This is a listing of articles from Lightspeed Retail's X Series Support Site that we recommend.
Hardware
General
- Keeping Your Retail POS Account Secure - via Keeping Your Retail POS Account Secure - 26/06
- Following Best Security Practices to Protect Your Business Online - via Following Best Security Practices to Protect Your Business Online - 26/06
- Using the Reporter (X-Series) app for iOS
- Using the Reporter (X-Series) app for Android
- Search Across Retail POS With Global Search - via Navigating in Retail POS (X-Series) - 25/09
- Upgrade From Enterprise to a Current Plan in Retail POS - via Changing, Updating, and Editing your Retail POS (X-Series) Plan FAQ - 25/08
- Improvements to Updating Your Credit Card Info - via Changing, Updating, and Editing Your Retail POS (X-Series) Plan FAQ - 25/04
- Reactivating Paused Accounts - via Pausing Your Retail POS (X-Series) Account (on-ice) - 24/10
- Enhanced Security on the Security Page - via Multi-Factor Authentication (MFA) in Retail POS (X-Series) - 24/09
- Product Details Page Official Sunset - via Product Details Have Moved to the Catalog - 24/09
- Set Loyalty Expiry - via Managing Loyalty Expiration - 23/06
- Set Your Default On Account Limit - via Settings On Account Limits - 23/05
Inventory
- Average Cost Retained When Stock Reaches Zero - via Using the Inventory Summary Report - 26/06
- New Sections on the Add and Edit Product Pages - via What's New Adding and Editing Products - 26/06
- Add From Recommendations For Multi-Location Purchase Orders - via Sending and Receiving Purchase Orders for Multiple Locations - 26/05
- Enter Multiple SKUs for Partial Inventory Counts - via Partial Inventory Counts - 26/05
- Inventory Movement Page Improvements via - Using the Inventory Movements View - 26/04
- Edit Mix/Max Replenishment Quantity for Products in Bulk - via Editing Products - 26/04
- Save Progress While Receiving Stock - via Creating and Sending a Purchase Order - 26/04
- Purchase Order View Page Enhancements - via Creating and Sending a Purchase Order - 26/04
- What's new With on-hand Inventory Views in Retail POS - 26/03
- Inventory Count Filter Increase - via Partial Inventory Counts - 26/03
- Quick Scan Mode for Purchase Orders - via Creating and Sending a Purchase Order - 26/02
- New Positive Inventory Adjustments Reasons - via Processing an Inventory Adjustment - 25/12 & 26/01
- Break Down Case Packs When Receiving - via Dividing Product Quantities Using Product Relationships - 25/12 & 26/01
- Filter Reorder Points by Product Category on Transfers - via Transferring Stock in Retail POS (X-Series) - 25/09
- Set a Primary Supplier and Update Supplier Order - via Managing Suppliers - 25/09
- Dividing Product Quantities During a Sale - via Dividing Product Quantities Using Product Relationships - 25/09
- Email Suppliers About Outstanding Deliveries - via Receiving Purchase Orders - 25/08
- Receive and Track Partial Deliveries Accurately - via Receiving Purchase Orders - 25/07
- Capture Important Cost Data With Landed Costs - via Managing Landed Costs - 25/07
- Manage Partially Received Orders - via Receiving Purchase Orders - 25/04
- Custom Inventory Adjustment Reasons and Reports - via Processing an Inventory Adjustment - 25/04
- Improved Order Fulfillment Visibility - via Creating and Managing Unfulfilled Sales in Retail POS - 25/04
- Print Packing Slips From the Fulfillments Page - via Managing Online Order Fulfillment in Retail POS (X-Series) - 25/04
- Automatic Stock Distribution for Multi-Outlet Retailers - via Sending and Receiving Purchase Orders for Multiple Locations - 25/02
- Invoice due Dates on Purchase Orders - via Receiving Purchase Orders - 25/02
- Rearrange Variant Values - via Adding Standard, Variant, and Composite Products - 24/09
- Distribution for Multi-Location Orders - via Sending and Receiving Purchase Orders for Multiple Locations - 24/08
- Improved Average Cost Calculation for Stock Transfers - via Transferring Stock in Retail POS (X-Series) - 24/08
- Updating Average Cost With a CSV Import - via Editing the Average Cost of Products - 24/08
