Lightspeed eCom includes a vast array of features and functions to help keep your online business running smoothly.

This article provides instructions for accessing a few of eCom's key features in the Back Office, including:  

• Managing products
• Managing orders
• Enhancing your store's design (and theme)
• Accessing other useful features

Managing products

In this section:

• To edit a product's price, weight, tax rate and so on
• To (manually) sort your products, so they appear in a specific order in your online store
• To bulk edit multiple product variants
• To search for a product using its article code/EAN/SKU

To edit a product's price, weight, tax rate and so on:

1. From the main menu on the left, go to Products.
2. Click the product you want to edit.
3. Scroll down to INVENTORY & VARIANTS and click the product variant you want to edit, or if there are none, click Default.
4. Adjust the price, weight and size, identifiers and so on.
5. Click Save when you're done!

Click here for more information about editing and managing products.

To (manually) sort your products, so they appear in a specific order in your online store:

1. From the main menu on the left, go to Categories.
2. Click the category you want to edit.
3. Scroll down to PRODUCTS.
4. Open the Sorting type drop-down and select Sort manually.
5. Click Manage Products and arrange your products according to your preference.
6. Click Save when you're done!

Click here for more information about sorting products.

To bulk edit multiple product variants:

1. From the main menu on the left, go to Products.
2. Click the product you want to edit.
3. Scroll down to INVENTORY & VARIANTS.
4. In the grid, select each of the variants that you want to edit.
5. Click the bulk action menu at the top of the grid (X item(s) selected) and select Edit.
6. On the next page, select the fields to edit and make your changes. eCom applies the changes to all the variants you selected.

NOTE: Alternately, you can perform the same action under Products > Inventory: simply select multiple product variants in the grid, click the bulk action menu at the top of the grid (X item(s) selected) and select Edit Selected Variants.

To search for a product using its article code/EAN/SKU:

1. Click the magnifying glass icon in the vertical toolbar (to the left of the main menu).
2. Enter the article code/EAN/SKU of the product you're looking for.

NOTE: Alternately, you can perform the same action under Products: simply enter the article code/EAN/SKU in the search bar at the top of the page.

Managing orders

In this section:

• To copy an order
• To add tasks to an order
• To create a custom order status
• To change an order's status to a pre-defined custom status
• To export orders
• To bulk edit multiple orders
• To process an order return, including issuing a refund through Lightspeed Payments and updating your inventory
• To create a partial invoice
• To create a payment reminder
• To add a manual discount to a quote
• To filter orders
• To create partial shipments

To copy an order:

1. From the main menu on the left, go to Orders.
2. Click the order you want to copy.
3. Open the More drop-down at the top of the page and select Duplicate.

To add tasks to an order:

1. From the main menu on the left, go to Orders.
2. Click the order that you want to add tasks to.
3. Open the More drop-down at the top of the page and select Add task.

To create a custom order status:

1. From the main menu on the left, go to Settings > STORE SETTINGS > Workflow.
2. Scroll down to ORDER STATUS.
3. Click Add New Status.

To change an order's status to a pre-defined custom status:

1. From the main menu on the left, go to Orders.
2. Click the corresponding order.
3. Open the More drop-down at the top of the page and select Edit status.
4. Select a custom status that you previously created or select Default status.

To export orders:

1. From the main menu on the left, go to Orders.
2. Click Export Orders at the top. This exports all your orders to a CSV file.

NOTE: If you only want to export a specific set of orders, select the corresponding orders in the grid, click the bulk action menu at the top of the grid (X item(s) selected) and select Export to .CSV.

Click here for more information about exporting.

To bulk edit multiple orders:

1. From the main menu on the left, go to Orders.
2. Select the corresponding orders in the grid.
3. Click the bulk action menu at the top of the grid (X item(s) selected) and select the relevant bulk action.

To process an order return, including issuing a refund through Lightspeed Payments and updating your inventory:

NOTE: If a customer wants to return an order, you'll need to update both the order and your inventory!

• To refund the customer (whether it's a store credit or a refund) using Lightspeed payments: Go to Orders > select the relevant order > Add a Credit Invoice (at the bottom of the Payment method section).
• To add returned items back to inventory: Go to Orders > select the relevant order > Create Return (top-right corner of the Products section). Then, Add the returned items and the reason(s) for the return.

