This is the second step in setting up your retail store. Before starting, make sure you have completed setting up your hardware. Learn more here.

The BackOffice is your business command center. This guide covers the most important settings to get your retail store ready for its first day of sales. We will walk through setting your store details, creating your product catalogue, and adding your staff.

Once your BackOffice is configured, continue to the next article to learn how to go live.

Watch this video for a full walkthrough of the Retail BackOffice setup process.

Follow these steps to configure the essential settings for your Retail store.

First, let's configure the core settings for your business.

This information appears on customer receipts, so accuracy is key.

1. Log in to your BackOffice.

2. Go to 'Settings', then click 'Stores'.

3. Click the store that was created with your account to open it.

4. Enter your 'Store Name', 'Address', 'Phone Number', and 'Business Registration Number'. If your business is registered for SST, also enter your 'SST Id No.'

5. Click 'Save'.

Add tax rates and configure how they are applied and displayed alongside your product prices. In Malaysia SST, or Sales and Services Tax, must be configured accurately to ensure compliance with government requirements. StoreHub POS supports setting up SST IDs, applying different rates, and displaying compliance information on receipts.

1. Go to 'Settings', then click 'Tax Code'.

2. Click 'Add Tax Code'.

3. Enter the 'Tax Code' name (e.g., SST) and the 'Tax Rate' (e.g., 6%). Your SST ID is not entered here. To show it on your receipts, see 'Show Your SST ID on Receipts' below.

4. Click 'Save'.

5. To apply this tax by default, go to 'Settings', then the 'General' tab.

6. Scroll to 'Default Tax' and select the tax rate you just created.

7. In the 'Display Price' section, choose 'Tax Inclusive' or 'Tax Exclusive'.

8. Click 'Save'.

If your business in Malaysia is registered for SST, add your SST ID during set-up so it prints on every receipt. Enter it in your e-Invoice company profile if e-Invoice is turned on for your account, or on the store page if it is not. Without an SST ID, receipts show no SST ID, no 'INVOICE' title and no SST summary.

To check which one applies, go to 'Settings', then 'Stores', and open your store. If you see a 'Company Profile' field (it may show '-- Not Set --') and 'SST Id No.' is grey and cannot be typed in, e-Invoice is turned on. The line 'Set in Manage Company Profile.' under 'SST Id No.' and 'Business Registration Number (BRN)' means both come from your e-Invoice company profile, so you edit them there. If you see a 'Company Name' field instead and can type in 'SST Id No.', e-Invoice is not turned on.

If e-Invoice is not turned on for your account, enter your SST ID on the store page.

1. Go to 'Settings', then 'Stores', and open your store.

2. Enter your SST ID in 'SST Id No.' and your BRN in 'Business Registration Number (BRN)', then click 'Save'. Repeat for each store. If your business is not registered for SST, leave 'SST Id No.' empty.

3. On your POS, tap the menu icon (☰), then tap 'Sync'.

If e-Invoice is turned on for your account, enter your SST ID in your e-Invoice company profile, not on the store page. The store page's 'SST Id No.' and 'Business Registration Number (BRN)' are filled from the company profile, so they are grey and cannot be typed in.

1. Go to 'e-Invoice', open the 'Company Profiles' tab and click the profile linked to your store. You can also click 'Manage Company Profile' on the store page.

2. Click 'Edit'. Under 'Business Activity and Tax Settings', set 'Are you SST Registered?' to 'Yes' and enter your SST ID in 'SST ID'.

3. Click 'Save & Validate'.

4. On your POS, tap the menu icon (☰), then tap 'Sync', so it gets the change. Receipts for every store linked to this profile now show your SST ID and the SST summary. You do not need to save the store page again, unless it shows a yellow 'Company profile values will be applied on save' notice. In that case, click 'Save' on the store page once, then tap 'Sync' again.

Control what actions your cashiers can perform on the POS register, such as issuing refunds or applying discounts.

1. Go to 'Settings', then click 'Stores'.

2. Select your store and click the 'Cashier Access Control' tab.

3. Use the drop-down beside each action to choose who can do it, such as 'Any Cashier' or 'Require Manager Access'.

4. Click 'Save'.

Customize the look of your printed and email receipts. For this initial setup, we will just confirm the default template.

