The images and steps in this article use the latest ShopKeep Register for iOS v4.0.0 and above. If a different register version appears on your iPad please follow the instructions in our Register Control Panel article.

Visit our ShopKeep iOS Register Updates 2019 article for more information on the latest features included in 4.0.0 and how to update your registers.

Say tuned as we slowly roll out this new experience for everyone.

Register Main Menu

The Main Menu is the ShopKeep Register app’s navigation menu which contains the cashier and manager functions used to run your business and assist customers. Performing sales and returns, opening and closing register shifts, and managing items, shortcuts, and receipt settings are just a few examples of features found on the Main Menu.

Table of Contents

Access the Main Menu

The Main Menu houses all register functions and a few BackOffice functions as well.. Open and close shifts, perform pay ins and payouts, access cashier and manager controls, and add or edit inventory items from here. Learn how to open the Main Menu below.

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

    Below we cover the cashier, register manager and Business Owner functions available in the ‘Transactions’, ‘Cash Management’, ‘Setup’, and ‘Support’ sections.

Transactions

Employees with cashier or manager privileges can run sales and returns, check gift card balances, reprint receipts, and perform other everyday register actions.

New Sale

From this screen, cashiers and managers can ring up customer purchases. Add items by searching, scanning, or using item shortcuts. Change quantities, add discounts, or perform other actions to adjust the sale.

To view detailed directions on how to run a sale, read our Running a Sale guide.

  1. Tap ‘New Sale’ on the Main Menu.
  2. Add an item to the sale by tapping a shortcut, scanning a barcode, or searching.
  3. Adjust the sale as necessary.

    To view all the ways a sale can be adjusted, read our Running a Sale guide.

  4. Tender the sale and select a receipt option.

Saved Sales

This screen allows cashiers to view all saved sales, which are tabs that allow sales to stay open until ready for payment. From here, see the details of all saved sales including sale name and time elapsed since saved, modify a saved sale to continue the customer’s order, and close out a sale when it’s time to pay.

To view detailed directions visit our Saved Sales guide.

  1. Tap ‘Saved Sales’ on the Main Menu.
  2. Start a new sale by tapping ‘+’ or select an existing sale.
  3. Adjust the transaction as necessary.

    To view detailed directions on how to run a sale, read our Running a Sale guide.

  4. Tender the sale and select a receipt option.

Tables

The optional Tables screen allows users to create a floor plan of the restaurant or bar, view open and seated tables, and manage orders directly from the table layout saving time to quickly locate checks according to how tables are arranged in the restaurant.
Enable the table layout feature from BackOffice to customize and use the layout at the register. To view detailed directions for setting up and using the table layout visit out Table Layout guide.

  1. Tap ‘Tables’ on the Main Menu.
  2. Tap any grey table to start a new sale or a white table to open an existing sale.
  3. Add items to the sale and adjust the transaction as necessary
  4. Tap the disk icon to create a saved sale.
  5. Enter a name and tap 'Save' to name the sale.

Sales History

The Sales History screen allows a cashier to browse the shift’s transactions, filter through customer transaction history, process returns, and reprint sales receipts and gift receipts.

  1. Tap 'Sales History' on the Main Menu.
  2. To view a transaction from the current shift, find it on the list.
  3. To view a transaction from a previous shift, search for it or scan the barcode on the original receipt.

    To search by original sale details, enter the transaction number or last 4 digits of the customer’s credit card.

    To look up a customer’s purchase history, tap the arrow and select ‘Customer’. Then, search by customer name, email, or phone #.

Process a Return
  1. Tap the 3 dot menu on any transaction, then tap 'Begin Return'
  2. 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' from the 3 dot menu to reprint the receipt.

    Or, tap the 3 dot menu and ‘Print Gift Receipt’ to print a copy without prices. Gift receipts can only be reprinted for transactions from the current shift.

Check Gift Card Balance

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

  1. Select 'Check Gift Card Balance' from the Main Menu.
  2. When prompted, swipe a gift card to see its balance.

Cash Management

In this section you will learn how employees open and close register shifts, view register shift reports, open the cash drawer without performing a sale, and perform pay ins and payouts to add or remove money from the register till.

Open and Close Register Shift

Open and close register shifts from the Main Menu to maintain accurate reporting and make it easy to balance the cash drawer each day. Only employees who are Register Managers can open and close register shifts.
Visit our Opening and Closing your Register Shift article to view detailed directions.

