4. Verifying Menu Attribute Groups, Menu Categories and Menu Products

In order to import your LS/Kounta menu, you will need to verify products, attributes & categories in your POS first.

For reference, if further assistance is required, go to Lightspeed’s support and help page for integrations with Order Up:

 

Menu Attribute Groups

A note about attributes between Kounta and Order Up:

Within Kounta there are three ways of creating modifiers for your products, they are:

  1. Option Sets
    These are groups of options created and can be assigned to multiple categories. Option Sets also have a 'rule' which will determine the type of attribute it will become in Order Up.
  2. Category Modifiers
    These are products created as a modifier and added into a category
  3. Product Modifiers
    These are modifiers created at a product level and only belong to this product.

All of these will be imported into Order Up and stored as attribute groups. All attribute groups created will create the label 'Select Your ' added before each it can be changed in the admin after import. They will import based on the following rules:

  1. Option Sets
    These will be imported as either a Condiment or Other type of attribute depending on the rule of Maximum Selection in Kounta.
    Maximum Selection: blank or > 1 = Condiment
    Maximum Selection: 1 = Other

If the Minimum Selection is set to anything > 0 it will also make this field a required field in Order Up.

Different Option Sets can also be applied to variants within a variation (size within a product) in Order Up these option sets will apply to all sizes of a product even though in Kounta you can specify a different one per variation. The correct way to set this up on Kounta will be to have all the same option sets for each variant.

  1. Category Modifiers
    These will be imported into a toppings group for the whole category and be flagged as extras available on all products in the category. All attribute groups will be saved with
    • Topping

Appended to the name of the category.

  1. Product Modifiers
    These will be imported into a toppings group for the whole category of the specific product and be flagged as extras available on the specific product they are created on. All attribute groups will be saved with
    • Topping

Appended to the name of the category.

Sizes

Every category within Kounta that is imported to Order Up will have a size category created with a default size of Regular created in each. In the case of a product in Kounta that uses variants each variant will be also created as a size of the relative category, so they are assignable to the product. All attribute groups will be saved with

  • Size

Appended to the name of the category.

Verifying Attribute Groups

1. Option Sets (Condiment or Other)
All Option Sets that have been made available to Online Ordering will import into Order Up, to confirm they were all set up go to Menu > Menu Attributes, then cross reference this with the Kounta dashboard, some names will not match the basic Kounta name, this may be as they have a different friendly online ordering name.

 

2. Topping Category
Every category created during the import will automatically have a topping category created.

 

3. Size Category
Every category created during the import will automatically have a size category created.

 

Verifying Attribute Items

1. Option Set Options
If you select both the attribute category in Order Up and the Option Set in Kounta, you should now see the same options created in both with the appropriate price for the options.

 

2. Topping Options
Any category or product modifiers will be added into the toppings list available for selection on the appropriate products, if you compare on Kounta you need to look for the products create as modifiers for a category and also the modifiers created within a product.

 

3. Size Options
If the category has any variations they will be created as unique sizes, if there are none each size will automatically have a size called Regular created in Order Up.

Variants created within a category (multiple sizes) will show like the below.

Products that have no variants (one size only) within a category will show like the below:

 

Verifying Menu Categories

If you have the Kounta add on for Online Ordering you can control which categories will appear online.

 

Checking ‘Online Products’

  1. In the Kounta Back Office, if you go to Products then the tab Online Products you will see a preview of the categories that will be made available to Order Up.
  2. This should match the same list of categories currently imported.

 

3. If you click the Modify tab in Kounta you can see the categories, you have the ability here to control the order of the categories, a nicer label you want to present to Online Ordering and the option to Show Online or not.

 

4. Any changes you make here should be automatically pulled through to Order Up without the need for a new import. Some fields if they are edited on Order Up will not be updated. You can control this also via the Integration settings to either Allow Order Up to control certain fields or Allow

 

Verifying Menu Products

If you have the Kounta add on for Online Ordering you can control which products will appear online

Checking ‘Online Products’

1. In the Kounta Back Office, if you go to Products then the tab Online Products you will see a preview of the categories that will be made available to Order Up. Select one of the categories to see the list of products that are available to Online Ordering.

 

2. This should match the same list of products currently imported.

 

3. If you click the Modify tab in Kounta you can see the categories, if you then select the same category (arrow on the right) you will be able to see the products. You have the ability here to control the order of the products, a nicer label you want to present to Online Ordering and the option to Show Online or not.

4. Any changes you make here should be automatically pulled through to Order Up without the need for a new import. Some fields if they are edited on Order Up will not be updated. You can control this also via the Integration settings to either “allow Order Up to control certain fields” or “allow Kounta”

 

About Kounta Option Sets

How it Works

1. Historically, our integration with Lightspeed/Kounta supports all forms of modifier:

    1. Category modifiers
    2. pop up modifiers
    3. option set modifiers

2. The problem with this occurs if you were to set pricing on the option sets that differ to your root product. e.g. a drink on its own is $5 but bought with a burger is $3 for the same item. This creates a price mismatch in Kounta.

3. To fix this we have allowed support of Option Sets. This will mean that category modifiers and pop up modifiers will not work / import to Order Up.

4. To enable the function turn on the new option in the Integrations > Point Of Sale > Kounta settings:

 

 

Processing a sale with OrderUp!

For reference, if further assistance is required, go to Lightspeed’s support and help page for integrations with Order Up:

 

Link.

 

After a customer places a successful order via the Order Up! platform the order will be sent to your Kounta POS. You will receive a flashing notification and hear a sound that indicates there is an order.

If you click on the flashing Orders message it will take you to any pending orders.

Accept / Reject

The order will be marked as completed in Order Up and send the customer an email to also confirm.