Lightspeed Retail's general options let you tailor your point-of-sale system to better fit your store's needs. Explore the sections below for details on adjusting these settings, found under Settings > General Options.
Adjust settings related to your business location, date format, currency, and tax model.
|Location||Sets the business location for taxation purposes.|
|Date format||Select the date format for dates on receipts and transactions.|
|Currency||Select the currency the shop(s) in your account will use. The default setting is your location's currency but you can select a different one.|
|Tax Model||Define whether the sale price value includes or excludes sales taxes|
Configure how new retail items are automatically published to your eCom platform.
|Automatically publish to eCom||Automatically selects the Publish to eCom checkbox of new Retail items and pushes them to your eCom back office.|
|eCom Store Language||Allows you to change what language your eCom store appears in.|
Manage the duration of idle time before the system takes security actions, such as logging out or requesting a user PIN.
|Auto Logout Delay||Duration of idle time, in minutes, until the system automatically logs out.|
|Verify PIN Delay||Duration of idle time, in minutes, until the system requests an employee's access PIN to be entered before allowing any functions to be performed.|
Configure how sales are processed at the register, including requirements for PINs, refunds, inventory warnings, and more.
|Require PIN Before Each Sale||Requires an employee access PIN to be entered before a new sale can be started on the register. This helps ensure the correct user is logged in for each sale.|
|Require Customer For Serial Numbers||For items with serial number tracking, this requires a customer to be attached to the sale before it can be completed.|
|No Store Credit Refunds||Doesn’t allow store credit to be given to a customer during a refund.|
|No Gift Card Refunds||Doesn’t allow a gift card to be given to a customer as a refund.|
|Without Receipt Refund Credit Only||For customers who do not have a receipt, only a store credit can be issued for refunds.|
|Disable All Inventory Warnings||Disables displaying a warning message when you add an item to a sale that is out-of-stock or reserved on a special order, layaway, or work order.|
|Do Not Convert Singles To Boxes Automatically||When adding items to a sale that match the quantity in a boxed set, Lightspeed Retail automatically applies the boxed price. Enabling this option disables the auto-boxing feature, ensuring individual items retain their standalone pricing.|
|Show a Running Count of Items||Adds a count of the total number of items within the currently active sale.|
Customize product listing
Select the fields that can be used for products.
|UPC||Enables UPC numbers for products.|
|EAN||Enables EAN numbers for products.|
|Custom SKU||Enables custom SKU numbers for products.|
|Manufacturer SKU||Enables manufacturer numbers for products.|
Set preferences for initiating work orders, ensuring the right employee is accountable for each service task.
|Require PIN Before Each Workorder||Requires an employee access PIN before a new work order can be started. This helps ensure the correct user is logged in for each work order.|
Define how your inventory costs are calculated and represented in financial reports, allowing for consistent financial tracking.
|Cost Method||Sets the costing method to use when displaying reports:
|Cost Control||Cost used for negative inventory balances and inventory added without a defined cost.|
These options relate to emailing receipts to customers and sending purchase orders to vendors.
|Disable All Email||Enabling this option disables all emailing functions within Lightspeed Retail.|
|Reply To/From Email Address||Enter the email address from which the emails are sent.|
|Email Subject||Enter the subject of your email.|
|Receipt Email Header/Footer||Enter the message that will appear in the header and footer areas of your email.|
Manage preferences for label and receipt printing, ensuring consistent presentation and functionality tailored to your store's needs.
|Label Size||Select the paper size used for your label printer. NOTE: The dimensions are expressed as width x height. Lightspeed Retail only supports the available label sizes as shown. For example, Lightspeed Retail supports 2.25 x 1.25 labels and not 1.25 x 2.25.|
|Scan Small Labels||If you have both small and large labels attached to items in your store, enable this to be able to scan both label sizes.|
|Disable Receipt Auto Printing||Enable this if you don’t want Lightspeed Retail to automatically notify you to print a receipt after every sale.|
|Choose items from the sale to include on the gift receipt||Allows you to choose certain items in transactions that should be included or excluded from gift receipts.|
|Printed document languages||Choose which languages account statements can be printed in.|
|Ask before using default receipt printer||Allows you to be prompted to choose the printer to send a receipt to, instead of sending to the default receipt printer.|
|Number of receipts being printed after a sale||Adjust how many times a receipt should be printed after a sale is finalized.|
Select which payment types will automatically open the cash drawer after finalizing a sale. This only applies for iPads and receipts printed through Lightspeed Hub.
|All Payment Types||The cash drawer will open automatically after all sales.|
|Never||The cash drawer will never open automatically after sales.|
|Cash Only||The cash drawer will only open automatically after sales paid partially or in full with the Cash payment type.|
The register can always be opened manually from Sales > Add Amount > Open Drawer.