To create a partial invoice:

1. Change your store settings so that eCom automatically creates an invoice when an order has been paid:
   1. Go to Settings > GENERAL SETTINGS > Administration.
   2. Scroll down to INVOICES.
   3. Open the Create drop-down and select Paid.
2. Create a partial invoice:
   1. Go to Orders.
   2. Select the corresponding order in the grid.
   3. Click the Create Invoice button in the Payment method section.
   4. Specify the items that you want to include in the partial invoice.

To create a payment reminder:

1. From the main menu on the left, go to Orders.
2. Select the corresponding unpaid order in the grid.
3. Open the More drop-down at the top of the page and select Send Payment Reminder.

To add a manual discount to a quote:

1. From the main menu on the left, go to Quotes.
2. Select the corresponding quote in the grid.
3. In the Products section, click Edit next to the product that you want to discount.
4. Specify the amount or percentage of the discount.
5. Click Save.

Click here for more information about discounts.

To filter orders:

NOTE: The following steps also apply to filtering products, shipments, returns and so on.

1. From the main menu on the left, go to Orders.
2. Click Filter Orders at the top-right on the grid.
3. Select and configure the filter that you want to apply.
4. Click Apply filter or select a saved search/filter option.

The filter you selected will appear to the right of the search bar in a small box. You can remove it or add more filters to further streamline your search parameters.

To create partial shipments:

1. Change your store settings so that eCom automatically creates an invoice when an order has been paid:
   1. Go to Settings > GENERAL SETTINGS > Administration.
   2. Scroll down to INVOICES.
   3. Open the Create drop-down and select Paid.
2. Create a partial shipment:
   1. Go to Orders.
   2. Select the corresponding order in the grid.
   3. Click the Create Shipment button in the Shipment method section.
   4. Specify the items that you want to include in the partial shipment.

Click here for more information about partial shipments.

Enhancing your store's design (and theme)

In this section:

• To add a new headline to your store's web pages
• To add featured products or categories to your store's home page
• To change your store's design, such as the background color, home page settings, image settings, social media connections, and so on

Click here for more information about modifying your store's design and theme.

To add a new headline to your store's web pages:

1. From the main menu on the left, go to Design > Headlines.
2. Click Add Headline at the top of the page.

To add featured products or categories to your store's home page:

1. From the main menu on the left, go to Design > Featured Products or Featured Categories.
2. Click Add Product or Add Category at the top of the page.

To change your store's design, such as the background color, home page settings, image settings, social media connections, and so on:

1. From the main menu on the left, go to Design > Theme Editor.
2. Click the Theme Settings button (on the center of the page).
3. On the next page, configure your theme according to your preferences.

Accessing other useful features

In this section:

• To rearrange categories
• To add new tasks
• To view customer reviews of your products
• To view a business customer’s VAT number
• To add a VAT number to an existing business customer
• To search using hotkeys

To rearrange categories:

1. From the main menu on the left, go to Products > Categories.
2. Click Rearrange Categories at the top of the page.

To add new tasks:

1. At the top of the main menu on the left, click your user name.
2. Select Tasks.
3. Click Add task at the top of the page.

To view customer reviews of your products:

• Go to Products > Reviews.

To view a business customer’s VAT number:

1. From the main menu on the left, go to Customers.
2. Select the corresponding customer in the grid.
3. Click Edit.
4. You'll find the VAT number in the Company Information section. 

To add a VAT number to an existing business customer:

NOTE: Before adding a VAT number, you need to make sure the corresponding customer’s account type is set to Business.

1. From the main menu on the left, go to Customers.
2. Select the customer in the grid.
3. Click Edit.
4. Select Business as the customer type.
5. Enter the VAT number in the COMPANY INFORMATION section.
6. Click Save.

To search using hotkeys:

1. Click the magnifying glass icon in the vertical toolbar (to the left of the main menu).
2. Enter a product, an article code/EAN/SKU, customer or any other search parameter.
3. Use the arrow keys ( ⬆️  and ⬇️  ) to move up or down through the search results.
4. Use the Enter key to select a result.