Discounts

Create specific discounts, such as a senior discount or an employee discount, to track how often they are used at the register and the total amounts they deduct. Learn how to manage discounts, apply them to sales, and monitor their usage with reporting.

Watch our Named Discounts video below:

Named Discounts

Table of Contents

Set Up New Discounts

By default, two discounts are automatically set up when a ShopKeep account is created (Open Amount and Open Percentage). Add new discounts in BackOffice to track other types of commonly used discounts.

  1. In BackOffice, click ‘Settings’, then ‘Discounts’.
  2. Click ‘Add Discount’.
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  3. Fill in the discount's details and click 'Save'.
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    Name | Name of the discount as it appears on the register and in BackOffice reporting.
    Receipt description | Name of the discount as it appears on receipts. Leave blank to use the Name entered above. View a sample receipt with Receipt description here.
    Type | Select whether the discount is a dollar amount or a percent.
    Amount/Percent | Depending on the Type chosen, enter the discount’s dollar amount or percent.
    Open | Check this box to allow cashiers to enter an amount/percent at the register when applying the discount to a sale. If checked, the Amount/Percent field is disabled.
    Applies to | Decide if the discount can be applied to individual items, to entire transactions, or to both.
    Requires manager | Check this box to require a manager code before a cashier can apply the discount. This feature is only available on the ShopKeep Register for iOS.

  4. In the ShopKeep app, tap ‘Get Updates’ to sync the new discount to the register.

    Receiving an error while getting updates? Visit our troubleshooting guide for help.

Manage Discounts

Edit existing discounts to change their name, type, amount, or other attributes. If the business no longer offers a particular discount, delete it to remove it from the register.

  1. In BackOffice, click ‘Settings’, then ‘Discounts’.
  2. Select a discount.
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  3. Modify the discount or click 'Delete' to remove it.
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  4. If modifying the discount, click ‘OK’ to save changes.
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  5. In the ShopKeep app, tap ‘Get Updates’ to sync changes to the register.

    Receiving an error while getting updates? Visit our troubleshooting guide for help.

Discount Settings

Configure discount settings to control how discounts applied to the overall sale affect the sale’s total.

  1. In BackOffice, click ‘Settings’, then ‘Discounts’.
  2. Choose how to apply transaction-level discounts and click ‘OK’.
    • subtotal means discounts apply to the entire sale subtotal, even if some items are non-discountable.
    • total of only discountable items means discounts apply to the subtotal of only the discountable items.
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  3. In the ShopKeep app, tap ‘Get Updates’ to sync changes to the register.

    Receiving an error while getting updates? Visit our troubleshooting guide for help.

Apply Discounts to Sales

At the register, apply a discount to deduct an amount or percentage from a sale. Depending on the type of discount, the cashier may need to manually enter its amount or percent.

  1. On the Transaction screen, tap the discount button to select a discount.

    For item-level discounts, tap the button next to a line item.

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    For transaction-level discounts, tap the button under the subtotal.

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    Each sale can have a maximum of 1 discount per line item and 1 transaction-level discount.
  2. Select a discount to apply to the sale.
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  3. If the discount is open, enter its amount/percent and tap ‘Done’.
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  4. For discounts requiring manager verification, have a manager enter their register code and tap ‘Verify’.
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  5. (Optional) To remove a discount from the sale, tap the discount button, then the 'X'.
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  6. Finish the rest of the sale as usual.

    The discount’s Receipt Description appears on the customer’s receipt.

  • For help completing the sale, visit our Running Sales at the Register article.
  • Visit our Transaction Screen Troubleshooting guide for help solving common sale-related issues.
  • Discount Reporting

    Use the Sales by Discount report to learn how often and to what extent discounts are given at the register.

    Note: This report is only available for ShopKeep merchants on select pricing packages.

    1. In BackOffice, click ‘Reports’, then ‘Discounts’.

      The Sales by Discount report shows how often each discount is used and gives total discount amounts.
      To learn how to read, filter, export, and print this report, visit our full Sales by Discount article.

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    Want another perspective on discount usage? Learn about other reports that have discount information:

  • Sales by Item
  • Sales by Employee
  • Sales by Department

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