Smart Finds enable you to configure an advanced search for products, customers, or documents that meet the criteria you define. You can do drag-and-drop for orders, invoices, purchase orders, supplier invoices, and transfers.
Drag and drop those over the word quote in the Source List to open a new, unsaved quote for these items. Hold Command (⌘) and click to select two products. You can create new sales documents by dragging one or more products to the Source List and dropping them on a source. Double-click any result in the Main List section to open it. Use these filters to quickly sort through your entire data set and find the documents or profiles you’re searching. However, sales documents can also be filtered based on when they were created or modified, within a pre-defined time period, or over the date range you specify. In some cases, only one filter menu is available. When you search for a product, the menu enables you to search based on fields like class or description. A filter menu contains searchable data fields found in that source. Enter terms in the search field and select choices in the filter menus to quickly find the relevant documents you need. When you select a source, the filter menus appear at the top near the search field. Select a source, such as products, to display a list of all the products in the Main List. 
Transfers, where you can manage Multi-Store transfers if you have Multi-Stores.Trackers, displaying any installed trackers.Purchasing, where you can access Order Requests, Actions, POs, and Supplier Invoices.Time-Billing, including Jobs and Timesheets.
Sales, including Quotes, Invoices, Orders, and SROs. Store, including Dashboard, Customers, Products, and Suppliers. Click a link for more information about each item. Parked Items displays any items you have parked for quick access.Īlmost all your business data in Lightspeed OnSite can be found by choosing one of the sources listed in the left column of StoreMaster. Notifications displays system and user notifications. Main List displays search results and listings. Source List is located along the left side and provides access to all your documents and data. Intuitive Point of Sale interface that streamlines front counter retail checkout. In StoreMaster for OnSite 3.8+ on OS X 10.7+. Good place to start the day, gives an at-a-glance view of stock performance, sales trends, and overview of operations. #LIGHTSPEED ONSITE DOCUMENTS PLUS#
Has everything you can do in the POS plus sales documents (Quotes, Orders, SROs), Purchasing, Customer and A/R management, Multi-Store, reporting tools (ReportMaster and Intelligence) and store administration.You and your staff are going to use these three area of the OnSite interface, depending on your role and the tasks you need to do.
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