BackOffice Setup for Retail Businesses
After setting up BackOffice, check out part 2: iPad Register for Retail Businesses.
BackOffice is where you set up your business in ShopKeep. Add your staff to track their sales, add your items to sell them at the register, and print labels for items to ring them up with a barcode scanner. Explore other topics selected for retail businesses such as receipt setup, gift cards, customer management, and discounts.
Table of Contents
“Staff” is ShopKeep’s term for anyone who works in your store. It is important to add all employees to be able to track their sales and time clock punches and control who has access to what.
If you have questions about managing staff, visit our BackOffice FAQ.
- In BackOffice, click 'Staff' and select 'Staff List'.
- Click 'Add Staff'.
- If prompted, set a new register code for the Business Owner and tap 'Enable PIN'.
- Enter at least a first name, last name, register code, select a role, and click 'Save'.
Register Code | 4-digit code that allows an employee to clock in and out and sign into the register.
Role | Select ‘Cashier’ or ‘Manager’. Cashiers can run sales, returns, and perform other cashier functions at the register. Managers can perform cashier functions and manager functions, such as opening the register shift and cash drawer.
BackOffice Access | Select a level of BackOffice access to give to an employee. Visit our Manage Staff article to learn about the different types of BackOffice permissions.
Don’t see ‘BackOffice Access’? Visit our Staff Troubleshooting guide for help.
Visit our Manage Staff article to learn how to edit or remove existing employees.
Add Items with Variants
Retail businesses often sell specific items in different sizes, colors, etc. Adding an item with variants makes it easy to enter all of the variations of a product at once. Business Owners and BackOffice Managers also have the ability to create items from the iOS ShopKeep Register app (must be on v4.0 or above).
If you have questions about adding or managing items, visit our Inventory FAQ.
- Visit the Item List in BackOffice or from the iOS ShopKeep Register app.
In BackOffice, click ‘Items’ and select ‘Item List’. In the iOS ShopKeep Register app (v4.0 and above, Business Owners and BackOffice Managers only), select ‘Manage Items’ from the Main Menu.BackOfficeiOS ShopKeep Register App
- Click 'Add New'.
- Select 'Create' under 'Item with Variants'.
- Fill in the 'Item Description' section.
Name | What the item is called. Appears on the item shortcuts panel, receipts, and BackOffice reporting.
Department | General grouping used for item organization and reporting.
Category | Subgroup within a Department also used for organization and reporting.
Register Status | If checked, cashiers can sell the item at the register. If unchecked, they cannot.
Supplier | Who the business acquires the item from.
Suppler’s Item ID | Reorder code or part number that the supplier uses for the item.
- Enter the item's first option and its values.
Options are the traits that distinguish between an item’s variations and option values are the specific types of options. Use a comma to end one option value to begin typing another.
- (Optional) Click 'Add an option' to enter more options.
- (Optional) Enable 'Track Inventory' to track variant cost and quantity.
- Enter as many details as desired for each variant.
Price | Amount customers pay for the variant at the register.
Quantity | How many of the variant are in stock.
Cost | What the business pays to acquire the variant. Cost cannot be edited after saving the item.
UPC | If the variant has a barcode, enter it here to be able to scan it at the register.
Reorder Trigger | Low quantity amount that, when reached, prompts the variant to appear on the Reorder Report.
- Click the default save option to finish creating the item or click the arrow to select another save option.
Save and create new | Save the current item and create a new basic item.
Save and keep editing | Save the current item and remain on the details page to make adjustments.
Save and close | Save the current item and return to the Item List.
The last used selection will be remembered as the default save option.
Options cannot be added or edited after saving the item. Option Values, however, can be.
To learn about the parts we did not cover, visit the full Add an Item with Variants article.
Print labels for your inventory items using ShopKeep Label Printing. Scan the label barcodes at the register with a barcode scanner to drastically speed up the checkout process.
Before getting started, don’t forget to unpack and set up the DYMO label printer!
- In BackOffice, click 'Items' and select 'Item List'.
- Search for and select an item with variants.
Items with variants are identified by an arrow icon next to the item name.
- In the 'Item Variants' section, click the label printing link for an individual variant.
If Track Inventory is on:
Click the ‘Actions’ arrow & select ‘Print Label’.
If Track Inventory is off:
Click ‘Print Label’ in the ‘Actions’ column.
- Choose a 'Size', enter a 'Quantity', and click 'OK'.
