To access the sales history view, click Sales > Sales history from the main menu. This makes the specific sales stand out so you can investigate them further in the side panel.Īs an associate, the sales history view allows you to quickly continue in-progress sales and find completed sales to start refunds or exchanges. refunds, discounts, notes), they're highlighted from the list visually with the use of icons and badges. If specific sales have details that are of interest to managers and owners (e.g. Accessible to all employee roles, it simplifies the everyday sales responsibilities of owners, managers and associates with its filters, viewable details and helpful links to other areas of Retail POS.Īs an owner or manager, the sales history view allows you to easily filter and analyze the day-to-day sales activity in your shop. Export your items from your previous POS system (if possible)Įncourage your employees to sign up and attend the Doing key point of sale workflows in Retail POS webinar if they haven’t yet.The sales history view provides a 30-day history of all your sales in one place. Attend (recommended for employees as well).Sign up and attend the How to use the POS (all staff) webinar. Learn how to do key point-of-sale workflows by following these sections of the getting started guide. Receive and set up your payment terminal (if you signed up for Lightspeed Payments or integrated payment processor).Receive a Lightspeed Payments email (if you signed up).Received and set up your hardware bundle ( desktop or iPad).Sign up and attend the How to set up your account (managers) webinar. Register rules (if sell restricted products).Set up your Retail POS account by following these sections of the getting started guide. The timeline and checklist are simply included for guidance. You may also start selling with Retail POS in more or less than four weeks. Keep in mind, however, that you may only need some of the features included in the checklist. Now that you have the general overview of the getting started process, here’s a week-by-week checklist of what you need to complete to start selling with Retail POS. Received and set up your payment terminal (if you signed up for Lightspeed Payments or integrated payment processor).Received and set up your hardware (if you purchased a desktop or iPad bundle).Started to format your item import file.
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