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Transition to eCommerce Online Ordering
Merchants using legacy online ordering must transition to the ShopKeep eCommerce platform before October 21, 2020 to continue offering online ordering to customers. Review key details about the transition process, learn how to set up ShopKeep eCommerce, disable the legacy online ordering feature, and enable eCommerce online ordering for a seamless transition.
Not currently using legacy online ordering? Visit the 2 articles listed below instead to learn how to set up ShopKeep eCommerce and enable eCommerce online ordering:
Learn about features available in ShopKeep eCommerce online ordering that are not present in legacy online ordering and limitations to be aware of before transitioning.
Available in ShopKeep eCommerce Online Ordering
Customers can pay online, place delivery orders, enter order notes, schedule pickup orders for specific dates and times, limit delivery orders to certain hours, and leave a tip online.
Scheduled pickup, delivery operating hours, and tips and gratuity require an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.
Customers receive order updates via email, not text message, when you mark an order ready for pickup or out for delivery.
Customization options provide greater control over the design of the online ordering website. Use your own domain name to make the online ordering URL more memorable to customers.
All ShopKeep registers can receive and process online orders.
Limitations of eCommerce Online Ordering
Menu items with “NO” option modifiers, unit priced items, and open priced items are not compatible and cannot be sold with eCommerce online ordering. Learn about which item properties sync to ShopKeep eCommerce here.
eCommerce online ordering cannot be paused at the register or in BackOffice. To prevent customers from placing online orders when the business is not open, you must either set up scheduled pickup and limit delivery operating hours or manually close the online webstore from the eCommerce Dashboard.
Scheduled pickup and delivery operating hours require an upgraded ShopKeep eCommerce plan. For information on upgrading, visit our ShopKeep eCommerce setup article.
How to Transition to eCommerce Online Ordering
Follow the three-step plan outlined below to transition from the legacy online ordering platform to ShopKeep eCommerce online ordering.
We recommend completing steps 2 and 3 during non-business hours as to not disrupt the business or customers.
Set up a ShopKeep eCommerce webstore so customers can place online orders for menu items and products. This section must be completed to be able to enable the eCommerce online ordering feature which syncs online orders to the register.
Click ‘Enable ShopKeep eCommerce’ to activate eCommerce integration for the account.
With eCommerce enabled, most items will sync automatically from BackOffice to ShopKeep eCommerce. Learn about how syncing works, which item properties sync, and what types of items do not sync here.
Click 'Go to Dashboard' to visit the eCommerce Dashboard.
The Dashboard is where to customize how synced items will appear to customers, enable items for sale online, set up shipping and pickup options, and configure other settings for the online webstore.
The order limits feature requires an upgraded ShopKeep eCommerce plan.
h(Optional) Enable order comments and order limits to allow customers to enter notes when ordering and to set a minimum and/or maximum dollar amount for online orders.
The order limits feature requires an upgraded ShopKeep eCommerce plan.
iPreview the finished webstore, edit its appearance (if necessary), and view its default URL.
(Optional) Set up additional ShopKeep eCommerce features covered in our Advanced Topics article.
Learn how to organize menu items into categories, control where orders can be delivered, offer discount coupons, set up the webstore on an existing domain or WordPress site, customize email order notifications, and advertise on third-party sites like Facebook and Amazon.
Follow the steps in the next section to disable legacy online ordering before enabling eCommerce online ordering and sharing your online webstore.
Disable Legacy Online Ordering
Once your ShopKeep eCommerce webstore is set up, you must disable legacy online ordering before enabling eCommerce online ordering to complete the transition.
Click ‘Marketing’ and select ‘Online Ordering’.
Click to Enlarge
Click 'Disable online ordering'.
After completing this step, legacy online ordering will be permanently disabled and customers will not be able to place online orders via the legacy online ordering link.
On the register, open the Main Menu and tap 'Get Updates from BackOffice', then 'Get Updates' to sync changes to the register.
Follow the steps in the next section to enable eCommerce online ordering and share your ShopKeep eCommerce webstore with customers.
Enable eCommerce Online Ordering
Enable eCommerce online ordering to sync online orders placed via a ShopKeep eCommerce webstore to ShopKeep registers for processing.
Legacy online ordering must be disabled before enabling eCommerce online ordering.
ShopKeep eCommerce must be set up before eCommerce online ordering can be enabled. Haven’t set up a ShopKeep eCommerce online webstore? Follow the steps here to do so.
We recommend completing the steps in this section during non-business hours to prevent disruption to the business and customers.
Enable the online ordering feature in BackOffice.
aSign into BackOffice as the Business Owner or an employee with the relevant permissions.
Follow the steps here to enable the 'eCommerce' and/or 'Other' tenders.
ShopKeep eCommerce orders paid online and processed at the register will appear in reporting as being paid with the ‘eCommerce’ (if enabled) or ‘Other’ (if ‘eCommerce’ is not enabled) tender. Failure to enable at least 1 of these tenders will cause errors when online orders are sent to the ShopKeep Register app.
Enable Saved Sales Sync on each register by following the steps here.
Online orders will not sync to registers where Saved Sales Sync is disabled.
Set which registers will print kitchen tickets and online order tickets for online orders.
We recommend printing tickets from 1 register per location and disabling this setting on all others to prevent duplicate kitchen tickets. By default, online order tickets print at each register’s connected receipt printer unless changed in this step. For kitchen and online order tickets to print, online order printing must be enabled for at least 1 register.
d(Optional) Repeat steps 5a – 5c for each additional register where you want to receive online orders.
(Optional) To print delivery information on tickets, follow the steps here to configure the ‘Customer Delivery Information’ setting.
Delivery information can also be viewed on the register when closing an online order.
From the eCommerce Dashboard, click 'Website', and copy the 'Instant Site' URL to share it with customers and allow them to access the online webstore.
Share the link on the business’s website, social media pages, receipt, and other customer-facing areas.
Visit the links below to learn how eCommerce online ordering works, how customers place orders, and how to process orders at the register.