once you’ve added a menu, add top level screens to it. Top level screens are menu categories that sort buttons into groups. In one menu, you can have a maximum of 20 main screens.

1. From the main navigation menu, select Configuration > Items > Menus.
2. Click Edit next to a menu to modify it.
3. Enter the main screen’s name in the Add a top level screen tile. For instance, Wines.
4. (Optional) Choose a Screen color to give the button a background color displayed on the POS.
5. Click Add main screen to add the top level screen to the menu.
6. Move on to Adding buttons to the top level screen.

Adding buttons to the top level screen

Buttons can be items, discounts, production instructions, transfer operations, account profiles, or web extensions that can be selected on the POS within a top level screen.
After adding a menu and top level screens, add buttons to the main screen to place and process orders.

You'll be taken to the menu settings page immediately after adding a menu and main screens. To access the page at a later time, see steps 1 and 2 below.

1. From the navigation menu, select Configuration > Items > Menus.
2. Click Edit next to the menu you want to add buttons.
3. Click Editor next to a top level screen to modify it.
4. Select a tab from the Add a new button tile to choose a button type.
5. Enter the required information. See the Button settings table for details.
6. Optional: If you would like to modify buttons, such as giving them a background color, see the Editing menus section of Editing, duplicating, and deleting menus.
7. Click Add button to add the button to the main screen.
8. Optional: Move on to Merge buttons to sub-screens.

Button settings

Type of button	Description	Required setup
All Items (Default tab)	Items refer to standard food and beverage products that can be added to an order. Items are created from the Back Office (Menu management > Items).	Search for an item and select it from the drop-down menu. Click Add button to add the selected item to the main screen.
Unlinked items	Unlinked items refer to items that don’t have a button on a menu.	Search for an item and select it from the drop-down menu. Click Add button to add the selected item to the main screen.
Discount	Discounts reduce the price of an entire order or individual items in the order on the POS. Discounts are created from the Back Office (Configuration > Settings > Discounts). See About discounts for details.	Choose a discount from the drop-down menu. Click Add button to add the selected discount to the main screen.
Prod. instructions	Production instructions are used to inform the kitchen on specific cooking instructions, such as meat cooking options (rare, medium, or well). Product instructions are created from the Back Office (Configuration > Settings > Production instructions). See About modifiers (production instruction) for details.	Click No instruction selected and choose a production instruction from the drop-down menu. Click Add button to add the selected product instruction to the main screen.
Account Profile	Account profiles are order types that affect the settings of an item during a sale. For instance, taxes will change when an item is ordered for takeaway or delivery. Account profiles are created from the Back Office (Configuration > Settings > Account profiles). See About account profiles for details.	Choose an account profile from the drop-down menu. Click Add button to add the selected account profile to the main screen.
Transfer Operation	Transfer operations are used to move an amount from one payment method to another. Transfer operations are created from the Back Office (Configuration > Settings > Transfer operation). See Understanding transfer operation for details.	Choose a transfer operation from the drop-down menu. Click Add button to add the selected transfer operation to the main screen.
Web Extension	Integrate web pages on the POS. When selecting the web extension button, the linked web page is automatically loaded. Web extensions are created from the Back Office (Configuration > Settings > Web extension).	Choose a web extension from the drop-down menu. Click Add button to add the selected web extension to the main screen.

 

Merge buttons to sub-screens (optional)

After adding buttons to a top level screen, two or more buttons can be merged into a sub-screen (a screen within a top level screen).
Sub-screens allow further grouping of items. You can define whether only one item can be ordered per sub-screen or several, or if a sub-screen is only restricted to managers (for instance, a discount button). Managers have the user permission User is a POS manager enabled in the Users section of the Back Office. See About POS users for details on user permissions.

You'll be taken to the screen settings page immediately after adding a menu, main screens, and buttons. To access the page at a later time, see steps 1-3 below.

1. From the navigation menu, select Configuration > Items > Menus.
2. Click Edit next to the menu you want to add sub-screens.
3. Click Editor next to the top level screen.
4. Select the buttons you want to merge into a sub-screen.
5. Click Create a sub-screen with the selected buttons.
6. Click Yes.
7. Click the New Screen button to define the button properties (sub-screen settings).
8. Click the Save button to save the sub-screen settings.

Sub-screen button settings

Settings name	Description
Button text	Name of the subscreen as it appears in the Back Office and on the POS.
Button color	Colored background for the sub-screen button displayed on the POS when Show background color is enabled.
Restricted to manager	When enabled, the sub-screen is only accessible to managers.
Multiple selection screen	When enabled, several items can be selected from the sub-screen.
Show background color	When enabled, the previously selected background color is displayed on the POS.

 

What's next?

Link menus to different POS devices from your Back Office.

Edit, duplicate, and delete a menu after it has been created.

Import menus from a CSV file and export existing menus to save your data beyond the Back Office.