Import Inventory Items

Grocery stores usually carry thousands of different SKUs, making it impractical to set up items one at a time. Import your entire inventory at once from a spreadsheet for a more efficient experience.

If you have questions about importing or managing items, visit our Inventory FAQ.

1. In BackOffice, click 'Items' and select 'Bulk Manage Items'.

   

2. Select 'New Job'.

   

3. With 'Create New Items' selected, click 'Next'.

   

4. Click 'Download a blank inventory template'.

   

5. Follow the steps in our support article to fill in and import the template.

Paper Receipt Setup

Enter the business details that will appear on customer receipts, plus any additional information you want printed at the bottom, in BackOffice or from the Retail POS (S-Series) app (Business Owners only).

Most grocery stores prefer to print receipts. To learn how to set up email receipts, visit our Receipt Setup article.

1. Sign into BackOffice as an employee with the relevant permissions or the Retail POS (S-Series) app as the Business Owner, and open receipt settings.
   • In BackOffice, click ‘Settings’ and select ‘Receipts and Tips’.
   
   • In the Retail POS (S-Series) app for iOS, select ‘Receipt and Tip Settings’ from the Main Menu. For the Retail POS (S-Series) app for Android, tap ‘Setup’ on the register menu, then select ‘Receipt and Tip Settings’.
   Retail POS (S-Series) app for iOS
   Retail POS (S-Series) app for Android

2. Click the 'Business Info' tab.

   

3. Fill in as much 'Business Info' as desired for receipts.

   

4. (Optional) Click ‘Choose Image’ to upload a business logo for the top of email receipts.

   

5. Click ‘Save’ to save changes.
6. Click the ‘Paper Receipt’ tab.

   

7. (Optional) Enter additional details for the receipt in the ‘Extra Text’ field.

   Add a return policy, advertise an upcoming sale, etc.

8. (Optional) Enable ‘Show Logo on Printed Receipt’ to print the store logo from step 4 in grayscale at the top of paper receipts.

   

9. Click 'Save'.

Item Shortcuts

Set up item shortcuts in BackOffice or from the Retail POS (S-Series) app (employees with the relevant BackOffice permissions only) so cashiers can quickly ring up unscannable items, such as produce.

1. Visit the item shortcuts setup page in BackOffice or from the Retail POS (S-Series) app (employees with BackOffice permissions only).
   • In BackOffice, click ‘Items’ and select ‘Item Shortcuts’.

   

   • In the Retail POS (S-Series) app for iOS, tap ‘Edit Shortcuts’ on the Main Menu. For the Retail POS (S-Series) app for Android, tap ‘Setup’ on the register menu, then select ‘Edit Shortcuts’.
   Retail POS (S-Series) app for iOS
   Retail POS (S-Series) app for Android

2. Enter an item's name to find it on the list.

   

3. Drag the item into a position on the layout below.

   

Additional Features

Here are a few more key features we have handpicked for grocery stores.

Add Staff

Add your staff to BackOffice to track their sales and enable them to use the time clock.

If you have questions about adding or managing staff, visit our BackOffice FAQ.

This feature is only available for Lightspeed Retail merchants on select pricing packages.

1. In BackOffice, click 'Staff' and select 'Staff List'.

   

2. Click 'Add Staff'.

   

3. If prompted, set a new register code for the Business Owner and tap 'Enable PIN'.

   

4. Enter at least a first name, last name, register code, select a role, and click 'Save'.

   

   Register Code | 4-digit code that allows an employee to clock in and out and sign into the register.
   Role | Select ‘Cashier’ or ‘Manager’. Cashiers can run sales, returns, and perform other cashier functions at the register. Managers can perform cashier functions and manager functions, such as opening the register shift and cash drawer.
   BackOffice Access | Select a level of BackOffice access to give to an employee. Visit our Manage Staff article to learn about the different types of BackOffice permissions.
   Don’t see ‘BackOffice Access’? Visit our Staff Troubleshooting guide for help.

5. Click 'Save' to finish up.

Additional Tenders

Do you accept EBT cards through an external terminal, personal checks, or any tenders other than cash and credit? Here’s how to enable those tenders and more.

1. In BackOffice, click 'Settings' and select 'Tenders'.

   

2. Check the box to enable a tender.

   Please note that these tenders are used for reporting purposes only and are not integrated with the Lightspeed Retail POS. Payment must be processed separately outside of the register for most tenders.

   

Tax Settings

Maybe everything you sell is taxed the same or maybe you sell other goods (e.g. alcohol) that require a different rate. Enter the default tax rate that will be automatically applied to taxable items, then set up additional rates to override the default for specific items.

If you have questions about tax reporting, visit our Reporting FAQ.

1. In BackOffice, click 'Settings' and select 'Taxes'.

   

2. Click the default tax rate indicated by the checkmark.

   

3. Enter the tax rate details, then click ‘Update’.

   

   Name | Name of the tax rate as it appears in BackOffice reporting (e.g. “Prepared Food Tax”).
   Receipt Name | Name that appears on receipts when the ‘Display tax rates on receipt’ setting is set to ‘Display each tax rate charged individually’ and multiple tax rates are charged on a transaction. If left blank, this will default to ‘Tax’.
   Rate | Percentage of tax charged for this tax rate (e.g. 7%, 8.875%, etc.).
   Set as Default | When checked, the tax rate becomes the default tax applied to all items not assigned to a tax rate.

4. (Optional) Follow the steps here to set up additional tax rates and assign items to taxes.