Getting Started

Getting Started Guide

Setting up your LightSpeed software with an easy configuration guide.

Setup

A guide to LightSpeed's Setup panels, necessary for initial configuration.

Basics

Customers

A breakdown of the features of the Customer profile.

Labelling

Whether it's for Products or Customers, this document teaches you how to use LightSpeed to print labels in a variety of sizes and formats, including creating new label styles with the Label Designer.

Products

A breakdown of the features of the Product profile.

Setting Prices and Product Info

These features allow you to make batch changes to the prices and info fields of your Products, and create Live Rules for the automatic application of these changes going forward.

Size-Color Matrix

Managing size/color combinations of a particular style of clothing is easy with LightSpeed's Size-Color Matrix feature, allowing you to purchase and adjust inventory levels for combination products right on the matrix!

Sales and Workflows

Browser

Using LightSpeed's back-end Browser, including the Tracker, to help you organize your business from A to Z.

Exporting

Once your data is entered in LightSpeed, it isn't stuck there. Learn how to export Customers, Products, sales data, and more out to text files in a variety of ways. It is your data, after all.

Gift Cards

A step-by-step guide to the creation, sale, and redemption of Gift Cards.

Jobs and Timesheets

Use LightSpeed's Jobs and Timesheets features in tandem to track the time spent on any particular job, and bill that time to another department internally, or to a customer.

Keyboard Shortcuts

Keyboard shortcuts for your LightSpeed features.

Ordering, Purchasing and Receiving

A guided walk-through of taking a Product from Order Request through Purchasing to being Received for Sale or Allocation.

Point of Sale

Using LightSpeed's POS screen for front-end transactions.

Quotes and Invoices

How to create Quotes and deposits in LightSpeed, and convert them to Invoices.

Returns and Refunds

LightSpeed 2 makes it simple to process your returns, refunds, credits, and exchanges, taking what can often be a complicated series of cross-references and making the process rapid and clear.

SRO & GSX

If you have a service department, LightSpeed's SRO module will allow you to quickly book in equipment, order parts, charge for labor, and track the repair. And for Apple-Authorized Service Providers, learn how to use LightSpeed's ability to access Apple Service's GSX database for easy warranty and parts lookups.

Trackers

One of LightSpeed's most effective features, Trackers can be customized to streamline your workflow and save you hours a week in inter-office communication.

Accounting

Accounting Exports

A step-by-step guide on exporting files to your Quickbooks or MYOB accounting software.

Accounting Exports - Easy Reference Guide

An abbreviated version of the Accounting Exports setup guide.

Accounts Receivable

LightSpeed's AR features, including tracking balances owing, credits, and aging invoices, explained step by step.

Costing

Learn how LightSpeed calculates costs in various documents, reports, and exports, providing you with precision, flexibility, and the power to determine and set your profit margins.

End of Day Report

Cashing out requires accuracy. With LightSpeed's End of Day report, you can track each station's sales, payments, credits, and expected vs. actual totals at any point during the day, in detailed or summarized format.

Reporting and Intelligence

Take a step back and get the big picture with LightSpeed's Reporting and Intelligence modules, with a total of more than 300 reports on everything from your customers and products to sales and commissions, and much more. 

Web Store

Web Store

Setting up and use your Web Store in LightSpeed.

Web Store Customizations

Customize the look and feel of the Web Store to express your company's unique message and identity.

Web Store Server Setup

A guide to Web Store server setup and basic customization.

Web Store Server Test

A quick guide to making sure what the requirements are for using LightSpeed's Web Store module.

Additional Setup

Authorize.net Easy Setup Guide

A step-by-step guide to configuring your Authorize.net account for internal credit card processing.

Backing Up

Learn how to schedule backups of your database, so no matter what the circumstance, you have another copy of your data you can restore if necessary.

Count Inventory

A guide to using the LIghtSpeed's Count Inventory Tool. The Count Inventory Tool can be used to get your initial inventory levels into LightSpeed or for year-end inventory counts.

Import Tools

A guide to using the LightSpeed Import Tools to quickly and effeciently bring batches of customers, products and suppliers into your LightSpeed database.

International

From Melbourne to Madrid, international customers need the ability to customize their POS software for their regional requirements. LightSpeed's international features are both broad in scope and easy to implement.

LightSpeed iStats

Staying in touch with your business every day is simple with LightSpeed iStats, no matter where you are. Learn how to configure LightSpeed to update your Apple iPhone with sales and staffing information right away!

Multi-Store

A guide to setting up and using Multi-Store Inventory Lookups and Transfers in LightSpeed.

POS Hardware

How to configure all the components of your POS station, including receipt printers, cash drawers, and barcode scanners.

Printing

It may be a paperless world, but for the times that you need to print, this document explains what LightSpeed will print, and how to do it, including labels, documents, reports, and more.

Product Labeling Guide

Selecting the right Product label is a clear and easy choice with our illustrated guide to LightSpeed's supported label formats for the Dymo LabelWriter.

On-Target Reports XLS

On-Target Reports XLS

LightSpeed integrates with On-Target Reports XLS report-writing software, that enables advanced users to build and share custom reports.