Point Of Sale Integration
      Back to home
      1. Help Center
      2. Integrations
      3. Point Of Sale Integration

      Lightspeed Order Export

      Send orders from your website to your Lightspeed Retail POS system.

      Activate Order Export Payment Method
      Manual Order Export Refunds
      Automatic Order Export Admin Order Status

      Orders will be exported to Lightspeed as "completed sales". Orders can only be exported from your website to Lightspeed Retail once. 

      Activate Order Export

      • Before an order can be exported, Order Export must be turned on in Lightspeed settings.
      • In Admin navigate to Settings > POS Sync > Lightspeed Settings, scroll to the "Use Order Exporting" box, and toggle it on.

      • When "Use order exporting" is toggled on, manual order export has been activated. 
      • To activate automatic order export, toggle on "If payment is captured, export the order when all items are fulfilled".

      Manual Order Export

      • In Admin, navigate to Sales > Website Orders and click on the order to view the details.
      • Once the order has been reviewed and payment has been captured, export the order to Lightspeed by checking the export box in the order status section or on the main website orders list view.

      • Exported orders from Admin will appear in Lightspeed within a few minutes.

        • The completed order can be re-opened in Lightspeed by going to: Reports > Totals > Open the Sale to update the store location, register, attach a different customer, add notes, or update the sale data.
        • To add a serial number to a sold bike add it to the Customer record in Lightspeed.
      • An exported order will decrement inventory in Lightspeed.
      • Shipping on the order will be added to Lightspeed as an additional charge.
      • The billing address noted in the order in Admin will be imported.
        • Orders paid with PayPal will not contain a billing address.
      • If the customer billing email address exists in your Lightspeed, then that customer will be attached to the sale.  If their email address does not exist in your Lightspeed, then that customer will be created in your Lightspeed and attached to the sale.
      • When a Supplier Sync item that is not POS Synced is in an order and exported, the item will be created in your Lightspeed.
      • Gift cards, and other non-inventory items, will not export to your Lightspeed. A new sale will need to be created in Lightspeed in order to create the gift card purchased on your site. 

      Orders must be "balanced" before they can be exported to Lightspeed Retail.

      Each order's 'balance due' must be "Paid in Full" prior to export. "Unbalanced" orders will have a message indicating their status in both the website orders list and in the Order Details.

      Automatic Order Export

      • To activate automatic order export, toggle on "If payment is captured, export the order when all items are fulfilled" in the Order Export box.

      • Automatic order export functions the same as manual order export but has an additional requirement to complete before the order is automatically exported.
      • An order must have either store fulfillment or supplier fulfillment recorded for it to automatically export.
        • Fulfillment is recorded under the order contents in the order details of each order.

      • Click here for more information on order fulfillment.

      Payment Method

      • The payment method is imported into Lightspeed with the order, if the payment method does not exist in Lightspeed a new payment type will be created. 

      Refunds

      • If a refund is needed and the order has been exported, process the refund in BOTH Admin and Lightspeed.

      Admin Order Status

      • Order statuses in Admin can be changed after the order has been exported. This will not affect your Lightspeed transaction.