Launch Services – Transition Package
$900
Save time and remove any guesswork. Our team will help with your Lightspeed implementation, and ensure you’re set up for success from day one. We’ll collaborate with you to set you up quickly and easily.
Onboarding Deposit
The Transition Package includes an onboarding deposit, ensuring a seamless start to our partnership with you. This deposit serves as a commitment to the process, allowing us to allocate resources efficiently and prioritise your success from day one. You’ll receive your deposit back as credit once you’ve been trading for 10 consecutive days.
Get your setup right, from the start
The Transition package is designed to:
- Put you in the best position to achieve your business goals
- Minimise disruption or downtime when migrating to Lightspeed
- Ensure your team is ready to go with customised training to suit your store’s processes
- Onboarding services start date must be within 90 days of purchase date and 30-days after your first kick-off with your Implementation specialist
Sessions
Description
Kick-off call
30-minute session
We’ll discuss your goals and retail processes to gain a thorough understanding of your business so that we can tailor your onboarding services. Your Implementation Specialist will create an onboarding plan customised to your requirements and processes.
Data Session
1-hour session
We will create an onboarding roadmap to help ensure your products are set up correctly. During this session, we aim to get an understanding of your products and how they align with Lightspeed’s format.
Switching POS to Lightspeed: Make sure you have a product export from your previous system before this session. Please note, our team cannot export from your existing POS.
No previous POS: We will go through the different ways of creating data lists.
Navigating your account
1 hour workshop
Together we’ll review your settings and give you a quick tour of how to get around Lightspeed’s setup page. This session is designed for admin users. By the end of this session, you will have an understanding of topics such as creating users, creating payment types, setting up your receipts and much more.
Inventory and stock management
1 hour 30 minutes workshop
You’ll learn how to update and maintain your inventory in Lightspeed and how to create promotions. We’ll also show you how to manage and receive your orders, perform inventory counts, transfer stock between outlets (if applicable), and how to return faulty items to your suppliers.
Selling and Reporting
1 hour 30 minutes workshop
You and your team will learn how to sell with Lightspeed. We’ll cover how to process sales, gift cards, store credits, layaways, returns and account sales. We’ll walk you through printing and emailing receipts, opening and closing your register, managing the cash float and petty cash transactions and voiding closed sales. We’ll also show you how Lightspeed’s loyalty program works and how you can use it in your store.
You’ll learn how to report on the success of your retail operations with Lightspeed. We’ll go through the reporting module and Retail Dashboard (if available in your plan). We’ll talk about best practices and useful retail reports. We’ll also cover inventory reports and register closures in detail.
Configuration
Description
What we’ll require from you
Lightspeed Payments
An additional service for Lightspeed Payments customers, we will test and make sure your terminals are working before you go live.
Make sure your payment terminals are charged and connected to the Wifi.
Product setup and migration
This will be a collaborative effort to import your products/SKUs into Lightspeed based on your requirements. We’ll ensure your product data is in the right format to import into Lightspeed. We can reformat if needed.
We will need your products listed in an XLSX or CSV format in a consolidated file before our data session.
Customer migration
We’ll import your customers into Lightspeed. We’ll ensure your customer details are in the right format to import to Lightspeed and we’ll reformat them if necessary.
NOTE: Historical data can’t be imported such as money that a customer owes. You’ll need to provide us with a spreadsheet of your customer data.
You’ll need to provide us with a spreadsheet of your customer data (one row per customer).
Data integrity check
We’ll ensure that all of your data is accurate
before launch.
We’ll help you coordinate the launch of your Lightspeed account so that you’re ready to sell.
Completion of the previous steps.
Accounting and eCommerce Integration
Description
Xero
Pre-requisite: You should have an accountant or bookkeeper who is aware of your account codes in Xero.
We’ll share articles that can give you a clear understanding of the setup process and answer any questions regarding the integration.
QuickBooks
Pre-requisite: You should have an accountant or someone who handles your QuickBooks account.
We’ll share articles that can give you a clear understanding of the setup process and answer any questions regarding the integration.
Lightspeed eCommerce
We’ll take you through a tour of what the integration looks like. We’ll share articles that can give you a clear understanding of the setup process and answer any questions regarding the integration.
Shopify
We will take you through a tour of the integration. We’ll share articles that can give you a clear understanding of the setup process and answer any questions regarding the integration.
BigCommerce
We will take you through a tour of the integration. We’ll share articles that can give you a clear understanding of the setup process and answer any questions regarding the integration.
WooCommerce
Note: You will need a web developer to integrate WooCommerce with Lightspeed.
We’ll share articles that can give you a clear understanding of the setup process and answer any questions regarding the integration.
Terms and Conditions
Start date and expiry: Onboarding services start date must be within 90 days of purchase date, or package will expire. You’ll have 30 days from the date of your first official kick-off session with your Implementation Specialist to use these services. Note that onboarding services are not refundable.
Go-live date: You and your Implementation Specialist will discuss your go-live date during your kick-off session. Note that your store’s launch date is dependent on you providing your Implementation Specialist with all the required and relevant information on time. Missing information may result in a delay.
We are looking at growing the business. Using Lightspeed’s POS and Payments has resolved many of the smaller issues that I can now focus on other areas of the business that we can grow in. Things like inventory control, customer service and giving back to the community. It’s a real blessing.
Liz Anderson
White Earth
Customer since 2021