- Bulk Editing Product Categories and Brands - via Editing Products - 24/08
- Multi Location Ordering - via Creating and Sending a Purchase Order - 24/07
- Bulk Editing Product Tags - via Editing Products - 24/07
- Record Inventory Related Costs - via Creating and Sending a Purchase Order - 24/06
- Monitor Inventory Movements - via Using the Inventory Movements View - 24/06
- Record Product Locations - via Adding and Viewing Product Locations - 24/04
- Margin Based Pricing - via Adding Standard, Variant, and Composite Products - 24/03
- Restrict Manual Inventory Adjustments and Stock Transfers - via Setting User Roles and Permissions - 24/03
- Keep on top of Your Inbound Inventory - via Tracking Inbound Inventory in Retail POS (X-Series) - 23/11 & 23/12
- Improved Stock Control Management - via Navigating in Retail POS (X-Series) - 23/09
- Manage Product Prices When Receiving Stock - via Editing Prices on Received Products - 23/08
- Set Pricing by Customer Groups or Locations - via Customer-Specific Pricing in Retail POS (X-Series) - 23/04
- See Product Insights When Creating Purchase Orders - via Creating and Sending a Purchase Order - 23/03
Catalog
- Importing Images in Bulk With the Product Import Tool - via Importing Images in Bulk - 25/12 & 26/01
- Importing Products in Bulk - 25/10
Customers
- Customer Import and Management Updates - via Adding, Updating, and Deleting Customers in Retail POS (X-Series) - 26/03
- Change to Column Order in Customer List Export File - via Exporting Your Customer List From Retail POS (X-Series) - 25/12 & 26/01
- Greater Control Over Your On Account Balances - via Managing On Account Balances - 23/07
- Record and Apply Different Tax Rates for Specific Customers - via Setting Customer-Specific tax Rates - 23/03
- View Customer On Account Balances and Activity - via Creating On Account Sales - 23/03
- How to Export Customers Without the 1,000 Customer Limit
- Enforce On-Account Limits - via Setting On Account Limits - 22/12
- Control Permissions for Setting On-Account Limits - via Setting User Roles and Permissions - 22/12
Sales
- Assign All Sale Items to a Single User - via Using the Retail POS Sell Screen - 26/06
- Print Packing Slips Anytime via Fulfilling Items and Completing Unfulfilled Sales - 26/05
- Warning for Overpaying Closed Sales - via Understanding and Managing the Sales History Page - 26/05
- Automatic Taxes for Delivery Sales in the US - via Setting up Automatic Taxes for Delivery Sales (US Only) - 26/04
- Partial Fulfillment for Unfulfilled Sales - via Fulfilling Items and Completing Unfulfilled Sales - 26/03
- Take now and Fulfill Later Sales Details on the Payment Screen - via Creating and Managing Unfulfilled Sales in Retail POS (X-Series) - 26/03
- Consolidated Line Item View at the Register - via Making Sales - 26/02
- Send Payment Requests for Unfulfilled Sales - via Taking Deposits and Requesting Payment - 25/12 & 26/01
- New Time Range Filter on the Sales History Page - via Understanding and Managing the Sales History Page - 25/12 & 26/01
- Automatically Count Cash by Denomination - via Opening and Closing a Register - 25/08
- Streamlined Serial Number Input Flow on the Sell Screen - via Selling Products With Serial Numbers - 25/08
- Order Fulfillment in Sales History - via Creating and Managing Unfulfilled Sales in Retail POS - 25/02
- Customize Email Receipts - via Setting up Your Receipt Templates - 24/12 & 25/01
- Local Product Listings With Google Local Listings - via Showing In-Store Products on Google With Local Inventory - 24/11
- Create Sales With Product-Level Fulfillments - via Creating and Managing Unfulfilled Sales in Retail POS - 24/11
- Improved Security for Parked Sales - via Using the Retail POS Sell Screen - 24/07
- On Account Payments for Unfulfilled Sales - via Creating and Managing Unfulfilled Sales in Retail POS - 24/05
- Archive Quotes - via Creating Quotes in Retail POS (X-Series) - 24/03
- Simplify Your Price Book Setup - via Running Sales Using Price Books - 23/06
Users
- Edit Managers Permission for Custom User Roles - via Setting User Roles and Permissions - 26/03
