BackOffice Settings and Password

BackOffice is where you enter your inventory and create a button layout, track your sales, access re-printable receipts, and download analytics reports. It’s the back-end management tool that allows you to control subscriptions, licenses, and important account information. See something here that’s missing from your BackOffice? Contact Customer Care for help enabling it.

Table of Contents

BackOffice Settings

Settings is located on the sidebar and is divided into 3 sections: Store Settings, Register Settings and Integrations.

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Select a setting below for more information.

Store Settings

Locations

Businesses with multiple storefronts often have a separate ShopKeep store for each location. Link stores together so any Account Owner can switch between any BackOffice.

Receipts

Customize paper and email receipts, choose how / if tips are accepted, and determine how customers sign for credit transactions.

Taxes

Set your tax rate and create additional tax groups, if needed.

Discounts

Create named discounts and manage their settings.

Tenders

Enable additional tenders, like check, gift card, coupon, and more.

Inventory Settings

Turn on Raw Goods to track the individual ingredients or components of your items.

Label Printing

Configure what appears on your ShopKeep barcode labels. Add descriptions or prices to labels.

Register Settings

General

Enable Serverless Sync™ so you can see all of your open checks on every register. You may also set preferences such as Auto Sign Out and choose your default home screen.

Your register must be updated to version 2.6.7 or above to use the Auto Sign Out feature.

Register Licenses

Manage your register licenses to control how many iPad registers the account can have.

Hardware

Manage and name ticket printers; assign specific departments or categories to print to a ticket printer.

Integrations

MailChimp

Integrate MailChimp with ShopKeep to send email campaigns out to your customers.

QuickBooks

Set up QuickBooks Integration so your shift information will sync over daily.

Employee Privileges

Only the account owner will have access to every option in the navigation bar. The account owner login is the email address the ShopKeep account was created under.

Account Owner Access

Locations, Receipts, Taxes, Discounts, Tenders, Inventory Settings, Label Printing, General, Register Licenses, Hardware, MailChimp, QuickBooks

BackOffice User & Register Code

Taxes, Discounts, Tenders, Inventory Settings, Label Printing, General, Hardware, MailChimp, QuickBooks

*User may also view a limited Staff List

BackOffice Password

Your password is used for the BackOffice, not the iPad register. Account Owners have full control, while Employees with BackOffice access are more limited.

Account Owner Password

Your BackOffice password is linked to the email address used when signing up; follow the instructions below to reset it.

1 Visit your BackOffice Login page.

2 Choose Forgot Your Password?

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3 Enter your Store and account Email Address.

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4 Check your inbox (and spam folder) for our email.

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5 Enter your new password and Reset.

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Employee Password

Employees do not use the password reset page. If an employee forgets their BackOffice login information, the account owner must reset it from the Staff List.