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Retail Point of Sale System (POS) Training

NAVIGATION AND INTRODUCTION

This video highlights the basics of how to navigate through Lightspeed Retail.

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OPENING REGISTER

Shows how to open a register to start your day in the POS.

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BASIC SALE

Walks through making a basic sale in the POS.

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REFUNDS & EXCHANGES

How to do an exchange and refund a customer.

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HOW TO VOID A SALE

Shows how to void sales and lookup voided sales.

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DISCOUNTS

Shows how to setup discounts and apply them to sales.

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LAYAWAYS

How to create and take payments on customer layaways.

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TRADE-INS & SALES

Work with cutomer trade-ins and exchanges to issue refunds / add items back to inventory.

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GIFT CARDS

How to take and apply gift card payments.

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Inventory Management Training Videos

ADDING INVENTORY

Shows how to create items and add inventory to the system.

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ADDING IMAGES

Discusses how to add images to inventory items.

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CREATING A VENDOR

How to create a vendor inside of the Lightspeed system.

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CREATING CATEGORIES

How to create categories for easy item searches and filtering.

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BOX OF ITEMS

How to create boxed items and bill of material items.

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INVENTORY & TRANSFERS

How to request and manage inventory transfers to different stores.

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BASIC PURCHASE ORDERS

How to create purchase orders.

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MULTI-STORE SHOP-DEDICATED PURCHASING

Shows how to manage purchase orders from multi-location stores.

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MASTER ORDER & TRANSFERS

How to manage centralized products from main warehouse from store locations.

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CREATING A MATRIX

How to setup items with a matrix (color, trim, locktype).

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SERIALIZED ITEMS

How to work with items that have serial numbers.

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ASSEMBLIES

Creating / Working with items that are built from smaller inventory items.

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INVENTORY COUNT

How to create and complete inventory counts.

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PRICING LABELS

How to create pricing lables for items.

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WORKING WITH DAMAGED GOODS

Shows the work around for writing off items that have been damaged.

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Working with Customer Information Training Videos

CREATING CUSTOMER ACCOUNTS

Shows how to create a customer credit account.

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ADDING CUSTOMERS MANUALLY

Shows how to add customers to the system.

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SHIPPING ADDRESSES

How to manage shipping requests.

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Administrative Training Videos

EMPLOYEE ROLES

How to setup and manage employee roles.

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CHANGING PASSWORDS

How to change passwords.

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CREATING PAYMENT TYPES

How to create a new payment type.

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Credit Card Processing

How to setup integrated credit card processing.

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CUSTOM MENUS

How to create and manage custom menus in the revenues.

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Reports - Quickbooks

How to run reports on profit, margins and get data into QuickBooks.

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Creating Custom Fields

Creating and managing custom fields.

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Genius Credit Card Terminal Videos

Desktop Setup

Setup a Genius terminal with Lightspeed Desktop.

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iPad Setup

Setup a Genius terminal with Lightspeed iPad App.

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