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 Catalog or Reporting.

After selecting a category from the main menu, a secondary menu will expand, showing available sections to choose from within that category.

Selecting any main menu category (excluding Home) will display the secondary menu and open the first option by default, i.e. 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, select the Show menu icon at the bottom of the menu. You can reopen the secondary menu by selecting Hide menu.

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

Search bar

The global search function, located at the top of every page in Retail POS, 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. After the Search bar is open, use your keyboard's arrow keys and the 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. You can:

• Sell: This screen is where sales are created, processed, and completed.
• 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 Lightspeed Retail becomes out of sync due to a loss of Internet connection.
• Settings: Manage your register settings.
• Quotes: Create and manage quotes.

Online

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

• Overview: See statistics relating to your online store, such as the number of visitors, 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 store to 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 reporting functions available, depending on your plan.

• Retail dashboard*: Provides 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 which track 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: See the impact of manual inventory adjustments.
• Payment reports: View and export a breakdown of all payment types over a specific period.
• Register closures: See a snapshot of each day's activity.
• Gift card reports: Shows 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 the schedule of your scheduled shared reports.

*Portions of the Retail dashboard, Inventory reports, some Sales reports metrics, and Shared reports may be restricted depending on which Retail POS plan you are subscribed to. For more information on reporting availability, refer to Basic and advanced reporting in Retail POS (X-Series).

Catalog

The Catalog menu is all about your products. This category allows you to personalize your product catalog and control numerous functionalities.

• 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 the 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.

• 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 and empowers you to create tailored customer profiles for sales tracking, promotional and marketing, and data collection.

• Customers: Manage your customer list and track their 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.

• General: Change store name, currency, time zone, and other basic settings.
• Billing: Manage 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.
• Personal tokens: Create and edit personal tokens.
• Store credit: Enable or disable store credit.
• Workflows: Manage Custom fields, Business rules, and Events.

What's next?