Purpose

This article outlines the process of how to complete Order Entry for LightSpeed.

Process

Download the LightSpeed template - Lightspeed Settings > Configure Provider/Source> Click Edit next to LSAutoEntry> Click the Download Template button.
Open the template with Excel.
Fill out the columns with the order information. If anything is misspelled or not written correctly, it will fail.

Route – Must match the route name in LightSpeed.
BranchID – Generally “1” unless stated otherwise by LightSpeed.
Location – Market location name. You can type anything here.
Code – Product code of the desired item.
Quantity – How many you need.
FILL Date – The order delivery date – Example format: 5/2/2019.

Each column needs to be filled for each product on the order.

When that is complete you save the Excel file as a .txt

Next, click the Start button -> type Run -> type your servers IP address into the search bar -> press Enter: Example - \\192.168.0.40\Orders

Username: Lightspeed
Password: Lightspeed100
A new folder will open, and you just drag/drop the .txt order file into this folder. After a few seconds it will disappear into the Failed or Processed folder. You can check those to make sure it processed correctly. If it failed, it is due to wrongly entered codes or spelling mistakes.

When the order has disappeared from the Orders folder into the Processed folder, it will be in LightSpeed automatically. You do not need to use the get orders or refresh orders page on the LightSpeed admin site.

Lightspeed Order Entry must also be configured properly on the Lightspeed Admin webpage.

Located under the configure provider/source page, select the option for adding a new provider, underneath Secondary Provider.
Select Lightspeed Automatic Order Entry and fill in the provider information.

Watched Directory must be the Orders subfolder you created in the earlier step. (Located within Program Files/Lightspeed/Orders/).
File extension must be .txt.
File Type must be Type A.
Active must be set to True.