Register Control Panel

The Control Panel is the ShopKeep Register app’s navigation menu that contains the cashier and manager functions used to run your business and assist customers. Sales and returns, opening and closing shifts, and shift reports are just a few examples of features found on the Control Panel.

Table of Contents

Access the Control Panel

The Control Panel houses all register functions. Open and close shifts, perform pay ins and payouts, and access other cashier and manager controls from here. Learn how to open the Control Panel below.

  1. Sign into the ShopKeep Register app.
  2. Tap the menu button.
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  3. Select an option on the Control Panel.

    Below we cover the cashier functions available in the ‘General’ section and the manager functions available in the ‘Manager’ and ‘Diagnostics’ sections.

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Cashier Controls

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 sales receipts and gift receipts.

Browse Transaction History
  1. Tap 'History / Returns' on the Control Panel.
  2. To view a transaction from the current shift, find it on the list.
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  3. To view a transaction from a previous shift, search for it or scan the barcode on the original receipt.
    a To search by transaction details, enter the transaction number or last 4 digits of the customer’s credit card.
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    b To look up a customer’s purchase history, tap the arrow and select ‘Customer’. Then, search by customer name, email, or phone #.
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    c If the original sales receipt is present and has a barcode, scan it to pull up the sale.
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Process a Return
  1. Select a transaction from the current shift or a previous shift.
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  2. Tap 'Begin Return' to start the return process.
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  3. Visit our Performing Returns article for the full steps to complete the return.
Reprint a Receipt
  1. Select a transaction from the current shift or a previous shift.
  2. Tap 'Print Receipt' to reprint the receipt.

    Or, tap the arrow and ‘Print Gift Receipt’ to print a copy without prices. Gift receipts can only be reprinted for transactions from the current shift.

Shift Report

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.

  1. Select 'Shift Report' from the Control Panel.
  2. (Optional) Managers can tap 'All Employees' and select an employee to see their individual report.

    Cashiers cannot filter by employee. Cashiers can only view their own report that reflects the sales they ran during the shift.

  3. Tap 'Print X Report' or 'Print Z Report' to print a copy to a connected receipt printer.

    To learn about the information contained in this report, visit our X and Z Reports article.

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Gift Cards

If using integrated ShopKeep Gift Cards, check the balance of a customer’s card directly from the Gift Cards section of the Control Panel.

  1. Select 'Gift Cards' from the Control Panel.
  2. When prompted, swipe a gift card to see its balance.

Hardware Setup

Set up a receipt printer, ticket printer, or credit card reader for use with ShopKeep from the Hardware Setup screen.

Printers and card readers must be physically set up and powered on before they will appear on the ‘Hardware Setup’ screens. Visit our Hardware page to locate the setup guide for your specific device.

Printer Setup
  1. Select 'Hardware Setup' from the Control Panel, then 'Printer Setup'.
  2. Toggle the switch next to a receipt and/or ticket printer to turn it on.

    Switches can be toggled on and off at each register to change the status of printers at that register.

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  3. (Optional) Tap the ‘Test Print’ button to test the connection between ShopKeep and the printer.

    If successful, this prints a slip of paper with the printer’s name, MAC address, and the date/time.

Card Readers
  1. Select 'Hardware Setup' from the Control Panel, then 'Card Readers'.
  2. Tap the card reader to connect it.

    The reader is ready to use when a green checkmark appears.

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What’s New

Check out what’s new in the world of ShopKeep. Unread articles are marked with a green dot.

  1. Select 'What’s New' from the Control Panel.
  2. Tap a story to read it or tap 'Mark All as Read'.
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Help

Whether training a new employee or looking for a refresher, the Control Panel’s Help screen highlights the most important ShopKeep Register features.

  1. Select 'Help' from the Control Panel.
  2. Swipe left and right to navigate the help pages
  3. When finished, tap the X in the top right to dismiss.
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Manager Controls

If an employee has manager privileges, they will see additional Control Panel options that cashiers cannot access. These options include Shifts (open/close), No Sale, Pay in / Payout, Get Updates, and Diagnostics. Additionally, managers still have access to the cashier functions covered above.

Open / Close Shift

Open and close shifts from the Control Panel to maintain accurate reporting and make it easy to balance the cash drawer each day.

Open Shift
  1. Sign into the register when the shift is closed.
  2. Use the keypad to enter the opening amount, then tap 'Open Shift'.

    The opening amount cannot be changed unless a new shift is opened.

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Close Shift
  1. Select 'Close Shift' from the Control Panel.
  2. Enter the amount of cash left in the drawer, then tap 'Close Shift'.
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  3. (Optional) Tap 'Print Z Report' to print a copy of the shift's totals to a connected receipt printer.
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No Sale

Performing a No Sale is a simple way to pop open the cash drawer without running a sale. Keep track of No Sales in BackOffice with the Pay ins & Payouts report.

  1. Select 'No Sale' from the Control Panel.

    If the cash drawer does not open, visit our troubleshooting guide for help fixing the issue.

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Pay In / Payout

Perform a 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? Do a pay in. Pay ins and payouts help keep the cash drawer balanced and are recorded in BackOffice reporting.

  1. Select 'Pay In / Payout' from the Control Panel.
  2. Select a type of pay in or payout.
    • Safe Drop is for making cash deposits from the till into a safe or bank.
    • Payout is a general reason for removing cash from the drawer.
    • Pay In is used to add money to the drawer.
    • Buy Inventory is for purchasing business supplies or ingredients.
    • Non-Cash Gratuity is for paying employees credit card gratuity from the till.
  3. Enter an amount and tap 'Continue'.
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  4. Enter a comment (optional) and tap 'Done'.
  5. Tap 'OK' to complete the pay in or payout.
  6. Tap 'No Sale' on the Control Panel to open the cash drawer and add or remove money.

Get Updates

After making updates in BackOffice, such as adding buttons to the register button layout, use Get Updates to sync changes to the register.

Note: This does NOT update the ShopKeep app itself. App updates are available via the App Store.

  1. Select 'Get Updates' from the Control Panel.
  2. Wait for the ShopKeep register to finish syncing.

    If you receive an error while getting updates, visit our troubleshooting guide for help fixing the issue.

Diagnostics Overview

Located under Diagnostics on the Control Panel, this screen shows quick, at-a-glance information on the current state of the register and its hardware connections.

  1. Select 'Overview' from the Control Panel.

    Learn about each part of the Diagnostics screen here.

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Register List

Located under Diagnostics on the Control Panel, this option only appears if Serverless Sync™ is enabled for your account. The Register List lets shows which registers are connected and able to communicate with one another and which are disconnected.

  1. Select 'Register List' from the Control Panel.
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