Retail POS will begin generating the requested report.
You can edit a user's location access permissions at any time. If a user is restricted from some shop locations, the All shops option will only include those locations the user is entitled to view. Note: A user can only select shops they have access to for report generation and will not see shops they do not have access to in the list. Select the location you'd like to see historical data for.Select the date you'd like to see historical data for.Under Inventory Reports, click History.
If your file exceeds that limit, you can either export files for each shop location individually, or use an application to split your csv file into smaller files (an internet search for "csv splitter" will yield many results). Most programs used to view csv files have a limit of around 1 million rows. Please note that in exceptional cases, accounts with many locations and a very large number of items in their inventory may generate a csv file that is too big to open. Retail POS will export the historical asset report to a csv file, which you can then use to perform whatever calculations you require. This is particularly useful when filing your taxes. ExempleImportationClients.The Historical Asset report lets you see the value of your assets on a particular date.See Managing customer invoices in the Back Office to learn how. If customer invoicing is enabled, you can view transactions and invoices for each customer and settle open invoices to mark them as paid. See Viewing customer products and transactions.Įnable customer invoicing to be able to generate invoices for customer orders. Understand customer details by viewing their transaction history. To modify a customer profile, see Editing or deleting customers. For more information on your responsibilities and how Lightspeed protects your data, please view our Privacy Policy. In fact, most regions have privacy legislation mandating that businesses protect their customer’s data from third parties. If you are importing customer data, it’s essential that these customers have given permission for your business to do so.
LIGHTSPEED RESTAURANT INVENTORY EXPORT DOWNLOAD
Click Export and the download will start automatically. Select the File format based on your computer (Mac or PC). All data will export by default, so deselect any information you wish to exclude from the file. To export existing customer data from Lightspeed: Once mapped and uploaded correctly, the customer’s data will exist as customer profiles on Lightspeed Restaurant. Click Confirm Upload to finish and upload the file. Once the file is imported, verify that the data columns are properly mapped. Drag and drop the pre-formatted CSV file containing customer data onto the specified location. Log in to the Back Office with your Lightspeed Restaurant credentials. To import new customer data into Lightspeed Restaurant: Secondary home address (for company or second home address)ĭownload this sample CSV file as a template. Must be numeric and contain 6 to 14 characters. Note that the first two columns (first and last names) must be filled in, and the column headers should appear in the following order:įield cannot be empty. If you’re missing information for an entire column, you can delete the empty column. When you do not have the required information on file, leave the relevant data cell empty. The columns in the customer import file must be mapped the same as the imports template. If you have more than 999 customers to import, create separate imports for each data set of 999 customers. The imports file is limited to 1000 rows. Refer to our template below for an example. In the spreadsheet, the first row should be the column headers (First name, Last name, Company, etc). The first row must contain column names. It’s essential that, at minimum, the spreadsheet contains two columns of data for each customer: a column with the customer’s first name, and a second column with the customer’s last name. The imports file must contain first and last names. The imports file must be a CSV spreadsheet, delimited by commas. Customer imports data and templateīefore importing customer data, you must have that data organized in a spreadsheet and separated into distinct columns. Moreover, you should only use this information in the context of the K-Series app. Please note that it’s always important to ask a customer’s permission before adding their contact details to Lightspeed Restaurant. If you would like to create a new customer list within a spreadsheet and import it, the same steps apply. You’ll save time and effort by importing your customer data all at once with a CSV file rather than creating profiles one at a time. 
If you have existing customer information on file from another POS system, you can easily add those customers to Lightspeed Restaurant using the import tool.
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