Open the Register Shift

  1. Sign into the register as a Manager 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

Close the Register Shift

  1. Select 'Close Register Shift' from the Main Menu.
  2. Enter the amount of cash left in the drawer, then tap 'Close Shift'.
  3. (Optional) Tap 'Print Z Report' to print a copy of the register shift's totals to a connected receipt printer.

Register Shift Report

The cashier Register Shift Report allows an employee to view information on transactions they ran during their shift. Managers can run the Register Shift Report for individual employees or cumulatively for all employees.
Visit our X and Z Report article to view detailed information for each report.

  1. Select 'Register Shift Report' from the Main Menu.
  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 register 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.

Open the Cash Drawer

Performing a No Sale is a simple way to pop open the cash drawer without running a sale. Use this to open the cash drawer for pay ins or payouts, for customer change, or to insert checks if you don’t have a till with a slot.
Keep track of No Sales in BackOffice with the Pay ins & Payouts report.

  1. Select 'Open the Cash Drawer' from the Main Menu.

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

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.
Visit our Pay Ins and Payouts article to view detailed information for each type.

  1. Select 'Pay In / Payout' from the Main Menu.
  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'.
  4. Enter a comment (optional) and tap 'Done'.
  5. Tap 'OK' to complete the pay in or payout.
  6. Tap 'Open the Cash Drawer' on the Main Menu to open the cash drawer and add or remove money.

Setup

Manage Items

Staff assigned BackOffice Manager permissions will see this section on the Main Menu and are able to add or edit inventory items right from the register.
Visit our Adding Basic Items or Adding Items with Variants articles to view detailed directions.

  1. Select ‘Manage Items’ from the Main Menu.
  2. Tap ‘Add New’ to create a new item or select an item to edit
  3. Enter or edit the information for the item.
  4. Tap 'Save'.

Edit Shortcuts

Staff assigned BackOffice Manager permissions will see this section on the Main Menu and are able to create item shortcuts and manage the shortcut panel right from the register.
Visit our Item Shortcuts article to view detailed directions.

  1. Select ‘Edit Shortcuts’ from the Main Menu.
  2. Select an item from the list and drag it down to a space on the shortcuts panel.

Integrated Hardware

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

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

  1. Select 'Integrated Hardware' from the Main Menu.
  2. Tap 'Card Readers' or 'Printers' depending on device.
  3. Follow on of our hardware setup guides for detailed instructions.

    You can find all our setup articles for hardware here.

Receipt and Tip Settings

Only Business Owners will see this section on the Main Menu and are allowed to update the business information which appears on receipts and a variety of settings for both paper and emailed receipts right from the register.

Visit our Paper Receipts and Emailed Receipts articles to view detailed directions and information on all settings.

  1. Select ‘Receipt and Tip Settings’ from the Main Menu.
  2. Select a tab to edit information or settings.

    Business Info | Where you enter the store name, address and contact information, website URL, upload the store logo, and manage tip and signature settings.
    Paper Receipt | Where you manage settings specifically for paper receipts such as customized text, customer deliver information, and logos on receipts.
    Email Receipt | Where you manage settings for email receipts including logo links, promotional messaging, and social media links.

  3. Enter the information for the business.
  4. Tap ‘Save’.

Online Orders

Use this tab to toggle online ordering from active to paused. Active status allows the register to receive orders when online ordering has been enabled in BackOffice. While paused, customers will not be able to place orders until the feature is reactivated in the Main Menu.

This feature is only available on select pricing packages. For help with updating visit our Introduction to the iPad article.

  1. Tap 'Online Orders' to toggle the feature between active and paused.

Get Updates from BackOffice

After making updates in BackOffice, such as updating tax settings or importing new inventory, use Get Updates from BackOffice 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 BackOffice' from the Main Menu.
  2. Tap ‘Get Updates’.
  3. 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.

Support

New Features

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

  1. Select 'New Features' from the Main Menu.
  2. Tap a story to read it or tap "Mark All as Read'.

System Diagnostics

This screen shows information on the current state of the register and its hardware connections.

  1. Select 'System Diagnostics' from the Main Menu.

    Learn about each part of the Diagnostics screen here.

Register List

For stores with multiple registers connected via Serverless Sync™, the Register List shows which registers are currently connected and which are disconnected. Connected registers can share saved sales with one another, but disconnected registers cannot.

The Register List is only available when Serverless Sync™ is enabled. Learn how to set up and use this feature here.

  1. Select 'Register List' from the Main Menu.

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