Retail Guided Setup - Introduction

Hello and welcome!

The goal of this guide is to provide you with the skills and knowledge needed to get your Lightspeed Retail system ready to accept transactions from your customers.

NOTE: This material is designed to complement a Lightspeed Retail onboarding session. If you are viewing this content and have not yet had an onboarding session for Lightspeed Retail, please contact our Customer Success team to register:

North America: Email onboard.na@lightspeedhq.com  or call (866) 932 -1801 Ext. 8000 Europe: Email onboard.eu@lightspeedhq.com  or call +31 (0)20 820 23 91 Ext. 6800

What does the guide involve?

The guide consists of 5 lessons that are arranged in a recommended order:

Lesson 1: Account Settings

• 1 a. Getting Started
• 1 b. Employees
• 1 c. Taxes
• 1 d. Discounts

Lesson 2: Inventory

• 2 a. Import Inventory 
• 2 b. Importing catalog items 
• 2 c. Adding items manually 
• 2 d. Categories 

Lesson 3: Hardware

• 3 a. Supported Hardware
• 3 b. Barcode Reader
• 3 c. Receipt Printer and Cash Drawer
• 3 d. Label Printer

Lesson 4: Payment Processing

• 4 a. Integrated vs. Non-Integrated
• 4 b. Payment Types
• 4 c. Configuring your Payment Processing

Lesson 5: Sales

• 5 a. Opening the Register
• 5 b. Basic Sale
• 5 c. Refunds and Exchanges
• 5 d. Voids
• 5 e. Closing the Register

Within these lessons, the articles are designed to provide a curated collection of instructions that accommodate all our retailers: from the mom-and-pop shops to the multi-stores.

The articles open by providing basic content curated for our users with one shop and one register. To build upon this foundation, an Advanced section is included where you can explore more instructions to embellish your account.

Lastly, you can always refer back to the above checklist to track and review your progress. If you prefer pen and paper, click here to download the Retail Guided Setup Checklist.

Let's get started!

• Lesson 1: Account Settings