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.

This feature is only available to ShopKeep merchants on select pricing packages. Visit our Advanced Topics FAQ for more information.

  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'.

    If you have problems signing in, visit our ShopKeep Pocket Troubleshooting guide for help.

  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. (Optional) If using ShopKeep Pocket on an iOS device, tap ‘Allow’ to enable push notifications.
    • Notification alerts appear when certain actions are performed at the business. Learn what information is included in Pocket’s notifications here.
    • Using Pocket on an Android device? Skip step 5 as notifications are enabled by default.
  6. To switch between locations, tap the location name, select another location, and tap 'Done'.

    If there is an error next to a location, visit our 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.

This feature is only available to ShopKeep merchants on select pricing packages. Visit our Advanced Topics FAQ for more information.

  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'.

    If there is an error next to a location, visit our troubleshooting guide for help.

View Your Sales

Use the ‘Dashboard’ tab to 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.

  • If you have issues viewing sales in ShopKeep Pocket, visit our troubleshooting guide for help.
  • If you have questions about ShopKeep Pocket reporting, visit our Reporting FAQ.
    1. Tap the 'Dashboard' tab on the bottom navigation to view your sales data.

    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.

    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.

    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.

    Guest Activity

    This tile only appears if the Register Type in BackOffice is set to ‘Restaurant’. It displays the total number of guests served, average guests per sale, and average sale amount per guest. To learn how to enable the Restaurant Register Type, visit our help article.

    This feature is available in ShopKeep Pocket v4.19.0 and above. For help updating the app, visit ShopKeep – Update your iOS Apps or Google – Update your Android Apps.

    Guests served | Total number of guests based on the guest count of each check.
    Average guest / Sale | Guests served divided by the total number of sales.
    Average sale per guest | Total sales (including tax, discounts, and gratuity) divided by Guests served.
    ▲ / ▼ | How the current date range compares with the selected comparison period.

    Sales Graph

    The sales graph tile is a visual summary of sales data over time. The default view displays net sales by hours of day but can be customized to show the sales count or to display sales by days of the week.

    The solid line represents the selected date range. The dashed line stands for the comparison period.
    1. To set a different time period, tap the ‘Group by’ menu, select a period, and tap ‘Done’.

      This feature is available in ShopKeep Pocket v4.16 and above. For help updating the app, visit one of these support articles: ShopKeep – Update your iOS Apps or Google – Update your Android Apps.

      Hours of Day (default view) | Each position on the graph’s x-axis is one of the 24 hours in a day. The graph displays the total per hour of the day combined for all days in the selected range.
      Click to view a sample Net Sales by Hours of Day graph

      Days of Week | Each position on the graph’s x-axis is one of the 7 days in a week. The graph displays the total per day of the week combined for all weeks in the selected range
      Click to view a sample Net Sales by Days of Week graph

      Hours | Each position on the graph’s x-axis is a sequential hour of the day. The graph displays the total for each hour in the selected range.
      Click to view a sample Net Sales by Hours graph

      Days | Each position on the graph’s x-axis is a sequential day. The graph displays the total for each day in the selected range.
      Click to view a sample Net Sales by Days graph

      Weeks | Each position on the graph’s x-axis is a sequential week. The graph displays the total for each week in the selected range.
      Click to view a sample Net Sales by Weeks graph

      Months | Each position on the graph’s x-axis is a sequential month. The graph displays the total for each month in the selected range.
      Click to view a sample Net Sales by Months graph

      Day of week | Each position of the graph’s x-axis is a single day of the week that you select from the menu. The graph displays the total for the day of week in the selected range.
      Click to view a sample Net Sales by Day of Week graph

    2. To view the sales count, tap the ellipsis, 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'.

      Sales amount | Total sales before discounts, returns, gratuity, and tax.
      Sales count | Quantity that was sold.
      Returns count | Quantity that was returned.
      Returns amount | Total returns before discounts, gratuity, and tax.
      Costs | Cost of goods sold minus the cost of returned items.
      Discounts | Total discounts applied to sales.
      Margin | Percentage of Net sales remaining after accounting for cost.
      Net sales | Sales amount minus Returns amount.

    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.

    To view a similar register overview in BackOffice, try the Bird’s Eye View or Shifts Summary report.

    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.

    If you have issues viewing sales in ShopKeep Pocket, visit our troubleshooting guide for help. If you have questions about ShopKeep Pocket reporting, visit our Reporting FAQ.

    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.

  • If you have issues viewing transactions in ShopKeep Pocket, visit our troubleshooting guide for help.
  • If you have questions about ShopKeep Pocket reporting, visit our Reporting FAQ.
    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.

      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.

      If you receive an error while trying to view a receipt, visit our troubleshooting guide for help.

    Notifications

    Use Notifications to view a list of activity at the register, such as clock punches and drawer accesses. All activity is listed, even if push notifications are turned off.

    1. Tap 'Notifications'.

    Push Notifications

    With real-time push notifications, stay aware of what’s going on at your business. Notifications alert you when shifts are opened and closed, when managers access the cash drawer, and when staff clock in and out.

    Push notifications are available in ShopKeep Pocket v4.8 and above. For help updating the app, visit one of these support articles:

  • ShopKeep Support – Update your iOS Apps
  • Google Support – Update your Android Apps
  • All notifications contain the nickname of the location where an action is performed. If no location nickname is set, the store name displays.

    Shift Open/Close Notifications | Appear when a shift is opened or closed. These contain:

  • Register name or number
  • Manager who opened or closed the shift
  • Opening or closing amount
  • Variance between expected and actual cash drawer amounts (closed shifts only)
  • Click to view sample shift open/close notifications

    Drawer Access Notifications | Appear when a no sale or pay in / payout is performed, including safe drops, inventory purchases, and non-cash gratuity payouts. These contain:

  • Register name or number
  • Manager who performed the action
  • Amount added to or removed from the cash drawer (pay ins / payouts only)
  • Comment entered (pay ins / payouts only)
  • Click to view sample drawer access notifications

    Clock Punch Notifications | Appear when an employee clocks in or out. These contain:

  • Employee’s name
  • Clock punch time
  • Click to view sample clock punch notifications

    If you have issues receiving notifications with ShopKeep Pocket, visit our troubleshooting guide for help.

    Additional Features

    Use the ‘More’ tab to view our Pocket support article or send us product feedback.

    The ‘More’ tab is available in ShopKeep Pocket v4.10 and above. For help updating the app, visit one of these support articles:

  • ShopKeep Support – Update your iOS Apps
  • Google Support – Update your Android Apps
    1. Tap the ‘More’ tab.
    2. Select an option.

      Support
      Pocket documentation | Visit the ShopKeep Pocket support article.
      Send feedback | Submit suggestions to our Product team.
      Text Customer Care | Send a text message to Customer Care for support.

      Settings
      Zoom | Turned on, this allows you to use the accessibility feature to zoom in and out.

      Push Notifications
      Shift open/close | Toggle shift opening and closing notifications off or on by location for this device.
      Drawer accesses | Toggle on to receive a notification when the cash drawer is opened for pay ins, payouts, no sales, safe drops and buy inventory.
      Clock punches | Toggle on to receive notifications when employees clock in and out at the register.

    If you have problems with ShopKeep Pocket, visit our troubleshooting guide for help. If you have questions about ShopKeep Pocket, visit our Advanced Topics FAQ or Reporting FAQ.


    • Help us improve ShopKeep Support. Was this article helpful?
    • YES   NO