BackOffice Setup for Food Trucks

After you set up your BackOffice, check out part 2: iPad Register for Food Trucks.

BackOffice is where you begin to set up your business in ShopKeep. Create the food truck’s menu, set up ticket printing, and design your receipt before moving on to the iPad register.

Table of Contents

Build Your Menu

Set up all of the truck’s dishes, add customizations options, and organize the menu so it is easy for the cashier to navigate.

Watch our Build Your Menu video below:

Build Your Menu (Training Guide)

Add Menu Items

Add the items the food truck offers so the cashier can ring in customer orders at the register.

  1. Tap 'Items' and select 'Items List'.
  2. Click 'Add Item'.
  3. Fill in the menu item's details.

    Name | What the menu item is called. This appears on the button layout, receipts, & reporting.

    Department | A general grouping used for item organization, reporting, and ticket printing.

    Category | A subset of Department that is used for ticket printing.

    Sales Price | The amount customers pay.

    Track Inventory | True or False. Determines whether the menu item’s quantity is tracked.
    Set countable items like retail goods or bottled drinks to ‘True’.
    Set made-to-order items or those without a quantity to ‘False’.

  4. Tap 'Save' to create the item.

Visit our Adding Items support article for help with any of the parts we did not cover.

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Modifiers

Add modifiers to an item to let customers customize their order. Modifiers represent the different options a customer has when they order – like the kind of cheese on a burger.

  1. Click the 'Modifiers' tab.

Groups – Single Choice

These are for either/or choices you give the customer. For example, a burger can be cooked medium or medium-rare, but not both.

  1. Tap 'Add a Group' and enter a group name.
  2. Enter the group’s default selection.
  3. Tap 'Add another option' to fill out more choices.

    Add to price | Amount to add to the sales price if selected.
    Green Check | The “default” choice the item starts with.
    Trash Can | Deletes the group / option.

  4. Press 'OK' to save changes.

Options – Multiple Choice

Think of these as add-ons: extra toppings, customization options, etc. The customer can select as many different multiple choice modifiers as they’d like.

  1. Click 'Add an option'.
  2. Enter a name and optional ‘Add to price’.
  3. Press 'Add another option' to add more.
  4. Press 'OK' to save changes.

“NO” Options

Set up “NO” options to let diners exclude ingredients that normally come standard with the dish.

  1. Tap 'Add an option'.
  2. Enter a name and optional ‘Discount when OFF’ price.
  3. Click 'Add another option' to set up more.
  4. Press 'OK' to save changes.

For more on modifiers, including how to copy them from one item to another, visit the Item Modifiers support article.

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Button Layout

A well organized layout means the difference between frustrated cashier and a clean, simple interaction with the register.

  1. Tap 'Items' and select 'iPad Button Layout'.
  2. Type the name of an item to find it on the list.
    Click to Enlarge
  3. Drag and drop the item into a position on the layout below.

Check out the Inventory Layout support article to learn how to create additional pages and change button colors.

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Ticket Printing

Tickets print to the grill when a sale is tendered. They contain all details of the order so the cook knows what to make and how to make it.

Before completing the BackOffice steps below, set up your printer and connect it to ShopKeep.

  1. Tap 'Settings' and select 'Hardware'.
  2. Click 'Edit' next to the ticket printer.
  3. Click below 'Assigned To' and select Departments/Categories of items for ticket printing.
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  4. Tap 'Save' to confirm.

To learn more, including how to manage ticket printer assignments on the item-level, visit the Ticket Printing support article.

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Receipt and Gratuity Settings

Enter as much information as you want to print on receipts and choose how customers sign and tip for credit card transactions.

  1. Tap 'Settings' and select 'Receipts'.

Business Info

The receipt is a record of the customer’s order and payment. The receipt can also include useful information like a Twitter handle which customers can use to locate your truck.

Most food trucks prefer to print customer receipts. If you’d like to set up email receipts, see our Email Receipts support article.

  1. Click the 'Paper Receipt' tab.
  2. Fill in as much Business Info as desired.
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Gratuity Settings and More

To finish up, set how customers will sign and tip for credit card sales and complete your receipt customization.

  1. Click the drop down for 'Tips and Signature' and select your preference.

    Most food trucks choose ‘Tip and signature on screen’. This is quicker than printing a credit card signature slip.

  2. (optional) When selecting 'Tip and signature on screen', enter three suggested tip amounts.
  3. Enter any additional info you want to include in the 'Extra Text' field.
  4. Click 'Save' to finish up.

Visit the Paper Receipts support article for more details on each part of the receipt.

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Add Staff

“Staff” is ShopKeep’s term for anyone who works on your food truck. The cashier needs the register to handle orders and the cook needs register access to to clock in/out.

  1. Tap 'Staff' and select 'Staff List'.
  2. Click 'Add Staff'.
  3. Enter at least a first name, last name, register code, and tap 'Save'.
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  • Register Code | For clocking in / out, ringing sales, and cashier functions.
  • Register Manager | Check this box to give access to manager controls.
  • BackOffice Manager | Check this box to assign the employee their own BackOffice login.
  • Visit the Manage Staff support article to learn about editing/deleting staff members and changing employee settings.

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    Named Discounts

    Do you run promotions or offer a meal discount to employees? Set up custom preset discounts to speed up transactions where a discount is needed.

    Watch our Creating Named Discounts video below:

    Creating Named Discounts (Training Guide)
    1. Tap 'Settings' and select 'Discounts'.
    2. Click 'Add Discount'.
    3. Fill in the details and click 'Save'.
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  • Name | What the discount is called on the register.
  • Receipt Description | How the discount appears on the receipt.
  • Type | Discount by a dollar amount or a percentage.
  • Open | Cashier inputs discount amount or percent at register.
  • Applies to | Allow it to be applied to items only, overall sale, or both.
  • Requires manager | A manager will need to authorize the discount.
  • Visit the Named Discounts support article to learn about discount settings and how to apply discounts at the register.

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