Getting Started

Getting Started

Start here! Everything you need to configure your LightSpeed installation with a solid, powerful foundation.



Basics

Browser

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

Customers

A breakdown of the features in the Customer profile, including email blasts, scheduling, and purchase history.

Jobs and Timesheets

Jobs and Timesheets track the time spent on any particular task, and bill that time to internally, or to a customer.

POS

Using LightSpeed's intuitive POS screen for front-end transactions, and browsing Products and Customers graphically!

Products

A breakdown of the features of the Product profile, including inventory tracking, re-order points, and multiple pricing.

SRO and GSX

Book in equipment, order parts, bill out labor, and track repairs! Also, learn how to integrate LightSpeed with Apple GSX.



Sales

Gift Cards

A step-by-step guide to the creation, sale, recharging, and redemption of pre-printed or LightSpeed-generated Gift Cards.

Labelling

Learn how to use LightSpeed to print address and price labels, and create new label styles with the Label Designer.

Quotes and Invoices

How to create Quotes and deposits in LightSpeed, print them with Product images, and convert them to Invoices.

Returns, Refunds, and Credits

Process your returns, refunds, credits, and exchanges, making what is normally a complex process rapid and clear.

Set Selling Prices and
Set Product Info

Make batch changes to the prices and info fields of your Products, and create Live Rules for an auto-pilot you can trust!

Size-Color Matrix

Managing size/color combinations of a particular style of clothing is easy with LightSpeed's Size-Color Matrix feature.



Purchasing and Inventory

Count Inventory

Use Count Inventory to get your initial inventory levels into LightSpeed, or for year-end inventory counts.

Purchasing and Inventory

A guided walk-through of taking a Product from Order Request through Purchasing to being received for sale or allocation.



Accounting and Reporting

Accounts Receivable

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

Accounting Exports

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

Accounting Exports Easy

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

Costing

Learn how LightSpeed calculates costs in invoices, reports, accounting exports, inventory adjustments, and more.

End of Day

Cash out and track each station's sales, payments, credits, and expected vs. actual totals at any point during the day.

OTR

LightSpeed integrates with On-Target Reports’ report-writing software, enabling users to build and share custom reports.

Reporting and Intelligence

Get the big picture with LightSpeed's Reporting and Intelligence modules, for sales, commissions, taxes, inventory, and more!



Web Store & iStats

iStats

Staying in touch with your business every day is simple with LightSpeed iStats for your iPhone, no matter where you are.

Web Store

Setting up your Web Store in LightSpeed, including configuration for email notifications, and drag and drop customization.

Web Store Customization

Customize the look and feel of the LightSpeed 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 Requirements

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

Web Store FAQ

If there really is nothing new under the sun, your question is probably on this list, addressed on the Web Store FAQ.



Setup and Administration

Authorize.net Setup

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 you have another copy of your data you can restore anytime.

Exporting

Learn how to export Customers, Products, sales data, and more out to text files in a variety of ways. It’s your data, after all.

Import Tools

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

Installation

Installing LightSpeed for the first time? Upgrading to a newer version? This document will take you through it quickly.

International

From Melbourne to Manchester, LightSpeed's international features are both broad in scope and simple to implement!

Multi-Store

A guide to setting up and using realtime Multi-Store Inventory Lookups and Transfers for your multiple locations.

Networking

An overview of the networking requirements for LightSpeed, including OS X requirements, and how to log in remotely!

POS Hardware

An overview of the networking requirements for LightSpeed, including OS X requirements, and how to log in remotely!

Printing

This document explains what LightSpeed will print, and how to do it, including labels, documents, reports, and more.

Trackers

Be notified instantly of the things that matter most - products ready to invoice, phone calls that need returning, and much more.