To make a sale in Retail POS, you can start a new sale or continue an in-progress sale.

You must choose an open register before beginning a sale.

Starting a new sale

To start a new sale, navigate to Profile > New sale (iPad) or Sales > New sale (computer).

Continuing an in-progress sale

• Continuing an in-progress sale on iPad

  On iPad, your most recently opened sale will appear as a Sale in progress banner. Click it to open the sale.

  

  To find previous sales:

  1. Click the Sales tab.

  2. Click Status > In progress to see a list of all open sales.

     

  3. Click Continue to navigate to the Sales screen and continue the sale.

• Continuing an in-progress sale on a computer

  Navigate to Sales > Continue sale to open the last opened sale.

  

  To continue an older sale:

  1. Navigate to Sales > Sales history.

     

  2. Click the In progress tab to see a list of all open sales.

  3. Click Continue sale next to the sale.

     

Adding a customer to a sale

You can complete a sale without adding a customer, but having a customer attached makes it easier to process refunds, gain insights from reporting, and apply special discounts or tax considerations. You can create a new customer or add an existing customer to a sale.

• Adding a customer to a sale on iPad

  To add an existing customer to a sale on iPad:

  1. Click Add customer.

     

  2. Use the Search field or scroll until you find the customer. Click the customer’s name, then click Add to sale.

     

  Removing a customer from an in-progress sale

  1. Click the ... icon (More) next to the customer’s name.

  2. Click Remove from sale.

     

• Adding a customer to a sale on a computer

  To add an existing customer to a sale on a computer:

  1. Click the Search customers field, then type the customer’s name or other information from their profile.

  2. Press Enter or click Search, then select the customer.

     

  Removing a customer from an in-progress sale

  On a computer, you can remove a customer from an in-progress sale by clicking Remove.

  

Adding items to a sale

• Adding items to a sale on iPad

  To add an item to a sale on iPad:

  1. Scan the item’s barcode or click the magnifying glass icon to search for an item.

     

  2. The item will be automatically added to the sale if the barcode has a unique match in your inventory. Otherwise, type in the item’s searchable details.

  3. Click the item, then click + Add to sale.

     

  4. (Optional) Adjust the item quantity by clicking + (Plus) or - (Minus) beside the item.

     

     For larger adjustments, click the ... icon (More) next to the item. Click Quantity, enter the quantity, then click Done.

     

• Adding items to a sale on a computer

  To add an item to a sale on a computer:

  1. Scan the item’s barcode or enter the item’s searchable details.

     

  2. If a unique match is found, the item will be automatically added to the sale. Otherwise, click Search to locate the item.

  3. Click + Add to add an item to the sale. Alternatively, use the checkboxes to select multiple items, then click + Add selected.

     

You can also add special items to the cart, including:

• Gift cards
• Labor charges
• Miscellaneous charges (click the + icon (Add) > Miscellaneous charge on iPad, or Misc. on a computer)
• Custom charges using custom menu buttons

Creating new items from the Sales screen

If you can’t find an item by scanning or searching, you can create a new item from the Sales screen and add it to the sale.

• Creating new items from the Sales screen on iPad

  1. On the Sales screen, click the + icon (Add) > Create new item.

     

  2. Enter the item details.

     

  3. Click Create.

• Creating new items from the Sales screen on a computer

  1. On the Sales screen, click + New.

  2. Enter the item details.

     

  3. Click Add to sale.

  4. Confirm that the item’s details are correct, then click Save.

     

The item will be added to the sale. It will also be created in your inventory with a default quantity of 1. If you sell more than one of the item, it will result in a negative inventory quantity.

Modifying a sale

You can modify an entire sale or individual items in a sale.

Modifying the entire sale will overwrite item-specific changes, so make sure to apply cart-wide changes first.

Modifying an entire sale

1. On iPad, click the ... icon (More).

   

2. Select an option:

   • Apply discount: Apply a discount to the entire sale.
   • Apply employee: Update the employee attached to the sale. If you’re using the Line employee report to calculate employee commissions, applying an employee to the sale will assign all items in the sale to them.
   • Set tax: Choose the tax class for the sale.

   

3. Fill in the required fields and apply the changes.

Modifying an item in a sale

To update an item in a sale:

1. On iPad, click the ... icon (More) next to the item. On a computer, click the item’s name.
2. Choose an option:
   • Price: Change the price of an item.
   • Quantity: Increase or decrease the item quantity in the cart.
   • Discount: Modify a discount.
   • Employee: Update the employee attached to the item.
   • Taxed: Make the item taxed or non-taxed by toggling on the Taxed option (iPad) or by checking the Tax checkbox (computer).
   • Tax class: Change the tax class.
   • Notes: Add notes to the item.
3. Click Done (iPad) or Save (computer).

You can also add an internal or receipt note to the sale.

Adding serial numbers to a sale item

• Adding serial numbers to an item on iPad

  1. Below the item description, click Add serial number.

  2. Click the Scan, select, or enter S/N field and type in a new serial number. Alternatively, click the > icon (Arrow), scroll, and select an existing serial number.

     

  3. Click Done.

• Adding serial numbers to an item on a computer

  1. If entering a new serial number, click Add new serial, fill in the fields, then click Add serial number.

     

     If choosing an existing serial number, click Scan or type a serial number, scroll, then click the existing serial number.

     

Removing items from a sale

To remove an item from a sale, click the ... icon (More) next to the item > Remove from sale (iPad), or click the trash icon to the left of the item (computer).

Taking payment for a sale

After adding a customer and items to the sale, you can accept different payment types to complete the purchase.

1. Click Cash or More payments (iPad), or click Payments (computer).

2. Enter the amount of cash given by the customer. If change is required, the amount due will display.

   If the customer is using another payment type, click the corresponding payment method:

   • Cash
   • Check
   • Credit card
   • Credit account
   • Gift card
   • Debit card
   • eCom (eCom (C-Series) and eCom (E-Series) merchants only)
   • Adjustment (Used to balance differences in price between Retail POS and eCom. A difference in price is rare and is usually no larger than $0.01.)
   • Account migration
   • Saved payment method (Lightspeed Payments only)

   

   Merchants with Lightspeed Payments can click Request payment to request a deposit.

3. Enter the payment amount for the payment type. If needed, select another payment method to settle the balance.
4. Click Finish sale.

If you attach a customer to the sale, you can also save the sale as a quote.

Printing or emailing the receipt

After completing the sale, you can:

• Print receipt
• Print gift receipt
• Email receipt
• Reassign tip (if tipping is enabled)

If the Automatically Print Receipt option is enabled in your receipt printer settings, clicking Finish Sale will automatically print the receipt. To select a different receipt option, wait for the receipt to print or cancel the print job.

Completing the sale may also open your cash drawer, depending on your settings.

Along with printing a full-page receipt via AirPrint, you can also print or email the sale and gift receipt from the Sales history.

What’s next?