Ring Up Your First Transaction with a Free ShopKeep Account

After adding items to inventory and putting them on the register button layout, it’s time to start selling those items at the register! You can even start selling before you get your free credit card reader.

Let’s review the easy steps it takes to run a test transaction at the register with your free ShopKeep account.

Table of Contents

Sign In

To begin using the register, first sign into the ShopKeep app. If you have not already downloaded the ShopKeep app from the Apple App Store, follow the steps here to do so.

  1. Enter your register manager code and tap 'Sign In'.

    Don’t know your manager code? Find it in BackOffice on the Staff List.

Open a Shift

Before running a transaction at the register, you must open a shift and enter the register’s starting cash drawer amount.

  1. Select ‘Open Shift’ on the Control Panel.
  2. Leave the opening amount as 0.00 for this test transaction and tap 'Open Shift'.

    If this were a real shift, you would enter the actual amount of cash you were starting the day with. ShopKeep tracks how much cash should be in the drawer at the end of the day, so you can see if you are over or under the expected amount.

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  3. Tap ‘Transaction’ to ring up a sale.

Add Items

Add the item(s) you created during account setup to a transaction to begin a sale. For now, we will only cover adding items, but click here to learn about all you can do on the Transaction screen.

  1. Tap an item's button or search by its name, SKU, or UPC to add the item to the sale.

    In this example, we’ll use a ShopKeep default item, “Misc Non-Taxable” for $1.00.

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Process a Test Transaction

Below, we’ll show you how to process the three most common types of customer payments. Click here to learn about other available payment tenders.

  • If you have received a free credit card reader, click here to learn how to process a transaction with it.
  • If you have not received a free credit card reader, click here to learn how to process a cash transaction or click here to manually enter a credit or debit card.
  • Cash

    Here are the steps to close a transaction if a customer pays with cash.

    1. Add item(s) to the transaction as shown above.

      In this example, we rang up the default “Misc Non-Taxable” item for $1.00.

    2. Select the 'Cash' tender option.
    3. Enter the amount received, then tap 'Cash'.
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    4. Follow the prompts to finish the transaction, then select a receipt option and tap 'Done'.

      Choose ‘Email Receipt’ to send a copy via email or ‘Print Receipt’ if you have a receipt printer.

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    Credit / Debit

    Here are the steps to close a transaction if a customer pays with a credit or debit card.

    Note: Credit card processing fees are free for your first $5,000 in sales during the first 30 days after signing up for your free ShopKeep account.

    SWIPE ENTRY
    If you have received a free card reader, follow these steps to process a swiped credit card transaction.

    1. Add item(s) to the transaction as shown above.

      In this example, we rang up the default “Misc Non-Taxable” item for $1.00.

    2. Select the 'Credit' tender option.
    3. Swipe the card to charge it.

      If the card is not present or if you have not received a free card reader, follow the steps below to enter the card’s information manually.

    4. Follow the prompts to finish the transaction, then select a receipt option and tap 'Done'.

      Choose ‘Email Receipt’ to send a copy via email or ‘Print Receipt’ if you have a receipt printer.

      Click to Enlarge

    MANUAL CARD ENTRY

    If you have not received a free card reader or the customer’s card is not present, follow these steps to manually enter a credit or debit card.

    1. Add item(s) to the transaction as shown above.

      In this example, we rang up the default “Misc Non-Taxable” item for $1.00.

    2. Select the ‘Credit’ tender option.
    3. Tap ‘Manual Card Entry’.
    4. Enter the credit or debit card's details and tap ‘Continue’.
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    5. Follow the prompts to finish the transaction, then select a receipt option and tap 'Done'.

      Choose ‘Email Receipt’ to send a copy via email or ‘Print Receipt’ if you have a receipt printer.

      Click to Enlarge

    What's Next?

    After processing a test transaction, visit some of our other support articles to learn how to finish setting up inventory, run reports, and use other register features.

    Adding & Adjusting Inventory

  • Add a Basic Item
  • Add an Item with Variants
  • Receive & Adjust Inventory
  • Inventory FAQ
  • BackOffice Analytics & Reporting

  • Analytics Dashboard
  • Transactions Report
  • Shifts Summary
  • Reporting FAQ
  • Register

  • Introduction to the iPad
  • Running Sales at the Register
  • Performing Returns
  • Navigating the Register
  • Discounts
  • Tips and Gratuity
  • Register FAQ

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