- Updates to Default Manager Permissions - via Settings User Roles and Permissions - 25/08
- Re-identification After a Period of Inactivity - via - Restricting User log in Access - 25/03
- Role Permissions Update - via Settings User Roles and Permissions - 24/12 & 25/01
- User Switching After Sales Enforcement - via User Switching Permissions and User Barcodes - 24/12 & 25/01
- Improved Security With User Login Restrictions - via Setting User Roles and Permissions - 24/08
- User Switching Improvements - via User Switching in Retail POS (X-Series) - 24/07
- Mandatory Multi-Factor Authentication for Admin Users - via Multi-Factor Authentication (MFA) in Retail POS (X-Series) - 24/05
- Multi-Factor Authentication and Password Improvements - via Multi-Factor Authentication (MFA) in Retail POS (X-Series) - 24/04
- Multi-Factor Authentication Available for all Users - via Multi-Factor Authentication (MFA) in Retail POS (X-Series) - 24/03
- New User Permissions for Non-Sales Employees - via Setting User Roles and Permissions - 24/02
- User Permissions on Discounts - via Setting User Roles and Permissions - 23/10
- Clock in and out With Time Clock - via Managing Employee Hours Worked - 23/07
- User Permissions to View Sensitive Sales Information - via Setting User Roles and Permissions - 23/04
Integrations
- New Klaviyo Marketing Integration - via Connecting Klaviyo to Retail POS (X-Series) - 26/06
- Setting up the QuickBooks Online Integration With Retail POS (X-Series) - 25/12 & 26/01
- Preferred Mappings for Landed Costs for Accounting Integrations - via Using the QuickBooks Online Integration - 24/08
Reporting
- New Sorting Filter for Insights Reporting - 26/02
- New Time Range Filter on the Sales History Page - via Understanding and Managing the Sales History Page - 25/12 & 26/01
- Using the Cash Movement Report - 25/11
- New Inventory Turns Report - via Using the Inventory Turns Report - 25/08
- Category Levels now Available in Inventory Reporting - via Using the Inventory Turns Report - 25/08
- Timezone Standardization in Inventory Reports - via Understanding Insights and Advanced Reporting - 25/07
- Unlock Deeper Inventory Insights With new Metrics - via Understanding Insights and Advanced Reporting - 25/07
- Glossary of Measures for Insights Reporting - via Understanding Insights and Advanced Reporting - 25/05
- Export Gift Card Data - via Using the Gift Card Report - 25/05
- Save Reports in Chart Mode - via Using the Sales Summary Report - 25/04
- View Total Hours Worked With User Reports - via Managing Employee Hours Worked - 24/10
- Drill Down on Data With new Reports - via Inventory Reporting and Insights - 23/11 & 23/12
- Save and Schedule Reports - via Scheduling Reports - 23/11 & 23/12
- Understand Your Product Mix With Category Reporting - via Reporting on Categories Using the Sales Report - 23/05
Lightspeed Payments
- Save Payment Method at the Register - via Saving Customer Payment Methods With Lightspeed Payments - 26/05
- Sending Payment Requests From Quotes - via Creating Quotes in Retail POS (X-Series) - 26/05
- Shareable pay Links for Payment Requests - via Taking Deposits and Requesting Payment - 26/04
- Payment Requests for Layaways and Saved Payment Details - via Taking Deposits and Requesting Payment - 26/02
- Customize Chargeback Dispute Notification Recipients - via Managing Chargebacks - 26/02
- Customer Facing Display on Lightspeed Payments Terminals - via Using the Payment Terminal Display With Lightspeed Payments - 26/02
- Optionally Include Payment ID Field in Payout Report Exports - via Reporting With Lightspeed Payments - 25/12 & 26/01
- Saving Customer Payment Methods With Lightspeed Payments - 25/11
- New Statuses for Payouts - via Getting Paid With Lightspeed Payments for Retail POS (X-Series) - 24/03
- Manage Omnichannel Payment Accounts in Retail POS - via Reporting With Lightspeed Payments - 24/03
- Same-day Payouts in Financial Services - via Receiving Instant Payouts With Lightspeed Payments - 24/12 & 25/01
- Direct Debit for On Account Payment Links - via Emailing Lightspeed Payments Links for On Account Sales - 24/12 & 25/01
