VERTICAL Cheat Sheet
A guide for everything you need to know about this vertical - promotions, customers and customer groups, product info and vertical-specific integrations.
Customer Personas
| First Name | Last Name | Customer Group | Vertical | Tax Exempt |
|---|---|---|---|---|
| Chad | Pike | Wine Club Member | Wine and Liquor | No |
| Chaz | Wick | Wine Club Member | Wine and Liquor | No |
| Will | Wholesaler | Wholesaler | All | No |
| Tony | Hawk | VIP | All | No |
| Barbie | Doll | VIP | All | No |
| Cash | Money | VIP | All | No |
| Walter | White | VIP | All | No |
| John | Doe | Tax Exempt | All | No |
| Danny | Drawing | Tax Exempt | All | Yes |
Promotions
| Start Date | Promotion Name | Recurring | Availability | Online? |
|---|---|---|---|---|
| Jan 22 | BOGO Sale - Throw Pillows | - | Home and Garden/Furniture | Yes |
| Jan 22 | 15% off Vases | - | Home and Garden/Furniture | Yes |
| Jan 22 | Contractor Hour | Weekly on Friday, 7:00 AM–9:59 AM | Home and Garden/Furniture | No |
| Jan 22 | Staff Discount | - | Online & all outlets | Yes |
| Feb 20 | Student Discount | - | Online & all outlets | Yes |
| Jan 22 | VIP code | - | All outlets | No |
Price Books
| Name | Customer Groups | Location | Online? |
|---|---|---|---|
| Volume Pricing- LED Lightbulb | All customer groups | Home and Garden/Furniture | No |
| Wholesale/B2B - Home Garden | Wholesaler | Home and Garden/Furniture | Yes |
| General Price Book (All Products) | All customer groups | All | Yes |
| High Loyalty VIP book | VIP | All | Yes |
| Online Price book | All customer groups | Online | Yes |
PO's/Transfers/Returns/Inventory Counts etc.
PO's for this vertical:
291554850-3 (NuORDER)
Transfers for this vertical:
Trans XMCF - Thu, Mar 12, 2026
Trans UQEB - Mon, Jan 26, 2026
Trans DS6N - Mon, Jan 26, 2026
Vendor Returns for this vertical:
Inventory Counts for this vertical:
Main Outlet - Jan 22, 2026, 12:00 PM
QuoteMachine Quotes:
QUO-0005 - Sofa/Lighting install w/white glove assembly
QUO-0004 - Dining room table and chairs
QuoteMachine Invoices:
INV-0001 - Invoice for mulch and delivery, Net 30
QuoteMachine Work Orders:
ORD-0001 - Desk with white glove assembly
Integrations
Shopify
Home and Garden/Furniture page
QuoteMachine
In home and garden or furniture demos, use QuoteMachine to handle the "complex stuff" Lightspeed X doesn't do natively, such as custom furniture work orders, interior design project quotes, and large freight deposits. It pulls your live catalog into a sleek, branded quote where clients can approve custom upholstery or landscaping specs and pay digitally, while everything syncs back to your Lightspeed sales history automatically.
NuORDER
In demos, use NuORDER to show how Lightspeed X handles high-end wholesale and stock replenishment for showrooms. It transforms your catalog into a digital showroom where interior designers and boutique retailers can browse seasonal furniture collections and place bulk container orders or pre-book seasonal garden inventory that syncs directly back to Lightspeed. It’s perfect for demonstrating how to scale a furniture brand from a local showroom to a global distribution powerhouse.
Brands in this space:
Shinola
Outerknown
Ralph Lauren
