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Adding, editing, and viewing products in Lightspeed Scanner (X-Series)

When using the Lightspeed Scanner app, products that aren’t currently in your Retail POS catalog can be added quickly within the app, without having to return to your office computer. Scanner also lets you add key product data needed to get your product in Retail POS (X-Series) and ready to sell right away.

Adding a standard product

  • Adding a standard product for iOS

    1. In the Scanner app for iOS, tap the Products tab.

    2. Tap +.

      The Products tab on iOS.

    3. Use the Enter a product name field to name your product.

      The Add product page on iOS.

    4. Select an SKU type from the Code type dropdown and enter an SKU in the Code field to customize the SKU. To scan the SKU directly from the product, tap the barcode icon in the field to open your device’s camera. To automatically generate an SKU, leave this section blank.
    5. To add multiple SKUs, tap Add another code and enter its details.

    6. In the Supply price field, enter the product’s supply price.

      The Add product page showing the Pricing and Inventory and location sections.

    7. Enter the markup percentage in the Markup field, or enter the total price in the Retail price field.
    8. Complete any optional fields.
    9. Tap Save to save your changes.

    10. If you opted to have the SKU generated automatically, tap Auto-generate code in the pop-up that opens > tap Save again.

      The pop-up with the Auto-generate code and Don’t auto-generate SKUs options.

    You’ll be automatically redirected to the Products tab, and your product will have been saved.

  • Adding a standard product for Android

    1. In the Scanner app for Android, tap the Products tab.

      The Products tab on Android.

    2. Tap Add product.

    3. Enter the name of the product in the Product name field.

      The Add product page on Android.

    4. Select an SKU type from the Code type dropdown and enter an SKU in the Code field to customize the SKU. To scan the SKU directly from the product, tap the barcode icon in the field to open your device’s camera. To automatically generate an SKU, leave this section blank.

      The Add product page showing the SKU Codes, Pricing, and Product locations sections.

    5. In the Supply price field, enter the product’s supply price.
    6. Enter the markup percentage in the Markup field, or enter the total price in the Retail price field.
    7. Complete any optional fields.
    8. Tap Save.
    9. If you opted to have the SKU generated automatically, tap Auto-generate code in the dialog box that opens > tap Save again.

    You’ll be automatically redirected to the Products tab, and your product will have been saved.

Optional fields

When creating an item in Lightspeed Scanner, there are some optional fields and settings you can choose to include. These provide more information about the item and make searching for the item easier.

Description

A description of the item. If you have an eCom integration, the description will be customer-facing and should describe the product in detail.

Type this into the Description field.

Brand

A brand is the manufacturer of the item. These can be created in Retail POS. To assign a brand:

  1. Tap Brand.

  2. Tap the appropriate brand, then tap the checkmark when finished.

    The Select brand page showing a list of brands.

Categories

Categories allow you to create and assign multi-level categories to your products. Use product categories to organize and track your product catalog at a granular level. To assign categories:

  1. Tap Category.
  2. Tap the appropriate category, then tap the checkmark when finished.

Tags

Tags are used to filter products into groups for reporting or running promotions that only apply to a specific group. Products can have multiple tags. To add tags to a product:

  1. Tap Tags.
  2. Tap each tag you want to add. Added tags will move to the top of the screen and can be removed by tapping them again.

  3. Tap the checkmark when you’re finished adding tags.

    The Select tags page with two tags applied to the product.

Images

Images show what a product looks like at a glance. These are visible on all platforms, including your eCom site (if applicable). To add images to a product:

  1. In the Upload images section, tap +.

  2. In the pop-up menu, select whether you want to add an image from your Camera, from your Photo library, or Paste from clipboard. Then, you can take, select, or paste the relevant image.

    The Add product page with image upload options highlighted.

  3. Use the built-in photo editor to crop, flip, or rotate your image.

    The photo editing page.

  4. Tap Done when you’re finished editing.

You can tap an image to Make primary image or Remove image.

The Make primary image and Remove image options.

Inventory and locations

Use inventory to keep track of the quantity of a specific item you have in each of your outlets. Use location to note where exactly in your store the product is kept. To specify inventory and location:

  1. Under Inventory and location, tap your store’s name.

  2. In the Inventory field, enter the quantity of the product in your store’s inventory.

    The Store page with the Inventory field and the Add location option.

