Register Control Panel
The control panel is your Register app navigation that contains a variety of cashier and manager functions for running your business and assisting customers.
Table of Contents
Employees with Cashier privileges can run sales and returns, check gift card balances, reprint receipts, and perform many other everyday register actions.
History / Returns
The History / Returns screen allows a cashier to browse the shift’s transactions, filter through customer transaction history, process returns, and reprint receipts.
ShopKeep returns call up the original sale and refund the transaction back to the customer.
Use the History / Returns screen to find and return transactions from the current shift or from previous shifts. If you’d like to return a transaction from a previous shift, search by the last 4 of the credit card used, the transaction number, or the customer’s contact information.
- Tap 'History / Returns' on the Control Panel.
- Select a transaction to return and tap 'Begin Return'.
- Select the items for return.
The highlighted items will be returned. Tap ‘Select all’ to return all items.
- Choose the tender for return.
The original sale tender is the suggested tender for return. Sales can only be returned to Credit if originally paid by credit.
- Select 'Print' or 'Email' Receipt (optional) and tap 'Done'.
Sales originally tendered as cash cannot be returned to a credit card. Returns back to a credit card require the original transaction number from the receipt. Search by the transaction number, customer contact information (name, phone number, email), or the last 4 digits of the credit card used to find the original transaction on the History / Returns screen.
Reprint / Gift Receipt
If a customer needs an extra copy of their transaction receipt, visit the History/Returns screen to reprint it.
- Tap 'History / Returns' on the Control Panel.
- If the transaction is from the current shift, find it on the list.
- If the transaction is from a previous shift, use the search bar to look it up.
Search by transaction number or last 4 digits of the customer’s credit card.
Or tap the arrow and select ‘Customer’ to search by customer name, email, or phone #.
- Select the transaction and tap ‘Print Receipt’
Or tap the arrow and ‘Print Gift Receipt’ to print a copy without prices.
The Cashier Shift Report allows an employee to view information on transactions they ran during their shift. Managers can run the Shift Report for individual employees or cumulatively for all employees.
- Choose 'Shift Report' from the Control Panel.
- Tap 'Print X Report' to generate a printed copy (optional).
If using integrated ShopKeep Gift Cards, check the balance of a customer’s card directly from the register.
- Choose 'Gift Cards' from the Control Panel.
- When prompted, swipe a gift card to view how much is left.
- Choose 'Hardware Setup'. Then, 'Printer Setup'.
- Toggle the switch next to the receipt and / or ticket printer to turn it on.
Switches can be toggled ‘on’ or ‘off’ at each register to change the status of printers.
- Tap 'Test Print' to confirm that your printer works.
- Press 'Hardware Setup'. Then, 'Card Readers'.
- Tap your card reader to connect it.
Your reader is ready to use when a green check mark appears.
- Choose 'What’s New' from the Control Panel.
- Tap on a story to read it or choose 'Mark All as Read'.
- Choose 'Help' from the Control Panel and swipe through the help pages
- When finished, tap the X in the top right to dismiss.
If an employee has Manager privileges, they’ll see store and employee management options that Cashiers do not have access to. These options include Shifts (open/close), No Sale, Drop / Payout, Get Updates, and Diagnostics. Additionally, Managers still have access to all Cashier functions.
Open Shift is where you begin a shift. Set the initial drawer amount, then start running sales.
- With the shift closed, sign in as a Manager.
- Use the keypad to enter the opening amount. Tap 'Open Shift'.
The opening amount cannot be changed unless a new shift is opened.
Close the shift at the end of your business day.
- Choose 'Close Shift' from the Control Panel.
- Enter the amount of cash left in the drawer. Tap 'Close Shift'.
- After closing, tap 'Print Z Report' for a hard-copy of your totals (optional).
- Choose 'No Sale' from the Control Panel.
Pay In / Payout
Perform a Drop or Payout any time you need to remove money from the register for any reason other than a return. Need to add more cash to the drawer mid-shift? Have a manager perform a Pay In. It’ll be recorded on the Shift Report and in BackOffice reporting while helping to keep the drawer balanced.
- Choose 'Pay In / Payout' from the Control Panel.
- Select a type of Drop / Payout or Pay In. Enter an amount and 'Continue'.
- Enter a comment (optional) and tap 'Done'.
- Tap 'OK' to finish or No Sale to open the drawer.
When updating the BackOffice, use Get Updates to sync the changes with your iPad.
- Tap 'Get Updates' on the Control Panel.
This does NOT update the ShopKeep app itself. App updates are available via the App Store.
Located under Diagnostics on the Control Panel, this screen shows quick, at-a-glance information on the current state of your register.
- Choose 'Overview' from the Control Panel.
You can also Deactivate your Register on this screen.
Learn more about Diagnostics in the Diagnostics Screen support article.
- Choose 'Register List' from the Control Panel.
Read more about this feature in our Serverless Sync™ support article.