Creating menus

Menus with a clear structure simplify the use of the POS, so items can be found quickly at the cash register, ensuring good, efficient service. Organize items into menu categories and then create menus categories made up of different main screens. Once a specific menu is set up, only items in that menu will appear on the POS. Be sure to categorize all the products you want to see on the POS into a menu.

To help you create your menu, here is an illustration where to find which sections of the menu on the POS. Buttons are items which can be selected within a main screen. Buttons can also provide order settings, such as discounts and modifiers. You can find the buttons on the right side of the POS. Main screens are located in the center of the POS and sort these buttons into visual groups. You can name the menu categories (main screen) and sort buttons into them the way it makes the most sense for your restaurant. It is possible to set up another screen within a main screen. This menu sub-screen allows a more granular grouping of items. All of those combined elements represent your menu.

 

Creating a menu involves the following steps:

• Adding a menu
• Adding menu categories
• Adding buttons to the main screen

Adding a menu

Adding a menu defines the name of the menu.

• Log in to your Back Office with your Lightspeed Restaurant credentials.
• From the main navigation menu, select Menu management > Menu.
• Choose the Create button at the top right corner of the page. A New Menu window will appear on screen.
• Enter a significant menu name.
• Select the Save button at the bottom right of the window.

Adding menu categories

Menu categories, often called main screens in K Series, can be seen as a grouping and structuring of menu buttons into logical groups. Menu categories are located in the center of the POS. Each menu category contains its own buttons. Buttons represent the items which can be selected within a menu category. Buttons can also represent order settings, such as discounts and modifiers. The buttons and menu categories displayed on your POS Order screens represent your menu. In one menu, you can have a maximum of twenty menu categories.

It is also possible to set up a menu sub-category (commonly called sub-screen in K Series) within a main menu category. This allows for a more granular grouping of buttons. A menu sub-category appears as a button on the right side of the main screen on the POS. When the user selects this sub-screen button, a display appears on the right side of the POS that shows all the buttons that were created within the menu sub-category.

To add menu categories:

1. From the navigation menu, select Menu management > Menu.
2. Select the appropriate menu’s name listed in the Menus column. You will be brought to the main screens page.
3. Select the Add button next to the MAIN SCREENS heading. An Add new screen window will appear on screen.
4. Enter the required screen’s information, such as screen name and screen color.
   When you’re finished adding new screen settings, select Save.

Setting name	Description
Screen name	Menu category name displayed on the POS.
Add colored theme	The user’s first name.

 

Adding buttons to the main screen

There are several ways to add items to a main screen, which appear as buttons on the POS. Buttons can also provide order settings, such as discounts and modifiers. The maximum number of buttons per main screen is thirty-six. In addition to adding single buttons, you can add sub screens to the main screen. This sub screen allows a more granular grouping of buttons. The sub-screen then appears as a button on the right side of the main screen on the POS. It is labeled as a sub-screen. When the user selects this sub-screen button, a display appears on the right side of the POS that shows all the buttons that were created within the sub-screen.

When processing orders on the POS, you may have different order settings defined from the Back Office, such as discount or account profiles. These are order types that affect some parameters of an item during a sale. To be able to use these order settings from the Back Office on your POS, you can add corresponding buttons to your main screen.

1. From the navigation menu, select Menu management > Menu.
2. Select the appropriate menu’s name listed in the Menus column. You will be brought to the main screens page.
3. Select the appropriate main screen’s square from the MAIN SCREENS column. The mask for the corresponding main screen opens on the right side of the column.
4. Select the Add button at the top right of this mask. A drop-down menu with several options is shown, such as item, discount or account profile. See button settings table below for more information.
5. Select the appropriate option from the drop-down menu. Depending on your choice, a different Add window will appear.
6. Select and enter the required information.
   When you’re done adding the settings for the main screen button, select Save or Add button.

Button settings

Setting name	Description	Appearing "Add window" description
Item	Items refer to standard food and beverage products that can be added to an order. All items are created from the Back Office (Menu management > Menu).	When selecting Item from the drop-down menu, the add existing item window appears. At the top of the window, you can choose from all items or from a specific accounting group. The checkboxes on the left of the window enable one or several items to be added to the main screen. A single click on the Add button at the bottom right will add the selected item(s) to the main screen.
Screen	Sub-screens allow further grouping of items. You can define whether only one item can be ordered per sub-screen or several. In addition, sub-screens can be created that are only restricted to managers. For instance, a discount button could be added to this sub-screen, which should be accessible only to managers.	When selecting Screen from the drop-down menu, the add sub-screen window appears. Sub-screen name: Significant name of the sub-screen that appears on the POS. Button color theme: Specified colored background for the screen button displayed on the POS. Show background color: When enabled, the previous selected background color is displayed on the POS. Restricted to manager: The sub-screen is only accessible to managers. Allow multiselection in the sub-screen: When enabled, several items can be selected from the sub-screen.
Discount	Discounts reduce the price of an entire order or individual items in the order on the POS. All discounts are created from the Back Office (Configuration > Settings > Discounts). See About discounts for further information.	When selecting Discounts from the drop-down menu, the add existing discount window appears. At the top of the window, you can search for specific discounts. The checkboxes on the left of the window enable one or several discounts to be added to the main screen. A single click on the Add button at the bottom right will add the selected discount(s) to the main screen.
Instruction	Production instructions are used to inform the kitchen on specific cooking instructions, such as meat cooking options, such as rare, medium, well. All instructions are created from the Back Office (Configuration > Settings > Production instructions). See About modifiers (production instruction) for further information.	When selecting Instruction from the drop-down menu, the add existing production instruction window appears. At the top of the window, you can search for specific instructions. The checkboxes on the left of the window enable one or several instructions to be added to the main screen. A single click on the Add button at the bottom right will add the selected production instruction(s) to the main screen.
Transfer operation	Transfer operations are used to move an amount from one payment method to another. All transfer operations are created from the Back Office (Configuration > Settings > Transfer operation). See Understanding transfer operation for further information.	When selecting Transfer Operation from the drop-down menu, the add existing transfer operation window appears. At the top of the window, you can search for specific transfer operations. The checkboxes on the left of the window enable one or several transfer operations to be added to the main screen. A single click on the Add button at the bottom right will add the selected transfer operation(s) to the main screen.
Account profile	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”. Account profiles are created from the Back Office (Configuration > Settings > Account profiles). See About order settings for further information.	When selecting Account Profile from the drop-down menu, the add existing account profile window appears. At the top of the window, you can search for specific account profiles. The checkboxes on the left of the window enable one or several account profiles to be added to the main screen. A single click on the Add button at the bottom right will add the selected profile(s) to the main screen.
Web extension	On your POS, you can integrate web pages. When selecting the web extension button, the linked web page is automatically loaded. All web extensions are created from the Back Office. (Configuration > Settings > Web extension).	When selecting Web Extensions from the drop-down menu, the add existing web extension window appears. At the top of the window, you can search for specific extensions. The checkboxes on the left of the window enable one or several web extensions to be added to the main screen. A single click on the Add button at the bottom right will add the selected extension(s) to the main screen.

 

What's next?

You can always edit or delete a menu after it has been created on Lightspeed Restaurant (K Series).

Import menus from a CSV file or export existing menus to save your data beyond the Back Office. See Importing or exporting menus.

You can assign existing menus to different POS devices from your Back Office.