Getting Started

This is a three part LightSpeed workshop which includes the basic principles on how to use the software. It will include hands on training on how to get their LightSpeed POS up and running and show each user how to operate the LightSpeed POS for mac on a day to day basis.

We focus on basic workflows to demonstrate the correct way to utilise this software so you can get your business up and running quickly.

We offer a complimentary free seat at this Introductory Workshop for every user license you purchase from SMB Consultants.  Additional seats at these introductory Workshops can be booked at any time for a small fee.  This can be most useful when you need to train new employees.

You will learn to:

1. •Understand the basics of point of sale on a mac
   

2. •Log into LightSpeed
   

3. •Use the simple POS window
   

4. •Use the Browser window
   

5. •How to set up Product Cards
   

6. •Set up and use Customer Cards
   

7. •-  Create Invoices
   

8. •-  Process Returns
   

9. •-  Process Lay-bys
   

10. •-  Balance tills end of day
    

11. •Purchasing Workflow
    

12. •-  Creating purchase orders
    

13. •-  Receiving Product
    

14. •How to use the Import and Export tools
    

15. •The Count Inventory process
    

Who should attend?

Anyone new to using LightSpeed.

MYOB or Xero Interface

The LightSpeed POS program completely handles all of your inventory management, purchasing and sales activities. However it is not in itself an accounting package. What it does do is provide an effective interface to MYOB for all relevant financial information.

Building on this interface, SMB Consultants have developed their own interface to the acclaimed Xero on-line accounting system. This interface to Xero further enhances and extends the existing MYOB interface.

These interfaces are simple and accurate. However to make these interfaces work effectively both LightSpeed and either MYOB or Xero must be configured correctly and linked appropriately.

Our Accounting Interface Workshop will be run for either MYOB or Xero interfacing. These Workshops will take you through all of the steps to ensure that these procedures are completed correctly. This is a three hour Workshop that will go through all of the setup requirements on either MYOB or Xero as well as LightSpeed and then take you through the process of export of data from LightSpeed and the import of the same data into either MYOB or Xero. There will be a demonstration of the appropriate workflow to adopt for this process.

You will learn to:

1. •Prepare products to be sold on the web
   

2. •Import & Update Dimensions, Photos, Keywords and Categories
   

3. •Create smart lists to manage products sold on web
   

4. •Use set product info to update information in batch
   

5. •Process Web Orders, allocate stock and create invoices
   

6. •Apply payments
   

7. •Pack and ship goods with packing slip
   

Who should attend?

You look after the bookkeeping, account receivables or are interested in the process of reconciling to MYOB.

Inventory & Stock Control

By effectively managing the purchasing and ordering functions within LightSpeed you can optimise stock levels, improve cash flow and stock turns and reduce work times.

In this three hour LightSpeed Workshop we will help you automate your business process and manage your inventory from ordering, through to receiving and all of the recommended ways that this can be achieved. These workflows, properly managed, will show you how you can improve your stock turns and reduce your inventory levels without increasing your staffing levels. 

You will learn to:

1. •Create Purchase Orders
   

2. •Receive stock
   

3. •Create Product Cards
   

4. •Use the Size / Color Matrix
   

5. •How to utilize the Quantity Discounts
   

6. •How to set up Related Products
   

7. •Read the data on Product Cards
   

8. •How to use Virtual Warehouses
   

9. •Correctly use Stock Adjustments
   

10. •Cost Averaging
    

11. •Use both Export & Import Tools
    

12. •Update Product Costs
    

13. •Use Receiving Shortcuts
    

14. •Set up Special Workflows
    

15. •Use Reporting to provide management with useful data
    

Who should attend?

Anyone who is involved in purchasing & stock control.

Users should have a basic understanding of how to use LightSpeed.

Start out on the right foot.

We provide LightSpeed training to build your confidence and get you started with the software in the shortest amount of time.

We will walk you through the software to introduce the key features and familiarise you with the correct workflows, saving you time and preventing costly mistakes.

Sales & CRM Workflow

LightSpeed provides the tools necessary to effectively manage both your sales workflow and your customer interaction. This two hour workshop takes you through all of the key areas of LightSpeed that directly impact sales and customer management. We show you how to customise your LightSpeed so meet your unique requirements.

You will learn to:

1. •Set up custom customer categories
   

2. •Set up custom trackers
   

3. •Use internal notes
   

4. •Use call and note trackers
   

5. •Using filters in Reporting
   

6. •Use of Phrases
   

7. •Data extraction to generate sales follow ups
   

8. •Email and SMS management
   

We can train your staff, so you don’t have to

We can provide training for existing and new staff so information is passed on uniformly.  This prevents bad habits from being passed on, and promotes further development and retention of staff.

We have created four specific LightSpeed Workshops which are catered to the different key functions of LightSpeed to provide structured training for different employee groups.

Web Store Workflows and Maintenance

Going Live with LightSpeed Web Store marks a large accomplishment for the user’s business. In line with this momentum, this 1.5 hour workshop shows each user convenient and brilliant workflows to manage products and fulfilling orders made in the Web Store.

The focus of this workshop is to discover the recommended methods and processes allowing the Web Store to act similarly to a real storefront. We take you through all the steps necessary to ensure complete integration of your Web Store with LightSpeed, from preparing your products to be published into the Web store to invoicing and shipping an order made by an online customer.

You will learn to:

1. •Prepare products to be sold on the web
   

2. •Import & Update Dimensions, Photos, Keywords and Categories
   

3. •Create smart lists to manage products sold on the web
   

4. •Use set product info to update information in batch
   

5. •See the customer journey as they use your Web Store
   

6. •Process Web Orders, allocate stock and create invoices
   

7. •Apply payments
   

8. •Pack and ship goods with packing slip and labels
   

9. •Booking a courier and shipping the product to the customer
   

Who should attend?

Anyone who is involved in the daily management of your Web Store.

Bicycle Workshop SRO (Service Repair Order)

The LightSpeed Bicycle SRO (Service Repair Order) Workshop covers all of the aspects that a Bicycle Shop would need to effectively manage their Workshop.  It introduces you to the tools in LightSpeed that will allow you to track repairs through the various stages of service from a Booked in Status to Ready for Collection.

Topics Covered:

1. •Creating SRO's (Service Repair Orders)
   

2. •Set Up Custom Phrases
   

3. •Set Up of Custom SRO Trackers for Bike Shops
   

4. •Set Up Warranties
   

5. •Set Up Check in Items
   

6. •Serial Number Tracking
   

7. •Job Allocation
   

8. •Printing Work Orders / Customer Labels / Claim Checks
   

9. •Email Notification
   

10. •Calendaring (if needed)
    

11. •Adding Parts to SRO
    

12. •Adding Notes / Work Performed
    

13. •Ordering Parts / Reserving Parts
    

14. •Invoicing
    

Who should attend?

Anyone who is involved in the management of Service Jobs in your Bike Workshop.