Custom menu buttons allow you to work efficiently by creating shortcuts to submenus, categories, products, integrations, and more. They can be added to any of the register and work order tabs.

Multiple default custom menu buttons may have already been added for you, but you can add more as necessary.

Select from one of the register tabs to work in and fill out the fields to add a new button to the menu:

• Title: What the button will be labeled.
• Type: Select the function of the button from the dropdown menu, described below.
• Color: Select a color for the button.
• Sort Order: Adjusting this number changes the button order. The lower numbers begin from the top left of the menu closest to the product search bar.

Creating custom menus

Custom menus give you flexible ways to add non-inventoried items to a sale. For example, in a bike shop, you can create a custom menu for your workorder screen that lists common labor items. You create a button called Service that has two menu options: Basic tuneup and Advanced tuneup.

1. From the main menu, click Settings > Custom Menus.
2. Click Register: Sale Tab.
3. To create a new submenu, under Add New Button, in the Title field enter a title for the submenu, like "Service".
4. From the Type menu, choose Submenu and choose a color.
5. You can optionally add a Sort order for which position you want the button to appear in.
6. Click + Add Button to Menu.

The new button appears in the Menu Preview at the bottom of the page.

Adding submenus

1. From the Submenu list, choose New Submenu and give it a name, like "Basic Tuneup".
2. Click the edit pencil icon under the Submenu.
3. To add a new button to the submenu, under Add New Button, in the Title field, enter a name for the button, like "Advanced Tuneup".
4. From the Type menu, choose Add Item(s) and click +Add Button to Menu.

Creating a submenu button

You can create a separate submenu and then create a button to access it quickly when adding a Submenu menu button. When a submenu button is selected, you will be presented with the custom menu buttons you've added within that submenu.

To create a new sub‑menu, navigate to Settings > Custom Menus and click +New Menu. Then, select the menu that you want to add a custom menu button to. Click the pencil button below the submenu type and select the submenu you created.

You can group multiple custom menu buttons into a single submenu by creating a submenu button for each, accordingly.

Adding a category submenu button

After adding a category submenu button, click None. Select the category that you want the custom menu button to be a shortcut to.

This button type is often used as a shortcut to popular item categories.

Adding an Add item(s) button

This button adds all of the items you've assigned to it. To assign one or more items to this button, click on the pencil icon to the left of its description and use the Item Search field to add items to it.

After adding a menu button of this type, click the pencil edit button next to its name. Then, use the item search to add items to the button.

This button type is commonly used to add frequently sold items or services without searching.

Adding a New item button

This button will allow you to create a new item from within the register that will be saved to your inventory.

This button type is commonly used to create special order items from the register screen when the item is not in your local inventory.

Adding an Add misc button

Clicking this button will add a one-time charge to a sale. You can adjust the item's name, price, and cost from the register. The created product will not be saved to your inventory after finalizing the sale.

Adding an Open webpage button

This button acts as a web link, bringing you to the web address you've set for it. Click on the pencil to the left of its description to adjust the URL.

This button type is commonly used to access customer loyalty websites or integrations from other Lightspeed products.

Integrators can find more detailed information on the query parameters sent to this URL in our developer documentation.

Any custom menu buttons of this type should not be adjusted if they were created for you.

Adding an Add labor button

This is similar to the Add Misc. button type, but for a one-time labor charge. You can adjust the labor charge's name, charge, and cost amounts.

Adding a Gift card button

Clicking this button brings you to a screen to activate or recharge a Lightspeed Gift Card.

Deleting custom menu buttons

Some buttons are included by default in your Retail POS account, for example the Misc. and + New buttons, but you can remove these buttons from the custom menu to tailor your Retail POS account to your business needs.

To delete a custom menu button:

1. Navigate to Settings > Custom Menus.
2. Click the tab you want to delete a button from.
3. Under the Button area, click the trash icon next to the title of the button you want to delete.
4. Repeat the steps to the delete the button from other tabs if needed.

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