QuoteMachine can turn a Quote into a Work Order in Lightspeed Retail (R-series)

Lightspeed Retail's work orders are flexible enough so you can use them as sales orders or manage service requirements through them.

From a Lightspeed Work Order, you can also invoice partially or completely thanks to QuoteMachine.

This article recapitulates all the steps needed to activate the feature.

Install QuoteMachine's Browser Extension for Lightspeed 

The extension will add shortcuts to the POS interface to ease the navigation between Lightspeed and QuoteMachine and is a requirement to turn a Quote into a Lightspeed Work Order automatically.

If you're using Google Chrome as your web browser

If you're using Firefox as your web browser 

Enable the Service module in Lightspeed Retail

Lightspeed Retail's Service module must be active so you can see the Work Order menu.

Read the steps on the Lightspeed Retail help center

Make sure taxes are set to be applied on orders in Lightspeed Retail

  • Access your shop settings from Lightspeed Retail

  • Check the box next to "Tax Labor/Service" under Tax Setup and click "Save Changes" 

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