Ring Up Your First Transaction with a ShopKeep Account

After adding items to inventory and putting them on the item shortcuts panel, it’s time to start selling those items at the register! You can even start selling before you get a credit card reader.

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

Table of Contents

Sign In

Sign in as a Register Manager to open a register shift so cashiers can begin running transactions. Signing in is only necessary if more than 1 employee is set up in BackOffice.

If your account was created from the ShopKeep Register app, skip this section as you are already signed in.

  1. Enter a Register Manager code and tap 'Sign In'.

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

    Click to Enlarge

Open a Register Shift

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

If your account was created from the ShopKeep Register app, skip this section as a shift was automatically opened for $0.00 when you signed up.

  1. Select ‘Open Register Shift’ on the Main Menu.
    Click to Enlarge
  2. Leave the opening amount as 0.00 for this test transaction and tap 'Open Shift'.

    If this was 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 it is over or under the expected amount.

    Click to Enlarge

    After opening a register shift, the register will automatically load the default home screen. Unless changed, this will be the ‘New Sale’ screen.

    Click to Enlarge

Add Items to a Sale

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

From the ‘New Sale’ screen, there are three ways to add items to a sale:

  1. Tap an item shortcut.
    Click to Enlarge
  2. Tap the magnifying glass to search for an item by name, SKU, or UPC.

  3. Scan the barcode on an item.

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

    Here are the steps to complete a sale if a customer pays with cash.

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

      In this example, we rang up an open priced item called “Misc Non-Taxable” for $1.00.

    2. Tap 'Cash'.
      Click to Enlarge
    3. Enter the amount received from the customer, then tap 'Calculate Change'.

      Tender buttons below ‘Calculate Change’ update based on the total sale amount if it is over $20. For example, a sale with a total of 28.23 would have the buttons 29.00, 30.00, and 40.00.

      Click to Enlarge
    4. Follow the prompts to finish the sale, then select a receipt option and tap ‘Done’ or tap 'No Receipt'.

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

    Credit / Debit

    Here are the steps to complete a sale if a customer pays by credit or debit card.

    SWIPE ENTRY

    If you have a credit card reader, follow these steps to process a swiped credit or debit card sale.

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

      In this example, we rang up an open priced item called “Misc Non-Taxable” for $1.00.

    2. Tap 'Credit'.
      Click to Enlarge
    3. Swipe the card to charge it.

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

    4. Follow the prompts to finish the sale, then select a receipt option and tap ‘Done’ or tap 'No Receipt'.

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

    MANUAL CARD ENTRY

    If you do not have a 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 sale as shown above.

      In this example, we rang up an open priced item called “Misc Non-Taxable” for $1.00.

    2. Tap ‘Credit’.
      Click to Enlarge
    3. Tap ‘Manual Card Entry’.
      Click to Enlarge
    4. Enter the card's details and tap ‘Continue’.
      Click to Enlarge
    5. Follow the prompts to finish the sale, then select a receipt option and tap ‘Done’ or tap 'No Receipt'.

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

    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

  • 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

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