TrainingUser Guide


LightSpeed Setup

Configuration of the Web Store is done in the Web Store setup panel, found at Tools > Web Store. Once there, you can choose between configuring Web Store 1.3 or 2.0 in the pop-up menu accessible at the lower left corner of the setup panel. The default setting is for Web Store 2.0, which includes buttons for the configuration of Web Keywords, Web Categories, and the Admin Panel. Please find an “Essential Configuration” table at the end of this document for a list of configuration settings that must be completed for the Web Store to operate. For a chronological guide on setting up and using Web Store, please see the Web Store Getting Started Guide on the Training page of www.xsilva.com.

Host and Setup

The first step is to configure your web host information, accessed by clicking the Setup tab near the top of the Web Store setup panel. 

Web Host - the location of your web host

Password - the password required to access your web host

Update Schedule - sets the frequency of updating your store with changes to your Products

Download Schedule - sets the frequency of web order downloads from your Web Store 

Reset Store Products - resets all the upload flags in LightSpeed’s Product cards, and removes all Products from the Web Store

Change Password - allows you to change the password required to access your web host

Only Upload Products with Available Inventory - restricts uploaded Products to those with available inventory

Only Upload “Current” Products - restricts uploaded Products to only those which are current

Save - saves any changes made to the Setup tab

The Documents tab of the Web Store setup panel allows you to choose which documents you want to upload to your Web Store:

Upload Quotes - enables the ability to convert LightSpeed Quotes to pre-populated web carts

Upload Orders - enables the ability for Web Store visitors to look up the status of their LightSpeed Orders

Upload SROs - enables the ability for Web Store visitors to look up the status of their LightSpeed SRO repair

Save - saves any changes made to the Documents tab

Web Store Setup

Setting Host and Scheduling Info

Web Categories and Keywords

Web Categories set the system of organization for your Products on the Web Store, and can be thought of as being in a tree formation, as Primary Categories branch off into subcategories.  These Primary Categories will be displayed along the left hand side of your store and will help your customers navigate to the products they’re searching.  Clicking a category on the Web Store will reveal its subcategories.   

To create a new Primary Category, go to the Web tab of the Product card, click the “+” icon, enter the name, and click Save.  To create a Secondary Category for that Primary Category, click the Primary Category once to select it, and click the “+” icon for Secondary Category.  Name it and click Save; repeat for as many Secondary Categories as you’d like to create. Follow the same procedure for Tertiary Categories. To view the branches of the Category tree, start by clicking a Primary Category you wish to inspect, and continue along to view a category’s subcategories.  

One way for your customer to find a Product on your Web Store will be using the search engine, located at the lower left of your store.  LightSpeed allows you to set up to three different Web Keywords that will call up a Product when they are searched.  To create your list of keywords, use the Web Keywords setup panel in the Tools menu. To create a new keyword, click the  button, enter the keyword you anticipate your customers will use to find this Product, and click Save. 

See the Selecting Products to Sell Online article for information on assigning Web Keywords and Categories to Products.

Web Categories Setup

Web Keywords