The number of locations you require is determined by how many separately manageable inventories you need. For example, if your business has stores in Montreal, Toronto, and Ottawa and you maintain separate inventory levels at each location, you will need three locations.

In order to accurately track sales information and inventory data, each location should remain separate so that inventory levels can be assigned accurately. This is especially important for stock orders and transfers or if you have a warehouse, which would require its own location in Retail POS.

Setting up a single location

When you first open Retail POS, you set location details for your store as part of the setup process. If you need to make changes to the name, address, contact, or business for this location, follow these steps:

1. Navigate to Settings > Locations.

   

2. Click on the location name.
3. Edit the information as required.
4. Click Save changes.

Setting up multiple locations

To keep accurate inventory, warehouse locations need to be set up as an individual location in Retail POS, even if you don’t process sales at that location.

Your Lightspeed Retail account comes standard with one location. If you require more than one location, contact Support or your account manager to have your account upgraded to multi-location.

1. Navigate to Settings > Locations.

   

2. Click + New location.
3. Enter the name, location, contact information, and business hours for the location.
4. Click Save changes.

The new location will show on your list of locations. You can click on a location name to edit information at any time.

Setting up temporary locations

You must have multiple locations on your account in order to set up temporary locations. Contact Support or your account manager if you need your account upgraded to multi-location.

Set up a temporary location following the same process as a permanent location. When you're ready to close your temporary location, transfer your unsold inventory to your permanent location and contact your account manager or Support to have it disabled.

Deleting locations

To close a location, contact your account manager or Support.

Setting up registers

Registers represent physical points of sale and are attached to outlets. The number of registers each outlet requires is determined by the number of individual devices processing sales simultaneously.

A register can only be used by one device at a time. If you have more than one device that needs to be able to process sales simultaneously, you must create a register for each device. After creating registers, you can manage settings and merge, archive, or delete registers as needed.

When you add a location, one register is automatically assigned to it. To add additional registers:

1. Navigate to Settings > Locations.
2. Click Customize beside the location you wish to add a register to.

   

3. Click Registers on the side navigation.
4. Enter a name for the register and click +Add register.

   

You can switch between registers on the Sales page. You can also link a register to an iPad, although an iPad can only be linked to one register at a time.

Assigning registers to iPads

Each iPad must be assigned to a location and register. You can view the register assigned to the iPad in Retail POS on the Profile, New Sale, and Lock screens.

To update a register assignment:

1. Under Devices, tap Register assigned.

   

2. Choose the register you want to assign to the iPad.

   

3. Tap Save.
4. Tap Assign.

   

Restricting employee access by location

If you have multiple locations, employee sign-in access can be restricted to one location.

To set an employee’s location access:

1. Navigate to Settings > Employee Setup.

   

2. Click the employee's name.
3. Under Basics, toggle off Allow access to all.

   

4. Click Edit to open the Location access window.
5. Use the search bar to add locations. Click Remove next to a location to remove it. Click Remove all to remove all locations.

   

6. Click Save.

Deleting registers

If a register doesn't have any associated sales, you can delete it from your location's list of registers. If it does have sales, the register needs to be archived instead.

1. Navigate to Settings > Locations.

   

2. In the location row, click Customize.

   

3. Click Registers.
4. Click the trash icon (Delete) next to the register's name.

   

5. Click OK.

Merging registers

You can combine multiple registers to create one register by merging them. Once merged, all sales assigned to each register will be reassigned to the new single register.

To merge registers:

1. Navigate to Settings > Locations.

   

2. In the Location row, click Customize.

   

3. Click Registers.
4. Under Registers, check the boxes next to the registers you want to merge.

   

5. Click Merge.
6. Click OK.

Archiving and restoring registers

If a register has associated sales, you can archive it to hide it from your location's list of registers.

1. Navigate to Settings > Locations.

   

2. In the location row, click Customize.

   

3. Click Registers.
4. Click the file box icon (Archive) next to the register's name.

   

5. Click OK.

All sales associated with the archived register will remain in your reports.

If you need to return an archived register to your location's list of registers, you can restore it.

1. Navigate to Settings > Locations.

   

2. In the Location row, click Customize.

   

3. Click Registers.
4. Check the Show Archived box.
5. Click Search.
6. Click Un-Archive next to the register's name.

   

7. Click OK.

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