Let Lightspeed Delivery powered by Deliverect help you reduce keying errors, maximise staff efficiency, leverage your existing production workflows and maintain accurate inventory. You'll also be able to maintain and control your delivery menus from one central location.
Sync your delivery orders with the most popular delivery platforms available to your customers to allows orders from Uber Eats, Deliveroo and DoorDash to come straight through to the POS reducing the clutter and confusion that is created when running multiple devices and workflows.
What's in this guide:
- Syncing your menu
- Creating your online menu
- Adding Products
- Adding Modifiers
- Setting your availability
- Publishing your menu
- Snoozing products
Before you begin
- An active Lightspeed Kounta POS plan
- An active account with Uber Eats, Deliveroo or DoorDash
Enabling Lightspeed Delivery powered by Deliverect
To make sure the you are getting connected as fast as possible with no issues, a quick review of your menu and products is best. Your dedicated Account Manager is your best point of contact to get enable and implement this solution in your business.
Not sure who you Account Manager is? Our 24/7 Support team who are available via chat, email and phone can put you in touch.
Logging into Delivery
- Click on the invitation link you have received in your inbox.
- You will be redirected to the login page.
- Here you can log in using
- your Google account, or
- your Facebook account
- After successfully logging in, you can start using yourDelivery Sync account.
After this step you can login at lightspeed.deliverect.com
Managing your delivery menus
With Lightspeed Delivery you can manage all your menus in one place saving you valuable time, and avoiding the frustration that happens when trying to juggle pricing and availability across multiple platforms.
Syncing your menu
A sync is needed whenever you make changes in the setup of your POS (e.g. set new prices, change the picture of a product, etc). To do this, you have to:
- Log into Lightspeed Delivery powered by Deliverect
- Go to "Locations"
- Pick your location
- Press the green button "Sync products"
If you want to add or edit products or modifiers in your POS, and also offer these on products or modifiers on your third-party delivery platforms, you need to make sure you synchronise (in short 'sync') the changes with Delivery Sync.
Delivery Sync matches your incoming online orders to the products in your POS. Therefore, if you would like to make a change to your online offering, these changes need to be reflected both in your POS and also in your Lightspeed Delivery powered by Deliverect account.
What happens if you don't sync your products?
Lightspeed Delivery powered by Deliverect will receive online orders, but will not be able to match these to the product(s) in your POS, because the latest information or updates are missing. Delivery Sync will mark the incoming online order as 'failed'.
- Syncing products from your POS will not automatically add new products/modifiers to your menu on Delivery Sync.
- You will still need to add those new products/modifiers to your menu, using theDelivery Sync menu builder.
- Syncing products from your POS will, however, update the products that are currently already in one of your menus on Delivery Sync.
Create your online menu
To create a menu, follow these steps:
- Click on "Menus" in the left-hand navigation sidebar and click "Add new menu".
- Enter the name of the menu, for example, "Deliverect Test Menu".
- Select the master location (this is the location the products are coming from).
- You will also need to select the menu type: delivery, pickup, or both.
- If you are using Deliveroo as a delivery service, it is required that you add a menu description and menu header image URL (minimum size 1920x1200 px).
- Click on ‘Create new menu’ once completed.
The "Deliverect Test Menu" will now appear in your list of menus. When you click your menu, the following list of options will appear:
- Products are the different categories and products on your menu.
- Modifiers are the extras that customers can add to the products on the menu (e.g? sauce, size,...).
- Availability is the period when customers are able to order this menu from your store.
- Preview allows you to preview your full menu.
- Info will allow you to change your menu name and edit other menu information.
- Duplicate will give you the option to copy your existing menu.
- Delete will - obviously - delete the full menu (all products and modifiers).
If you click "Manage products", the following screen appears.
The Location field indicates whether you want to add this menu to all your locations or to only one specific location. Similarly, in the Channels field you can indicate whether you are adding this menu to all your channels or only one specific channel.
! We suggest to always use 'All Locations' and 'All Channels', unless there's a clear need not to do so (for instance, if you want to offer a special deal exclusively on Uber Eats).
If you hit ‘Add new category’, you will see the following pop-up screen.
If you want to create a new category called "Burgers", for example, you can just type in "Burgers" in the "Category name" box.
You'll see which menu, location, and channel you are creating this new category for at the top of this pop-up box (as shown below). Now hit "Create new category".
