All navigation within Retail POS is done using the main and secondary menus, which are displayed on the left side of the screen. The main menu comprises categories representing each area of Retail POS, such as Reporting or Catalog.

After you select a category from the main menu, a secondary menu will expand and show available sections to choose from within that category.

Selecting any main menu category (excluding Home) will display the secondary menu and open the first section by default (for example, Catalog > Products). The main menu will collapse into icons for navigation, while the secondary menu allows you to navigate between sections within the category.

To close the secondary menu and view the main menu in full, click the arrow icon (Show menu) in the bottom left corner. You can reopen the secondary menu by clicking Hide menu.

Main menu categories and secondary menu options may vary depending on which Retail POS plan you're subscribed to and which integrations you use.

Search bar

The global search function, located at the top of every page, allows you to quickly search the entirety of Retail POS. You can narrow your search results by clicking Pages, Products, Customers, Orders, or Promotions to locate what you need.

You can use Ctrl + / (PC) or Cmd + / (Mac) to immediately open the Search bar. Once the Search bar is open, type in your keyword, then use your keyboard's arrow keys and Enter key to navigate the results.

Home

The Home menu offers a snapshot of your business performance generated by Retail POS reporting. When you first log in for the day, the Home dashboard displays by default, and you can navigate to other areas of Retail POS. The Home menu is the only main menu category without secondary menu options.

Sell

The Sell menu is where you actually make and manage sales. It includes the following features:

• Sell: Create, process, and complete sales.
• Open / Close: Open and close your register.
• Sales history: Track, manage, and review previous sales.
• Cash management: Add and remove cash from a cash drawer.
• Status: Reset local data if your connection to Retail POS becomes desynchronized due to a loss of Internet connection.
• Settings: Manage your register settings.
• Quotes: Create and manage quotes.

Online

If you've enabled online sales and set up your eCom (E-Series) store, you'll have access to the Online menu. From there, you can access the following features:

• Overview: View statistics relating to your online store, such as visitor numbers, product view count, sales statistics, and revenue.
• Webstore: Customize the design of your online store.
• Reports: View reports relating specifically to your online store's traffic and sales.
• Facebook: Connect your store's Facebook account to sell using Facebook Shop and Facebook Marketplace.
• Instagram: Connect your store's Instagram account to sell using Instagram Shopping.
• TikTok: Connect your TikTok For Business account to advertise your products on TikTok.
• Settings: Configure the general business settings for your online store, such as name, address, time zone, and currency.

Reporting

The Reporting menu is the hub of Retail POS analytics. This category offers a deep dive into your data that enables you to better understand your business. There are several reports available, depending on your plan:

• Retail dashboard*: Display an overview of key performance metrics, including top products, highest-selling employees, and overall revenue.
• Sales reports*: View reports on Sales by hour of day, a Summary of all sales, and Individual reports that track your employees' sales.
• Inventory reports*: Discover deeper insights into your inventory, such as which products will run out faster and which products haven't been selling.
• Adjustment reports: View the impact of manual inventory adjustments.
• Payment reports: View and export a breakdown of all payment types over a specific period.
• Register closure reports: Display a snapshot of each day's activity.
• Gift card reports: View a breakdown of gift card sales and totals, as well as sold gift card information.
• Store credit reports: Track issued, outstanding, and redeemed store credit.
• Tax reports: Track tax types across all locations.
• User reports: View and export your users' time cards.
• Shared reports*: View and manage your scheduled shared reports.

Portions of the Retail dashboard, Inventory reports, Sales reports, and Shared reports sections may be restricted depending on which Retail POS plan you're subscribed to. For more information on reporting availability, refer to our article on basic and advanced reporting.

Catalog

The Catalog menu is all about your products. This category allows you to personalize your product catalog and control several features:

• Products: Add, import, and manage your products.
• Promotions: Create and view promotions and discounts.
• Price books: Use price books to set custom pricing rules for specific conditions.
• Brands: View, edit, and delete brands.
• Suppliers: View and manage a list of your suppliers.
• Product tags: View and edit a list of your available product tags.
• Product categories: Add and manage product categories.
• Adjustment reasons: Use inventory adjustments to change inventory amounts without completing a sale.
• Gift cards: Manage gift cards.

Services

The Services menu allows you to create, manage, and view your services.

Inventory

The Inventory menu is the central location for stock management. It includes the following features:

• Stock control: Order, receive, transfer, and return stock.
• Inventory counts: Perform a full or partial inventory count to track inventory.
• Fulfillments: Track and manage fulfillments for incomplete orders.
• Serial numbers: View products with serial numbers to track their movements.

Customers

The Customers menu represents the people buying your products. It empowers you to create tailored customer profiles for sales tracking, promotions, marketing, and data collection:

• Customers: Manage your customer list and track spending by individual customer or customer demographic.
• Groups: Create and manage customer groups for specific promotions and price books.

Finance

The Finance menu allows you to apply for and manage your Lightspeed Capital financing.

Setup

The Setup menu is where you can customize and configure your store settings. It includes the following features:

• General: Change your store name, currency, time zone, and other basic settings.
• Billing: Manage your account plan, modules, and payment details.
• Outlets and registers: Manage outlets and registers, and customize receipt templates.
• Payment types: Add and manage the payment types you accept.
• On-account: Customize On account balances and limits.
• Sales taxes: Set up and manage your tax groups and outlet taxes.
• Loyalty: Configure your Loyalty settings.
• Users: Manage users and edit specific roles and their associated permissions.
• Security: Set up login access and multi-factor authentication.
• Apps: Manage integrated third-party apps.
• Private apps: Create and edit private apps.
• Store credit: Enable or disable store credit.
• Workflows: Manage Custom fields, Business rules, and Events.

What's next?