Retail POS (S-Series) for Restaurants

If you have not set up BackOffice, visit our BackOffice Setup for Restaurants article to learn how.

With BackOffice setup complete, staff can use the register to serve customers. Start an order, manage saved sales, manage guests and tables, and close an order out when the customer is ready to pay.

Table of Contents

Begin an Order

Begin an order by starting a new sale. As the order progresses, void items if a customer changes their mind and apply discounts if needed.

If you have questions about managing orders or saved sales, visit our iPad Register FAQ.

Open a Saved Sale

The Saved Sales feature allows a cashier to enter a customer’s order, save it, and return to process its payment at a later time. With Saved Sales Sync enabled, sales saved at one register can be viewed, modified, and finished on another, allowing flexibility to manage orders from any available device.

Check out our Table Layout article to learn how to create saved sales for sit-in diners at tables in your restaurant.

  1. On the New Sale screen, enter the number of guests for the order.
    a If prompted with a keypad, enter the guest count and tap ‘Done’.
    Use ‘None’ to record 0 guests when the exact count is unknown, such as with to-go or phone orders.
    b If not prompted, tap the Guests icon to enter the guest count.
    Learn how to enable the Guest Count prompt here.
  2. Tap a shortcut or search by item name to add a menu item to the order.
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  3. If an item has modifiers, make the necessary selections and tap 'Done'.
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  4. (Optional) For items assigned to a kitchen ticket printer, tap 'Add ticket notes' to add notes for the kitchen.

    For the Retail POS (S-Series) app for Android, follow the steps here to add notes to a ticket.

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  5. Repeat steps 2 - 4 to add additional items to the order.
  6. Tap the disk icon to save the sale.
  7. Enter a new name for the saved sale and tap 'Save' to confirm.
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Visit our full Saved Sales article to learn how to reopen and add additional items to a saved sale.

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Item and Order Voids

Different than a return, a void means canceling an item on a saved sale or canceling the entire sale itself.

  1. Select 'Saved Sales' from the Main Menu.
  2. Tap a saved sale to open it.

    To open an online order, tap ‘Open Sale’ after selecting the relevant saved sale.

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  3. On the New Sale screen, perform a void on a single item or the full saved sale.
    • To void a single item, swipe right to left across the item and tap ‘Delete’.
    • To void the entire saved sale, tap the trash can icon.
    Void single line item.

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    Void entire sale.

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  4. If necessary, have a manager enter their register code and tap 'Void'.

    By default, a manager must authorize a void. Learn how to change this setting in BackOffice.

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Apply Discounts

Add a discount to an item or the overall order to deduct a percentage or an amount from a customer’s saved sale.

  1. On the New Sale screen, tap the discount button for a line item or the overall sale.
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  2. Choose a discount to apply to the sale.

    Open means the cashier enters the discount amount/percentage.

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  3. For discounts requiring manager verification, have a manager enter their register code and tap ‘Verify’.
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Visit the full Discounts support article to see how discounts appear on customer receipts.

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Manage Item Availability

Manage item availability at the register to manually control if specific items can be rung up. When an item runs out, a Register Manager can 86 the item and make it unavailable to temporarily prevent it from being sold. When an unavailable item is ready to be sold again, make it available to allow it to be rung up.

This feature is available to select merchants using the Retail POS (S-Series) app for iOS. Stay tuned as we slowly roll out this feature for more merchants.

  1. Tap and hold an item shortcut for 2 seconds.
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  2. Select whether to make the item unavailable or available for sale on that register.
    • Unavailable items will be grayed out on the shortcuts layout and item search panel, preventing them from being rung up. If an unavailable item is physically present, it can still be rung up by scanning the item barcode.
    • Availability of individual item variants and modifiers cannot be changed.
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  3. If prompted, enter a manager code and tap ‘Enter’ to authorize the change in availability.
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  4. (Optional) Repeat steps 1 - 3 on each additional register to update item availability on those registers.

    Item availability does not sync between registers, so items must be manually made unavailable or available on each individual register.

Manage Saved Sales

From splitting and merging to adding the number of guests per saved sale and quickly reordering menu items, there are multiple ways servers can manage their open saved sales.

  1. Select 'Saved Sales' from the Main Menu.
  2. Tap a filter option to filter which saved sales display.

    All | Displays all sales saved on the register, including orders placed via a Lightspeed eCom (E-Series) webstore (if enabled) and sales saved on other registers with Saved Sales Sync turned on.
    Mine | Shows only sales saved by the employee who is signed in.
    Online Orders Only | Shows only Lightspeed eCom (E) online orders.

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  3. (Optional) Tap a filter option to display saved sales by the time elapsed since first opened, by the name of the sale, or by order number.

Update the Guest Count

Change the number of guests associated with a saved sale.

  1. Select a saved sale from the Saved Sales screen.
  2. On the New Sale screen, tap the Guests icon.
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  3. Enter the number of guests and tap 'Done'.
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  4. Tap the disk icon to save changes to the saved sale.

Split Saved Sales

Splitting a saved sale allows you to separate a single saved sale into multiple so that each customer can take ownership of what they ordered.

