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Back Office

  • Last Updated: November 11, 2024
  • Note: The Exatouch Back Office software can be installed for merchants by an Exatouch staff member. To book an installation, visit: https://calendly.com/product-success-team/exatouch-free-back-office-reporting-license.

Back Office (BO) is a software that Exatouch downloads on the merchant’s computer that can do everything that a normal Exatouch unit does – except run sales. This software, which is compatible with Windows 10 or higher, can be used on a merchant’s laptop, desktop, or tablet as long as the device is operating on the same network as the merchant’s Exatouch station(s). Back Office is not compatible with other devices such as Linux, iOS, and Android.

  • Note: For support, contact our 24/7 Technical Support Team at (800) 966-5520 – Option 3 or email us at support@electronicpayments.com.

The following are things that merchants commonly use BO for.

Create Sales Reports

Sales Reports pull together data about sales from your Exatouch database. There are many different types of reports, including but not limited to:

  • Customer Balance
  • Item Code
  • Payments
  • Refunds/Voids
  • Sales Transactions
  • Taxes

  • See: Sales Report Summaries

Add Items

Items in Exatouch make up inventory for sale and populate the menu with non-inventory items, where applicable. Users with appropriate access can add items at any time directly into Exatouch.

  • Note: For retail accounts, the process of adding items to the system’s inventory is dependent on the equipment that is connected to the BO computer. For example, if a scanner is connected, merchants would be able to scan items instead of manually inputting information for them.

  • See: Add an Item

Add Employees

Add new employees to Exatouch so they can log in and use the system.

  • See: Add a New Employee

Create Purchase Orders

Exatouch tracks inventory levels of items from purchase through sale, adding and deducting inventory as part of day-to-day operations. If you’d like to use Exatouch to help you create purchase orders quickly, set up Low Level Qty for items, or set up and use Dynamic Reordering to automate purchase order (PO) creation.

  • See: Create Quick Purchase Orders

Add Business Details

Enter business details to keep an accurate record of your address, operating schedule, and contact information. Configuring Business Details is also required when interfacing with DeliverMe, as well as third-party delivery services such as GrubHub.

  • See: Add Business Details

Create Custom Buttons

Custom buttons can be configured to execute functions, quickly add items or services to an order, and apply discounts. They are located in the register and can be created in the Custom Buttons screen.

  • See: Custom Buttons

Popular With

Grocery/C-StoreLiquorRetailSalon/Spa

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Related Topics

  • Exatouch Setup
  • Back Office & System Setup

Related Articles

  • Sales Report Summaries

    Last Updated: March 4, 2025

  • Business Overview Reports

    Last Updated: June 18, 2024

  • Create Quick Purchase Orders (PO)

    Last Updated: August 29, 2024

  • Dynamic Purchase Orders

    Last Updated: October 19, 2023

  • Custom Buttons

    Last Updated: February 13, 2025

  • DeliverMe Dashboard Settings

    Last Updated: November 6, 2023

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