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Setting up Deliverect

With Deliverect, you can sync your menu on the Back Office to DoorDash, Menulog, and Uber Eats and have orders sent straight to your Lightspeed Restaurant POS. 

This guide offers basic setup instructions. For help with any topics not covered, contact Deliverect support.

What's in this guide

What you'll need
Syncing your products
Creating a menu
Updating product details
Setting menu availability
Frequently asked questions

What you'll need

  • A Lightspeed POS plan.
  • An account with Uber Eats, Menulog, or DoorDash.
  • Your products and offerings added to Back Office.

Syncing your products

Syncs pull through your products from Lightspeed. Without syncing your products, you won’t be able to build your delivery menu on Deliverect. 

  1. Select Locations.
  2. Select your location.
  3. Click Sync products.

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Creating a menu

Set up a Deliverect menu

  1. Navigate to the Menus page in the sidebar.
  2. Click the +Add New Menu button.
  3. Choose from Option 1 - Create menu.
  4. Complete the following fields:
    • Menu Image: Upload an image to display on your menu.
    • Menu Name: This name will be shown to customers on your channels.
    • Internal Menu Name (optional): By adding a name, you can easily distinguish this menu. This name won't be shown outside of Deliverect.
    • Menu Description: Provide additional information about this menu.
    • Type: How customers will receive their orders (delivery, pickup, etc). Please note, you will need to contact the delivery partners if you want to offer delivery only.
    • Use Products From: Choose which location to use.

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  5. Save Menu And Create Categories once ready.

This will not sync to DoorDash or Uber Eats. After you have published your menu, you can add a Menu Image to the DoorDash/Uber Eats merchant portal. For Menulog, the menu image will sync after it's been approved by Menulog.

Do not use the terms Uber, DoorDash, or Menulog in your delivery menu name if you are going to be using one menu across all the platforms. 

Create Categories and add Products

Now is the time to add categories to your menu.

  1. Click on +Add Category.
  2. Enter a name for this category and optionally a description.
  3. Click Add Category.
  4. Once the category has been created, you can add items to it. To do so, click on the + add menu items button.
  5. Choose the products you would like to add to your menu. You can select multiple at once and search for products.
  6. Click on the Add Products button once ready.

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Rearrange Categories and Products

You can rearrange your categories by clicking and dragging them by the area circled below.

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You can rearrange your products by clicking and dragging them by the area circled below. Or, you can sort them by name or price with the Sort Menu Items button.

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Updating product details

Once your products are synced to Deliverect, you will be able to edit the information, such as the price or pictures, to make the products customer-facing. e.g. You can add pictures of your Products or a description aimed towards your customers, while keeping a more operational version in your POS.

Images are not supported through the API to push to DoorDash. You need to upload images directly to Doordash through the Doordash merchant portal after you have published the menu if you want images on your menu.

  1. Click Menus from the navigation sidebar.
  2. Select the menu you want to modify.
  3. Click on Manage Menu Items.
  4. Click the three dots next to the product you want to modify.
  5. Click Save Edits.

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Products will sync with attached option sets, which can be found under Attached Modifier Groups, found by selecting a product to modify. From here, you can edit your options and option sets.

These modifications will be visible to your customers on your different Delivery channels. 

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If you changed the product description on Deliverect, and then you add a new one on your POS, when syncing the products, the description from your POS won't be added to Deliverect.

Restore product values

After modifying a product's name, price or description, you’ll see a yellow arrow. To restore one of the fields you modified to reflect POS, just click on the yellow arrow on top of the modified field. 

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Setting menu availability

Once your menu has been created, you'll need to set its availability. 

  1. In Menus, select Manage Availability. 
  2. Select Add Menu Availability. 
  3. Select your locations
  4. Click and drag along the times you'd like the menu to run. You can add split-service hours by making multiple blocks on one day. All white space will result in no available menu.
  5. Once your times are set, click Submit.

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If you're just updating menu availability, there's no Submit button. Change the green blocks and then click off the availability builder.

Frequently asked questions

How do I connect my delivery channels?

The Deliverect team will assist with setting up your delivery channels. You can reach them here.

Can I use an option set within an option set?

Embedded option sets are not supported. However, you can link multiple option sets to a single product and use variants to customize your workflows.

On the Edit Product page, what are Delivery Tax and Take Away Tax?

These refer to GST. You don’t need to change them from the default 10%. Deliverect supports global use, so these fields allow for different tax rates in regions like Europe.

What's next?

Learn more about managing products and customizing menus.

Advanced Deliverect menu settings
 

Learn how to manage busy times by snoozing products and removing out-of-stock items for fewer cancelled orders or substitutions.

Managing busy times with Deliverect
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