What are the steps for customization for user who already have LightSpeed POS setup at their location?


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Assuming you already have LightSpeed POS setup at your location then the following CHECKLIST below is for you to address.

STEP 1 - Purchase the LightSpeed eCommerce MODULE and arrange HOSTING and the SSL certificate.

You can arrange to have AdVision or LightSpeed Retail sell you the web store module, hosting and SSL cetificate. It will be the same pricing for all items. If you would like AdVision to sell you the web store and setup hosting and the SSL, please contact us through the collaborative.

STEP 2 - Check your versions : Depending on your version of LightSpeed POS, you will need to confirm with LightSpeed Retail you have the most recent (compatible versions) of the LightSpeed POS and the eCommerce Web Store Module. Once this is done, you will then be able to connect to your web store from the LightSpeed administration panels and we would then need you to do the following in preparation for the customization process...

STEP 3 - We will need to connect to the web store: Send AdVision your SFTP/FTP access information (FTP / USER / PASS) - (if your not hosted with us)

STEP 4 - This will make it easier for all of us : Send AdVision your Registrant access information for your URL (optional - so we can update the DNS).

STEP 5 - Artwork we need : Go to the Design Guidelines and send AdVision your logo in vector format (.ai format) and your ideas about 'The Look' you like and supply any supporting artwork. Please try and do this as soon as you can, before anything else if possible, so we can start doing the preliminary designs while you address everything else in Stage 1.

STEP 6 - Contact AdVision's LightSpeed Expert to book your Web Store Administration Panel Set Up Session : Through the collaborative please communicate with our LightSpeed Expert in Stage 1 and have the following checklist completed a minimum of 24 hours prior to your session and uploaded to the collaborative for review.

 

During the 1 hour session, the following items will be completed :

  • Web Store Template switched to Advision's template set
  • Take Web Store offline and administer the off-line key
  • Company Information setup
  • Activate SEO
  • Contact Us text completed (see note below)
  • Create Static Pages (see note below)

 

Note - Who should help you and when

When it comes to setting up your point-of-sale or your web store, we always recommend that you continue to work with your local area LightSpeed Reseller to purchase any licenses, upgrades or peripheral devices along with assistance in setup and training.

The LightSpeed expert who will be available to you through our web store production process is primarily there to assist you in confirming that the set up that you have 'already done' will work for the database dependent web store. We can assist you remotely to the level of support you request, but working with a local Reseller overall is our primary recommendation going forward.

STEP 7 - Static Pages - Go to Custom Static Page Content and supply AdVision a list of static pages and their content.

 

STEP 8 - Emails that are generated within the web store : Write the content for your e-mails that are auto generated within the web store (download this sample file) and send back to AdVision.

 

STEP 9 - 3rd party links and forms : If you have any social media links, newsletter sign up form, your SSL seal (not certificate) or anything else you would like to add throughout the web store, this is the time to consider that. Please login to any third party account you have and send us their code for us to customize and install on the web store.

STEP 10 - Send us your visual SSL seal : When your SSL certificate is approved and installed on the server, you will be able to login to who ever issued the SSL (Thawte, GoDaddy, GeoTrust for example) and download your 'seal' (not the certificate) - this is a visual image seen on your checkout page to confirm your SSL secure page checkout process.

Note : LightSpeed Retail's - Web Store User Guides : Please find a link to the LightSpeed Retail Web Store Set Up Guide to view all Web Store features. As you get started working with and setting up LighSpeed POS and the web store administration panels, you should take this time to familiarize yourself with the following...

http://www.lightspeedretail.com/help/overview-2/

Including: Shipping set up, Payment Methods, Workflow, etc. scroll down the page to the bottom half to review 'The Basic Workflow' list. Ignore installing the 'web store' but all other items in sequence are there for your review.

If you require further assistance with LightSpeed Web Store setup, please contact Tasha to book additional sessions.

Last update:
2014-11-14 21:21
Author:
Stephen Manzi
Revision:
1.0
Average rating:0 (0 Votes)

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