In the unlikely event that you're temporarily unable to sell using Retail POS, you can continue to sell manually and capture these sales in Retail POS later.

If your Internet is down but Retail POS is still working, you can complete sales in offline mode.

Setting up to sell manually

To sell manually, you'll need to set up a few key functions to process and record your sales. These are based on inventory management and payment processing.

Temporary sales/inventory record

You'll need a way to capture data for sales processed while trading manually. This can be done using a spreadsheet software (such as Google Sheets or Microsoft Excel).

If your devices are non-functional or you don't have access to power, you can instead write the sales information down on paper.

Configuring payment terminals

If you have Lightspeed Payments, you can sell using offline mode. 

If you don't use Lightspeed Payments, your terminal must be set to Standalone mode, and payments will need to be processed manually.

Not all payment providers support Standalone mode. For more information, contact your payment provider.

Cash drawer access

In Retail POS, the cash drawer is connected to and triggered by the receipt printer. When trading manually, you won't be able to trigger the cash drawer to open or close. You'll need the physical access key that came with your cash drawer to access its contents.

Processing a manual sale

Recording sales

For each sale, you'll need to record the following data:

1. The item(s) the customer is purchasing
   • Record the product name, SKU code, variant type (if applicable), price, and the quantity purchased for each item.
2. Customer details
   • Used to add an existing customer or create a new customer later to capture sales history and customer Loyalty. If the customer wants to receive a receipt once the sale has been entered into Retail POS, record the customer's email address to later email them a copy.
3. Payment information
   • Cash: Record the total cash amount taken and change given for the transaction.
   • Card payment: When accepting standalone card payments, record the amount and retain the terminal receipt. Record the payment type and amount applied to the sale.

Entering sales data into Retail POS

Once you can again access Retail POS, you'll need to enter the data that you recorded while trading manually. You can do this by recreating the sale and applying a payment.

For cash payments

1. On the Sell screen, add the product and customer information. Make any adjustments for pricing/discounts as required.
2. Confirm that the total matches what the customer paid.

3. Click Pay.

   

4. Click Cash.

   

5. Select the cash amount given by the customer.

   

6. Optionally, enter the customer's email address or toggle on Email receipt to send them a copy of their receipt.
7. Click Complete sale.

We recommend editing the date and time of the sale to accurately capture when the sale took place.

For card payments

For sales made in standalone mode to appear in your daily totals, we recommend selecting Other payment method.

We recommend editing the date and time of the sale to accurately capture when the sale took place. You can additionally edit the payment type to match the customer's payment method.

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