Lightspeed Retail - Sales Overview

Sales Downloads

Integrated Sales Orders are downloaded automatically to Lightspeed Retail as Sales to ensure that inventory is updated. Each Sale will include: 

• Customer Info
• Line Items
• Discounts
• Taxes
• Payments
• Shipping Address
• Shipment Notes: Webstore Order #, Order Notes, Payment Details, Shipping Method, and Tracking #

Customers are matched to existing Customers by Email Address. Payments will be named according to the integration (ie. Shopify, Magento, etc).

Viewing Sales

Sales can be viewed in several different places:

• Inventory > Shipping
• Sales > "Today's Transactions" 
• Reports
• Customers > Specific Customer > Sales

For Ecommerce users, the primary area for managing Sales Orders is Inventory > Shipping.

Order Management and Fulfillment

If the Sales Order is from a channel like Shopify or Magento and includes shipping information, a Shipment will also be created. Shipments are the best way to manage sales and track fulfillments in Lightspeed Retail. To view Shipments, navigate to Inventory > Shipping.

Your Ecommerce solutions can also send an email notification when a new order is placed, alerting you that you have orders ready to be processed.





Shipments

In the Shipments screen, you can see the all of your Unfulfilled Orders complete with Order Date, Customer Name, Status, Address and Order Details. Unfulfilled Orders will have the Shipped box unchecked. 

Click on the Customer Name to see the Details of the Shipment.




Clicking on the Shipped checkbox will remove it from the Shipment List.

Note: When using Auto Fulfillment with our Shopify integration please read our Auto Fulfillment documentation for additional instructions to mark the order as fulfilled.

Orders that have been shipped or fulfilled automatically in your Ecommerce system can be viewed by searching for Shipped Orders. 

Note: Orders Fulfilled in your Ecommerce System (or via Third-party solutions like Shipstation) after they have been downloaded to Lightspeed Retail will need to be marked as Shipped manually in Lightspeed Retail.

Click on the Sale Detail to see Details of the Sale like Line Items and Payments.