You can now start adding products to this category by clicking "Add new products to Category". To choose which products you would like to add to the the category, you can either "Select from POS categories" or "Search all products" (by name or PLU).
Thanks to the synchronisation of the menu, you should be able to find the "Mains" category - which we use as our example here - that already exists in your POS (given that you sell the items and they are organised in your POS).
By pressing "Select all" in the upper right corner, all the products in the "Mains" category will be selected and added.
By scrolling down, you will see the overview of all the products you would like to be added. Once your selection is complete, press "Add products".
All the selected products will now be in the "Products" column. In the "Product Detail" column, a picture (if available in your POS) will be rendered, as well as a product name and price.
Note that if you change something in the 'Product Detail', the product does not get overwritten when syncing with your POS. For example, if you change the price of one of your items from $12 to $15 in 'Product Detail', and you change the picture of the item in your POS, the picture does not get overwritten in the menu.
If you click on ‘Manage modifiers’ and then ‘Add New Modifier Group’, you will see your synchronised modifiers. Please select the Modifier Groups you wish to add or press ‘Select all’.
In the picture below, the Modifier Group "Choose Style!" was added:
You are now able to add new modifiers to this group. Again, a pre-generated list will pop up when you press ‘Add new modifier’. At the top of the pop-up box, you'll see which menu, location(s) and channel(s) you are adding the modifiers to.
Select the modifiers you would like to add in the ‘Choose up to 4 Flavours’ group (or select all). After, click ‘Add modifiers’. You will now see all the selected modifiers in the "extras" group. Under ‘Modifier Detail’ you will see the name and the price of the modifier.
Note that if you change something in the 'Modifier Detail', the Modifier does not get overwritten when syncing with your POS. For example, if you change the price of the 'Apple Pie Flavour' from $1 to $2 in 'Modifier Detail', and then change it to $3 in your POS, the price will maintain $2. The old price therefore does not get overwritten in the Delivery Sync Menu Builder.
Setting your availability
After clicking 'Add new availability' a popup opens. Here, you are able to set the correct opening hours for your menu per location by clicking and dragging. You can resize rectangles, drag & drop to duplicate, and double click to delete them. You have to do this once per menu for every location.
Note that these are not the opening times of your store. This is the availability of your online menu, which may differ from your in-house menu if you for instance close your delivery store earlier than your restaurant service.
Publishing your menu
Once the menu is built and availabilities are set, you are ready to publish it online. What is essentially "publishing" the menu is in technical terms "pushing" it to the delivery platforms.
Press the ‘push menus live’ button, which you can find on the 'Menus' overview page.
The following popup will appear:
In the drop-down menu, you need to select the menu you would like to publish online. Next, you can choose which Channels or Locations you would like to push the menu to. Once ready, just press the ‘push menus live’ button.
Once the menu has been pushed live, click on the "View Push History" option in order to see if the menu push has been successful.
On the "View Push History" page, your restaurant will appear at the top of the list. The listing will indicate the time that you pushed the menu live, the location, and the delivery platform that you pushed the menu to. This is a very important step as it will allow you to view whether or not your menu push was successful.
In the picture above, the Delivertect test menu was successfully pushed. If your menu push has failed, please reach out to Lightspeed Support for further assistance.
You have 2 options to snooze products:
- Snooze module in the left-hand sidebar
- Snooze from the menu preview
Here, you can select the products/modifiers you want to mark out of stock, and the period they're unavailable for. Then hit the 'Submit' button to finalise.
Navigate to "Menus" and select "Menu preview".
In the menu preview, you can click on the blue icon next to the product.
After clicking on the product you can select the snooze duration. Click on snooze and the product will be gone from all the delivery channels using this menu.
Accepting orders on POS
You'll be able to see and hear when a new order is received on POS. Then you have a choice to manually accept an order as seen below, or take advantage of Pass-Thru Printing which lets orders go straight to production. Helping keep things moving fast in busy service periods.
The following is how to manually accept orders on POS
1. Tap on the flashing orders button
2. Tap on the new order that has been received
3. Accept the order
4. A confirmation banner lets you know the order has been accepted and sent to production
How to send a test order?
1. Go to your menu and select the menu preview
2. Select the location where you want to send the test tickets to
3. Add products and modifiers in the basket
4. You can add customer info if you press "add info", this will be printed as well
5. Press "place order"
Check if your POS system has received and printed the order.
You can also check the order in the Deliverect backend if you go to the orders category.
Please be aware this order will generate revenue, so don't forget to delete the test orders.