In order to effectively set up your integration with Lightspeed/Kounta we kindly ask you refer to the following articles in their respective order:

  1. Set Up

  2. Importing Stores

  3. Verifying Store/Location Data and Online Hours

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

  5. Troubleshooting Lightspeed

Set Up

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

Link.

Before you begin:

  1. You will need to have a Kounta Paid Plan (https://www.kounta.com/products/pos/pricing/)

- For the best results with the integration, we highly recommend also having the following add-ons, they are not required for the integration to work but will lead to a better customer experience.

2. You will also need an OrderUp active account. (https://www.orderup.com.au/contact-us/) Please contact sales to organise your own system.

Activating Lightspeed/Kounta from OrderUp

  1. After logging into the admin console, from the Dashboard go to Integrations > POS Integrations

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2. Select the Edit button (pencil icon) for Lightspeed/Kounta.

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3. When Lightspeed/Kounta is not currently connected it should show the Integration Active set to No.

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4. You will now see an option to Connect to Kounta click on this button. This will take you to a Kounta login screen, use your Kounta credentials to sign in. You may be then prompted to select the Kounta location you are granting access to (only if you have multiple Kounta locations).

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5. After granting access you should see a Success message.

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6. If you click ok, you should also see that there is now a button for Import Stores and one for Disconnect Kounta. Additionally, your Integration Active button should now be switched to Yes.

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Importing Stores

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

Link.

  1. After logging into the console, from the Dashboard go to Integrations > POS Integrations.

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2. Select the Edit icon for Kounta.

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3. If you click on the Import Stores button a window will open, on successful completion you will see a message that the Store imported successfully.

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4. If you navigate back to the Dashboard, you should now see the store imported from Kounta in the store selector area.

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Verifying Store/Location Data and Online Hours

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

Link.

Store/Location Data

If you are not already familiar with the Lightspeed/Kounta integration it is worth confirming the data, you see in the Order Up admin matches what is in the Lightspeed/Kounta admin area.

  1. Log in to the Kounta Back Office and go to My Site then select the tab Site Information

  2. During an import Order Up will bring in the following fields from Kounta:

Order Up Field Name

Kounta Field Name

Location Name, Business Name

Site Name

Location ABN

Business Number

Phone

Phone

Email Address

Email

Back to Home URL

Website

Street

Street Address

Suburb

City (suburb)

State

State

Postcode

Postcode

Time Zone

Time zone

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After importing you can change the values stored in Order Up if you want, however if you re-import the store from the Kounta integration it will overwrite these changes.

Online Hours

  1. If you navigate to Location Setup > Online Hours and select the tab for Online Hours you will be able to cross check the trading times from Lightspeed/Kounta.

  2. Lightspeed/Kounta has only one default trading time set for the whole day, so it will be imported this way into Order Up, there is also no way to set times per method (pickup/delivery/dine in/room service) so all the times from Kounta are applied to Order Up.

  3. You can still control your Online Hours in Order Up if you want to set specific hours for service sessions.

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If you re-import the Store from the Lightspeed/Kounta integration it will overwrite the settings in the Location Settings and Online Hours.

Verifying Menu Attribute Groups, Menu Categories and Menu Products

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

Link.

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.

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

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

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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.

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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.

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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.

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

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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.

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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.

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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.

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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.

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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

    1. pop up modifiers

    2. 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.

Troubleshooting Lightspeed

Below are a list of methods to troubleshoot issues that you may use in order to counter issues faced while operating a Lightspeed/Kounta integration.

Attribute names

When an attribute is a number it will conflict and will not allow the product in the cart. The below error message will pop up.
Easy fix id to type the number 6 → six

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Courses for ''Dine In''

The courses feature allows the dishes to be places as Now, Entree or Mains.

***Unfortunately, the courses feature isn't compatible with online ordering integrations.
When it was designed it wasn't scoped for table ordering, rather the assumption that all orders are required immediately.
This means all orders will default to now.
OrderUp! has reached out to Kounta and raised a request for this improvement.

Controlling orders via POS

The venue will experience an issue if the client is using the Kounta option to stop online ordering (it's not supported with the OrderUp integration). Incoming orders should not be controlled through the Kounta POS or else the orders will be accepted in the OU side but will be rejected coming through the POS.

Note that a possible error message if ordering is being controlled by Kounta POS, will look similar to:

"error": "403", "error_description": 
"Due to popular demand we are temporarily not taking online orders.".

In this case, the key is to ensure online order is turned off in the OU Console. This will provide a better user experience.

Bubble Setting

The venue will experience an issue if bubble setting was switched on. For Kounta customers this will cause a delay on a client website (due to the conx back to Kounta). Kindly make sure that the Bubble setting on our console is turned off at all times.

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Pass Through Printing

The order will only not print automatically to the production printing when the POS is offline. Not necessarily mean that the iPad is not connected to the internet, but the token used by the register is not connected to our API server.

This usually happened if you minimise the LS Kounta POS to open another application running at the same time together with the POS. It disconnects the token and it takes a while for the POS to reconnect to the API.

To prevent this from happening, we suggest keeping the POS 1, target register for PassThrough Printing, always on the User page at least or on the main sales screen.

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