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July product updates roundup

What's new in Lightspeed Retail POS (X-Series)
 

What's new in Lightspeed Retail POS (X-Series)

Retail POS

New

Update Min/max replenishment using a spreadsheet

The Product Import spreadsheet showing the columns for min/max quantity.

You can now set or update Min/max quantity replenishment levels in bulk using a spreadsheet to help streamline stock management.

The product export file and import template have been updated with:

  • min_quantity and max_quantity columns
  • restock_level column renamed to reorder_quantity

You won’t need to specify which replenishment method you’ll be using, as Retail POS will automatically determine this based on the columns you fill in (reorder_point/reorder_quantity, or min_quantity/max_quantity) .

Learn more

New

Fulfill orders from a different location

Set up fulfillment selected and outlet dropdown options displayed.

After enabling cross-location fulfillment in Retail POS, if a product is out of stock at one of your locations, you can now complete the sale and fulfill the order from another location where the item is in stock.

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New

New History tab for Fulfillment orders

Item on the Fulfillment page with the History tab active.

The new History tab on the Fulfillments page lists all changes made to the fulfillment order in chronological order, including when items were picked, packed, shipped, voided, or restored.

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Update

Capture check numbers at the register

Add a reference number pop-up with options to Add reference or Skip.

You can now set up a Check payment method as a non-integrated payment type and leverage the Ask for a reference number setting to record check numbers when a check is used to pay for a sale, instead of recording it in the sales notes.

The reference number will be recorded in the sale details (under the payment method) on the Sales history page. To view sales with reference numbers, navigate to Sales history > More filters > select the payment type (for example, Check) > Search.

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Update

Enter cash total only when closing the register

Close register page with Enter cash total only selected and Cash total field emphasized.

To streamline register closures, you can now choose to enter the cash total only, or count cash by denomination.

Available on Retail POS for web and iPad.

Learn more

Update

Create services at the register or on the Services page

Services page with Create service button highlighted.

Businesses that provide services like repairs, cleaning, or maintenance can now attach services to sales at the register or create services directly on the Services page without processing a sale.

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New

Add QR codes to in-store receipts

Display links and QR codes checkbox selected showing links to the eCom website and social media accounts, optional messages, and QR code toggled on.

Help customers find your website and social media by generating a scannable QR code and adding it to your in-store receipts.

Learn more

Update

Save new purchase orders as sent or dispatched

Save as sent and save as dispatched options highlighted from the expanded save button.

After creating a new purchase order and filling out the order details, you can now immediately save the PO as Open, Sent, or Dispatched.

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New

Approve or decline stock transfer requests in Retail POS

Stock control page showing Request stock button highlighted.

After a stock transfer request has been sent, the outlet receiving the request can now approve or decline it directly in Retail POS. Once the request has been approved, Retail POS will automatically create an open transfer, no manual re-entry required.

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New

Average cost displayed for out-of-stock inventory

Inventory reports page displaying report type, measure, and date range, with filter options.

The Avg. cost column in the Inventory report now shows a product's last recorded average cost even when its Available to sell quantity is zero, instead of leaving the column empty.

Learn more

New

New Inventory settings page

The Inventory settings page.

Customize purchase orders and replenishment settings, filter out on-order products from your recommendations, and configure default replenishment settings on the new Inventory settings page.

Learn more

Update

View inventory movement details link

The View movements link highlighted on the Inventory counts page.

Completed inventory counts now include a direct link to inventory movements for the counted products, making it easier to review relevant information and audit for discrepancies directly from the count.

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Update

Export a CSV of serialized items

The export list button highlighted on the Serial numbers page.

You can now export a list of serialized products from the Serial numbers page. The CSV export file includes serial numbers, product names, SKUs, associated outlets, and sale dates.

