POS Guide: Lightspeed

How to Create a Discount Code Labeled "Offline"

1. Open your web browser and navigate to the Lightspeed POS login page.
2. Enter your credentials and log in.

1. From the main dashboard, click on "Settings" in the sidebar.
2. Under the "Settings" menu, find and click on "Discounts."

1. Click the "Add Discount" button.
2. Choose "Dollar Discount" as the discount type.

1. In the "Name" field, enter "Offline."
2. Set the discount amount according to your needs (e.g., $5 off, $10 off, etc.).
3. Optionally, you can set a minimum purchase amount or other conditions if necessary.
4. Ensure that the "Active" toggle is turned on.

1. Review the discount settings.
2. Click the "Save" button to create the discount code.

How to Pull "Offline" Data

1. Open your web browser and navigate to the Lightspeed POS login page.
2. Enter your credentials and log in.

1. From the main dashboard, click on "Reports" in the sidebar.
2. Choose "Sales Reports" from the list of available reports.

1. In the Sales Reports section, look for the "Discounts" report.
2. Select the time period for which you want to pull the data.
3. Use the filters to specify the discount labeled "Offline."

1. Click "Generate Report" to view the data.
2. The report will display the following details:
   • Profitability: This can be inferred from the total sales minus the discounts given.
   • Discount Number: The number of times the "Offline" discount was applied.
   • Discount Amount: The total dollar amount of the "Offline" discount given.

1. If you need to save or share the report, you can export it as a CSV or PDF file.
2. Click the "Export" button and choose your preferred format.

How to Set Up Auto Gratuity

1. Open your web browser and navigate to the Lightspeed POS login page.
2. Enter your credentials and log in.

1. From the main dashboard, click on "Settings" in the sidebar.
2. Under the "Settings" menu, find and click on "Gratuities."

1. Click the "Add Gratuity" button.

1. In the "Name" field, enter "Auto Gratuity 15%."
2. Set the gratuity percentage to 15%.
3. Enable the option to apply the gratuity on the pre-discounted amount (if available).
4. Repeat steps 1-3 for "Auto Gratuity 20%" with a 20% gratuity.

1. Review the gratuity settings.
2. Click the "Save" button to create the gratuity.

1. Go to the "POS Configuration" section under "Settings."
2. Click on "Buttons" or "Quick Keys" (depending on your system configuration).
3. Add a new button and label it "15% Gratuity" or "20% Gratuity."
4. Link the button to the corresponding gratuity created in the previous steps.

1. Save the button configuration.
2. Test the new gratuity button to ensure it applies the correct percentage on the pre-discounted amount.