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    Setting up Lightspeed Delivery in Restaurant Manager

    Lightspeed Delivery requires some special set-up in Restaurant Manager. This set-up must be done before you can create menus in the Lightspeed Delivery dashboard.

    Step 1: Create a dedicated floor, tables and payment types for each delivery channel.

    Step 2: Configuring products in Restaurant Manager

    Step 3: Syncing products

    Creating a dedicated floor and tables for each delivery channel

    It is recommended that you create a dedicated floor and tables for each delivery channel in order to track revenue generated per delivery channel in reports.

    To create a dedicated floor and tables for delivery channels:

    1. In Restaurant Manager, go to Floors.
    2. Click the + button at the top of the screen to add a new floor.
    3. For Name, enter a name like "Integrations" or "Delivery".
    4. Configure the settings. For more information on floor settings, see Creating floors.
    5. Click Ok.
    6. Create tables on the floor for each delivery channel and name them accordingly. For more information on tables, see Creating tables.
    7. The table Type required depends on the delivery channel:
      • Uber Eats: Select delivery.
      • Deliveroo: Select delivery.
      • Takeaway.com: Create two tables, one delivery and one takeaway.
      • Glovo: Select delivery.

    Delivery_Floor.png

    Tracking online order revenue via tables

    Once you have created dedicated tables for each delivery channel, you can enable a setting to track revenue generated from each delivery channel. Once the setting is enabled, a breakdown of revenue generated by each table will appear in your Day Report.

    1. In Restaurant Manager, go to Settings > Report Settings.
    2. In the Day Reports section, enable the Append floor report to day reports setting.

    Creating dedicated payment types for each delivery service

    It is recommended that you create a payment type for each delivery channel in order to track revenue generated per delivery channel in reports. Note that Takeaway.com requires an additional payment type. See Takeaway.com for more information.

    To create a payment type for a delivery channel:

    1. In Restaurant Manager, go to Payment Types.
    2. Click Add Payment.
    3. For Name, enter the name of the delivery service. Optionally, enter a description.
    4. For Type, select Cheque.
    5. Optionally, select a color for the button and/or enable Auto finalize or Auto print.
    6. Click Ok.

    Note: Do not enable Auto finalize if you have a Blackbox as it will cause issues with tracking transactions.

    For more information on payment types, see Adding a payment type.

    Configuring products in Restaurant Manager

    Lightspeed Delivery pulls product information from Restaurant Manager, so it is important that product details are properly configured.

    Ensure that you have entered the following details for any products you want to include in a delivery menu:

    • Name
    • PLU
    • Image
    • Price (if you want the delivery price to be different from the regular price, click Advanced and edit the delivery price)
    • Description (in Advanced settings)

    Adding PLUs to existing modifiers

    Unlike products, PLUs are not automatically generated for modifiers. Modifiers must have a PLU in order to appear in Lightspeed Delivery.

    To add PLUs to existing modifiers:

    1. In Restaurant Manager, click Products > Modifiers.
    2. Click the modifier group you want to edit.
    3. In the Edit Group popup, click the modifier you want to edit.
    4. Add a PLU for the modifier. It is recommended that you use the same format for all modifiers. E.g.: For the modifier "Sautéed Onions" in the group "Burger Options", the PLU could be "M-BO-SO".
    5. Ensure that there is also a Display Name for the modifier group as this is what will appear in Lightspeed Delivery.

    Creating combos for delivery menus

    Combos need to be re-created as a combination of products and modifiers for delivery menus. For example, a burger, fries and drink combo would be re-created with the burger as a product and the fries and drink as modifiers. It is recommended that you create invisible categories and products for your delivery menu combos so they don't appear in the Restaurant POS app.

    To create modifiers for delivery menu combos:

    1. In Restaurant Manager, click Products > Modifiers.
    2. Click Add group.
    3. Enter a Name and a Display Name for the group. The Display Name is what will appear in delivery menus.
    4. Click +New Modifier.
    5. Enter a Name.
    6. Enter a PLU. If you do not enter a PLU for the modifier, it will not show up in Lightspeed Delivery.
    7. Click Ok to return to the Edit Group popup. Click Ok to save.

    To create products for delivery menus:

    1. In Restaurant Manager, click Products > Categories.
    2. Click Add Category. Enter the desired settings, then un-check the Visible checkbox.
    3. Click Products and select the category you just created.
    4. Click Add Product and enter a Name, Price, Image, and Description. Note: If you want the delivery price to be different from the regular price, click Advanced and edit the Delivery price.
    5. Click Modifiers and select the corresponding modifier for the combo.
    6. Click Ok.

    See Creating products and Creating modifiers for more information.

    Syncing products to the Lightspeed Delivery dashboard

    In order for products to appear in delivery menus, you must first sync them to the Lightspeed Delivery dashboard. If you make a change to any products, modifiers or categories in Restaurant Manager, these changes will need to be synced to the dashboard.

    1. In the Lightspeed Delivery dashboard, click Locations Locations_icon.png.
    2. Click on the desired location.
    3. Click the Sync Products button. A popup will appear telling you which products have been synced.

    What's Next