For Lightspeed Retail (X-Series) POS
Formerly known as Vend POS
When you connect Marsello to your Lightspeed Retail (X-Series) POS, a Marsello Discount Product is created in your Lightspeed Retail (X-Series) POS Product list. This product is then used to add a discount or reward to your customer's purchase. This product is created and set to Default Sales Tax in Lightspeed Retail (X-Series).
Update your Marsello Discount Product name in Lightspeed Retail (X-Series) POS
Change the name of the Marsello Discount Product to match the name of your Loyalty Program. When you connect Lightspeed Retail (X-series) POS to Marsello, a product is created to add loyalty rewards and email discounts to the sale. This article explains how to update the product name for Brand consistency.
Find or update the name of your Rewards Program in Marsello
1.In Marsello, navigate to Customer experience > Online > Online portal (Legacy)
2. In the Widget tab, click Customize text / Translation
3. Click Go to text editor >
4. Select to Customize text for the Welcome page from the drop-down menu and enter the name of your Rewards Program is in the Header text section:
6. If you made any changes, click Save & Publish.
Edit the Marsello Discount Product in Lightspeed Retail (X-series) POS
1. Login to Lightspeed Retail (X-series) POS as an Admin user or as a user with permission to edit products
2. Navigate to Catalog > Products
3. Search for Marsello Discount Product:
4. Click the pencil icon to edit the product
5. Update the product name and image as necessary and do not make any other changes
6. Click Save. Now, when customers or cashiers redeem rewards, they will better recognize the discount item on their receipt or on the Sell Screen.
Ensure the Marsello Discount Product is taxable for Lightspeed Retail POS (X-Series)
Ensuring that your Marsello Discount Product is Taxable helps to prevent calculation discrepancies for bookkeeping and reporting.
How to check and update the Marsello Discount Product in Lightspeed Retail (X-Series) POS
1. Log into your Lightspeed Retail (X-Series) POS account as a user with permission to edit products.
2. Navigate to your Products page and search for the Marsello Discount Product:
3. Click the pencil icon to edit the product.
4. Within the Edit Product page, scroll down to the Tax section and ensure that your Marsello Discount Product Tax settings are correct for each outlet
5. If you made any updates to the product, click Save in the top right corner to update your tax settings.
⚠️ Important: If you have updated the tax settings in Lightspeed Retail (X-Series) POS, it is important that you Reset Data to ensure the update syncs to your Lightspeed Retail (X-Series) POS.
How It Works - Your Customers' Experience
If the Tax setting on the Marsello Discount Product is set to No Tax, your customers will be paying more tax and your reporting will not properly reconcile.
When the Marsello Discount Product is set to No Tax, the customer pays taxes on the original price of all products before the discount is applied.
When the Marsello Discount Product is set to a specific sales tax or Default Sales Tax, the customer pays the taxes on the discounted price of the products as long as they are sold at the same tax rate.
The Discount is then calculated with a negative value (for example, -$0.65) to ensure that the customer pays the correct tax % on their total when the tax rates match (for example, "HST" is the Default Sales Tax for all products in the sale).
Processing a return that contains a Marsello discount in Lightspeed Retail (X-Series) POS
How to process a return in Lightspeed Retail (X-Series) POS, when your customer has redeemed a loyalty reward or email discount during their original purchase.
Processing returns on Lightspeed Retail (X-Series) POS on Google Chrome
1. From your Lightspeed Retail (X-Series) POS Sell Screen, navigate to Sales History
2. Search for the sale to be returned using the customer's name or receipt number
3. Click the circular arrow icon to the right of the Sale Status:
4. The original sale is then pushed into the Sell Screen with opposite values:
5. Use the Trash icon to remove products that the customer is not returning
6. Click Refund to complete the process. Choose the customer's payment method or process the refund as per your store's unique policies.
Depending on your store's tax settings, you may need to do this process manually:
Since Marsello adds the discount through the Marsello Discount product, the return must be processed manually on Lightspeed Retail (X-Series) POS in order to ensure the amount paid matches the amount to refund.
1. Add the customer to the sale through your Lightspeed Retail (X-Series) POS sales screen
2. Search and add the products your customer is returning to the sale.
3. Adjust the following product details to match the original purchase:
Adjust the product quantity to a negative
Update the price of the item to match the amount they paid
Include the receipt number of the original transaction as a note
4. Click the Pay button to complete the transaction. You will be taken to the payment screen.
If the current register you are using is set up to print receipts, the receipt(s) will automatically be printed after refunding payment and hitting the Complete Sale button.
Processing returns that contain a Marsello discount with Lightspeed Retail (X-Series) POS for iPad
On iOS, Marsello is able to add the discount to a sale by applying the discount directly to the items in the sell screen. Returns are processed automatically and do not require any additional steps.
1. In Lightspeed Retail (X-Series) POS, tap the menu icon in the top left corner
2. Tap Sales History
3. Locate the sale you need to return
4. Tap the circular arrow to the left of the sale details to initiate a return
5. The products and reward will appear on the screen to refund the amount paid by the customer:
6. Tap Refund to finalize the return.
If you wish to have the customer's points returned, continue to follow the next steps.
How to give the reward back to the customer
If the refund included a loyalty reward as part of the order, you'll need to refund the customer's loyalty points for that reward discount.
📝 Note: Adjusting the customer's points balance is an optional step depending on your store's individual policies.
1. In your Marsello admin, go to Customers
2. Search for the customer by Name or Email Address and select the customer by clicking on their Name
3. Under the customer's profile, go to Customer actions > Adjust points balance
4. Enter the number of points the reward redeemed on the purchase was worth:
📝 Note: This is the same amount of points that were used to redeem the loyalty reward.
OPTIONAL: Choose to send the customer a Points Earned Email
If you would like to notify the customer of their updated points balance:
Select the tick-box next to Send points notification email to customer?
Add a short message in the text box to notify the customer why their points balance was updated e.g. Here are your loyalty points back that you used to redeem your reward.
💡 Pro tip: Include the sale number in the message so your customer has a record of what these points earned were from.
7. Click Apply points adjustment to confirm the points adjustment. The customer's points balance will automatically be updated. The manual points adjustment will display as a new line on the customer's activity feed.
If you chose to send a Points Earned Email, the customer will be notified of their new points balance.
8. Click Spend:
9. The Loyalty Widget will appear where you can spend the customer's points to give their reward back:
After clicking Redeem, the Reward will be added back to the customer's available Rewards so they can redeem it on another purchase.
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