Lightspeed EVO/DMS

Enabling this app will allow you to use Dropbox, FTP, or Email to sync inventory exports from your Lightspeed EVO/DMS account into Quivers.

To use this app you'll need the following:

An active subscription of Lightspeed EVO/DMS POS.
The Lightspeed EVO/DMS POS application must be installed and activated on your system.

Note: You must configure these parameters before scheduling your automated sync.

Open the Lightspeed EVO/DMS POS software and log into it.
Go to the Reports section, under the Inventory menu, and select Inventory Status Report. The Inventory Status form will appear.
In this form, select the Inventory Status by Item option from the Report dropdown.
Select Barcode from the Order By dropdown.
Under the Parameters tab, select the following:
- All in the Include Items if qtys on hand are dropdown.
- No cell detail in the Cell Detail dropdown.
- All quantities in the Print qty dropdown.
Under the Additional Information dropdown, select Inventory value, stock status.
If running a one-time manual export: Click Preview, click Export on the top toolbar, and select Separated Value (CSV).

With your report parameters fully configured (steps 1-6 above), do not click Preview. Instead, click the Schedule button at the bottom of the report form. The Schedule Task dialog will appear.
Under the Task Repetition section, choose your desired frequency (for example, select Day and enter 1 to have the report run daily).
Set your desired time for the report to run.
On the next screen, under Naming and File Destination, provide a name for the exported file. It is highly recommended to use your Store Name as the file name.
Under the Delivery Method/Output section, the system will give you several output options (PDF, Excel, CSV, etc.). You must select CSV.
Choose your destination path to match the delivery method you have configured in Quivers:
- Dropbox: Choose your local Dropbox folder path as the file destination.
- FTP / Email: Enter the relevant FTP directory path or the email address connected to your Quivers integration.
Click Save or OK to confirm the schedule.

You can review or edit your scheduled reports at any time by navigating to System > Lists > Scheduled Tasks.
Barcode will be treated as UPC in Quivers.
If barcode data is not available or consistent, you may use Item Number instead.

Does inventory CSV file have system default headers?

If checked, please click on Continue Select Method & Upload Inventory step
If unchecked, Map & Associate headers of your inventory CSV file with "Lightspeed DMS" Plugin.
Define your CSV headers mapping
- - Upload your sample file with headers only using "Upload" button.
  - After uploading, select your fields and map to the standard headers.
  - Click on "Save" button to save the mapping.
  - Click Here to download a sample CSV file for reference.
Upload/Save & Click continue

Please select a method to sync your inventory CSV file

Dropbox
- Please enter your Dropbox Email Id and click on “Activate”.
- You would receive a confirmation email once the activation is completed.
- Click continue
Email
- Use the unique Email Id to send the file
  - Note: As it is unique, the email address is provided within the Lightspeed EVO/DMS app when configuring the app.
- Click continue
FTP
- Feed the details provided in the Lightspeed EVO/DMS app in your SFTP client application to establish a connection with our SFTP server. (Host Name, Username, & password)
- After establishing SFTP Connection, upload the inventory CSV file in the Remote SFTP server’s folder.
- Click continue

Observe the dashboard tab for upload progress/errors. Click "Finish Setup".

This app allows scheduled reports from Lightspeed EVO/DMS to pulled into Quivers automatically for inventory sync.