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Creating lists and purchase orders in Lightspeed Scanner (X-Series)

Lightspeed Scanner (X-Series) offers an easy way to create and convert lists to purchase orders right on the shop floor. Lightspeed Scanner eliminates the need to carry bulky equipment around or record information manually then enter it at a desktop workstation. It also enables you to make decisions in the moment, while your inventory is in sight, to give you more control over your ordering process.

Lists can be used in other useful ways on the shop floor. For example, to make note of items you want to include in promotions or that need price adjustments, or items you want to restock or transfer to a different location.

Lightspeed Scanner is supported on mobile devices with iOS or Android.  

Creating a new list

  • To create a new list and add single items:

    1. From the bottom navigation bar, tap Lists.
    2. Tap + Create list.

      iOS_lists_intro.PNG

    3. Scan a barcode or search for an item.

      iOS_scan_or_search.PNG

    4. Enter the quantity to add to the list. 

      iOS_single_item.PNG


      Note: By default, one of each product is added to the list. Changing the quantity is useful if you are converting the list into a purchase order or using the list for restocking purposes. 
    5. Tap Add.

    To create a new list and add variant items:

    1. From the bottom navigation bar, tap Lists.
    2. Tap +Create list.
    3. Scan a barcode or search for an item.
    4. Tap the check box beside any items in the matrix you want to add to the list.

      iOS_multi_product.PNG


      Note: You can tap on the arrow beside the check box to view inventory, supplier price, and retail price of the item. This section also allows you to edit the quantity of the item. 
    5. Tap Add.
  • To create a new list and add single items:

    1. From the bottom navigation bar, tap Lists.
    2. Tap + Create list.

      lists_intro.jpg

    3. Scan a barcode or search for an item.

      scan_or_search.jpg

    4. Enter the quantity to add to the list. 

      single_item.jpg


      Note: By default, one of each product is added to the list. Changing the quantity is useful if you are converting the list into a purchase order or using the list for restocking purposes. 
    5. Tap Add.

    To create a new list and add variant items:

    1. From the bottom navigation bar, tap Lists.
    2. Tap +Create list.
    3. Scan a barcode or search for an item.
    4. Tap the check box beside any items in the matrix you want to add to the list.

      multi_product.jpg


      Note: you can tap on the arrow beside the check box to view inventory, supplier price, and retail price of the item. This section also allows you to edit the quantity of the item. 
    5. Tap Add.

Converting a list to a purchase order

    1. From the bottom navigation bar, tap Lists.
    2. Previously created lists are displayed on the main lists page. Select the list you wish to convert to a purchase order. 
    3. Tap Actions > Create a purchase order.

      iOS_Create_purchase_order.PNG

    4. Select the supplier and the location to deliver the order to. By default, an order number will auto-populate. To change the order number, click the editable field and enter your custom order number. The order number must be unique.

      iOS_location.PNG

    5. Tap Create.
    Purchase orders may be created in Lightspeed Scanner but must be reviewed and sent to suppliers in Retail POS. For instructions on how to review and send purchase orders, see our article How to send a purchase order.
    1. From the bottom navigation, tap Lists.
    2. Previously created lists are displayed on the main lists page. Select the list you wish to convert to a purchase order. 
    3. Tap Actions > Create a purchase order.

      Create_purchase_order.jpg

    4. Select the supplier and the location to deliver the order to. By default, an order number will auto-populate. To change the order number, click the editable field and enter your custom order number. The order number must be unique.

      location.jpg

    5. Tap Create.
    Purchase orders may be created in Lightspeed Scanner but must be reviewed and sent to suppliers in Retail POS. For instructions on how to review and send purchase orders, see our article How to send a purchase order.

Editing lists

  • To view the items on an existing list:

    1. From the bottom navigation bar, tap Lists.
    2. Tap on the list you wish to view.
    3. Tap Actions > View list.

    To rename a list:

    1. From the bottom navigation bar, tap Lists.
    2. Tap on the list you wish to rename.
    3. Tap Actions > Rename list.

      iOS_rename.PNG

    4. Enter a name for the list and tap Save.
  • To view the items on an existing list:

    1. From the bottom navigation bar, tap Lists.
    2. Tap on the list you wish to view.
    3. Tap Actions > View list.

    To rename a list:

    1. From the bottom navigation bar, tap Lists.
    2. Tap on the list you wish to rename.
    3. Tap Actions > Rename list.

      rename.jpg

    4. Enter a name for the list and tap Save.

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