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:

Table of Contents

What to Know Before Transitioning

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, and limit delivery orders to certain hours.
    • Scheduled pickup and delivery operating hours 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.

    1. Set up ShopKeep eCommerce.

      Already set up ShopKeep eCommerce? Skip to step 2, and disable legacy online ordering.

    2. Disable legacy online ordering to stop accepting orders via the old online ordering system.
    3. Enable eCommerce online ordering to start accepting orders via the new online ordering platform.

    Set Up ShopKeep eCommerce

    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.

    Visit our ShopKeep eCommerce Setup and eCommerce Advanced Topics articles to view detailed, complete setup steps and learn about additional eCommerce features.

    Already set up ShopKeep eCommerce? Skip to the next section, Disable Legacy Online Ordering.

    1. Sign into BackOffice as the Business Owner or an employee with the relevant permissions.

      Learn about employee permissions here.

    2. Click ‘Integrations’, and select ‘eCommerce’.
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    3. 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.

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    4. 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.

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    5. Set up the ShopKeep eCommerce webstore.
      a  (Optional) Customize synced items to add photos, descriptions, and other details.
      b  Enable items for sale to allow customers to order them online.
      c  Enter the business information that will appear on online order emails sent to customers.
      d  Set up the tax rates charged for online orders.
      e  Add shipping and pickup options so customers can choose how to receive online orders.
      f  Select a payment provider to accept online credit card payments for online orders.
      g  (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.
      h  Preview the finished webstore, edit its appearance (if necessary), and view its default URL.
    6. (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.

    7. 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.

  • This section must be completed before enabling eCommerce online ordering and sharing your new webstore.
  • We recommend completing the steps in the 2 sections below during non-business hours to prevent disruption to the business and customers.
    1. Remove the legacy online ordering link from everywhere it is available to your customers.

      Check the business’s website, social media pages, receipt, and other areas the link may be posted.

    2. Sign into BackOffice as the Business Owner or an employee with the relevant permissions.

      Learn about employee permissions here.

    3. Click ‘Marketing’ and select ‘Online Ordering’.
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    4. 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.

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    5. On the register, open the Main Menu and tap 'Get Updates from BackOffice', then 'Get Updates' to sync changes to the register.
    6. 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.
    1. Enable the online ordering feature in BackOffice.
      a Sign into BackOffice as the Business Owner or an employee with the relevant permissions.
      b Click ‘Integrations’ and select ‘eCommerce’.
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      c Enable the ‘Send eCommerce orders to my register’ setting.
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    2. 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.

    3. Go to each register and Get Updates from BackOffice.
    4. 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.

    5. 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.

      a Sign into the register as a Register Manager.
      b From the Main Menu, tap ‘Register Settings’.
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      c Toggle the switch for ‘Print Online Orders’ to disable or re-enable online order printing on this register.
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      d (Optional) Repeat steps 5a – 5c for each additional register where you want to receive online orders.
    6. (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.

    7. 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.

    8. Visit the links below to learn how eCommerce online ordering works, how customers place orders, and how to process orders at the register.