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.
Location customization
Adjust settings related to your business location, date format, currency, and tax model.
Option | Description |
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 |
eCom
Configure how new retail items are automatically published to your eCom platform.
Option | Description |
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. |
Access
Manage the duration of idle time before the system takes security actions, such as logging out or requesting a user PIN.
Option | Description |
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. |
Register
Configure how sales are processed at the register, including requirements for PINs, refunds, inventory warnings, and more.
Option | Description |
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.
Option | Description |
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. |
Service
Set preferences for initiating work orders, ensuring the right employee is accountable for each service task.
Option | Description |
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. |
Accounting
Define how your inventory costs are calculated and represented in financial reports, allowing for consistent financial tracking.
Option | Description |
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.
Option | Description |
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. |
Printing
Manage preferences for label and receipt printing, ensuring consistent presentation and functionality tailored to your store's needs.
Option | Description |
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. |
Cash Drawer
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.
Option | Description |
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.