For consistency across your brand, or when managing multiple brands, Lightspeed Delivery lets you centralise your management across multiple locations and sales platforms.
What’s in this guide?
Before you begin, you will need:
- A Lightspeed POS plan and Lightspeed Delivery plan
- An account with Uber Eats, Deliveroo, Menulog or DoorDash
- A Lightspeed Account Manager to add new locations to your account. If you don’t know who s/he is, please contact Support on 02 8599 2247.
Import menu from existing delivery channel
Products on the delivery channels need to communicate with the products in Back Office, this is achieved by using the same Price Look-up (PLU) code. Without a menu built in Lightspeed Delivery, your products in delivery channels will not be recognised by the POS and the order will fail.
One way to create a menu in Lightspeed Delivery is by importing a menu that you have already created on a delivery channel (or are storing on a JSON file).
Please do contact your Account Manager to determine if this is the right solution for you. But before you decide to import a menu, ask yourself: Is my menu and menu workflows (i.e. modifiers) on the delivery platform greater than or equal to 95% the same as what I have on the POS?
If your answer is NO, then we do not recommend importing your menu. That’s because it is much faster to build the menu from scratch than linking all the products. And, the good news is, building a Lightspeed Delivery menu from scratch is quick, easy and painless! As part of the set-up, you’ll import products from your Back Office into your Lightspeed Delivery account.
If your answer is YES, you can follow the steps below to import your menu.
- From the Menus tab, hit + Add New Menu
- Choose Import menu
- Choose the channel you’d like to import from
Note - If you’d like to import from an UberEats menu, your channel needs to be connected before you begin the import. Reach out to your Account Manager to request this service, it takes about 24 hours to finalise. For DoorDash and Deliveroo, however, you can import the menu without connecting the channel.
Once you’ve imported your menu, you’ll see this error message:
‘We could not link some of the imported products with the related products in your POS. Please manually link these before publishing the menu.’
So before you publish your menu, you will need to link your products in the Lightspeed Delivery menu to the respective products on POS.
- From the Menus tab, choose a product that is circled in red
- In the Link product pop-up window, choose the relevant product from your POS menu
- Hit Link product
- Products circled in yellow mean there’s a modifier set that’s partially linked. Select the product, scroll down to the Attached Modifier group section and link the modifier(s) to the relevant options(s) from your POS menu
Sync products to multiple sites
Once you have a completed Lightspeed Delivery menu, if you make changes to your products in Back Office, you will need to sync your Lightspeed Delivery menu(s). This will ensure that all changes are always reflected on your delivery menu(s).
If you need to sync multiple sites it doesn’t have to be done one after the other. Instead, you can sync your locations simultaneously.
- From Locations
- Select your location
- Click Sync products
- While you wait for the sync to process, repeat steps 2 and 3 for each location.
Note - if you have overridden fields, such as product name, description, price, modifier group rules, modifier group availability, they will stay in place.
Fine-tuning your menu
The 'Fine-Tune' feature allows you to make small changes to an existing menu that only affect one delivery channel and/or one location. See the example below.
For instance, you want to sell alcohol through DoorDash only, or perhaps you only want to sell alcohol from a specific store; or, you would like to sell alcohol from a specific store and only on DoorDash. All of this can be achieved with the ‘Fine-Tune’ feature.
- Go to the Menus tab, select the menu you'd like to Fine-Tune
- Click Manage Menu Items
- At the bottom of your menu, hit Fine-Tune Menu Per Location/Channel. The pop-up will remind you that these changes will affect only the selected channel or location
- Select which location and/or channel you'd like to make the changes for
- Go ahead with your changes: images, prices, tax, descriptions. These changes will not affect the original menu. It will only affect the menu for the Location and/or Channel you have selected at the top of the fine-tune page
- Once you're done, click Exit Fine Tuning at the bottom of your menu
Note - Whenever you make any changes to your menus, remember to Push Menus Live to your delivery platforms to make sure the most up-to-date versions are available for your customers to order from and to prevent failed orders.
You can select Preview Menu and use the filters at the top of the preview to see channel/location-specific menus and all their fine-tuned changes.
Setting User permissions
As your staff members grow with your business, you can assign permissions that are tailored to their responsibilities. If your organisation has a simple structure where one person is managing your Lightspeed Delivery system, they will be assigned as the Lightspeed Delivery Account Manager – all other staff can be assigned as an Employee.
Lightspeed Delivery Account Manager: This is the person with the highest access rights to your data in our system – there can be multiple Account Managers. Account Managers can always (at the very least) view orders, control menus and snooze products.
Important - Account Managers will have access to all locations.
Employee: This is a basic user who by default can see the incoming orders. However, there's a great deal of customisation possible, such as restricting access per location and allowing additional access and views. If you require this, please reach out to us.
Expanding to new locations
There’s a number of ways a brand can grow. Whether you are taking over a completely new location, or a location that already has a Lightspeed Delivery or Deliverect account, to onboard the location with Lightspeed Delivery you will have to go through the account creation, menu build and staging delivery channels process.
Reach out to your Lightspeed Account Manager to plan your next steps.
If you would like to add a second, third, or even twentieth site to your Lightspeed Delivery account, let your Account Manager know and talk about your subscription. At a minimum, they’ll require the details of your new location: Site name, site address, site phone number, point-of-contact name, email and phone number.
Or, learn how to snooze products and remove out of stock items for fewer cancelled orders or substitutions with the guide Managing busy times with Lightspeed Delivery.
Frequently Asked Questions
Can I delete a location?
If a location is leaving your Lightspeed Delivery portfolio, reach out to your Account Manager.
I’d like to add a new location to my account
Exciting times! Reach out to your AM to help you get set up.
I’d like to add an existing Deliverect/Lightspeed Delivery location to my account
To onboard additional locations with Lightspeed Delivery, you must go through the account creating, menu building, and de-staging then re-staging of delivery channels processes. Your Lightspeed Account Manager will be able to assist you through this.
I’m an owner of two different businesses, should I create an account for both, or should they be two locations under one account?
Generally, we recommend that you have one account, this makes it easier to manage your locations as you can see everything in one place.
However, if managers of each brand are both set up with the User Role, Lightspeed Delivery Account Manager, they will be able to see each other’s reports. If this is a dealbreaker, reach out to your Lightspeed Account Manager. Your brands will need to be managed from different accounts and your Lightspeed Account Manager will be able to request additional permissions for you so that you can log into both accounts from one email address.