Ring Up Your First Transaction with a Lightspeed Retail Account
Let’s review the easy steps it takes to run a test transaction at the register with your Lightspeed Retail account.
Table of Contents
Sign in as a Register Manager to open a register shift so cashiers can begin running transactions. Signing in is only necessary if more than 1 employee is set up in BackOffice.
If your account was created from the Retail POS (S-Series) app, skip this section as you are already signed in.
- Enter a Register Manager code and tap 'Sign In'.
Don’t know your manager code? Find it in BackOffice on the Staff List.
Open a Register Shift
Before running transactions at the register, you must open a register shift and enter the register’s starting cash drawer amount.
If your account was created from the Retail POS (S-Series) app, skip this section as a shift was automatically opened for $0.00 when you signed up.
- Select ‘Open Register Shift’ on the Main Menu.
- Leave the opening amount as 0.00 for this test transaction and tap 'Open Shift'.
If this was a real shift, you would enter the actual amount of cash you were starting the day with. Lightspeed Retail tracks how much cash should be in the drawer at the end of the day, so you can see if it is over or under the expected amount.
After opening a register shift, the register will automatically load the default home screen. Unless changed, this will be the ‘New Sale’ screen.
Add Items to a Sale
Add the item(s) created during account setup to a transaction to begin a sale. For now, we will only cover adding items, but click here to learn all you can do on the New Sale screen.
From the ‘New Sale’ screen, there are three ways to add items to a sale:
- Tap an item shortcut.
- Tap the magnifying glass to search for an item by name, SKU, or UPC.
- Scan the barcode on an item.
Process a Test Transaction
Below, we’ll show you how to process a cash transaction at the register. Click here to learn about other available payment tenders.
After running a test transaction, either perform a return to balance out the net sales amount for that day or exclude that day when running sales reports. Transactions run at the register will appear in reporting and cannot be deleted.
Here are the steps to complete a sale if a customer pays with cash.
- Add item(s) to the sale as shown above.
In this example, we rang up an open priced item called “Misc Non-Taxable” for $1.00.
- Tap 'Cash'.
- Enter the amount received from the customer, then tap 'Calculate Change'.
Tender buttons below ‘Calculate Change’ update based on the total sale amount if it is over $20. For example, a sale with a total of 28.23 would have the buttons 29.00, 30.00, and 40.00.
- Follow the prompts to finish the sale, then select a receipt option and tap ‘Done’, or tap 'No Receipt'.
Choose ‘Email Receipt’ to send the receipt via email, ‘Text Receipt’ to send a link to the receipt via text message (SMS) to a mobile phone number, or ‘Print Receipt’ / ‘Print Gift Receipt’ to print the receipt to a connected receipt printer.
After processing a test transaction, visit some of our other support articles to learn how to finish setting up inventory, run reports, and use other register features.