Maximizing Your Point of Sale (POS) Experience: A Guide to Setting Up Onsite Support

In today's competitive retail environment, it's essential to have a seamless and efficient point of sale (POS) system that can cater to your specific business needs. At Lightspeed Onsite Support, we understand the importance of providing customizable solutions for retailers with varying inventory levels.

Configuring Your POS System

Onsite Support offers two modes for finding and invoicing products: scan mode and button mode. This flexibility allows you to tailor your POS experience to suit your unique retail environment, whether you have a high volume business with a limited number of popular products or carry a much larger set of items.

Setting Up Your Email Reader

To take full advantage of Onsite Support's email features, you'll need to designate an email reader as the default. We recommend using Apple Mail for this purpose. Simply navigate to the dropdown menu and select Mail as your preferred email reader.

Sending Invoices and Quotes

With Onsite Support, you can easily send invoices and quotes to customers with just a few clicks. To do so, open the document, click on the gear icon, and select Email PDF or Email depending on your needs. You can also attach a full-page PDF as an attachment in Apple Mail.

Customizing Your Email Settings

If you want to override the company email address and send receipts from a specific address for each of your users, you can do so by entering an email address in the Users setup panel at Tools > Setup > Basics > Users. You can also modify the settings to use a different outgoing mail server if needed.

Troubleshooting Common Issues

In some cases, email sending may not be successful due to incorrect settings or connectivity issues. If this happens, simply modify the settings and click Save before resending the test email. You can also contact Lightspeed Support for assistance with configuring your mail server details.

Lightspeed Onsite Support is designed to provide a customizable POS experience that caters to the unique needs of each retail business. By following these simple steps, you can set up your POS system to maximize efficiency and streamline your sales process. Whether you have a high volume business or carry a wide range of products, we're confident that Onsite Support will help you achieve your goals.

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