  • To learn how to split saved sales on the Retail POS (S-Series) app for Android, visit our help article here.
  • Online orders cannot be split at the register and must be processed as placed.
    1. From the Saved Sales screen, tap 'Select' and choose a saved sale.
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    2. Tap 'Actions' and select 'Split'.
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    3. Tap items on the original to move them to the new saved sale.
    4. Tap 'Done' to complete the split.
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    Merge Saved Sales

    Merging combines multiple saved sales into a single one. Merge saved sales if you make a mistake while splitting or to combine customer orders.

  • To learn how to merge saved sales on the Retail POS (S-Series) app for Android, visit our help article here.
  • Online orders cannot be merged at the register and must be processed as placed.
    1. From the Saved Sales screen, tap 'Select' and choose multiple saved sales to merge.
    2. Tap 'Actions' and select 'Merge'.
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    3. Enter a name for the new saved sale and tap 'Save'.
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    Transfer Saved Sales

    Use this feature to change the employee who owns a particular saved sale.

    To learn how to transfer saved sales on the Retail POS (S-Series) app for Android, visit our help article here.

    1. From the Saved Sales screen, tap 'Select' and choose a saved sale.
    2. Tap 'Actions' and select 'Transfer to...'
    3. Select an employee to receive the saved sale.
    4. Enter the receiving employee's register code and tap 'Verify'.

    Visit the Split, Merge, & Transfer Saved Sales article to learn how to split a saved sale more than two ways.

    Reorder Items

    Quickly reorder items from within a saved sale to save time at the register.

    This feature is available on the Retail POS (S-Series) app for iOS v4.7.0 and above. For help updating visit our updating the Retail POS (S-Series) app guide.

    1. Select a saved sale from the Saved Sales screen.
    2. Tap the reorder icon to add a specific line item to the sale again.

      By default, reordered items are given a quantity of 1 and have the same modifiers, variants, and/or kitchen ticket notes as the original item. Discounts applied to the original item will not be applied to the reordered item.

    3. (Optional) Make changes to the reordered item.

      Each step below is optional, so do as much or as little as desired.

      b Select different modifiers or variants by tapping the line item.
      c Change the kitchen ticket note by tapping the note.
      d Apply a discount to the line item.
    4. Tap the disk icon to save changes.

      Kitchen tickets automatically print for reordered items assigned to a ticket printer and can be reprinted if needed.

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    Close an Order

    Close out an order when a party is finished with their meal. Learn about Tip Later and Split Tender, two common workflows restaurants use to accept payment.

    Tip Later

    With Tip Later, the server delivers a credit card signature slip to the table and puts the saved sale on hold until the customer signs. This option is only available when customers sign and tip on a paper receipt.

    If you have any questions about leaving tips, visit our Advanced Topics FAQ.

    1. Tap 'Credit' to tender the sale, then swipe, tap, or insert the customer's credit card.
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    2. Select 'Adjust Tip Later' to save the sale.
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    3. After the customer signs the receipt, go to the Saved Sales screen and tap the saved sale that is 'Awaiting Tip'.
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    4. Enter the tip amount from the receipt and tap 'Charge'.
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    For more on Tip Later, like how to change tip and signature settings, visit the Tip Later article.

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    Split Tender

    Split Tender allows you to split a saved sale between multiple payment tenders, like part cash, part credit, etc.

    1. On the New Sale screen, tap '…' and select 'Split Tender'.
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    2. Use the '-' and '+' buttons to adjust the number of payments.

      The payment amounts automatically split evenly by the number of payments.

    3. Tap to change the tender type and amount of the payments.
    4. Tap 'Charge' to process each payment.
    5. After processing all payments, tap 'Done' to finish the sale.
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    For more on Split Tenders, like how to void a payment, visit the full Split Tenders support article.

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    Pay Out Gratuity

    It is a manager’s duty to pay out non-cash gratuity to staff. Run a register shift report to see how much each employee accrued during their shift and perform a payout to remove this money from the drawer.

    Register Shift Reports

    While staff can run their own individual register shift report to see how much gratuity they earned, a manager can check any server’s total.

    1. Select 'Register Shift Report' from the Main Menu.
    2. Tap 'All Employees' and select an employee to view their individual report.
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    3. Tap 'Print X Report' during an open shift or 'Print Z Report' after shifts have been closed to print the report to a connected receipt printer.

      If the register shift report does not print, visit one of our Printer Troubleshooting guides for help.

    Need to reprint a register shift report from a previous date? Visit the X and Z Reports article to learn how.

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    Gratuity Payouts

    Perform a payout to record whenever you remove money from the till to pay employee tips. This balances the drawer so there is no cash variance when you close the shift.

    If you have questions about gratuity payouts, visit our Advanced Topics FAQ.

    1. Tap 'Pay In / Payout' on the Main Menu.
    2. Select 'Non-Cash Gratuity'.
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    3. Enter the amount to pay out and tap 'Continue'.

      This screen displays the total gratuity collected by all employees.

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    4. Enter a comment (optional), tap 'Done', and remove the amount from the drawer.
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