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Creating menus

Menus with a clear structure simplify the use of the POS, so users can find item buttons quickly, ensuring efficient service. Add main screens to menus and organize buttons, such as items or discounts, into main screens. Once a specific menu is set up, only items in that menu will appear on the POS. Items must be set in a menu to be visible on the POS.

Table of contents:

Menu components

Menus consist of the following components:

Restaurant-Structure-Menus.png

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, to add main screens and buttons.

  1. Log in to the Back Office with your Lightspeed Restaurant credentials.
  2. From the main navigation menu, select Menu management > Menu.
  3. Click Create.
  4. Enter a name for the menu.
  5. Click Save to save the menu name and access the menu settings page.
  6. Move on to Adding main screens.

Restaurant-Adding-Menus-Name.png

Adding main screens

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

The menu settings page will immediately load after adding a menu. To access this page at a later time, see steps 1 and 2 below.

  1. From the main navigation menu, select Menu management > Menu.
  2. Click the name of the menu you want to add main screens to.
  3. Click Add in the MAIN SCREENS column.
  4. Enter the main screen’s name. For instance, Wines.
  5. (Optional) Enable Add color theme and choose a color under Button color to give the button a background color displayed on the POS.
  6. (Optional) Repeat steps 3–5 to add additional main screens.
  7. Click Save to add the main screen(s) to the menu.
  8. Move on to Adding buttons to the main screen.

Restaurant-BO-Add-Main-Screens.png

Adding buttons to the main screens

Buttons can be items, sub-screens (screens within a main screen), discounts, production instructions, transfer operations, account profiles, or web extensions that can be selected on the POS within a main screen.
After adding a menu and mains screens, add buttons to each main screen to use those buttons at the POS 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 Menu management > Menu.
  2. Click the name of the menu you want to add buttons.
  3. Select a main screen from the MAIN SCREENS column to add buttons to. The display for the main screen opens on the right side.
  4. Click Add button.
  5. Select a type of button from the drop-down menu.
  6. Enter the required information. See the Button settings table below for details.
  7. (Optional) To modify buttons, such as giving them a background color, see the Editing menus section of Editing, duplicating, and deleting menus.
  8. Click Add button to add the button to the main screen.

Restaurant-BO-Adding-Menu-Buttons.png

Button settings

Type of button Description Required setup
Item 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).
  1. Choose from all items, from a specific accounting group, or search for items at the top of the window.
  2. Enable the checkboxes of one or more items.
Sub-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.
  1. Define the sub-screen settings:
    Sub-screen name: Name that appears in the Back Office and on the POS.
    Button color theme: Colored background for the screen button displayed on the POS when Add as background color is enabled.
    Add as background color: When enabled, the previously selected background color is displayed on the POS.
    Manager-only access: When enabled, the sub-screen is only accessible to managers.
    Allow multiselect 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. Discounts are created from the Back Office (Configuration > Settings > Discounts). See About discounts for details.
  1. Search for specific discounts or choose a discount from the table.
  2. Enable the checkboxes of one or more discounts.
Product 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.
  1. Search for specific production instructions or choose them from the table.
  2. Enable the checkboxes of one or more product instructions.
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.
  1. Search for specific transfer operations or choose them from the table.
  2. Enable the checkboxes of one or more transfer operations.
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.
  1. Search for specific account profiles or choose them from the table.
  2. Enable the checkboxes of one or more account profiles.
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).
  1. Search for specific web extensions or choose them from the table.
  2. Enable the checkboxes of one or more web extensions.

 

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.

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