Processing an Order In Lightspeed

This article will guide you in how to accept or reject an order in Lightspeed POS.

There are 2 ways in which orders can be processed, depending on your settings in LOKE Office. We will address each separately.

First, ensure you are logged in to Lightspeed POS either through the Lightspeed Kounta POS app on your iPad or Android tablet, or through the link http://my.kounta.com/pos/kounta

Send Accepted Orders Into Pending Queue To Be Completed Once Ready (Auto Complete Setting - OFF)

This setting is useful if you offer a takeaway service and need to keep track of orders that have come in and which have been prepared and are ready to be sent out.

When an order is placed through the web or native app, you will hear a notification in Lightspeed POS and see the Orders button flashing blue in the top right hand corner.

1. Click the Orders button and you will see a ticket with the customer's name on.

2. Click the ticket and you will see the order displayed on the right hand side of the screen below the Orders button. At this stage you can choose to accept or reject the order.

If the order is for delivery, you will see the customer's address listed underneath the order.

If you reject the order, you will be prompted for a reject reason which will be notified to customers using the native app.

3. At this stage, you can either print the order via your Lightspeed compatible printer or tap the order into your existing POS to print a ticket and reconcile as per your existing processes.

4. Once accepted, you will see two further options, Send and Ready. 

To send the order into a virtual queue whilst it is prepared select Send.

5. Once the order is prepared, select Orders again and go into Pending orders and select the correct order.  This will bring the order back up in the right hand column.  To complete the order, select Ready.

4. The order is now complete in Lightspeed POS. 

5. To see a list of previous orders, click POS in the top left corner and select History.

Orders Are Completed On Acceptance (Auto Complete Setting - ON)

This setting is useful if you prefer a more simple solution and want orders to be dealt with in one click.

When an order is placed through the web or native app, you will hear a notification in Lightspeed POS and see the Orders button flashing blue in the top right hand corner.

1. Click the Orders button and you will see a ticket with the customer's name on.

2. Click the ticket and you will see the order displayed on the right hand side of the screen below the Orders button. At this stage you can choose to accept or reject the order.

If the order is for delivery, you will see the customer's address listed underneath the order.

If you reject the order, you will be prompted for a reject reason which will be notified to customers using the native app.

3. At this stage, you can either print the order via your Lightspeed compatible printer or tap the order into your existing POS to print a ticket and reconcile as per your existing processes.

4. The order is now complete in Lightspeed POS. 

5. To see a list of previous orders, click POS in the top left corner and select History.