We can import your products from your Lightspeed OnSite account, or your previous point of sale system, into Lightspeed Retail through our import process. Review this article so that you can format your import file correctly. Once your headers have been converted to Lightspeed Retail vernacular, send us one of the supported file types below:
These are the terms that correspond between Lightspeed Retail and Lightspeed Onsite. Your column headers in your import spreadsheet must be changed from the Onsite term to the corresponding column header for Retail in order for the import to be processed quickly and easily. If you have any doubt or questions please contact support.
|UPC||UPC||This is the Universal Product Code as determined by the manufacturer.|
|EAN||EAN||EAN is known as either International Article Number or European Article Number, which is similar to UPC.|
|Product ID||Custom SKU||To let you use the organization and labels from Onsite, we suggest importing your Product ID and Product Code into these fields. Custom SKU and Manufacturer SKU are usually used for additional unique identifiers, but by putting your Product ID and Product Code here, we can make sure your labels work properly.|
|Product Code||Manufacturer SKU||This is usually the Manufacturer's unique number for that individual product.|
|Description||Description||This is oftentimes just the name of the item. If the item is in a matrix this will be automatically generated based on the Matrix Group Name, Color, and Size|
|MSRP||MSRP||This is the Manufacturer's Suggested Retail Price. This will be entered into the MSRP Pricing Level in Retail.|
|Cost||Default Cost||This is the cost you usually buy the product at.|
|Tax||Tax||This will either be "yes" or "no" depending on if the item is taxed or not.|
|Tax Class||Your default Tax Rate is already in retail as the "default/item" tax class. Tax Rates other than what you have in your Retail account already will be created (ex: labor, food, liquor).|
|Selling Price||Price||This is the price that your customers will pay for the item.|
|Categories||Tags||If you have multiple Categories they need to be separated by a comma.|
Categories in Retail are branching groups of items. For example, you may sell sports equipment. Among these could be soccer, hockey, and baseball. Then your main categories will be Soccer, Hockey, and Baseball, and within Soccer you have equipment for adults and equipment for youth. You can then put all of your soccer cleats for adults in the following Category, Sub Category, and Sub Category 2: Soccer > Cleats > Adult
In Retail, you can have as many parent categories as you need and up to nine sub category levels for each parent. However, in the import process, you can only import Category, Sub Category, and Sub Category 2.
|Sub Category 1 to 3|
|Family||Manufacturer||This is the company that built or made the product. Sometimes this is called the "brand".|
This is the company that supplies your shop with the item. You might have multiple vendors for a single item, but you will always have one manufacturer.
Example: I buy Pepsi-Cola from Costco, Trader Joe's, Provigo, and Loblaws. In this case, "Pepsi-Cola" is the manufacturer, but "Costco", "Trader Joe's", "Provigo", and "Loblaws" are the vendors.
|Supplier Code||Vendor ID||This is the suppliers's personal warehouse code for this item. In the above example, each vendor might have a different Vendor ID to refer to the same item.|
|QOH||QOH||Quantity on hand. This is your current inventory level.|
|Reorder Point||Reorder Point||This is the point under which you will want to reorder to keep this item in stock. Fore example, if my Reorder Point is 3 and my item falls to having 2 in stock, this triggers automatic re-ordering to the Desired Level.|
|Reorder to Max||Desired Level||When you fall beneath the reorder point, this is the amount that you will order to. For example, if your Desired Level is 10, your Reorder Point is 3, and your QOH is 2, then you can automatically add an order for 8 of that item on your next Purchase Order.|
|Master Matrix||Matrix Group: Name||There is no strict "Master Product" in Retail. However, all of your variants will be grouped together in a single matrix based around the Master Product description. The Master Product description will also show up in the item description of the product.|
|Matrix Group: Name||Since Onsite only supports 20attribute matrices, this will usually be Color/Size unless you want to create new matrices. In that case, you will want to review the help page on matrices.|
|Matrix Color||Matrix Group: Color||This is the color of the matrix item.|
|Matrix Size||Matrix Group: Size||This is the size of the matrix item.|