After you've completed your Navigating Retail POS training, you should be familiar with the Retail POS menu, navigation bar, and Home dashboard, and where to configure essential settings and payment types. Review what you've learned and get more details using the checklist below.

Navigating Retail POS

• Logged into Retail POS and explored the main menu.

• Reviewed key functions of the navigation bar:
  • Help, where you can search for quick answers or contact Support for more complex issues.
  • Notifications (bell icon), where you’ll be notified when imports and other actions have been completed.
  • User hub (your name), where you can switch users, sign out, clock in and out, and view a summary of your recent sales.

Exploring the Home dashboard

• Explored your Home dashboard:
  • Snapshot of your business performance generated by Retail POS reporting.
  • Recommended to-dos.
  • Apps page shortcut.
  • Quick links to reports.

Configuring account settings

• Configured your general settings and contact information:
  • Store name, default currency, and time zone.
  • Tax settings.
  • Label, barcode, and SKU settings.
  • User security settings.
  • Customer settings.
  • Contact information.
  • Billing information.

Updating outlets and registers

• Set up your outlets
  • Enabled Negative inventory and/or Add customer Sell screen prompts.

• Set up your registers:
  • Set up your receipt templates and assigned them to a register.
  • Added a prefix or suffix to receipts to identify sales made from different registers.
  • Updated your At end of sale settings, including the option to select the next user after a sale for commission-based sales.

Adding users and adjusting permissions

• Added users, assigned user roles, and adjusted user role permissions.
  • Set up multi-factor authentication for improved security (optional).
  • Reviewed personal tokens for developers needing access to your account via the Retail POS API (only for custom development needs).

Adding payment types

• Configured payment methods:
  • Set up Lightspeed Payments.
  • Added other payment types like cash or check.
  • Enabled gift cards.
  • Enabled store credit.
  • Set on account limits and reviewed layby sales options.
  • Enabled Loyalty.

What's next?