Back-end
Lightspeed X Series | Adding Tags
Tags in Lightspeed X Series are a useful way to organize, search, and filter your products. They help you quickly group items by attributes such as season, collection, material, or any other custom label you want to use. By adding tags, you can make ...
Lightspeed R Series | Special Order
In retail, there are times when a customer requests a product that is not currently in stock. To manage these situations, Lightspeed X Series offers the Special Order feature. A special order allows you to place an order for a specific customer and ...
Lightspeed R Series | Creating Assembly Item
An Assembly item in the Lightspeed R Series allows you to bundle multiple inventory items into one finished product. This is commonly used for creating kits, sets, or any product that consists of multiple components. For example, a gift basket, a ...
Lightspeed R Series | Editing Sales
In the Lightspeed R Series, you may need to edit a completed sale due to pricing errors, incorrect customer information, or changes in payment type. Editing a sale ensures your records stay accurate and your reporting reflects the true transaction ...
Lightspeed R Series | Removing items for store use
In retail environments, it's common to use inventory items internally for store purposes—such as cleaning supplies, display samples, or promotional giveaways. These items should be removed from inventory properly to maintain accurate stock levels and ...
Lightspeed R Series | Vendor Return Reasons
In Lightspeed R Series, vendor return reasons help you categorize why products are being returned to suppliers. Defining these reasons ensures accurate reporting and accountability across your purchasing and inventory workflows. By setting up custom ...
Lightspeed R Series | Vendor Returns
In the retail world, managing inventory isn’t just about receiving and selling products—sometimes you need to return stock to vendors due to damage, overstock, or incorrect shipments. Lightspeed R Series makes this process simple through its Vendor ...
Lightspeed R Series | Register Rules
In this article, we’ll walk you through Register Rules in the Lightspeed R Series—a valuable feature designed to help you enforce sales restrictions at the register, ensuring your store remains compliant with local laws and company policies. Many ...
Lightspeed R Series | Custom work order Statuses
Custom work order statuses in Lightspeed R Series allow you to tailor the service workflow to match your unique business processes. Whether you're repairing devices, offering tailoring services, or managing bike tune-ups, custom statuses help you and ...
Lightspeed R Series | Activating Service Module
The Service module in Lightspeed R Series is designed to help businesses manage repair orders, services, and work orders more efficiently. Activating this module allows you to streamline service workflows and improve your customer service operations ...
Lightspeed R Series | Custom Menus
Custom menus in the Lightspeed R Series provide businesses with the flexibility to create and manage personalized menus that suit their operational needs. Whether you want to organize your items for quick access or set up seasonal menus, this feature ...
Lightspeed R Series | Custom Fields
Custom fields in Lightspeed R Series provide flexibility to tailor your system to fit your unique business requirements. They allow you to add extra fields to capture data not included in the default setup, such as additional product details, ...
Lightspeed R Series | Credit Account
Managing credit accounts effectively ensures that your financial records remain accurate and up-to-date. By following the steps outlined in this guide, you can streamline your credit management processes in Lightspeed R Series. Credit accounts are a ...
Lightspeed R Series | Inventory Count
Accurate inventory counts are crucial for maintaining proper stock levels, reducing discrepancies, and ensuring your business runs smoothly. By following the steps outlined in this video, you can efficiently conduct an inventory count using the ...
Lightspeed R Series | Price and Discount Rules
Adding discounts is straightforward and it is applied to sales or products manually. Price and discount rules are created to apply discounts to selected items automatically. Learn how to set up and manage these rules effectively to optimize your ...
Lightspeed R Series | Adding discounts
Discounts are a powerful tool to attract customers, clear out old inventory, and boost sales. In this video, we'll guide you step-by-step on how to efficiently set up and manage discounts in your Lightspeed R Series system. You can add either a fixed ...
Limiting access to Cash Drawer
To limit the access to the Cash drawer so that employees can not open it without making a transaction, there are roles to be disabled in settings. In setting, go to Advanced Setup and then Employee Roles. Select the user for which the access needs to ...
Changing payment type for completed sales
To change the payment method for completed sales, follow the below steps: Go to Settings Go to the Utility section Click Adjust Payments Select the date or date range when the sale was done. Select the Sale ID for which you need to change the type. ...
Doing inventory counts
Doing inventory counts Use inventory counts to reconcile inventory, determine shrinkage and correct your inventory counts. You can do either full or partial counts. NOTE: An inventory count cannot be imported or merged to another count. Special ...
How to disable negative inventory on Lightspeed Retail?
To disable the negative inventory feature, head over to your settings and disable negative inventory under your optional modules. Step 1) Goto Optional Modules: Step 2) Disable the negative inventory toggle.
Importing the file
Importing items To import inventory items via our Retail Imports team, please refer to this article. This article describes how to launch the Item Import tool and import or update your items. Before you begin, however, make sure you've: Prepared your ...
Lightspeed R Series | Importing Matrix items
Importing matrix items To import inventory items via our Retail Imports team, please refer to this article. In Lightspeed Retail (R Series), a Matrix item is used to manage products that come in different variations, such as size, color, or material. ...
Changing passwords and PINs - Lightspeed Retail
Changing passwords and PINs In Lightspeed Retail, you can change: the employee password you use to sign in to your account. the PIN you use to unlock the Lock page. Changing your password or PIN From the main menu, click your name. Click Employee ...
Managing Consignments
In Lightspeed consignments can be managed by - Setting up consignment products as single inventory products. Seeing what you owe your consignors through reports. Setting up consignment products as single inventory products - From the main menu, go to ...
Setting up the import file
Setting up the import files To import inventory items via our Retail Imports team, please refer to this article. The Item Import tool extracts your inventory data from an import file (CSV or Excel file) that you create and then upload to the Item ...
Adding new and editing existing products in the CSV file
Formatting item import files To import inventory items via our Retail Imports team, please refer to this article. How you format your import file is dependent on if you're: Creating new items Updating existing items If you're also importing images, ...
Verifying the file before import
Verifying item import files To import inventory items via our Retail Imports team, please refer to this article. After you prepare your import file, scan the document for any erroneous data: Edit special characters, such as ☺↨♪♫♀♂¶▓ so that they ...