Welcome to Retail POS! This article marks the start of the Getting started guide and explains how to use the guide, the stages of preparing your account to sell, and finding your way around in Retail POS.
Understanding the setup process
From signup, to setup, to launch, we’ve outlined the basics of what you can expect during the setup process with Retail POS in the [Getting started] guide. This article marks the beginning and from here, we’ve curated each article in order of what to do next, so you can simply continue to the next article when ready.
You’ve likely already checked this off the list by creating a Retail POS account and speaking to one of our account managers. If you have yet to sign up, get in touch to discuss the plan options that best fit your business needs.
Setting up Retail POS
Once you’ve signed up and have your Retail POS account credentials, it’s time to log in, set everything up and get familiar with how it all works. This section contains articles that guide you through accessing your account, configuring your settings, creating your product catalog, and setting up supported hardware.
- Logging into Retail (X-Series)
- Navigating in Retail POS (X-Series)
- Setting user roles and permissions
- Configuring your general settings and contact information
- Setting up outlets and registers
- Adding products and inventory
- Setting up a customer database
- Setting up Lightspeed Payments
- Introduction to hardware
- Preparing your iPad for Retail POS
Learning more about Retail POS
Learn how to use Retail POS with training mode, leverage the sell screen’s powerful sale processing capabilities, and explore other retail fundamentals.
Going live with Retail POS
You’ve come to the end of the Getting started guide. Ensure that you’ve not missed anything during the process with a comprehensive checklist, answer any lingering questions with our FAQ, and explore the rest of the help center for more advanced feature setup and help.
Understanding your primary devices
As you start getting setup, it’s important to understand the devices that you will be using Retail POS on and any considerations that are to be made with each. There are two types of devices that you can currently use Retail POS on:
Use a computer for all aspects of Retail POS shop operations:
Use an iPad like a computer while gaining improved mobility and accessibility (note: connected hardware may reduce mobility and accessibility). Use iPads for:
Depending on your business needs, stores may use a combination of computers and iPads for different purposes. It's also common to have an entire store fitted solely with either computers or iPads. There is no set combination required to use Retail POS and you should select the in-store configuration that suits your business needs.
We’ve created both versions of Retail POS to be as close in parity as possible. From time-to-time, you may encounter small differences in functionality use/availability and navigation when using a combination of devices, including certain hardware limitations for iPad. Where these exist, we’ve highlighted the difference(s) in our help center content and provided relevant steps or alternative options where applicable.
Using the Retail POS (X-Series) Help Center
The Retail POS (X-Series) Help Center is where you are reading this article. It's the knowledge base for Retail POS and contains everything from setting up, to enhancing, learning, and troubleshooting.
Knowing how to use the help center will mean getting answers faster. See the Using the Retail POS (X-Series) Help Center article to learn how to effectively use the search bar, find content with the side navigation, and quickly reach sections from the article table of contents.
Getting in touch with Retail Support
If you can’t find the information that you’re looking for on the Retail POS (X-Series) Help Center, our Retail Support team is standing by to help. Contact us by live chat or by phone across multiple regions of the world. For exact availability and contact information, consult our Contacting Retail Support guide.