You may need to revise or review order details while the order is still open. Maybe your guests have moved to another table, you need to transfer an order to your colleague, or you need to remove order items from the check. Whatever the reason, there are multiple ways to edit your order in the Lightspeed Restaurant (K-Series) POS app.

Editing items

You can edit items by tapping directly on the Edit button on the item line in the order summary to open the Actions menu. From this menu, you can remove the item, transfer the item to another seat or table, discount the item, or adjust the quantity.

Your edit options are dynamic, meaning different options will appear depending on the order type, whether items have been sent, and the POS user’s permissions.

Searching for an item

To search for an item, tap the magnifying glass icon on the Register screen. 

Tap the search button and then enter an item name, SKU, or barcode in the field to quickly find a particular item instead of navigating through the menu buttons. Once you have located the item, you can add it to the order by tapping Add to order. 

Tap Details to view information about the item.

Reordering an item

To reorder items, double-tap the item line on the Register screen.

Alternatively, tap the edit button, then from the pop-up window of item actions, select Add one until you have selected how many items you wish to reorder.

Removing an item

The steps to remove an item from an order will change depending on whether the order has already been sent.

If the order has not been sent:

1. Select the item line on the Register screen.
2. Tap Remove to remove a specific quantity of the item.
3. To remove an entire order line, tap the order item(s) then select Remove from order.

To remove an item that has already been sent:

1. Select the item line on the Register screen.
2. Tap the Void line button.

3. Select a reason for the void to remove the item from the order.

   This action will be recorded in your reports (including the name of the POS user, table number, item, date, and void reason). You can control who can void line items from the Back Office though your POS user permissions.

Transferring items

When in Table Service mode, you can transfer items between seats and courses, and even to other tables. The options to transfer an item will change depending on whether the order has already been sent to a production center.

If the item has not been sent, you can transfer the item between seats and courses. Once the item has been sent, you can only transfer the item to a different seat or table.

You can control who can transfer items to another table from the Back Office though your POS user permissions.

1. To transfer an item, tap the Edit icon beside the item.
2. Tap Transfer to another seat, Transfer to another course, or Transfer to another Table.
3. Select the seat, course, or table to transfer the item to.
4. Tap Done.

Discounting items

Discounts must be created in the Back Office before they can be used in the POS.

1. Tap the Edit button next to the item you plan to discount.
2. From the Item actions menu, select the discount to apply to the item.
3. The item will only be affected if it's in an accounting group you’ve selected for the discount.

Editing multiple items

Edit mode helps POS users efficiently review and manage multiple order items at once. Different edit options will appear depending on the order type, whether items have been sent, and the POS user’s permissions.

To access Edit mode:

1. Tap the Edit order button. The keypad will then collapse so you can view the entire order.
2. When you have completed reviewing or editing the order, tap Done to return to the Register screen.

Editing an order

The Actions menu allows you to make changes to the entire table or order. To edit an entire order, tap the Actions button. This will open a pop-up window with the available actions to select. Many order actions are not available unless you are in Table Service mode and have sent at least one item to a production center.

• Add allergens: Tap Add/View to add an allergen warning or to view existing allergen warnings on an order. Allergens will be printed on all production tickets and displayed on the KDS.
• Add notes: Tap Add/View to add a note or to view existing notes on an order. Notes will show on all tickets for this order and the KDS.
• Rename an order: To give the order a custom name or to change its existing name, type in the text field and then tap OK when done. Be aware that changing the name of a Table Service order will unassign the order from that table.
• Open a tab: If bar tabs have been enabled on your account, tap Open a tab to open a new tab. This will change the order to Table service mode.
• Clear unsent items: Tap Clear unsent items to clear any unsent items from the order while keeping the order open.
• Fire course: Tap Fire course to send the next course to let the prep station know the guests are ready for their next course. The first unfired course is indicated by a white flame icon. Once the course is fired, the icon turns orange. When the next course is fired, the previous course is marked with a green checkmark, indicating completion, and the orange flame moves to the newly fired course.
• Refund all items: Tap Refund all items to create a negative quantity for all items on the order.
• Apply a discount: Applies a discount to an entire order.
• Select order profile: Select an order type to apply to the order (such as Takeaway, Dine-in, or Delivery).

What's next?