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Setting up locations and registers

The number of locations you require is determined by how many separately manageable inventories you need. For example, if your business has stores in Montreal, Toronto, and Ottawa and you maintain separate inventory levels at each location, you will need three locations.

In order to accurately track sales information and inventory data, each location should remain separate so that inventory levels can be assigned accurately. This is especially important for stock orders and transfers or if you have a warehouse, which would require its own location in Retail POS as well.

Setting up a single location

When you first open Retail POS, you set location details for your store as part of the setup process. If you need to make changes to the name, address, contact, or business for this location, follow these steps:

  1. Navigate to Settings > Locations.Settings page with locations highlighted.
  2. Click on the location name.
  3. Edit the information as required.
  4. Click Save changes.

Setting up multiple locations

Your Lightspeed Retail account comes standard with one location. If you require more than one location, contact Support or your account manager to have your account upgraded to multi-location.

  1. Navigate to Settings > Locations.Settings page with locations highlighted.
  2. Click + New location.Locations list with new location button highlighted.
  3. Enter the name, location, contact information, and business hours for the location.
  4. Click Save changes.

The new location will show on your list of locations. You can click on a location name to edit information at any time.

Setting up registers

When you add a location, one register is automatically assigned to it. If you require more registers per location, follow these steps:

  1. Navigate to Settings > Locations.
  2. Click Customize beside the location you wish to add a register to.Location list with customize button highlighted.
  3. Click Registers on the side navigation.
  4. Enter a name for the register and click +Add register.Register setup page.

You can switch between registers on the Sales page. You can also link a register to an iPad, although an iPad can only be linked to one register at a time. For more information, refer to our Assigning a register to your iPad article.

Location and registers FAQ 

Does my warehouse need a separate location?  

To keep accurate inventory, warehouse locations need to be set up as an individual location in Retail POS, even if you don’t process sales at that location.  

How do I set up a temporary location? 

If you have multi-location set up on your account, you can set up a temporary location as you would a permanent location. 

When you want to close your temporary location, transfer your unsold inventory to your permanent location and contact your account manager or Support to have it disabled. 

How do I delete a location?

To close a location, contact your account manager or Support. 

How do I open and close a register? 

To open or close a register, follow the steps in our Managing registers article. 

How do I delete a register?

Registers that have sales attached cannot be deleted, only archived. You can however merge registers together. Refer to our Managing registers article for detailed information.

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