The control panel contains a variety of cashier and manager functions for running your business and assisting customers.
Table of Contents
Employees with Cashier privileges can run sales and returns, check gift card balances, reprint receipts, and perform many other everyday register actions.
History / Returns
The History / Returns screen allows a cashier to browse the shift’s transactions, process returns, and reprint receipts.
ShopKeep returns call up the original sale and refund the transaction back to the customer.
1 Tap History / Returns on the Control Panel.
2 Select a transaction to return from the current shift and tap Begin Return.
3 Swipe from right to left and Delete to remove items NOT being returned.
Items on the screen will be returned to the merchant and refunded to the customer.
4 Choose the tender for return.
5 Select Print or Email Receipt (optional) and tap Done.
Reprint / Gift Receipt
If you need a receipt copy from the current shift, you can reprint it directly from the register.
1 Tap History / Returns on the Control Panel.
2a Select a transaction and tap Print Receipt.
2b Tap the arrow and press Print Gift Receipt to print a receipt without prices.
The Cashier Shift Report allows an employee to view information on transactions they ran during their shift. Managers can run the Shift Report for individual employees or cumulatively for all employees.
1 Choose Shift Report from the Control Panel.
2 Tap Print X Report to generate a printed copy (optional).
If using integrated ShopKeep Gift Cards, check the balance of a customer’s card directly from the register.
1 Choose Gift Cards from the Control Panel.
2 When prompted, swipe a gift card to view how much is left.
Connect your receipt/ticket printer printer to ShopKeep or set up your credit card reader.
1 Choose Hardware Setup. Then, Printer Setup.
2 Toggle the switch next to your receipt printer to turn it on.
Or, tap to add your ticket printer to the BackOffice.
3 Test Print to confirm your printer works.
1 Press Hardware Setup. Then, Card Readers.
2 Tap your card reader to connect it.
Your reader is ready to use when a green check mark appears.
Check out what’s new in the world of ShopKeep. Unread articles are marked with a green dot.
1 Choose What’s New from the Control Panel.
2 Tap on a story to read it or choose Mark All as Read.
If an employee has Manager privileges, they’ll see store and employee management options like Shifts (open / close), No Sale, Drop / Payout, Get Updates, and Diagnostics. Managers also have access to all Cashier functions.
Open Shift is how you begin a shift and set the initial drawer amount so you can run sales.
1 With the shift closed, sign in as a Manager.
2 Use the keypad to enter the opening amount. Tap Open Shift.
Close Shift at the end of your business day
1 Choose Close Shift from the Control Panel.
2 Enter the amount of cash left in you drawer. Tap Close Shift.
3 After closing, tap Print Z Report for a hard-copy of your totals (optional).
A simple way to pop open the drawer for any reason without performing a sale.
1 Choose No Sale from the Control Panel.
Pay In / Payout
Perform a Drop or Payout any time you need to remove money from the register for any reason other than a return. Need to add more cash to the till mid-shift? Do a Pay In to record that in ShopKeep so the drawer balances.
1 Choose Pay In / Payout from the Control Panel.
2 Select a type of Drop / Payout or Pay In. Enter an amount and Continue.
3 Enter a comment (optional) and tap Done.
Safe Drop is for making cash deposits from your till into your safe or bank.
Payout is a general reason for removing cash from the drawer.
Pay In is used when you need to add money to the drawer.
Buy Inventory is for purchasing business supplies or ingredients.
Non-Cash Gratuity is for paying employees credit gratuity from the till.
When updating the BackOffice, use Get Updates to sync the changes with your iPad.
1 Tap Get Updates on the Control Panel.
Located under Diagnostics on the Control Panel, this screen shows quick, at-a-glance information on the current state of your register.
1 Choose Overview from the Control Panel.
You can also Deactivate your Register on this screen.
Located under Diagnostics on the Control Panel, this option only appears if you’ve enabled Serverless Sync™ for your account. The Register List lets you know which registers are currently connected and able to communicate with one another.
1 Choose Register List from the Control Panel.
Read more about this feature in our Serverless Sync™ support article.