If your store carries items that have sales restrictions in your area, you can set up register rules to help you enforce those restrictions.
- Purchase limit: Restricts the quantity of an item that can be purchased in a single transaction.
- Age restriction: Requires the customer to verify their age before purchasing the item.
You can create up to 25 register rules in your account. Each rule can have up to 100 items added.
To scan your customers' IDs for age verification, you'll need a Zebra ZDS2200 Series barcode scanner if using a desktop or a Zebra CS4070 barcode scanner if using an iPad. To purchase a barcode scanner, navigate to your region's Lightspeed store or contact your Sales Account Manager.
Setting permissions for register rules
Allowing an employee role to create/edit register rules
By default, Account Owners, Managers, and Admins can create or edit register rules. To allow other employee roles to access register rules:
- Navigate to Settings > Employee Roles.
- In the Settings - All section, ensure the box next to Settings - Register Rules is checked.
- Click Save Changes.
The role will now have permission to create new register rules or edit existing ones.
Allowing manager override
Only certain forms of ID can be scanned for age verification. Non-scannable forms of ID can be entered manually by employees using their Manager PIN if they have the Manager Override permission active.
To allow an employee role to enter ID information manually:
- Navigate to Settings > Employee Roles.
- In the General - All section, ensure the checkbox next to Manager Override is selected.
- Click Save Changes.
In some regions, exceptions to normal age restrictions on certain items may apply. The Manager Override permission allows a user to override the age restriction rule and authorize the item's sale. Any user with this permission is responsible for knowing local laws and exceptions. An override can't be used to allow a sale to take place with an expired ID.
Creating register rules
To create register rules:
- Navigate to Settings > Register Rules.
- Click + New register rule.
- In the Name field, enter a descriptive name.
- In the Type dropdown menu, select the appropriate rule type:
- Purchase Limit: maximum quantity of items purchased per sale.
- Age restriction: minimum age to purchase the items.
- Check the box next to each shop where the rule will be active.
- Click Add Items.
- Find the items you want the rule to apply to, using filters if necessary.
- Check the box next to each item.
- When all items are selected, click Add to register rule.
- Click Save Changes.
With register rules established, you're ready to make sales per your local laws and restrictions. You should stay informed on any changes to laws and regulations and keep your register rules updated accordingly.
Understanding how register rules work together
Depending on the items you sell and your region, it may be necessary to implement several register rules at once to ensure you're complying with local laws and requirements. For example, you may need one rule to limit the age of a customer buying alcohol and another rule to limit the amount of alcohol purchased in a single transaction.
Two conflicting rules may apply to the same item during a sale. If this occurs, the more restrictive rule will be applied. For example, if an item has a purchase quantity limit of 5 in one rule and 3 in another, the rule limiting the purchase quantity to 3 will be applied. If an item has a minimum age restriction of 18 years old in one rule and 21 years old in another, the customer will need to be age-verified as 21 years old to purchase the item.