Bird's Eye View

A true business overview, the Bird’s Eye View features sales, inventory, customer, & staff data in an easy to read format with links to some of the most visited BackOffice pages.

Table of Contents

Bird's Eye View

Access the Bird’s Eye View by simply logging into BackOffice or tapping Bird’s Eye View on the side menu.

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Today’s Sales

The sales tile gives a broad outline of the current day’s activity with total net sales, credit card tips, and number of transactions processed.

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Check out this tile’s links to frequently visited areas of BackOffice:

  • Select ANALYTICS DASHBOARD to visit the Analytics Dashboard.
  • Tap TRANSACTIONS to go to the Transactions Table.
  • Inventory Items

    The inventory tile presents an overview of the account’s inventory. It contains the number of active items and number of items on the button layout.

    New ShopKeep customers see an empty tile until after setting up their first item. Tap ADD NEW ITEM to create an inventory item.

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    Existing ShopKeep customers see their account’s inventory information.

    *Active Items excludes items that came preloaded with ShopKeep (e.g. Misc Non-Taxable, Shipping, etc).

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    Check out this tile’s links to frequently visited areas of BackOffice:

  • Select ITEM LIST to go to the items list.
  • Tap ADD NEW ITEM to create a new inventory item.
  • Click BUTTON LAYOUT to edit the register layout.
  • Customers

    The customers tile shows the number of customers in BackOffice and how many receipts have been emailed to them so far that week.

    New ShopKeep customers see an empty tile until after adding their first customer. Tap ADD NEW CUSTOMER to create a new customer record and then RECEIPT SETTINGS to personalize email receipts.

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    Existing ShopKeep customers see their account’s customer and email receipt information.

    *Customers Saved excludes the ‘Walk-In’ customer that exists by default in ShopKeep.

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    Check out this tile’s links to frequently visited areas of BackOffice:

  • Select CUSTOMER LIST to view the customer list.
  • Tap ADD NEW CUSTOMER to create a new customer record.
  • Click MARKETING DASHBOARD to view the Marketing Dashboard.
  • Staff

    The staff tile contains the number of staff members created in BackOffice and how many hours they have worked so far that week.

    New ShopKeep customers see an empty tile until after setting up their first employee. Click ADD NEW to create an employee.

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    Existing customers see their account’s staff information.

    *Hours Logged This Week presents hours in decimal increments, not raw minutes.

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    Check out this tile’s links to frequently visited areas of BackOffice:

  • Select STAFF LIST to view the staff list.
  • Tap ADD NEW STAFF to create a new employee.
  • Click TIME CLOCK to view all staff time clock records.
  • Register Status

    This final tile lists each register along with its shift status (Open or Closed).

    New ShopKeep customers see an empty tile until after activating their first register. Tap ACTIVATE YOUR REGISTER to activate an iPad register.

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    Existing ShopKeep customers see their account’s register information.

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    Check out this tile’s links to frequently visited areas of BackOffice:

  • Select ACTIVATE YOUR REGISTER to activate a new iPad register.
  • Tap GO TO ACCOUNT SETTINGS to add/remove register licenses.
  • Click the arrow next to a register to see details on its most recent shift.