Option Sets make it easy to organize product-related choices on your menu. They are a group of products or modifiers that you can link to items as needed, either to guide staff through the selling process or to support less-common modifications. 

What’s in this guide?

Common uses for Option Sets
Setting up Option Sets
Adding options to an order
Removing options from an order
Frequently asked questions

Common uses for Option Sets

Option sets are designed to enhance flexibility and control in your ordering process. Common uses for Option Sets include:

• Asking key questions: Prompt staff to ask important questions like how the steak should be cooked or whether the customer prefers chips and salad or vegetables and mash.
• Upselling: Remind staff to offer upsells, especially those you're focusing on this month. 
• Combo meals: Build combo deals or banquet-style meals with selectable options for each course, side, or drink. 
• Add or remove Ingredients: Add, remove, or swap ingredients from each menu item with sets of Modifiers. Set the adjustment price once for any surcharge for additional ingredients
• Grouping Modifiers: Modifiers are on-screen items that indicate modifications to products. In this separate guide, we talk about how these modifiers can be grouped using option sets.

Setting up Option Sets

Option Sets let you create customizable menu choices, such as sizes, preparation methods, or add-ons. This section will guide you through enabling and setting up Option Sets for use with your menu items. 

Enabling Option Sets

Before creating an Option set, you'll ned to enable the feature in Back office. Once enabled, you'll be able to create and customize menu items into flexible options. 

To enable Option Sets: 

1. Log in to Back Office with your Lightspeed credentials.
2. In the navigation menu, click Features. 
3. Search for and select Option Sets.
   
4. Click Enable. 
   

Setting up an Option Set

Once enabled, you're ready to create your Option Sets. This includes naming the options and configuring the option settings. 

To create an Option Set:  

1. From the navigation menu, select Products > Option Sets. 
2. Click Create > Create Option Set. 
   
3. Enter a name for your Option Set.
4. Click Create. 
    

5. Add your options.  These can be modifiers, products, or both. 

   • Price ($): Each option can have a unique price, which will only apply when used in this Option set. This won't affect the option's default price elsewhere. 
   • Tax: Select the applicable tax setting for each option. 

   

6. Click the plus (+) icon on the right to add an option to your Option set. 

   

7. For more settings, navigate to the Rules tab and configure the following options: 

   • Minimum Selection: Set the minimum number of options that staff must select. 
   • Maximum Selection: Set the minimum number of options staff can select. 
   • Show Option Prefixes (No, Extra, Side, Only): Toggle to Yes if you'd like these instructions to appear with the options. This helps communicate detailed instructions to the kitchen. 

   

   The changes will be saved automatically. Once your Option Sets are ready, you can link them to your products or modifiers. 

Linking an Option set to a product

After setting up your Option Sets, the next step is to link them to products. This ensures that customers and staff see the right options when placing orders. 

To link an Option set to a product:

1. In the same Option Sets screen, select Link to Products. 

2. Use the search bar to find the product or category you want to link the Option Sets to. Here, you will see the options:   

   • Linked Option Sets: Enter the name of the Option Set you want to link. 
   • Auto-Prompt on POS: This setting controls whether the Option Set appears automatically when a product is selected on the POS.
   • Yes: Enable this if you want the Option Set to appear automatically during the ordering process on the POS.
   • No: Disable this if the Option set is optional. This is ideal for ingredient modifications that aren't required for every order.

   

   Non-prompted Option Sets can be accessed from the product's edit screen by selecting the product from the order summary panel on POS.

Adding or removing Option Sets in bulk

If you are managing multiple options at once, you can use bulk actions to quickly link or unlink options without editing each product individually. 

To add or remove Option Sets in bulk:

1. Click the down arrow next to the upper-left checkbox to select if you want to make changes for the Current Page or All. 
   
2. (Optional) You can also make changes by individually checking the boxes to the left of each product. 
3. From the Bulk Options dropdown menu, select either Add Option Sets or Remove Option Sets.
   
    
4. In the next field, check the Option Set you want to add or remove. 
5. Click Apply. 
   

Reordering Option Sets and options within an Option set

You can link multiple Option Sets to a product and reorder them to display in your preferred sequence. You can also reorder the individual options within each set.

Reorder Option Sets

1. Navigate to the Option Sets page in Back Office.
2. Select Link to Products. 
3. Search for and select the product name that the Option Sets are linked to. 
4. This will show the Option Sets under the product. Drag and drop the Option Sets into the desired order. 
   

Reorder options under Option Sets

1. Navigate to the Option Sets page in Back Office. 
2. Select Create.
3. Select the Option Set that has the options you want to reorder. 
4. This will show the options under that Option Set. Drag and drop the options into the desired order. 
   

Adding options to an order

When placing an order, any Option Sets linked to a product will appear after it's selected, allowing you to choose the relevant options before completing the order.

To add an option to an order:

1. Enter an order as usual on the POS.
2. If Auto-Prompt on POS is enabled, the linked Option Sets will appear automatically. 
3. Select the desired options, and this will automatically update the order summary. 
4. Tap Save. 
   You’ll be redirected to the home screen, where the order will appear as updated. 
   
    

Removing options from an order 

If a customer changes their mind or an option selection was made by mistake, you can remove options you've added to a product while taking an order. 

To remove an option from an order:

1. On the POS, tap the product image or initials in the order list. You'll be taken to the edit screen for that product. 
2. Tap Options.
   
3. On the Options screen, tap the x next to any option you want to remove. 
4. Tap Save to apply the changes and return to the order. 
   

Frequently asked questions

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