If you’ve already registered for your Retail POS trial, then you’re ready to get started. If not, the first thing you need to do is register for a trial on our website. Fill in your information and follow the steps below.
Adding your customers into your system will allow for you to see all of their past purchases and personalize your interactions. Track your customer’s favorite colors or their sizes right in your POS system.
1.Click on “Customers” > “Customers” > “New Customer”
2.Apply “Type” to customer
3.Enter customer details
5.If you were processing a sale before adding the customer, clicking “Checkout” will bring you back to the sales screen with the customer attached
6.If you are processing a sale without a customer, you can add a new customer at any point
Find out more about how to add a customer from our Help Center.
Create a discount in your system
From discounting based on the type of customer to setting individual discounts, you get the kind of flexibility you’ll need in our Retail POS.
1.Go to “Settings” > “Discounts” > “New Discount”
2.Select whether the discount will be a percentage or a fixed amount discount
3.Ensure the discount name is sufficiently descriptive
4.Apply discount to sale
Find out more about how to create a discount from our Help Center.
Importing an item from a catalog
When you simply don’t have the time to fill in all required product information, you can find the product you’re looking for in a catalog and upload it directly into your system.
1.Go into “Inventory” > “Item Search” > “Advanced”
2.Check box “Catalog Results” in order to include all catalogs in your search query. You can also include a specific catalog rather than all possible catalogs
3.Select the item you would like to add
4.Import the item into your local inventory
5.Verify the default product information and add anything that’s missing
Find out more about how to upload vendor catalogs from our Help Center.
Get selling: How to make a sale
Now that you have at least one item in your inventory, you want to see how to process a basic sale within the system.
1.Click on “Sales” > “New Sale”
2.Add items by scanning the item or searching for the product name in the search field
3.Attach a pre-existing customer to the sale or create a new customer
4.To complete the sale, click “Payment” and accept the payment for the sale
5.Hit “Max” button for one mode of payment or split the payment as necessary
Running an omnichannel retail business business is convenient when using Lightspeed’s Retail POS system and e-commerce platform. Watch this short video to see how to set up our integrated e-commerce platform once you’re running a store on the POS.
1.Click “eCom” > “Install Lightspeed eCom”
2.Select store location that you would like to sync with your e-commerce store
4.Identify whether you want to publish your items individually or all at the same time (this can be changed later)
Jason is a Level 2 Technical Support Specialist and board game enthusiast. When he’s not correcting the alignment on your label printers he’s probably thinking about Star Wars. His two greatest passions are Point of Sale software and stand-up comedy, which he performs regularly in Montreal and irregularly around the globe.
Bryn is an eCom Product Specialist who has seen Lightspeed through years of growth and evolution. 40% of her wardrobe consists of pop culture references and she can perform the entire Hamilton cast album from start to finish. She also knows everything there is to know about your online store.