For Size, select from: Square (1 x 1), Rectangle (1 x 1.5), Large Rectangle (1.25 x 2.25), or Butterfly.
Visit our ShopKeep Label Printing article to learn how to print labels for basic items.
Paper receipts can be easily customized with your business location, contact information, and store logo in BackOffice or from the iOS ShopKeep Register app (must be on v4.0 or above).
After setting up your paper receipt, learn how to customize your email receipt here.
- Sign into BackOffice or the iOS ShopKeep Register app as the Business Owner and open receipt settings.
In BackOffice, click ‘Settings’ and select ‘Receipts and Tips’. In the iOS ShopKeep Register app (v4.0 and above), select ‘Receipt and Tip Settings’ from the Main Menu.BackOfficiOS ShopKeep Register App
- Click the ‘Business Info’ tab.
- Fill in as much 'Business Info' as desired for receipts.
- (Optional) Click ‘Choose Image’ to upload a business logo for the top of email receipts.
- Click ‘Save’ to save changes.
- Click the ‘Paper Receipt’ tab.
- (Optional) Enter additional details for the receipt in the ‘Extra Text’ field.
Retail businesses often use this space to advertise an upcoming sale or event.
- (Optional) Enable ‘Show Logo on Printed Receipt’ to print the store logo from step 4 in grayscale at the top of paper receipts.
Before enabling this feature, you must upload a store logo. To optimize the logo for printed receipts, we recommend the following tips.
- Click 'Save'.
Visit our Receipt Setup article for more detailed information on customizing your paper receipt.
ShopKeep Gift Cards
Getting ready to offer gift cards to your customers is a multi-part process. Don’t worry, we’ll walk you through each step.
If you have questions about gift card ordering, processing, or setup, visit our Gift Card FAQ.
1. Get Gift Card Processing
If ShopKeep gift cards are part of your pricing package, follow the instructions in your email to submit the information needed for us to set up your account for gift card processing. If ShopKeep gift cards are not part of your current pricing package, follow the steps here to upgrade your account.
2. Enable Gift Card Tender
When you issue a gift card, a customer will come back at some point to redeem it. Enable the ‘Gift Card’ tender type to prepare the register to accept gift cards.
- Click 'Settings' and select 'Tenders'.
- Under 'Redeemable', check the box for 'Gift Card'.
Changes save automatically.
3. Create a Gift Card Item
Finally, let’s create the inventory item that cashiers will sell at the register to issue a gift card.
- Visit the Item List in BackOffice or from the iOS ShopKeep Register app.BackOfficeiOS ShopKeep Register App
- Click 'Add New'.
- Select 'Create' under 'Basic Item'.
- Enter a 'Name': 'Gift Card'.
- Change ‘Price Type’ to 'At the Register'.
- Change ‘Liability Tender’ to ‘Gift Card’.
This automatically makes the item non-taxable.
- Select a save option to finish creating the item.
For more on Gift Cards, like how to issue them at the register, visit our ShopKeep Gift Cards article.
Interested in tracking customer data or offering special discounts? We can help you set these up so your staff can manage everything with just a few taps.
As customers make purchases, save their contact details at the register so you can email receipts, track purchases, and send promotional information. When away from the register, you can add customers to the customer list from BackOffice.
If you have questions about adding customers, visit our BackOffice FAQ.
- In BackOffice, click 'Customers' and select 'Customer List'.
- Click 'Add Customer'.
- Enter a customer's information.
At least a first name, last name, email address, or phone number are required.
- Click 'Save'.
Visit our Manage Customers article to learn how to view a customer purchase histories.
Create specific discounts, such as a senior or employee discount, to track how often they are used at the register and the total amounts they deduct.
- In BackOffice, click 'Settings' and select 'Discounts'.
- Click 'Add Discount'.
- Fill in the discount's details and click 'Save'.
Name | Name of the discount as it appears on the register and in BackOffice reporting.
Receipt Description | Name of the discount as it appears on receipts. Leave blank to use the Name entered above.
Type | Select whether the discount is a dollar amount or a percent.
Open | Check this box to allow cashiers to enter an amount/percent at the register when applying the discount to a sale. If checked, the Amount/Percent field is disabled.
Applies to | Set whether the discount can be applied to individual items, to transactions, or to both.
Requires Manager | Check this box to require a manager code before cashiers can apply the discount.
Visit the Discounts article to learn how to apply discounts at the register.
- Choose a 'Size', enter a 'Quantity', and click 'OK'.