- Additional Payment Details in Payout Reporting - via Reporting With Lightspeed Payments - 24/11
- New Onboarding Guide for Lightspeed Payments - via Applying for Lightspeed Payments - 24/11
- Increased One-Time-Passcode (OTP) Security - via Applying for Lightspeed Payments - 24/10
- Update Account Information in the Financial Services Tab - via Editing Your Account Details With Lightspeed Payments - 24/07
- In-App Notification When a Payment Link is Paid - via Emailing Lightspeed Payments Links for On Account Sales - 24/03
- Offer the Convenience of Paying Account Balances Online - via Emailing Lightspeed Payments Links for On Account Sales - 24/02
- User Permissions on Payment Reports - via Setting User Roles and Permissions - 23/11 & 23/12
- Instant Payouts now in the US - via Receiving Instant Payouts With Lightspeed Payments - 23/11 & 23/12
Lightspeed Wholesale (NuORDER)
- New Wholesale Page in Retail POS - via Importing Images in Bulk - 26/02
- Sync Purchase Orders Between NuORDER and Retail POS - via Importing an Order From NuORDER Into Retail POS (X-Series) - 25/03
- Record Brands Imported From NuORDER - via Importing an Order From NuORDER into Retail POS (X-Series) - 25/03
- Variant and Standard Product Import Improvements - via Importing an Order From NuORDER Into Retail POS (X-Series) - 25/03
- Search Universal Catalog From the Products Page - via Adding Products Using the NuORDER Catalog - 25/02
- View Inventory and Sync Orders in Retail POS - via Importing an Order From NuORDER Into Retail POS (X-Series) - 24/12 & 25/01
- NuORDER Products Show Shipping Costs in Retail POS - via Importing an Order From NuORDER Into Retail POS (X-Series) - 24/11
- Match Products with NuORDER Catalog - via Adding Products Using the NuORDER Catalog - 24/05
- Discover and Order From Hundreds of new Brands - via Importing an Order From NuORDER into Retail POS (X-Series) - 23/11 & 23/12
- NuORDER Catalog Vertical Expansion - via Adding Products Using the NuORDER Catalog - 23/09
Services
- Create Custom Statuses and Email Deposit Requests for Services - via Managing Services - 26/04
- Adding Photos to Services - via Managing Services - 26/03
- Create a Service From the Services Page - via Creating Services - 26/02
- Internal and Customer-Facing Notes on the Edit Service Page - via Managing Services - 25/12 & 26/01
- New Edit Service Page - via Managing Services - 25/03
- Add Item Details to a Service - via Creating Services - 23/10
- Adding Features for Services - via Creating Services - 23/09
Hardware and Printing
Lightspeed Reporter
- View Your Sales History on the go With Reporter (X) - via Using the Reporter (X-Series) App - 24/02
- Lightspeed Reporter Home Screen Widgets for Android - via Using the Reporter (X-Series) App - 23/03
- Receive Alerts When Your Register has Been Opened or Closed - via Enabling Register Open and Close Notifications in Reporter (X-Series) App - 23/02
Lightspeed Scanner
- Frequently Bought Together Product Recommendations - via Frequently Bought Together Suggestions in the Lightspeed Scanner App - 26/06
- Accept Cash Payments on Scanner - via Processing Sales With Lightspeed Scanner (X-Series) - 26/06
- Promotion Helper for Scanner app on iOS - via Processing Sales With Lightspeed Scanner (X-Series) - 26/02
- Store Credit and Loyalty now Accepted in Scanner for iOS - via Processing Sales With Lightspeed Scanner (X-Series) - 25/06
- Catalog Search Improvements on iOS - via Adding, Editing, and Viewing Products in Lightspeed Scanner (X-Series) - 25/05
- New Catalog Search Experience on Scanner for iOS - via Adding, Editing, and Viewing Products in Lightspeed Scanner (X-Series) - 25/03
- Selling on Scanner Open Availability - via Processing Sales With Lightspeed Scanner (X-Series) - 24/12 & 25/01
- Process On Account Sales With Scanner iOS - via Processing Sales With Lightspeed Scanner (X-Series) - 24/12 & 25/01
- Navigation Improvements to the Scanner App - via Lightspeed Scanner - 24/09
- Recording Inventory Adjustments on Scanner - via Adding, Editing, and Viewing Products in Lightspeed Scanner (X-Series) - 24/06
