BackOffice for
Grocery Stores

After you set up your BackOffice, check out part 2: iPad Register for Grocery Stores!

With BackOffice set up, now’s the time to start getting familiar with your iPad register. Learn how to ring sales, sign in and out, use the time clock, and more.

Table of Contents

Importing Inventory Items

Grocery stores usually have hundreds, if not thousands, of SKUs. Import your inventory items from a spreadsheet for the most efficient experience.

Check out our Importing Stock Items Overview video below:

Importing Stock Items Overview
  1. Choose 'Items' and select 'Bulk Manage Items'.
  2. Press the 'New Job' button.
  3. With Add New Inventory selected, click 'Next'.
  4. Choose 'Download a blank inventory template'.

Visit our Bulk Management support article to fill in your product info and import the template.

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Customizing Your Paper Receipt

Receipts are quick and easy to print at the register. Customize yours with business info and contact details, plus, anything else you want to appear at the bottom. Sign into BackOffice as the account owner to follow these steps.

Check out our Receipt Settings video below:

Receipt Settings
  1. Choose Settings and select Receipts.
  2. Click the Paper Receipt tab.
  3. Fill in as much Business Info as you want.
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  4. Select a tip and signature option for credit card sales.
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  5. Enter other info you want to include in Extra Text.
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  6. Click 'Save' to finish up.

Want to learn more about receipts? Check out the Paper Receipts or Email Receipts support articles.

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iPad Button Layout

Set up your button layout so cashiers can efficiently ring up items that can’t be scanned, like produce.

Check out our iPad Button Layout video below:

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

Visit our Inventory Layout article to learn how to customize buttons and create additional button pages.

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Additional Features

Here are a few more features handpicked for grocery stores.

Add Staff

Add your staff to BackOffice so you can track their sales. Use the built-in Time Clock to keep track of everyone’s hours worked.

  1. Click 'Staff'. Then, 'Staff List'.
  2. Press 'Add Staff'.
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  3. Enter the employee's information.
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  4. Click 'Save' to finish up.

Check out our full Manage Staff support article for more information.

Additional Tenders

Do you accept EBT cards through an external terminal, personal checks, or any tenders other than cash & credit? Here’s how to enable those tenders and more.

  1. Click 'Settings'. Then, 'Tenders'.
  2. Check the box to enable a tender.
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    These tenders are for reporting purposes and do not indicate 3rd party integrations. All “External” tenders are to be done on a separate terminal and are not integrated with Shopkeep.

Check out our Liabilities and Redemptions support article for more on tender types.

Tax Settings

First, set your default tax: the rate that’s applied to all taxable inventory items. Then, add new tax groups for items that require a rate that’s different from the default.

Set the Default Tax Rate

  1. Choose 'Settings', then 'Taxes'.
  2. Click 'Sales Tax'.
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  3. Enter your rate and press 'Update'.
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  4. Enter the Name and Rate. Then, press 'Save'.
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  5. Assign relevant items to the new tax group.

    Assigning items to the new tax group overrides the default rate for those items.

For more on taxes, check out our Manage Tax Settings support article.

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