You may decide to delete an outlet or register if you are closing one of your outlets down, if you need less registers, or if a register was added temporarily to a location.

Your billing is based on the number of registers and outlets your account has, so make sure to delete registers and outlets not being used in your stores. To check your plan and billing information, navigate to Setup > Billing.

Notes about deleting outlets and registers

Sales reports

Even after deleting the outlet or register, you can still generate reports on the deleted outlet or register.

1. Navigate to Reporting > Sales reports.
2. Select your Date range and click Apply.
3. Click More filters.

   

4. Type the name of the outlet or register into the Add a filter... field.

   

Saving register closures

Before deleting your outlet or register, we recommend that you save the register closure summary as a PDF. The register's closures will be deleted from the register closure reporting page, and you will not be able to access them after deletion.

1. Navigate to Reporting > Register closures.

   

2. Select the register's closure summary under the Time Opened column.
3. Print the page and Save as PDF.

Third-party apps linked to Retail POS

You may be unable to delete the outlet or register if you have a live third-party integration. Contact the third party to confirm whether or not you need to unlink the integration from the outlet or register you plan to delete.

Before deleting an outlet

Before you delete an outlet, we recommend that you follow these steps.

Cancel open/sent stock orders

1. Navigate to Inventory > Stock control.
2. Use the Outlet dropdown and click Search to select the outlet you want to delete.

   

3. Look for any open/sent orders.
4. Click the order's pencil icon (edit).

   

5. Click Cancel.

   

6. Click Cancel Order.

   

7. A pop-up will appear confirming that this action can't be undone. Click OK.
8. Repeat for any other open/sent orders for your outlet.

Cancel open inventory counts

1. Navigate to Inventory > Inventory counts > Due.

   

2. Click on the inventory count for the outlet you plan to delete.
3. Click Review.

   

4. Click Discard.

   

5. A pop-up will appear warning that if you abandon this count, your inventory levels will not be updated. A record of the inventory will be saved, but will be uneditable. Click Abandon to confirm.

   

Close any open registers

Close the outlet's registers.

Remove users

Re-assign or delete any users that are still assigned to the outlet you are trying to remove.

1. Navigate to Setup > Users.

   

2. Use the Outlet filter to narrow the results to the outlet you are deleting, then click Search.
   

   Users assigned to All outlets don't need to be edited.

3. Click the user's name.
4. Reassign or delete the user.
   1. To reassign a user: In the Outlets section, remove the outlet you are deleting from the user's available outlets. Click Save changes.

      

   2. To delete a user: Click Delete user. A pop-up will appear that deleting the user is permanent and can't be undone. Any content linked to the user (such as sales history and reports) will display as Anonymous user. To confirm, click Delete.

      

Transfer inventory

Transfer any inventory from the deleted outlet to an outlet you're keeping. Deleting an outlet will also delete any inventory associated with the outlet.

Deleting an outlet

Deleting an outlet is permanent and can't be undone.

To delete an outlet:

1. Navigate to Setup > Outlets and registers.
2. Click the pencil icon (Edit) next to the outlet you want to delete.

   

3. Click Delete outlet.

   

4. A pop-up will appear warning that deleting an outlet is permanent and can't be undone. Click Delete outlet.

   

Updating your license

Once the outlet has been deleted, you will need to update your Retail POS license to remove the outlet and avoid any future charges. To do this:

1. Navigate to Setup > Billing.
2. Click Manage Plan.
3. Click Edit Licenses.
4. Reduce the number of outlet licenses.
5. Click Save.
6. Click Adjust licenses.

This will lower the number of outlet licenses on your account. The change in your payments will be reflected on your next billing statement.

Before deleting a register

Before you delete a register, we recommend that you follow these steps.

Close any open sales

1. Navigate to Sell > Sales history.

   

2. Use the Status dropdown to filter for open sales. Click Search.
   1. Open sales may have statuses such as Parked, Unfulfilled, Layaway, or On-account.
3. For each open sale, click the sale to expand its information.
4. Click Void.

   

5. A pop-up will appear warning that voiding the sale is permanent. Voiding a sale will return the products to your inventory and remove any recorded payments. You'll be able to see the details of the voided sale. Click Void sale to confirm.

   

Close the register you want to delete

Close the register.

Deleting a register

Deleting a register is permanent and can't be undone. Deleting the last register associated with an outlet will also delete the outlet.

To delete a register:

1. Navigate to Setup > Outlets and registers.
2. Click the name of the outlet where you will delete a register.
3. Click on the name of the register you want to delete.

   

4. In the Registers section, click the trash icon (delete) for the register.

   

5. A pop-up will appear warning that deleting a register is permanent and can't be undone. Click Delete register.

   

The register will be deleted.

While you'll no longer be able to make sales using this register, you can still report on all past sales data attached to this register.

Updating your license

Once the register has been deleted, you will need to update your Retail POS license to reduce the number of register licenses on your account and avoid any future charges. To do this:

1. Navigate to Setup > Billing.
2. Click Manage Plan.
3. Click Edit Licenses.
4. Reduce the number of registers.
5. Click Save.
6. Click Adjust licenses.

The change in your payments will be reflected on your next billing statement.

Transferring outlets between accounts

If you sell franchises or have highly specialized inventory management needs, you may need to transfer outlets between different Lightspeed accounts. Most data can be migrated and recreated in a new outlet in another account. If you need to transfer an outlet, contact your Account Manager for assistance.

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