- Inventory Adjustments on the Scanner App - via Adding, Editing, and Viewing Products in Lightspeed Scanner (X-Series) - 24/05
- NuORDER Catalog Import Improvements on Lightspeed Scanner - via Adding Products Using the NuORDER Catalog - 24/01
- Edit SKUs When Receiving in Scanner - via Receiving Stock Orders With Lightspeed Scanner (X-Series) - 23/11 & 23/12
- Edit a Product and View Sales History in Scanner - via Adding, Editing, and Viewing Products in Lightspeed Scanner (X-Series) - 23/09
- Request Stock Transfers on Scanner App - via Transferring Stock With Lightspeed Scanner (X-Series) - 23/08
- Transfer Stock now Available on Android - via Transferring Stock With Lightspeed Scanner (X-Series) - 23/07
- Transfer Stock Between Locations With Ease - via Transferring Stock With Lightspeed Scanner (X-Series) - 23/06
- Inventory Count Improvements on Lightspeed Scanner - via Performing Inventory Counts in Lightspeed Scanner (X-Series) - 23/04
- Add Product Images When Creating Products on Lightspeed Scanner - via Adding, Editing, and Viewing Products in Lightspeed Scanner (X-Series) - 23/03
- Use Lightspeed Scanner With Zebra and Socket Hardware - via Getting Started With Lightspeed Scanner (X-Series) - 23/02
eCom (E-Series)
- Add a Blog to Your Website - via Setting Up a Blog on Your eCom (E-Series) Site - 26/06
- Use Store Credit in Store or Online - via Issuing or Redeeming Store Credit in Retail POS (X-Series) - 26/06
- More Precise Facebook and Instagram Ad Targeting - via Selling on Facebook and Instagram With Lightspeed eCom - 26/05
- Apply Custom Loyalty to Price Books Products Sold Online - via Running Sales via Price Books - 26/05
- Add File Upload Field for Online Products - via Adding Text Input Fields, Calendar, or File Uploader to Product Pages in Lightspeed eCom - 26/04
- Customize Footer Layouts for Your Website - via Setting up a Footer on Your eCom (E-Series) Site - 26/04
- New Premium eCom Themes - via Using the Lightspeed eCom Site Builder Editor and Themes - 26/02
- Add Customer Input Fields for Online Products - via Editing Products linked to Lightspeed eCom - 26/02
- Customize Your Website's Footer - via Using the Lightspeed eCom Site Builder Editor and Themes - 26/02
- New Online Engagement Report - via Understanding Built-in Reports in Lightspeed eCom - 26/02
- Add Labels to Your Composite Products in Your Online Store - via Highlighting Composite Products in Your Lightspeed eCom Storefront - 26/02
- Add Custom Content to Your Site - via Adding Custom Code to Your Lightspeed eCom Site - 25/09
- Generate AI Product Descriptions on the Product Page - via Creating, Formatting, and Translating Product Descriptions for Lightspeed eCom With AI - 25/08
- Set Custom Online Prices With Price Books - via Running Sales Using Price Books - 25/08
- More Versatile Promotions for Online Sales - via Setting up and Managing Basic Promotions in Retail POS - 25/08
- Improved Customer Profile Sync - via Syncing Customers Between Retail POS and Lightspeed eCom - 25/08
- Custom Loyalty for Online Purchases - via Settings Custom Loyalty for Specific Products - 25/02
- Automatic Multi-Nexus tax Collection - via Configuring Taxes in Lightspeed eCom - 25/02
- Sync Promotions From Retail POS to eCom - via Syncing Retail POS Promotions With Lightspeed eCom - 24/12 & 25/01
- Customize Product Reviews - via Managing Product Reviews in Lightspeed eCom - 24/11
- Refund Lightspeed Payments eCom (E-Series) Orders in Retail POS - via Processing a refund With Lightspeed Payments for Retail POS (X-Series) - 23/10
- Restrict Pick-Up Locations for Online Purchases - via Fulfilling Orders With Multi-Outlet Inventory in Lightspeed eCom - 23/09
- Streamline Your Click and Collect - via Fulfilling Orders With Multi-Outlet Inventory in Lightspeed eCom - 23/06
- Allow Customers to Earn Loyalty Points Online With Lightspeed eCom - via About Loyalty for Lightspeed Retail (X-Series) - 23/01
- Buy Online, Pick up In-Store Across Locations now Available With Lightspeed eCom - via Fulfilling Orders With Multi-Outlet Inventory in Lightspeed eCom - 23/01
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