These instructions are for omnichannel merchants with both Retail (R-Series) and eCom (C-Series). Note that as an omnichannel merchants, you will have separate login credentials for Retail POS and your eCom Back Office. When you first install eCom, the login credentials will be identical and will only change if you update one of the passwords later.

Reviewing your account information

The following Retail POS information will be used to set up your eCom account. Before installing eCom, review your information:

• Tax models under General Options.
• Account email under Settings > Locations. The email attached to the location you sync with will be used for your eCom store.
• Company information under Settings > Shop Setup. 
  • Address (Line 1 and 2)
  • Region/Province/State and Country (must be valid or use standard international codes)
  • Zip Code/Postal Code/Postcode
  • Country
  • Email 1
  • Company registration number (if available)
  • VAT Number (if available)
• Logo in Branding. Changes will be synced to your eCom invoices and automatic emails after installing. The Retail POS logo setting will not affect your eCom storefront. The logo in your eCom storefront is managed from your theme's custom settings.

Selecting a location

Your eCom store will sync its inventory with only one Retail POS location. Only one eCom store can be connected per Retail POS account. Choose a location that:

• Handles the most sales volume
• Has the most items in stock
• Is equipped to ship orders

Installing eCom (C-Series)

Users with the following role permissions can install eCom (C-Series):

• eCom - Basic
• Settings - Basic
• Settings - Setup Shops
• Settings - Employee Setup

To install eCom (C-Series):

1. In Retail POS from the main menu at the top, Retail POS > eCom.
2. Review the information on the page.
3. Select Decide later which items to publish if:
   • You have more products than your subscription allows. An omnichannel account can publish up to 15,000 eCom items (variants included) and a maximum of 100 variants per matrix. Variants count towards the 15,000 items maximum. You can publish the required items after installing eCom.
   • You would prefer all your products to not be Hidden by default. You can adjust the default product visibility after installing eCom.
4. Click Install Lightspeed eCom.

Your eCom store will be created. It will be a demo store unless you have subscribed to an eCom plan.

Selecting a custom domain

A custom web address, also known as a custom domain, is important to your branding and builds trust with customers. You can purchase a custom domain from common domain providers like GoDaddy, SIDN, Auda, and others.

Preparing storefront images

You will need various images to set up your eCom store:

• Logo
• Homepage banner
• Category banners
• Brand logos
• Product images

You can have up to 12 product images up to 5MB each in .png, .jpeg, or .jpg. File names can only be alphanumeric with no special characters.

Publishing products in eCom

To get started, you'll need to publish a few items in eCom. Decide which items from your Retail POS inventory you would like to showcase in your eCom store. 

To publish products in eCom:

1. In Retail POS, navigate to Inventory.
2. Click the item description of an item you want to publish to eCom.
3. In left sidebar, click Details. Make sure the item has images, a category, and a brand assigned, as these details will be synced with eCom. Note that changes made in the eCom back office will not sync back to Retail POS.
4. Check the Publish to eCom box.
5. Click Save Changes.

To make products visible in eCom:

1. In your eCom Back Office, click Products.
2. Select a product by clicking its title.
3. From the Visible dropdown, click Visible when in stock.

To add more details to your eCom products:

1. In your eCom Back Office, click Products.
2. Select a product by clicking its title.
3. Enter a brief description (256 characters max). You can add a more details in the Content section farther down the page.
4. If the product has variants, scroll down to Inventory & Variants and click the image placeholder [+] next to the variant to assign an image, as Retail POS only syncs images by product, not variant.
5. Under Advanced options, click Related products to add related products to upsell customers in the cart > Add product > Choose > Close and Save.

Repeat the steps for all products being showcased in eCom as needed.

Assigning categories 

In your eCom store, categories are one of the main ways customers navigate your store to find products. Your eCom categories come from the categories you created in Retail POS and assigned to the products you're showcasing in your eCom store.

To make categories visible in eCom:

1. From your eCom Back Office, click Products.
2. In left sidebar, click Categories.
3. Select a category by clicking its title.
4. In the Category Information section, add a category description. You can add a more details in the Content section farther down the page.
5. In the Image section, click Browse Files > locate the category banner image and select it > Open.
6. At the bottom of the page, toggle on Include in catalog.

Repeat the steps for all categories as needed.

Assigning brands

Brands assigned to items in Retail POS will be assigned to the products you're showcasing in your eCom store.

To make brands visible in eCom:

1. From your eCom Back Office, click Products.
2. In left sidebar, click Brands.
3. Select a brand by clicking its title.
4. In the Content section, add a description of the brand.
5. In the Image section, click Browse Files > locate the brand logo and select it > Open.
6. At the top of the page, toggle on Include in catalog.

Repeat the steps for all brands as needed.

Designing your storefront

The overall visual appearance of your eCom store is decided by the theme you install, what you feature on your homepage., and your website content. Prebuilt themes make it easy for you to install and start working on your eCom store without prior web development knowledge.

Setting up shipping methods

Decide on a shipping strategy and create a shipping method so your customers can complete the process checkout. You can also customize automated emails customers get when purchasing and when their order is ready to ship.

Your basic eCom store is now set up and you can start preparing for launch. Review the checklist to make sure all steps have been completed.