Welcome to Lightspeed Retail! In this article, you'll find answers to frequently asked questions about the Retail POS (X-Series) onboarding process.
How do I get started with Retail POS?
For the most tailored experience, book 1:1 training sessions with the Lightspeed team after activation. After your 1:1 training sessions, you can review what you learned in our onboarding checklists.
You can also check out Lightspeed Academy videos to watch short videos and explore learning paths covering the essentials, the Retail Help Center for further learning, and ask Speeder, our AI Agent, for quick answers to questions any time.
In the meantime, add your first product and get a feel for Retail POS. Don’t worry, you can fine-tune later!
Quick add a product
Use the Quick Add Product wizard on the Catalog > Products page to add your first product.
Add a product
Already dismissed the quick-add card? No problem.
Click Add product, fill out the basic information, and save.
Import products
Import products using the template. Add a unique name, supply_price, and retail_price. You can leave the other fields blank for now. Save your file and export as a CSV. In Retail POS, click Import and upload your file.
Who will I be working with during my onboarding?
During onboarding, we'll work closely with you to understand your business needs, set you up with the right products, help you order hardware, and offer technical support. You can also attend guided sessions to get set up and ready to sell in Retail POS and eCom (E-Series).
When you start selling, your Account Manager will become your primary point of contact.
Who should be part of the onboarding process on my team?
The Account Owner, the primary point of contact for your Retail POS account, should be part of the set up and training process. You may want to include other key users who will have Admin access in your learning sessions, like finance or senior management, but this is completely up to you.
How do I book 1:1 training sessions?
To book your training sessions, follow the links provided in the onboarding emails. Your 1:1 training will be tailored to your unique business needs and timelines, but generally the sessions cover uploading inventory, navigating and selling with Retail POS, and reporting.
If you or key stakeholders are unable to attend a session, please let us know 24 hours in advance to reschedule. Training sessions end after 15 minutes if trainees aren't present and will need to be rebooked.
What do I need to prepare for my training sessions?
Properly formatted product, customer, supplier, and/or gift card data files are required at least 48 hours prior to the data and selling sessions to maximize the value and relevance of the training.
During onboarding, importing products and other data will be a collaborative effort to help ensure everything is migrated to Retail POS according to your requirements.
How do I order hardware?
Check out our Purchasing hardware guide for more information. You can reach out to your Account Executive if you need help placing an order.
What's next?
Setting up Lightspeed Retail
Learn the basics of setting up your Retail POS account and configuring your settings.