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Selling items with register rules

If you've created register rules, it's important to understand how to sell items with purchase limits and items with age restrictions.

If you're using Retail POS with eCom (C-Series), the register rules you configure in Retail POS will only block in-store sales. To block online sales as well, age verifications and quantity limits need to be configured in eCom. The same applies if you're using Retail POS with a third-party eCommerce solution.

Selling items with purchase limits

A purchase limit register rule restricts the quantity of an item that can be purchased in a single transaction.

  • Selling items with purchase limits on desktop

    Add items to the sale as usual. If the number of items added exceeds the allowed quantity, a warning will display and the quantity will automatically revert to the last permitted quantity.

    Sale page with banner stating that the purchase limit has been exceeded.

  • Selling items with purchase limits on iPad

    Add items to the sale as usual. If the number of items added exceeds the allowed quantity, a warning will display and the quantity will automatically revert to the last permitted quantity.

    Sale page with pop-up stating that the item was not added to the sale because the purchase limit has been exceeded.

This restriction applies only to items being sold. It is possible to refund as many items as needed, regardless of any purchase limits on the items.

Selling items with age restrictions

An age restriction register rule requires that the customer verify their age before they can purchase the items. As soon as an age-restricted item is added to a sale, an age verification window will pop up prompting you to scan the customer's identification.

  • Verifying the customer's age on desktop using a barcode scanner

    Once you've added an age-restricted item, you will be prompted to scan the customer's ID.

    Age verification required pop-up window.

    To age-verify the customer:

    1. Use your barcode scanner to scan the 2D barcode on the customer's identification.

      Your barcode scanner may attempt to scan and prioritize the simpler, 1D barcode instead. Cover the 1D barcode with your finger while scanning to prevent this.

    2. Compare the customer's name, date of birth, expiry date, and ID number on the screen with their identification and make sure they match.

      Check customer ID pop-up window with Name, Date of birth, Expires, and ID Number listed.

    3. If the customer's identification and the on-screen information are a match, click Yes, ID matches.

    Once the customer's identification has been verified, the sale is considered age-verified. More age-restricted items can be added to the sale, and, provided the customer meets the minimum age for those items as well, they can be added without needing further verification. However, any items with a higher minimum age to purchase than the customer's age will not be added to the sale.

    Manually verifying the customer's age on desktop

    Not every ID has a scannable barcode for age verification. If a customer presents a non-scannable ID, you can proceed with a manual verification, provided someone with the Manager Override permission is present.

    1. Click Manager Verification (requires Manager Override rights).

      Age verification pop-up with Manager verification option.

    2. Select the ID type from the dropdown menu.

      Manager verification pop-up with ID type, Date of birth, and ID expiry date fields.

    3. Enter the Date of birth on the identification.
    4. Enter the ID expiry date.
    5. Click Confirm.
    6. Enter your Manager PIN. This must be the Retail PIN of a user with the Manager Override permission.

      Manager PIN page listing ID Type, Age, and Status of ID.

    7. If the customer's age is high enough and their status is Valid, click Authorize.

    If the customer's age does not meet the requirements or the customer's identification has expired, the field will display in red. Click Remove item to remove the items. A temporary banner will display and the age-restricted items will be removed from the sale.

    Sale page with temporary banner warning that age-restricted items were not added because the customer's age wasn't verified.

    In some regions, exceptions to normal age restrictions on certain items may apply. The Manager Override permission allows a user to override the age restriction rule and authorize the item's sale. Any user with this permission is responsible for knowing local laws and exceptions.

    An override can't be used to allow a sale to take place with an expired ID. If you attempt this, an error message will display.

    Pop-up stating that age verification failed due to expired ID.

  • Verifying the customer's age on iPad

    Once you've added an age-restricted item, you will be prompted to scan the customer's ID.

    Age verification required pop-up window.

    To age-verify the customer:

    1. Use your barcode scanner to scan the 2D barcode on the customer's identification.

      Your barcode scanner may attempt to scan and prioritize the simpler, 1D barcode instead. Cover the 1D barcode with your finger while scanning to prevent this.

    2. Compare the customer's name, date of birth, expiry date, and ID number on the screen with their identification and make sure they match.

      Check customer ID pop-up window with Name, Date of birth, Expires, and ID Number listed.

    3. If the customer's identification and the on-screen information are a match, tap Yes, ID matches.

    Once the customer's identification has been verified, the sale is considered age-verified. More age-restricted items can be added to the sale, and, provided the customer meets the minimum age for those items as well, they will be added without needing further verification. However, any items with a higher minimum age to purchase than the customer's age will not be added to the sale.

    Manually verifying the customer's age on iPad

    Not every ID has a scannable barcode for age verification. If a customer presents a non-scannable ID, you can proceed with a manual verification, provided someone with the Manager Override permission is present.

    1. Tap Manager Verification (requires Manager Override rights).

      Age verification pop-up with Manager verification option.

    2. Select the ID type from the dropdown menu.

      Manager verification pop-up with ID type, Date of birth, and ID expiry date fields.

    3. Enter the Date of birth on the identification.
    4. Enter the ID expiry date.
    5. Tap Confirm.
    6. Enter your Manager PIN. This must be the Lightspeed Retail PIN of a user with the Manager Override permission.

      Manager PIN page listing ID Type, Age, and Status of ID.

    7. If the customer's age is high enough and their status is Valid, tap Authorize.

    If the customer's age does not meet the requirements or the customer's identification has expired, the field will display in red. Tap Remove item to remove the items. A pop-up will display and the age-restricted items will be removed from the sale.

    Pop-up warning that age-restricted items were not added because the customer's age wasn't verified.

    In some regions, exceptions to normal age restrictions on certain items may apply. The Manager Override permission allows a user to override the age restriction rule and authorize the item's sale. Any user with this permission is responsible for knowing local laws and exceptions.

    An override can't be used to allow a sale to take place with an expired ID. You will be unable to tap Authorize on the Manager verification screen.

    Manager verification pop-up showing the ID as expired and the Authorize option unavailable.

What's next?

Setting up employee roles and access

Create employees, sign-in credentials, and custom employee roles.

Learn more

Managing registers

Learn more about setting up and managing registers.

Learn more

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