Shopify to Lightspeed inventory checklist: clean stock before you rebuy
2026-07-16
Shopify → Lightspeed: inventory checklist before you rebuy
Who this is for: independent specialty retailers — including vape and smoke shops — who are consolidating in-store POS onto Lightspeed Retail X-Series after a Shopify ecommerce disruption, a dual-system mess, or a deliberate move off Shopify for retail ops.
Who this is not for: pure online shops picking a new storefront. Most pure-ecommerce migrations right now go toward self-hosted carts (WooCommerce and peers), not Lightspeed. Lightspeed is a retail POS first. If you only sell online, treat this page as optional background.
Last verified: 2026-07-16.
I run an independent BC vape shop on Lightspeed X-Series at the counter. I am not a Lightspeed partner, not a migration agency, and not paid by any platform named here. This is an operator checklist for the inventory work that actually burns cash during a platform change.
The real risk during a POS/ecommerce change
Platform migrations get sold as catalog imports and redirect maps. The silent cash burn is different:
- You rebuy the wrong stuff because last-90-day velocity lived in Shopify Analytics and never made it into the new buy sheet.
- Dead stock from the old channel stays priced as “working inventory” in the new POS.
- SKU drift — same product under three codes across Shopify variants, old POS, and supplier sheets — so every report lies a little.
- You pay for Plus-tier reporting you do not need yet, or you skip reporting entirely and buy on gut for six months.
ShelfReport exists for that gap: Lightspeed’s own docs put dusty inventory / sell-through style reports on higher plans, while Core still exports the raw CSVs. Use the exports; do not fly blind.
Day 0 — before you cut anything over
1. Export Shopify while you still can
From Shopify admin, while the store is still accessible:
- Products → Export → all products, CSV
- Orders → Export → enough history for taxes and velocity (90 days minimum, 12 months if you can)
- Customers only if you legally need them for your own CRM — do not upload customer files into random tools
Store copies offline. If a store is suspended later, extraction gets harder.
2. Export Lightspeed the same day you go live
On X-Series:
- Product list export (includes supply price / cost and inventory columns on typical accounts)
- Sales history in date-bounded chunks (watch the ~1,000-sale export cap — stack months)
- Optional: replenishment / inventory reports for cross-check
Walkthroughs live in the Lightspeed CSV export guide.
3. Freeze reordering for 48 hours if you can
One quiet rule that saves more money than any dashboard: do not place a full restock until dead stock and velocity are visible in one place. Emergency outs only.
Day 1 — one joinable inventory truth
You need three files that share a SKU:
| File | Purpose |
|---|---|
| Products (with cost) | On-hand × cost = cash trapped |
| Inventory snapshot | What is actually on the shelf now |
| Sales history (≥90 days) | Last sale + velocity |
Cost coverage is the make-or-break field. Lightspeed calls cost Supply price. Shopify calls it Cost per item. If either export is blank for a big share of SKUs, every “cash trapped” number is a floor, not a headline — and you should fix costs in the POS before you trust a buy sheet.
Do not upload customer, staff, or payment columns into third-party tools. Good tools reject those headers; still, strip them if you can.
Day 1 — run a dead-stock / reorder pass
Whether you use a spreadsheet or ShelfReport’s free scan, force these decisions in writing:
- Don’t buy / clear — no sale in 90+ days with meaningful on-hand dollars
- Buy now — will stock out before the next supplier cycle at recent velocity
- Fix data first — missing cost, duplicate SKU, negative stock
- Fix online — in-store sellers with no (or broken) web listing, if you still sell online elsewhere
If you are on Lightspeed Core, remember: the dedicated dusty inventory, inventory sell-through, and recently out-of-stock reports are plan-gated in Lightspeed’s reporting matrix. Core’s inventory performance report does include a sell-through rate, but it is not the same as a SKU-level dead-stock cash and action sheet. Your CSV exports are not plan-gated. That is the wedge for a single-store operator who wants a defensible cash decision sheet without moving to Plus.
Week 1 — migration hygiene that protects margin
- One SKU authority. Pick Lightspeed as source of truth for on-hand. Map old Shopify variant SKUs deliberately; do not “close enough” them.
- Discontinued means discontinued. Archived Shopify products should not generate reorders.
- Supplier MOQ vs case pack. Reorder suggestions without pack size become fiction the first time a rep visits.
- Payments are a separate project. Moving POS does not solve high-risk ecommerce processing. See vape payment processing 2026 if that is your lane.
- Canada vs US policy risk is not the same. Shopify’s 2026 ENDS removals were driven by US AG pressure with a ~July 7–8 removal window for US merchants. Canadian scope remains a separate question — read the Canada note before you burn a weekend migrating for the wrong reason.
What not to do
- Do not panic-migrate a healthy Canadian Shopify storefront on rumour alone.
- Do not buy Lightspeed Plus on day one only for dusty inventory if a CSV report covers the decision.
- Do not trust analytics rollups (GMROI dashboards, category summaries) as a substitute for per-SKU product + inventory + sales exports when you are pricing dead stock.
- Do not hand a vendor write access to your POS for “reporting.”
A 30-minute operator path
- Export Lightspeed products + inventory + ≥90 days sales (or Shopify equivalents if you are mid-move).
- Run a free inventory scan — ShelfReport is built for these exact headers.
- Print or PDF the action list: clear / buy / fix data.
- Place only the Buy now lines this week.
- Schedule one clear-out for the dead-stock dollars figure — discount, return-to-vendor, or write-down with your bookkeeper.
Who I am
Independent BC retailer, Lightspeed X-Series at the counter, not affiliated with Lightspeed Commerce Inc. or Shopify Inc. Reports and checklists here are informational — not legal, tax, or financial advice. Verify plan features and export paths in your own Lightspeed account; UI labels move.
Related:
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