This article is going to breakdown step by step how to use the lightspeed app on an iPad. We have iPads for event registers. The passcode for the iPads is 000000. To sell on an ipad launch the Retail(x) app on the iPad.
Prior to an Event
Please power on the iPad and login to the register the day before. You can use the hotspot to connect it to the internet or user the store wifi. Allow for the register to sync its data, you can see the sync status in the menu. click the menu icon in the top left corner of the register screen. The status will be at the top of the menu. If it's blue and syncing its downloading data. If it's green and online its ready to sell.
Open App and Sign In
The app will ask you to sign in to your store. Enter easternnationalusa for the store name then click next
A login screen will pop up enter your lightspeed username and password
If you have access to multiple outlets select the register you wish to open
Open Register
Once you are on the register screen you will need to select open register. A window will pop up that will allow you to enter opening cash and click set opening float.
Sell Screen
Once the register is opened you can add products and sell. You can scan in products with a barcode scanner. You can also search items and use the built in barcode scanner
To use the built in scanner you can tap the search bar so the keyboard appears. Then tap on the camera icon on the keyboard. Once the viewfinder appears get the barcode in place to scan it will auto fill the product in the sell screen once it scans.
From here you can tap pay on the sell screen and follow the same process in the stores of processing the sale via worldpay or cash
Returns
To process a return click on the Menu icon in the top left corner of the sell screen
In the sales history locate the sale you wish to return. Expand the Details in the list. there will be an option to return items on the sale
Once you tap return you will need to reprocess the credit card. You will select the same payment type that was used to purchase the item. If a credit card was used the card needs to either chip tap or swipe through the credit card machine again.
Close Register
Once you are done selling for the day you can go ahead and close the register. Tap on the menu icon on the top left corner and then tap close register
You will be taken to a green open screen. Tap on close register button to begin the process
There will be a pop up screen that asks you to enter the counted amount for cash in the register. Tap enter amount under counted and the keyboard will pop up to enter the amount
Scroll down on the pop up window to see the credit card and and other types. Tap on the blue 0.00 enter any amounts needed. keep scrolling down once you have entered all the amounts and tap the blue close register button
Once you close you will receive a close summary. If you have a receipt printer attached you can choose to print it. If not it can be accessed later through the portal. Once you are done you can tap on the menu icon in the top left corner and go back to the sell screen.
Hot Keys
To show hotkeys for a register you will need to open the settings menu. Tap on the menu button in the top left corner of the sell screen and tap settings in the menu.
Once in the settings menu select the hotkeys. It will bring up the list of existing hotkey layouts. you can select an existing one or you can choose to create a new one. Once you have made your selection you can tap on the menu icon and go back to the sell screen
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