Launching Retail POS (X-Series) checklist

You’re almost done setting up your Retail POS account. Before you jump in and get selling, make sure that you’ve completed the following steps (where applicable) so you and your staff are prepared to start selling:

Updating settings

• Fill in all your store information at Setup > General
• Add or edit your outlets and registers at Setup > Outlets and Registers
• Create or adjust user roles and permissions at Setup > Users
• Add or edit receipts at Setup > Outlets and Registers > Receipt Templates
• Add or edit tax rates via Setup > Sales Tax

Creating your catalog, inventory, and customers

• Create your product catalog at Catalog > Products
• Add inventory to your products at Inventory > Stock Control
• Create your customer database at Customers > Customers

Setting up your hardware

• Set up your Lightspeed Payments terminal(s)
• Setup and connect your hardware
• Download and configure the Lightspeed Retail POS (X) app for iPad

Preparing to sell

• Explore selling on the sell screen
• Customize your quick keys to make selling faster
• Learn how to open and close registers

Training on Retail POS

• Learn how to navigate Retail POS
• Use training mode to test functionality and train staff
• Review the Getting started FAQ
• Bookmark the Retail POS (X-Series) Help Center

Congratulations! Your Retail POS account is setup and ready to go, all that is left to do now is start making sales.

Should you need to clear any unwanted sales data processed during the setup process, you can contact Retail Support.