You can make sales using Retail POS on desktop or on iPad. From the Sell screen, you can add products (including new products), retrieve a parked sale, add a customer, and take payments.

Opening a sale

To begin, you can either start a new sale or continue an in-progress sale by navigating to the Sell screen.

Adding a customer

You can complete a sale without adding a customer, but an attached customer makes it easier to process refunds, gain insights from reporting, and apply special discounts or tax considerations. You can create a new customer or add an existing customer to a sale.

Adding an existing customer

1. Enter the customer's name in the Add a customer field.

   

2. When the customer's name appears, click on it.

The customer will be attached to the sale, and the completed sale will be recorded in their account.

To remove a customer from the sale, click the trash (delete) icon next to the customer's name.

Adding a new customer

To add a new customer on the Sell screen:

1. Enter the customer's name in the Add a customer field.

2. Select + Add "customer name" as a new customer.

   

3. In the Add customer pop-up, enter the customer's contact information. These fields are mandatory.

   

4. To add more customer information, click the Details tab. Here, you can add other details, including a shipping address, billing address, date of birth, and note. You can also allow an On account balance and set its limit, enable or disable Loyalty, and choose a custom tax rate.

   

5. Select Create new customer.

The customer will be attached to the sale, and the completed sale will be recorded in their account.

To remove a customer from the sale, click the trash (delete) icon next to the customer's name.

Adding products to a sale

Add your products by selecting them from a Quick Key, scanning them using a barcode scanner, or typing product information into the Search for products search bar. You can also add new products during a sale.

Using Quick Keys to add products

If you have already set up Quick Keys, simply select the product, and it will be added to the sale. If there are variants for the product, select the variant from the pop-up.

Scanning products using a barcode scanner

If you have purchased and set up a barcode scanner, you can use it to scan products' barcodes to add them to the sale.

Searching for existing products

To add an existing product using the search function, type the product's information into the Search for products field and select the product when it appears.

The product will be added to the sale.

Adding a new product

To create a new product on the Sell screen:

1. Begin typing the product's name into the Search for products field.

2. Click + Add "product" as a new product.

   

3. In the Add a new product pop-up, add the product's information.

   

4. When finished, click Add product.

The product will be added to the sale and to your list of products. Only 1 of the product will be added to your inventory, so you may want to add to the product's inventory after finishing the sale.

To remove a product from the sale, click the trash (delete) icon next to the product's name. If a product has multiple quantities added, this will remove all instances of the product.

Modifying a sale in progress

You can change specific sale details while the sale is in progress.

Modifying a product's details

To modify the details of an individual product:

1. Click on the product's name. This will expand the product.

   

2. Edit the Quantity or Price, add a Discount or Note, or change who is selling the product.

   • You can also click Show inventory and details to see a breakdown of the product's locations, pricing. history, details, and serial numbers.

     

3. Optionally, click Split quantity to split the quantity of items into multiple sale lines. Type the number of products you want to split and then click Split.

   

4. Optionally, click the Fulfillment tab to change the fulfillment method for this sale.

   

Modifying the entire sale

You can add a discount, promo code, or note to the entire sale, or remove taxes.

Click Discount and type your discount amount or percentage, then click Add. This will apply the discount across the entire sale.

Click Promo code, type your promo code, and click Add. This will apply the promo code across the entire sale.

Click Note and type a note about the entire sale. Customers will be able to see this note on their receipt.

Click Tax to view all taxes applicable to the entire sale. Click the trash (delete) icon next to an individual tax to remove it from the sale.

Parking a sale

Parking a sale allows you to start a sale and then save it so you can finish the sale at a later time.

To park a sale:

1. Click Park sale.

   

2. In the pop-up window, optionally enter a note to easily identify the sale.

   

3. Click Park sale.

To retrieve a parked sale:

1. Click Retrieve sale.

   

2. From the dropdown, click the parked sale you want to reopen.

   

The parked sale will automatically reopen and you can continue the sale.

Taking payment for the sale

Once you have added all of your products, you're ready to take payment for the sale.

Using a Lightspeed Payments terminal

If you have Lightspeed Payments set up, you can click the card icon. A pop-up window will appear while your Lightspeed Payments terminal connects.

Accepting payment

1. Click Pay.

2. Choose your payment type.

   

   • For Cash, you will be prompted to enter the amount given to you by the customer. Retail POS will automatically calculate the amount of change, if any, to give the customer.

     

   • For Gift Card, you will be prompted to enter the gift card number.
   • If you have Loyalty set up, the customer can pay part or all of their purchase using their Loyalty balance.
   • If the customer has Store credit, this can be applied to the balance owed.
   • You can also complete the sale as a Layaway or On account sale.

3. Once you've processed the payment, you can optionally print a receipt by clicking Print.

   

4. Use the Email a receipt toggle to choose if the customer will receive an emailed receipt. This is only available when a customer has been added to the sale.
5. Click Complete sale to return to the Sell screen.

You can also take multiple or split payments for a sale.

Discarding a sale

If you need to quickly discard a sale from the Sell screen, click More actions... and then Discard sale.

Discarding a sale is permanent and cannot be undone.

What's next?