New Store Setup
Merchants with an existing ShopKeep store don’t need to start from scratch to set up another. Learn to add a new store to your account, copy inventory and customers, and complete the new location’s setup.
Opening your very first ShopKeep store? Start with the Sign Up to Sign In article instead.
Table of Contents
Create a New Linked Store
Begin setup by adding a new linked store so the Business Owner can easily switch between each store’s BackOffice without signing out.
IMPORTANT: Once a new store is linked to your account, it cannot be unlinked.
- Sign in to BackOffice as the Business Owner for your existing ShopKeep store.
If you have trouble signing in, visit our Login/Access Troubleshooting guide for help.
- Click 'Settings' and select 'Locations'.
Don’t see ‘Locations’? Visit our BackOffice Settings Troubleshooting guide for help.
- Click 'Add New'.
- Follow the prompts to create a new linked store.
Need help completing the prompts? Visit this detailed support article on how to link stores.
Visit the Multi-Store Management article to learn how to switch between linked stores.
If the new store sells the same products as the existing one, copy over inventory from your existing store. First review the limitations of this process, then start importing items into the new store.
Most items and item settings can be copied between stores without difficulty, but there are limitations to be aware of before starting this process.
These items and item settings cannot be copied and must be manually set up in each new store:
How to Copy Inventory
From exporting your stock items to importing them into the new store, follow the steps below to learn how to copy your inventory.
- In the existing store's BackOffice, click 'Items' and select 'Bulk Manage Items'.
- Click 'New Job'.
- Select 'Update Items' and click 'Next'.
- Click 'Export your existing inventory to a CSV'.
- Open the inventory export in any spreadsheet software.
- If there are items you do not want to copy to the new store, delete those rows from the spreadsheet.
- Update the 'Quantity' column with each item's quantity on hand for the new store.
- Update any other columns that are different for the new store.
E.g. price/cost changes, register statuses, reorder triggers, recommended order amounts, etc.Visit the Bulk Management support article for an explanation of each column.
- Delete all rows that contain items with variants or liabilities.
You must manually add these items to the new store in a separate process.
- Items with variants have text in the Option Name and Option Value columns.
- Liabilities are items used to issue gift cards, gift certificates, or deposits. Look for items with names like Gift Card or Bottle Deposit.
- Check the formatting of the 'UPC' column.
Some spreadsheet software removes leading 0’s or converts numbers to scientific notation. If UPC codes are not 8, 12, or 13 numbers long, adjust the formatting of the cells in this column.
- Save the spreadsheet and go to the new store's BackOffice.
- In the new store's BackOffice, manually add tax groups from the existing store.
Enter tax groups exactly as they are in the existing store. Spelling, spacing, and special characters matter.Skipping step 12 may result in errors when you import the inventory spreadsheet.
- Click ‘Items’ and select ‘Bulk Manage Items’.
- Use Bulk Management to import the inventory spreadsheet to the new store.
- Wait a few moments for the import to finish, then refresh the page to view the results.
Visit the Items Troubleshooting guide for help fixing any errors.
After the Import
With your inventory imported into the new store, follow these steps to finish setting up the items. Each step is optional, so do only what matches your business needs.
Once finished setting up the items, visit our Bulk Management article to learn how to import new items into all linked locations at once.
- Add items with variants and liability items to inventory.
- Contact your ShopKeep Expert for help copying over modifiers from the original store.
The time it takes to complete this request varies & is subject to the availability of your Specialist/Expert.
- Set up the register button layout.
- Enable and set up raw goods.
- Print barcode labels with SKU's from the new store.
Labels printed using SKU’s from the original store will not scan at the new store and must be reprinted.
If your existing store has customers that visit the new location, copy over your customer list to the new store. First review the limitations of this process, then start importing customers.
Most customer information can be copied between stores without difficulty, but there are limitations to be aware of before starting this process.
The following customer information cannot be copied to the new store:
How to Copy Customers
The process of copying customers is similar to copying inventory and can easily be done with a customer export spreadsheet from your existing store.
- In the existing store's BackOffice, click ‘Customers’ and select ‘Export Customers’.
- Click ‘Download’ to export a spreadsheet of the store's customers.
- Open the customer export in any spreadsheet software.
- If there are customers you do not want to copy to the new store, delete those rows from the spreadsheet.Steps 5-7 are only required if you have tax exempt customers. Skip to step 8 if this does not apply.
- Add a column called ‘Tax Exempt’.
- In the ‘Tax Exempt’ column, enter ‘TRUE’ for customers with a ‘Sales Tax Number’ and ‘FALSE’ for customers without one.
- Check the formatting of the 'Sales Tax Number' column.
Some spreadsheet software removes leading 0’s or converts numbers to scientific notation. You may need to adjust the formatting of this column so sales tax numbers save properly.
- Save the spreadsheet as a .CSV file and go to the new store's BackOffice.
- In the new store's BackOffice, use Bulk Customer Management to add customers from the spreadsheet.
- Wait a few moments for the import to finish and refresh the page to view the results.
Visit the Customer Management Troubleshooting guide for help fixing any errors.
Complete Store Setup
Inventory and customers are the only parts of a store that copy over. Use this section as a checklist to finish the rest of the new store’s setup.
If you have any questions about setting up the new store, visit our Setup FAQ.
With your locations set up, compare performance between locations with the Sales by Location Report.