It is recommended to go through the following checklist with managers and staff before launching Lightspeed Restaurant at your business. Use the following 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 the Restaurant Help Center by typing keywords in the search bar.
Find a printable version of this checklist at the bottom of this article.
Administrative Tasks:
☐ Log in to the Lightspeed Restaurant POS app*
☐ Clock In/Out in the Lightspeed Restaurant POS app
☐ Manage the Cash Drawer in’s and out’s using the Cash Drawer tool*
☐ Print closing reports and follow closing procedures*
☐ Modify floor plan from the iPad*
☐ Adjust the stock quantity on a particular product*
Table and order management:
☐ Navigate through the menu categories to view all products
☐ Use shortcut panel to change price and quantity of items added to an order*
☐ Open modifier popup for a product to change the selections
☐ Delete an item from an order
☐ Use the search function to search for a product
☐ Add a Note to a product
☐ Apply a discount to a product or an order*
☐ Start a bar tab and a takeout order
☐ Toggle between floor plans
☐ Toggle between menus (e.g. breakfast menu, dinner menu, etc.)
☐ Start a new table and place an order
☐ Check the time at which a menu item was ordered
☐ Assign orders to a specific seat in order screen
☐ Move an order to another table
☐ Move an item from one seat to another
☐ Adjust the number of seats on a table
☐ Change course of a product using the Actions button
☐ Change course of a product using the course popup
☐ Send the entire order to the kitchen then send individual Fire Course tickets
☐ Send partially-printed tables (send individual courses one at a time)
Manage bills and payments:
☐ Print a receipt
☐ Accept payments and finalize an order
☐ Finalize a receipt with Auto-Finalize as well as no auto-Finalize*
☐ Retrieve a finalized receipt*
☐ Reimburse a finalized receipt*
☐ VOID a receipt*
☐ Sell, activate and manage gift cards
☐ Split bill by seat
☐ Split an item in the payment screen
☐ Drag an item from one receipt to another in the payment screen
☐ Split bill using single-seat checkout
☐ Split bill using selected items
☐ Apply a payment to a receipt using multiple payment types
NOTE: Tasks marked with an * are typically performed by a supervisor or manager.