ShopKeep Pocket
for iOS & Android

Download ShopKeep Pocket on your iOS or Android device to keep an eye on your store(s) while on the go. View sales across any date range, a full list of sold items, and a detailed register breakdown for your store account on ShopKeep.com, Inc.’s BackOffice servers.

Table of Contents

Download Pocket

Get ShopKeep Pocket from Apple’s App Store (iOS) or Google’s Play Store (Android) to connect your device to a store account on ShopKeep.com, Inc.’s BackOffice servers.

Download Pocket on iOS

  1. Open the App Store.
  2. Tap 'Search' and search for ShopKeep.

  3. Tap 'Get', then 'Install' to download Pocket.

  4. When the download finishes, tap 'Open' to launch Pocket.
    With Pocket downloaded, make sure to update the app when a new version is released. Visit this article to see what the newest version is and learn how to check what version you have installed.

Download Pocket on Android

  1. Open the Play Store and search for 'ShopKeep'.

  2. Select 'ShopKeep Pocket' and tap 'Install'.

  3. When the download finishes, tap 'Open' to launch Pocket.
    With Pocket downloaded, make sure to update the app when a new version is released. Visit this article to see what the newest version is and learn how to check what version you have installed.

Add Your First Location

With ShopKeep Pocket downloaded, use your BackOffice login to link Pocket with your store account on ShopKeep.com, Inc.’s BackOffice servers to view your data on the go.

  1. Tap 'Get Started'.
  2. Enter the store name, username/email, and password.

    Store name | ShopKeep account name, all lowercase with no spaces.
    Username/email | The username or email used to log in to your store account on ShopKeep.com, Inc.’s BackOffice servers. For the Business Owner, this is the email originally used to create the location. BackOffice Managers must use their assigned login for the location.
    Password | The case sensitive password used to log in to your store account on ShopKeep.com, Inc.’s BackOffice servers.

  3. Tap 'Sign in'.
  4. If signing in as the Business Owner, Pocket automatically adds all linked locations. Tap 'Continue'.

    If signing in as a BackOffice Manager, you must add other locations individually.

  5. To switch between locations, tap the location name, select another location, and tap 'Done'.

If you have problems adding a location, visit our ShopKeep Pocket Troubleshooting guide for help.

Add Additional Locations

If some locations are not linked or you did not sign in as the Business Owner, you can still add additional locations to Pocket to track their sales data.

  1. Tap the name of the current location.
  2. Tap 'Add a new location'.
  3. Enter the store name, username/email, and password, then tap 'Add a new location'.

    Unable to add the location? Visit our troubleshooting guide for help.

  4. Tap 'Done'.
  5. To switch between locations, tap the location name, select another location, and tap 'Done'.

View Your Sales

Monitor sales data from your store account on ShopKeep.com, Inc.’s BackOffice servers wherever you have internet. Scroll to view sales activity/trends, tender totals, top items, and active registers for a selected range.

IMPORTANT: Sales tax figures in reporting are estimates based on how you have configured your Tax Groups in BackOffice. For official filings, always verify your current local rates, then manually calculate tax using net taxable and non-taxable revenues. Be aware that tax laws can change at any time and you should contact a tax professional for specific tax advice regarding your business.

To learn how tax is calculated in ShopKeep, visit the Sales by Tax Group Report article.

Date Range & Comparisons

Pocket gives you the freedom to select a preset or customized date range for the app’s sales data. The comparisons feature allows you to see how the selected range performed against a similar period of time.

  1. Tap the date range.
  2. Select a preset or custom range.
  3. (Optional) Scroll down and choose a period of time to compare against the selected date range.
  4. Tap ‘Done’.
  5. (Optional) Use the arrows to skip back or ahead by one full range.

    For example, if viewing this month’s sales, tap the back arrow to show last month.

Refresh Sales Data

Refresh Pocket at any point to view updated sales data from your store account on ShopKeep.com, Inc.’s BackOffice servers.

  1. Scroll to the 'Sales activity' section and swipe down from the top of the screen.

Sales Activity

The Sales activity section gives a high-level summary of all registers for the selected date range.

