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
Import Inventory Items
Grocery stores usually have hundreds, if not thousands, of SKUs. Import your inventory items from a spreadsheet for the most efficient experience.
If you have questions about importing or managing items, visit our Inventory FAQ.
Check out our Importing Stock Items Overview video below:
- Click 'Items' and select 'Bulk Manage Items'.
- Press the 'New Job' button.
- With 'Add New Inventory' selected, click 'Next'.
- Click 'Download a blank inventory template'.
Visit our full Bulk Management support article to fill in your product info and import the template.
Customize Your Paper Receipt
Customize your receipts with business info and contact details, plus, anything else you want to appear at the bottom. Sign into BackOffice as the business owner to follow the steps in this section.
Check out our Receipt Settings video below:
- Click 'Settings' and select 'Receipts'.
- Click the 'Paper Receipt' tab.
- Fill in as much 'Business Info' as you want.
- Select a tip and signature option for credit card sales.
- Enter other info you want to include in 'Extra Text'.
- Click 'Save' to finish up.
iPad Button Layout
Set up your button layout so cashiers can efficiently ring up items that cannot be scanned, like produce.
Check out our iPad Button Layout video below:
- Click 'Items' and select 'iPad Button Layout'.
- Type the name of an item to find it on the list.
- 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.
Here are a few more features handpicked for grocery stores.
Add your staff to BackOffice so you can track their sales and use the built-in time clock.
If you have questions about adding or managing staff, visit our BackOffice FAQ.
- Click 'Staff and select 'Staff List'.
- Press 'Add Staff'.
- Enter the employee's information.
- Click 'Save' to finish up.
Check out our full Manage Staff support article for more information.
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.
- Click 'Settings' and select 'Tenders'.
- Check the box to enable a tender.
These tenders are for reporting purposes and do not indicate 3rd party integrations. All “External” tenders must be processed on a separate terminal and do not integrate with Shopkeep.
Check out our Liabilities and Redemptions support article for more on tender types.
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
- Click 'Settings' and select 'Taxes'.
- Click 'Sales Tax'.
- Enter your rate and press 'Update'.
- Enter the 'Name' and 'Rate'. Then, press 'Save'.
- 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.