Welcome to the Lightspeed Retail (X-Series) Help Center. If you use this login page to access your account, you're in the right place. If not, you might be using one of our other product series.

Welcome to Retail POS! This article marks the beginning of the Getting started section of the Help Center. Each article in this section has been curated in our recommended setup order, so you can move on to the next article when ready.

Understanding the setup process

From signup, to setup, to launch, we’ve outlined the basics of what to expect during the Retail POS setup process.

1. Signing up

   You’ve likely already checked this off the list by creating a Retail POS account and speaking to one of our account managers. If you haven't signed up yet, get in touch to discuss the plan options that best fit your business needs.

   You can also create a trial account to test out Retail POS's features.

2. Setting up Retail POS

   Once you’ve signed up and have your Retail POS account credentials, it’s time to log in, set everything up, and get familiar with Retail POS. This section contains articles that guide you through accessing your account, configuring your settings, creating your product catalog, and setting up supported hardware.

   1. Logging into Retail (X-Series)
   2. Navigating in Retail POS (X-Series)
   3. Setting user roles and permissions
   4. Configuring your general settings and contact information
   5. Setting up outlets and registers
   6. Adding products and inventory
   7. Setting up a customer database
   8. Setting up Lightspeed Payments
   9. Introduction to hardware
   10. Preparing your iPad for Retail POS

3. Learning more about Retail POS

   Learn how to use Retail POS with training mode, leverage the sell screen’s powerful sale processing capabilities, and explore other retail fundamentals.

   1. Using Training Mode
   2. Using the Retail POS Sell screen
   3. Setting up quick keys
   4. Opening and closing a register

4. Going live with Retail POS

   You’ve come to the end of the Getting started guide. Ensure that you haven't missed anything during the process by using our comprehensive checklist, answer any lingering questions with our FAQ, and explore the rest of the Help Center for more advanced feature setup and help.

   1. Launching Retail (X-Series) checklist
   2. Getting started FAQ
   3. Using the Retail POS (X-Series) Help Center

Understanding your primary devices

As you start getting set up, it’s important to understand the devices that you will be using Retail POS on. There are two types of devices that you can currently use with Retail POS:

Device	Requirements	Purpose
Computer	Meets the minimum system requirements Windows or Mac operating system Accessed via web browser (such as Google Chrome)	Use a computer for all aspects of Retail POS shop operations: Front-of-house selling as a register Back-office processing for admin Stock room/warehouse management Anything in-between
iPad	Meets minimum system requirements Accessed via Lightspeed Retail POS (X) app	Use an iPad to perform Retail POS shop operations with increased mobility. Use iPads for: Front-of-house functions, such as registers and salesfloor assistance Stock rooms and/or warehouses where fixed-point access isn’t suitable

Depending on your business needs, you might use a combination of computers and iPads for different purposes. There's no set combination of devices required to use Retail POS, so you should select the in-store configuration that suits your business needs.

We’ve created both versions of Retail POS to be as close in parity as possible. Occasionally, you may encounter differences in functionality, availability, or navigation, including certain hardware limitations for iPad. Where these exist, we’ve highlighted the differences in our Help Center content and provided relevant steps or alternative options where applicable.

Using the Retail POS (X-Series) Help Center

The Retail POS (X-Series) Help Center is where you're reading this article. It's the knowledge base for Retail POS and contains all of the information you need to set up, enhance, learn, and troubleshoot your Retail POS experience.

You can reference the Using the Retail POS (X-Series) Help Center article to learn how to effectively use the search bar, find content with the side navigation, and quickly reach sections from the article table of contents.

Contacting Retail Support

If you can’t find the information that you’re looking for on the Retail POS (X-Series) Help Center, our Retail Support team is standing by to help. Contact us via live chat or by phone across multiple regions of the world. For exact availability and contact information, consult our Contacting Retail Support guide.