Gross Sales | Total sales before discounts, returns, gratuity, and tax.
Net Sales | Gross Sales minus Discounts and Returns.
Sales Count | Total number of sales and returns performed at the register.
Average Sale Value | Average value of each sale before tax.
Returns | Amount refunded to customers before tax, gratuity, and discounts.
Discounts | Total discounts on sales minus total discounts on return transactions.
Looking for more detail on discount usage? Try the BackOffice Sales by Discount report.
Net COGS | The business’s cost of items sold minus the cost of items returned.
Gross Margin | Percentage of Net Sales left after accounting for cost.
Gratuity | Total amount of tips left on credit card transactions.
Sales Tax | Total tax amount charged on sales minus tax refunded on returns.
▲ / ▼ | How the current date range compares with your selected comparison period.

Net Sales Per Hour

The Net sales per hour tile graphs sales by hour of the day to help identify which times are busiest/slowest. Learn how to switch between viewing the net sales amount (default) and the sales count.

The graph’s solid line represents the selected date range. The dashed line stands for the comparison period.
  1. To view the sales count, tap the three dots, select 'Sales count', and tap 'Done'.

Tenders by Net Amount

View a breakdown of sales by tender type with the Tenders by net amount tile. See the total amount tendered across all registers and view the most popular payment methods by amount.

Top Items

By default, the Top items section shows the top 5 best-selling items by sales amount. Learn how to view the full list of sold items, sort through items, and customize how top items are measured.

  1. Tap ‘View all’ to see a complete list of all sold items.
  2. Tap the measure to sort the items list ascending/descending.
  3. To change the top items measure, tap the three dots, select a new measure, and tap 'Done'.

Need to export or print your item sales data? Run the BackOffice Sales by Item report.

Active Registers

The Active registers section displays each register, its open/closed status, and a summary of cash flow. This tile appears only when Pocket’s date range is set to Today.

Opening Cash | Opening drawer amount entered when the shift was opened.
Drops/Pay-Ins/Payouts | Amount of cash added to or removed from the drawer due to pay ins and payouts.
Cash Tenders | Total amount of cash added to the drawer due to sales and returns during the shift.
Expected Cash | Amount of cash expected to be in the drawer.
Actual Cash | Closing drawer amount entered when the shift was closed. This is blank until the shift is closed.
Over/Short | Difference between the expected cash and actual cash. This is blank until the shift is closed.

For similar sales overviews in BackOffice, try the Bird’s Eye View and Analytics Dashboard reports.

View Your Transactions

Use the ‘Transactions’ tab to view detailed information about individual transactions from ShopKeep.com, Inc.’s BackOffice servers, including a copy of each receipt, right from the Pocket app.

The ‘Transactions’ tab is only available in ShopKeep Pocket v4.5 and above, so download the newest version to use this feature.

  1. Tap the 'Transactions' tab on the bottom navigation to view your list of transactions.

    Don’t see the ‘Transactions’ tab? Update the ShopKeep Pocket app to the latest version.

    Click to Enlarge

    Total count | Total number of transactions occurring within the selected date range.
    Transaction total | Total transactions amount including taxes and credit tips occurring within the selected date range.
    ▲ / ▼ | The green or red arrow and accompanying percentage that shows how your current date range compares with your selected comparison period.

Date Range & Comparisons

Select a preset or customized date range to view transaction data occurring within a given time period. Use the comparisons feature to see how the selected range performed against a similar period of time.

  1. Tap the date range.
  2. Select a preset or custom range, then tap 'Done'.
  3. (Optional) Scroll down and choose a period of time to compare against the selected date range.

    If a comparison period is not selected, the default will be applied.

  4. Tap 'Done'.
  5. (Optional) Use the arrows to skip back or ahead by one full range.

    For example, if viewing this month’s sales, tap the back arrow to show last month.

Measures

Choose a measure to change what data displays on the list located within the ‘Transactions’ tab.

  1. Tap the three dots to view your available measures.
  2. Select a measure, then tap 'Done' to apply.

    Transaction total | Total transactions amount including taxes and credit tips.
    Gross Sales | Total sales before discounts, returns, gratuity, and tax.
    Tax | Total tax amount charged on sales minus tax refunded on returns.
    Discounts | Total discounts on sales minus total discounts on return transactions.
    Tips | Total amount of gratuity left on credit card transactions.

Transaction Details

Choose a transaction from the list to view the transaction details.

  1. Select a transaction from the list.
  2. A copy of the printed receipt will appear on screen. Tap the 'X' to return to the list of transactions.

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