X Series Onboarding Learning Path
Here's what you'll learn:
Enroll in this learning track and begin your journey in setting up your Lightspeed Retail POS.
General POS Setup
Learn how to navigate and configure your Retail POS. This course covers all the basics you need: initial POS setup, outlet and register settings, Loyalty program activation. Perfect for new sellers and POS management staff.
Setting Up Your Catalog
Learn how to create a product catalog. You'll discover the product types your POS supports, how to add products one by one or in bulk, and troubleshoot potential errors when importing a large catalog. Perfect for efficient inventory management.
Managing Your Inventory
Learn how to replenish inventory, handle incomplete stock orders, and transfer stock between locations. Perfect for inventory managers and cashiers who operate with stock.
Setting up Taxes
Learn how to configure tax-exclusive and tax-inclusive settings, and group tax rates to comply with local tax regulations. Perfect for POS and operations managers.
Payments in Retail POS
Learn everything on payments in Retail POS. Get an overview of payment types, managing cash, on-account, and layby payments, accepting store credit, and using Lightspeed Payments and Lightspeed Capital. Perfect for cashiers and financial management.
Managing Staff Roles and Permissions
Learn about staff accounts in Retail POS, how to create custom roles, and adjust their permissions to fit your business needs. Perfect for POS administrators and store managers.
Managing Customers in Retail POS
Learn how to add customers to your Retail POS and create customer groups that you can use for targeted promotions, personalized discounts, and loyalty programs. Perfect for cashiers and POS managers.
Selling In Retail POS
Retail POS Sales 101. Learn how to open and close registers, accept payments, manage returns and exchanges, and streamline sales with quick keys. Perfect for cashiers and store staff.