1. Go to 'Settings', then click 'Receipt Templates'.

2. You will see a 'Default' template already created. You can click on it to view or edit it.

Now, add the food and drink items you sell.

Learn how to add products and customize details such as images, prices, and more.

1. First, create a category. Go to 'Products', click 'Add Product', then click the '+' icon next to 'Category'. Enter the category name (e.g., "Shoes") and click 'Save'.

2. Now, on the 'Add Product' page, enter the product 'Name' (e.g., "Work Shoes").

3. Assign it to the 'Category' you just created.

4. Scroll to 'Pricing', select 'Fixed', and enter the price.

5. Click 'Save'.

Create product variants such as color, size, or custom add-ons. Each variant is tracked as an individual product for better inventory management.

1. In your BackOffice, go to 'Products' and select the product you want to add options to (e.g., "T-Shirt").

2. On the product page, scroll down to the 'Inventory and Variants' section and tick both checkboxes: 'Track Stock Level' and 'Has variants'.

3. In the 'Variants' section that appears, click 'Add group'.

4. Enter the 'Variant group name' (e.g., 'Size') and then enter its 'Options' (e.g., S, M, L).

5. If you need a second option like 'Color', click 'Add group' again and repeat the step above.

6. Click 'Save' at the bottom of the page. The system will then create each combination (e.g., 'T-Shirt - S') as a unique item in your main 'Products' list.

Control who can access your system and what payment types you accept.

Every staff member who uses the POS needs an employee profile and a PIN to log in.

1. Go to 'Employees', then 'Add Employee'.

2. Fill in the employee's details. A unique PIN will be generated.

3. Assign them to a store and grant them a role (e.g., Cashier).

4. Click 'Save'.

You must set up the payment methods you accept.

1. Go to 'Settings', then 'Payment Options'.

2. Click 'Add Payment Option'.

3. Enter the 'Name' (e.g., "TnGo").

4. For 'Type', select 'Custom'.

5. Click 'Save'.

Your BackOffice is now ready with the basics. You can now explore more advanced topics through our detailed guides below.

Proper inventory management helps you track stock levels, reduce waste, and ensure you never run out of popular items. First, it's important to understand the different inventory types available.

Used to track the stock levels of everyday products, with or without variants such as size or color.

Track products made up of multiple ingredients or components. This is especially useful for retail businesses to manage bundled products like hampers.

Used to track individual items with unique serial numbers. This is more common for retail businesses selling electronics, but can be used for high-value items like specific bottles of wine.

Used to buy a product in one unit and count or use it in another, for example buy cartons, count cans and use ml in recipes.

Add suppliers and link them to specific products to streamline the creation of purchase orders.

Navigate to Stock Management to handle day-to-day inventory tasks.

Monitor products that are running low in stock and take action to restock them efficiently.

Generate and send purchase orders directly to your suppliers from the BackOffice.

Track your stock levels to identify discrepancies, wastage, or overstock situations.

View and analyse wastage data based on your Stock Take results to reduce losses.

Track stock movements and product performance using filters to gain clear visibility and control.

Navigate to reports to understand your business performance.

Tracks your sales trends over a selected period.

Shows the performance of each product, including quantity sold.

Displays which payment methods your customers use most often.

Provides a summary of each shift, crucial for end-of-day reconciliation.

Organise and maintain your customer database, and identify returning or loyal customers to enhance engagement.

Set up and customise promotional offers to attract customers and boost sales.

Set up and manage your own e-commerce website, allowing you to sell your products online and sync inventory seamlessly with your physical store.

Create a loyalty program for your customers, allowing them to earn points or cashback on their purchases to build customer loyalty and encourage repeat visits. Membership is a paid add-on and is not included in any plan. You can add it if you are on the Advanced or Pro plan.

An automated SMS marketing tool that helps you send targeted promotions and new arrival announcements to your customer database. StoreHub Engage is a paid add-on for merchants on the Advanced or Pro plan. It is not available on the Starter plan.

Ensure your business complies with national tax regulations (like the LHDN mandate in Malaysia) by generating and submitting government-required electronic invoices for your sales.

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