Go through the following checklist with managers and staff before launching Lightspeed Restaurant at your business as a guide for reviewing important workflows and topics. Click the links below to find detailed steps and information for a particular workflow, or use the search feature of the Restaurant Help Center to find additional information.
Administrative tasks
☐ Log in to the Lightspeed Restaurant POS (K) app
☐ Start a shift*
☐ Clock in to the Lightspeed Restaurant POS (K) app
☐ Count cash float and open cash drawer
☐ End a user shift*
☐ Print closing reports and follow closing procedures*
☐ Adjust the sales restriction on a particular product*
☐ Toggle between configurations
Basic table and order management
☐ Navigate through the screens and sub-screens to view all items
☐ Open a table and place an order
☐ Use the keypad to change the quantity of items to add to an order
☐ Use the item edit function to change the quantity of an item
☐ Delete an item from an order
☐ Use the search function to search for a product
☐ Add a note to an item
☐ Apply a discount to an item or an order*
☐ Go to a table using the tables screen
☐ Go to a table using the keypad
☐ Adjust the number of seats on a table
☐ Assign orders to a specific seat
☐ Move an item from one seat to another
Advanced table and order management
☐ Change the amount of covers on an account
☐ Transfer an item from one order to another
☐ Move an order to another table
☐ Start a bar tab and a takeout/delivery order
☐ Use the orders tab to find your tab, takeaway and delivery order
☐ Place an order with different courses
☐ Change the course of an item
☐ Send an entire order and individual courses to the kitchen
☐ Using the tables tab, find out what course a table is on
☐ Determine how long a table has been seated for
Manage checks and payments
☐ Print a receipt
☐ Accept payment and close an order
☐ Retrieve a closed receipt*
☐ Refund a closed receipt*
☐ Void a receipt*
☐ Split a check by seat
☐ Split an item between different checks
☐ Move an item from one check to another
☐ Split checks into equal parts
☐ Print split receipts
☐ Apply multiple payment types to a receipt
☐ Add a tip to a closed receipt
☐ Refill a gift card
☐ Pay using gift card
☐ Check gift card balance
*task typically performed by a supervisor or manager