[LSX] How to Navigate

In this article, learn about the main menu categories and secondary menu sections in Retail POS.

All navigation within Retail POS is done using the main and secondary menus.  These are displayed on the left-hand side of the screen.  Once you have selected a category from the main menu, a secondary menu will expand showing available sections to choose from within that category.

The main menu comprises categories representing each area of Retail POS, such as "Catalog" or "Reporting".

Selecting any of the main menu categories (excluding Home) will display the secondary menu and open the first option by default, i.e. "Catalog" and then "Products".  The main menu will collapse to icons (and remain navigable), while the secondary menu allows you to navigate between sections within the category.

To close the secondary menu and see the main menu in full, select the "Show menu" icon at the bottom of the menu.  You can reopen the secondary menu by selecting "Hide menu".

Main menu categories and secondary menu options may vary depending on which Retail POS plan you are subscribed to and the integrations you use.

This article is separated into seven sections listed below.

• Home
• Sell
• Reporting
• Catalog
• Inventory
• Customers
• Setup

Home

The Home menu offers a snapshot of your business performance generated by Retail POS reporting.  When you first log in for the day, you will be on the Home dashboard by default and can navigate to other areas of Retail POS from here.  The Home menu is the only main menu category that does not have any secondary menu options.

Sell

The Sell menu is where the magic happens in Retail POS:

• Make sales with the "Sell" screen, Retail POS’ central sale processing platform.
• Maintain accurate register records with "Open / Close".
• Track, manage and review sales with "Sales history".
• Control cash movements with "Cash management".
• Check your connection with "Status".
• Configure selected register settings with "Settings".
• Manage sales quotes with "Quotes".

Reporting

The Reporting menu is the hub of Retail POS analytics.  This category offers a deep-dive into your data that enables you to get a better understanding of your business.  There are a number of reporting functions available, depending on your plan:

• "Retail dashboard"* gives you an overview of key performance metrics.
• Drill into your sales data with "Sales reports"*.
• Use "Inventory reports"* to optimize your stock levels.
• Analyze where payments come from with "Payments reports".
• Use "Lightspeed payments" to maximize your payment processing power.
• Review "Register closures" for further sales insights.
• Track optional payment methods like "Gift cards" and "Store credit".
• Ensure accurate accounting with "Tax reports".

*The Retail dashboard, inventory reports, and some sales reports metrics may be restricted depending on which Retail POS plan you are subscribed to. For more information on reporting availability, refer to Basic and advanced reporting in Retail POS (X-Series).

Catalog

The Catalog menu is all about your products.  This category allows you to personalize your product catalog and control numerous functionality around it:

• Create a powerful product catalog with "Products".
• Use "Promotions" and "Price books" to increase selling power.
• Curate product details with "Brands", "Suppliers", "Product tags", and "Product categories".
• Expand your product offering with "Gift cards".

Inventory

The Inventory menu is the central location for stock management.

• Use "Stock control" to order, receive, transfer, and return stock.
• Maintain accurate inventory levels through "Inventory counts".
• Allocate stock to orders on the "Fulfillments" page.

Customers

The Customers menu represents the people buying your products and empowers you to create tailored customer profiles for sales tracking, promotional and marketing, and data collection.

• Create a customer database with "Customers".
• Use "Groups" to expand what is available to your customers.

Setup

The Setup menu is the backbone of your Retail POS account.  This category is where you can create, customize, configure, and enhance your store through a number of settings and features.

• Adjust "General" settings, "Billing", "Payment types", and "Taxes".
• Setup and maintain your "Outlets and registers".
• Expand your offerings with "On account" sales, "Loyalty", and "Store credit".
• Configure staff access to your account with "Users".
• Integrate "Apps" to further enhance Retail POS’ capabilities.