Learn more

Update

Updates to returns on unfulfilled items

Processing a return for unfulfilled items now:

  • Makes the returned items unavailable for fulfillment.
  • Removes returned items from purchase order recommendations.
  • Makes reserved inventory available to sell.
  • Closes the original sale automatically if there are no items left to fulfill.

Voiding a return containing an unfulfilled item now:

  • Re-opens the original sale and makes it available for fulfillment.
  • Recreates the fulfillment order with the unfulfilled items from the voided return.
  • Reverses the inventory movement for all items in the return.

Learn more

Update

Resume parked returns

Resume parked return pop-up.

To help prevent an item from being returned more than once, Retail POS will park a return that was started but not completed. When Return item is clicked again, the user will be prompted to resume the existing parked return or discard and start a new return.

Learn more

Update

Add more customer contact details

The Additional information tab showing several fields for entering customer information.

You can now add more contact details to your customer profiles, including additional phone numbers, email addresses, messaging accounts, social media profiles, websites, and other links.

Learn more

New

Beta

Lightspeed AI for reporting is now in open beta

Inventory report page with Lightspeed AI button highlighted.

Lightspeed AI is a reporting data analysis tool that helps translate your complex data into actionable opportunities. With Lightspeed AI, you can:

  • Gain insights into brand and product performance.
  • View inventory data for specific products or groups of products.
  • Identify seasonal trends.
  • Understand staff performance.
  • Compare sales data from different periods.
  • Analyze customer purchasing trends.

The use of this forecasting tool is at the user’s own risk. Lightspeed cannot guarantee the accuracy and reliability of the insights generated. Actual results may differ. The tool is provided for informational purposes only and should not be considered as financial, investment, or legal advice. Users are encouraged to exercise caution before making business decisions based on the tool’s output.

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Lightspeed Payments

Update

Manage payment requests and view statuses

Payment Requests page with Date Range, Customer, and Status filters.

On the Payment requests page, you can quickly get an overview of your requested payments and their statuses, filter, sort, and search for payment requests based on date, customer, or status, resend or cancel requests, and manage notification settings.

Learn more

eCom (E-Series)

Update

More ways to display products in your online store

Site builder Featured Products section with ‘Products to show’ dropdown active.

In the site editor (Page: Product > Product details), you can now:

  • Display product page information in a compact view by collapsing blocks such as product description, estimated delivery time, reviews, and wholesale prices.
  • Change the order of additional product information that appears on the Product details page.

You can also now add the Products section to any page of your eCom site and specify what products to show to your site visitors (Page: Homepage > Featured Products > Products to show dropdown).

Learn more

New

New Instant Site theme: Forme

Preview of Instant Site theme Forme.

Forme is a new Instant Site theme designed specifically for apparel stores, featuring wider sections, a focus on imagery, and a product grid with narrow spacing and vertical product photos to better showcase clothing and accessories.

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Update

US

Enable the CBE Waste Recycling Fee

The California Covered Battery-Embedded (CBE) Waste Recycling Fee requires merchants to charge a specific fee to customers based in California when selling certain products with embedded batteries. If you have shipping to the US configured in your settings, you can enable the CBE fee in your eCom (E-Series) admin.

You are responsible for ensuring that you understand and follow applicable regulations and are responsible for any non-compliance.

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Retail POS app

Update

Retail POS (X) version 6.21.0 has been released

Technical improvements

  • Printing a receipt while the printer is off will no longer disrupt user-switching on Retail POS.
  • The Retail (X) app will no longer enter a logged-out state if the reauthentication flow is triggered while switching users.

What's new in the Help Center

Update

Verifying your account details with Lightspeed Payments

You may occasionally receive a request to verify that the information we have on file is still up to date. Account verifications are due 30 days from time of notification. Failure to complete the review may result in delayed payouts.

Learn more

Update

Setting up gift cards

Allow customers to purchase gift cards that can be redeemed at your store.

Learn more

Update

Customer-specific pricing in Retail POS

Offer different product pricing to different customer groups and locations.

Learn more

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