It is recommended to go through the following checklist with managers and staff before launching Lightspeed Restaurant K Series at your business. Use the checklist as a guide for reviewing important workflows and topics. If you are unsure of how to complete a certain workflow, find your answer in our Restaurant Help Center by typing keywords in the search bar. You can find a printable version of this checklist at the end of this article.
Back Office tasks
☐ Business information has been filled in Settings > Business parameters.
☐ Customer receipts have been customized in Printing > Receipts.
☐ Each printer is configured and the accounting group is logged to the correct production center.
☐ Accounting groups (categories) have correctly been assigned items & tax profiles.
☐ Payment methods have been added and enabled.
☐ Discounts have been created.
☐ Back Office users, POS user groups and POS users have been added and permissions assigned.
Additional Back Office tasks
☐ If you have a customer database: Import customers.
☐ If Stock Management is enabled: Add items to your stock.
☐ If Stock Management is enabled: Create item composition.
☐ If you have loyalty cards: Contact support to add loyalty cards to the Back Office.
☐ If you have purchased integrations: Make sure all your integrations are configured.
☐ If you have account profiles (order types) such as take away and happy hour: Add order types.
☐ Log in to the Lightspeed Restaurant POS (K) app.
☐ Clock in to the Lightspeed Restaurant POS (K) app.
☐ Count cash float at the start and end of each sales period with the count cash float setting.
☐ Add other POS users working the same shift.
☐ Navigate through the menu categories to view all products.
☐ Make sure the printers are working by performing a test order.
☐ Print closing reports and close your shift.