  3. Tap Add location to specify the product’s location.

  4. Specify the location using the Aisle, Bay, Shelf, and/or Bin fields.

    The Product location page.

  5. To add a second location, tap + Add another location.
  6. When you’re finished, tap Done to return to the Inventory and location page.

Adding a product with variants

Adding variant products is only supported on iOS at this time.

  1. In the Scanner app for iOS, tap the Products tab.
  2. Tap +.
  3. Enter the name of the product in the Enter a product name field.

  4. Toggle on the Product with variants option.

    The Product with variants option toggled on.

  5. Tap Add variant.

  6. Enter the Variant attribute, such as Size.

    The Add variants page.

  7. Enter the Value, such as Small. There can be multiple values for each attribute. Separate each value with a comma.
  8. If you require more attributes for the product, select Add another attribute and repeat steps 6-7. Otherwise, tap Save.

  9. Tap Edit to edit variant information and to add more variants.

    Tap a value to edit the individual information for each variant product.

    The Add product page showing all available variant options.

  10. Select an SKU type from the Code type dropdown and enter an SKU in the Code field to customize the SKU. To scan the SKU directly from the product, tap the barcode icon in the field to open your device’s camera. To automatically generate an SKU, leave this section blank.

  11. In the Supply price field, enter the variant product’s supply price.

    The Product page for an individual product variant.

  12. Enter the markup percentage in the Markup field, or enter the total price in the Retail price field. To apply these prices to all variants, toggle on the Apply prices to all variants option. Otherwise, you’ll need to repeat this step for each individual variant.
  13. Tap Save.
  14. Once product information has been edited for all variants, tap Save.
  15. If you opted to have the SKU generated automatically, tap Auto-generate code in the dialog box that opens > tap Save again.

You’ll be automatically redirected to the Products tab, and your product will be created.

Editing products

  1. Navigate to the Products tab.

  2. In the Search products field, enter the product’s name or scan the product’s barcode.

    Optionally, use the Brand, Category, and/or Tag filters to narrow your search results.

    The product search page with Brand, Category, and Tag filter options.

  3. Tap the product to select it.
  4. Tap ... (More) on iOS or Actions on Android.

  5. Tap Edit product.

    The Product page with the options menu highlighted.

  6. Edit the product information as required.

    The Edit product page with editable information fields.

  7. To mark an image as the primary image for a product, tap the image > tap Make primary image.

    To delete an image, tap the image > tap Remove image.

    Images for variant products cannot be added or edited in Lightspeed Scanner.

  8. When you’re finished editing, tap Save.

Edits to product information made from Lightspeed Scanner are recorded in the Sales history.

Searching for products

To search for products on your device, navigate to the Products tab.

To manually search for products, type the product name in the Search products field.

The Products tab with the Search products field.

You can use the Brand, Category, and/or Tag filters to narrow down your search.

The product search page with Brand, Category, and Tag filter options.

Tap the search filter > select the options you want from the list > tap Done.

The Select category page showing a list of available categories.

To clear a search filter, tap the filter > tap Clear > tap Done.

The Select category page with the Clear option highlighted.

To use the barcode scanner, tap Camera scanner.

The rear-facing camera will open, allowing you to scan your product’s barcode to look up its details.

Viewing product information

By navigating to a specific product, you’ll find all the product’s information, including how many variants there are (if applicable), total inventory, supplier price, retail price, and more. Tap one of the categories to access more information.

  • Item main page for iOS

    This is where you’ll find all the information about your product, including how many variants there are (if applicable), total inventory, supplier price, retail price, and more. Tap one of the categories to access more information.

    The Item page on iOS.

    Overview

    • SKU: Displays the item’s SKU.

    • Pricing: Displays the retail price. Tap this to see more detailed pricing information, including the supplier price, retail price, and different prices between variants (if applicable). Tap each variant to view its specific pricing information.

      The item’s pricing and supplier information.

    • Inventory: Displays inventory for each location and total inventory across all outlets. Tap this to see more detailed inventory information. Tap the truck icon to see inventory movement details.

