Ring Up Your First Transaction with a Free ShopKeep Account

After you’ve added items to your inventory and put them on your 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 start ringing up sales on the iPad register, sign into the ShopKeep app. If you have not already downloaded the ShopKeep app from the Apple App Store, follow the steps here.

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

    The default manager code is 1234.

Open a Shift

Before running transactions at the register, you must open a shift and enter the opening drawer amount in the cash register.

  1. Select ‘Open Shift’ on the Control Panel.
  2. Leave the opening amount as 0.00 for this test transaction. If this were a real shift, you could enter the actual amount of cash you would be starting the day with.

    If you accept cash payments, ShopKeep can help keep track of how much cash should be in the drawer at the end of the day and identify when you’re over or under the expected amount. Don’t worry about this for now – just tap ‘Open Shift’ to continue.

  3. Tap ‘Transaction’ to start ringing sales.

Add Items

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

  1. Tap an item's button or search by the item's name to add it to the transaction.

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

    Click to Enlarge

Process a Test Transaction

Below, we’ll show you how to use the three most common ways customers pay for items.
Click here to learn more about all available tender types.

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

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

    1. Make sure you have added item(s) to the transaction, as shown above.

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

    2. Select the 'Cash' tender option.
    3. Enter the amount received, then press 'Cash'.
    4. Review the receipt options, select 'Email Receipt' to email a copy to your customer and/or 'Print Receipt' if you have a receipt printer, then tap 'Done'.
      Click to Enlarge

    Credit / Debit

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

    Note: You get free credit card processing on your first $5,000 in transactions during the first 30 days after you sign up for your free ShopKeep account.

    SWIPE ENTRY
    Use these steps if you have already received your free credit card swiper.

    1. Make sure you have added item(s) to the transaction, as shown above.

      In this example, we’ve rung 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 haven’t received your free card reader, follow the steps below to enter a card’s information manually.

    4. Review the receipt options, select 'Email Receipt' to email a copy to the customer or 'Print Receipt' if you have a receipt printer, then tap 'Done'.

    MANUAL CARD ENTRY

    Here are the steps to close a credit transaction if the debit or credit card is not present or if you have not received your free card reader yet.

    1. Make sure you have added item(s) to the transaction, as shown above.

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

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

      Choose ‘Email Receipt’ to receive an emailed copy or ‘Print Receipt’ if you have a receipt printer.

    What's Next?

    Now that you have rung up items and successfully processed a test transaction, return to BackOffice to finish setting up your store and become familiar with all the register features.

    Adding & Adjusting Inventory

  • Add a Basic Item
  • Adding an Item with Variants
  • Receive & Adjust Inventory
  • Inventory FAQ

    BackOffice Analytics & Reporting

  • Analytics Dashboard
  • Transactions Report
  • Shifts Summary

    iPad Register

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

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