Setting up price adjustments allows you to apply manual discounts, surcharges, and promotions on the POS. You can use this when offering any pricing changes such as credit card surcharges, holiday or weekend rates, and any special offers. 

To set up automatic surcharging for Lightspeed Payments transactions, refer to our guide on surcharging with Lightspeed Payments.  

What's in this guide?

Enabling Adjustments
Creating a price adjustment
Configuring price adjustment prompts by payment type
Applying manual price adjustments
Frequently asked questions

Enabling Adjustments

Before you can apply price adjustments on the POS, the Adjustments feature must be enabled in Back Office. This can be enabled by users with admin or the manually enabled sites permissions. 

To enable Adjustments: 

1. Log in to Back Office with your Lightspeed credentials.
2. From the navigation menu, select Features. 
3. Search for and select Adjustments. 
   
4. Click Enable.  
   

Creating a price adjustment

You can create different price adjustment types for every discount or surcharge you want available on the POS. This can be managed by users with admin or the company permissions in Back Office. 

To create an adjustment:

1. Once the Adjustments feature is enabled, under the Settings tab, click Adjustment settings. Alternatively, you can access the same section by navigating to Company settings > Adjustments. 
2. Click Add a New Adjustment. 
   
3. Enter the following info: 
   • Adjustment Name: The adjustment name displayed on the POS.
   • Adjustment ($/%): Enter the value of the discount or surcharge, either as a fixed value or a percentage. Use a minus (–) sign for discounts and a plus (+) sign for surcharges.
   • Requires Discount Permission: Check this box to allow only staff with the correct POS permission to apply this adjustment.
4. Click Add Adjustment. 
   

Configuring price adjustment prompts by payment type

You can set up the price adjustment prompts to appear automatically on the POS based on your selected payment method. This ensures staff are reminded to apply the appropriate discount or surcharge for each payment type. 

To configure price adjustment prompts by payment type:

1. From the navigation menu, select Company settings > Payment Types. 
2. Check the PROMPT FOR ADJUSTMENT box for each payment type you want the prompt to appear. Changes here are saved automatically. 
3. (Optional) If you have multiple sites and want to configure adjustment prompts for specific locations, click Site settings. Select the site where the adjustment prompt should be applied, then click Save changes.
   

Applying manual price adjustments

Price adjustments can be applied to individual products or to the entire order. This can be done by users with admin or those with the manually enabled apply adjustments and apply discounts permissions. 

Applying adjustments to individual products

You can apply a pricing adjustment to an individual product when you need to change the price of a single item without affecting the rest of the transaction. 

To apply adjustments to individual products:

1. On the POS, enter the customer's order.  
2. Select the product you want to apply an adjustment to. 
3. Click Add Adjustment. 
   
4. Select the adjustment to apply to the product. 
5. Click Apply Changes. The discount appears directly below the product in the order summary.
   

Applying adjustments to the entire order

You can apply a pricing adjustment to the entire order when the change needs to be reflected across all items. 

To apply adjustments to the entire order: 

1. On the POS, enter the customer's order.  
2. Click the cog wheel (Settings). 
3. Select Discount or Surcharge to apply a manual adjustment to the entire order.
   
4. Select the adjustment to apply to the order. 
   

Creating a custom adjustment on the POS

Staff who do not have access to Back Office to manage existing price adjustments can create a one-off custom discount or surcharge directly on the POS. This is applicable for situations that are not covered by your predefined adjustments.

To create a custom adjustment on the POS:

1. Enter the order on the POS. 
2. Click the cog wheel (Settings).
3. Select Discount or Surcharge depending on the adjustment you want to apply. 
4. Select Custom Discount. 
   
5. Enter the adjustment amount. You can switch between $ and % when entering the value, then use a minus (–) sign for discounts and a plus (+) sign for surcharges.
6. Click OK. 
   

Frequently asked questions

What's next?