      The Inventory page.

    • Items sold: Tap this to show the history of items sold over the last 30 days.

      The Items sold page.

    • Serial numbers: Tap this to see whether a product has serial numbers. If so, a checkmark will be displayed.

      The Serial numbers page indicating that the product has serial numbers.

    The Item page showing the Variant information, Related products, Description, and Tags.

    Variant information

    • Variant inventory: Displays total inventory for all variants across all outlets. Tap this to see a breakdown of the number of products per variant. Tap a variant product to see a breakdown of its locations.

      The Variant inventory page.

    • Variants: Tap this to see a list of all product variants.

    Related products

    • Brand: Tap this to see other products from the same brand.
    • Category name: Tap this to see other products in the same category.

    Description and tags

    • Description: Displays a description of the product.
    • Tags: Tap a tag to see other products with the same tag.
    • Custom field: *Enterprise plans only. You can create custom fields (for example, QR code or Loyalty code).

  • Item main page for Android

    This is where you’ll find all the information about your product, including how many variants there are (if applicable), total inventory, supplier price, retail price, and more. Tap one of the categories to access more information.

    The Item page on Android.

    Overview

    • SKU: Displays the item’s SKU.
    • Pricing: Displays the retail price. Tap this to see more detailed pricing information, including the supplier price, retail price, and different prices between variants (if applicable). Tap each variant to view its specific pricing information.
    • Inventory: Displays inventory for each location and total inventory across all outlets. Tap this to see more detailed inventory information. Tap the truck icon to see inventory movement details.
    • Items sold: Tap this to show the history of items sold over the last 30 days.
    • Serial numbers: Tap this to see whether a product has serial numbers. If so, a checkmark will be displayed.

    The Item page showing the Variant information, Related products, and Description.

    Variant information

    • Variant inventory: Displays total inventory for all variants across all outlets. Tap this to see a breakdown of the number of products per variant. Tap a variant product to see a breakdown of its locations.
    • Variants: Tap this to see a list of all product variants.

    Related products

    • Brand: Tap this to see other products from the same brand.
    • Category name: Tap this to see other products in the same category.

    The Item page showing the Description and Tags.

    Description and tags

    • Description: Displays a description of the product.
    • Tags: Tap a tag to see other products with the same tag.
    • Custom field: *Enterprise plans only. You can create custom fields (for example, QR code or Loyalty code).

Adjusting inventory without making a sale

Currently, positive inventory adjustments and custom adjustments (positive and negative) are only available on Scanner for iOS. Custom inventory adjustment reasons need to be created and managed in Retail POS.

Inventory adjustments are used when you need to change inventory amounts without making a sale. This may happen due to:

  • Stock found: Discovered inventory that wasn’t previously counted.
  • Sample for sale: Inventory that was used internally and is now for sale.
  • Damage: Inventory that’s damaged and can’t be sold.
  • Expiry: Inventory that’s out of date or must be discarded.
  • Internal use: Inventory used or consumed in the course of doing business, which will not be sold to customers.
  • Theft: Inventory that’s been lost or stolen.
  • Donation: Inventory that’s been donated.

If you’re using Scanner for iOS, you can also add new inventory and make inventory adjustments with custom reasons.

To adjust inventory for a product:

  1. Search for your product.
  2. Tap ... (More) on iOS or Actions on Android.

  3. Tap Adjust inventory.

    The Product page with the options menu highlighted.

  4. If your product has variants, tap the variant you want to adjust.

  5. In the Adjustment reason dropdown, select the reason for the adjustment.

    The Adjust inventory page with a list of available adjustment reasons.

  6. In the Adjustment quantity field, enter the number of inventory items being adjusted. Your expected inventory adjustment will display automatically.

    The Adjust inventory page showing the Adjustment reason, adjustment quantity, and expected inventory after adjustment.

  7. Tap Save.
  8. Adjust other variants, if necessary. When you’re finished, tap Confirm.

You’ll be redirected to the product’s page.

What’s next?

Reviewing a product’s history in your catalog

Learn how to review all changes made to a product over time.

Learn more

Performing inventory counts in Lightspeed Scanner (X-Series)

Improve inventory counting efficiency with Scanner.

Learn more

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