With early access to your Lightspeed account (received 2-3 weeks before Go Live), you will be able to prepare your Franchise to transition to the new platform as you approach your scheduled Go Live date.
Key points to note
- Limited Access: Access to LightSpeed will be restricted, and not all areas will be accessible to prevent any configurations from being changed and delaying go-live. Some setups (eg. outlets) may also not be fully completed during this period.
- Source of Truth: From this point forward, Lightspeed is now your source of truth for product details. Ensure that any changes made in NetSuite (eg. name/price) are also updated in Lightspeed.
- Access Timeline: You will have up to 5pm before your go-live to make changes. After this point a snapshot of your products are taken out of LightSpeed to map your stock import.
- Full Access Granted: Your permissions will be updated as per the onboarding form the night before your go-live when the migration has been completed.
Critical Actions To Avoid
Do not add clients during this period. Any clients added will be deleted.
Do not conduct any sales outside of training mode during this period. Sales made outside of training mode will be deleted.
Actions to Perform in Lightspeed
Essential
Complete these actions to ensure a smooth go-live.
| Activity | Resource/s |
|---|---|
Product catalogue review/update
| Review & update product catalogue before Go Live Important - Complete now to ensure a smoother Go Live day. |
Validate barcodes of standard products
| Standard Product Barcodes |
Optional
Perform these actions, if applicable to your business.
| Activity | Resource/s |
|---|---|
| Gain familiarity with the sell screen via training mode. [Retail Stores Only] | Using Training Mode |
| Configure price books for clients (if required) | Create a price book Adding or updating products in price books nb. linking to clients and Vital can be done after Go Live |
| Set up quick-keys for the sell screen for each register. [Retail Stores Only] | Setting up quick keys |