Visit our ShopKeep iOS Register Updates 2019 article for more information on the latest feature enhancements included in 4.0.0 and how to update your registers.
Running Sales at the Register
From ringing up items, applying discounts, and tagging customers to accepting payment, learn what you need to know about running sales at the register.
Watch our Run a Sale & Return video:
Table of Contents
Ring Up Items
Every sale starts by ringing up the items a customer is purchasing. After adding items to the sale, a cashier can change item quantities, remove items, or discard the entire order.
Add Items to the Sale
- Tap a button, search by item name, SKU, or UPC, or scan an item to add it to the sale.
To hide the register layout, tap the icon in the bottom left. This feature is available on the ShopKeep Register on The Mini / The Station and on the ShopKeep Register for iOS v2.42.0 and above. For help updating the app, visit our Introduction to the iPad article.
Change Item Quantities
There are two different ways to change the quantity of an item on a sale:
- Tap '+' or' –' to increase of decrease the item quantity.
- Tap the quantity, enter a new number, and tap 'Done'.
Remove Items from a Sale
Cashiers can either remove individual sale items or discard the entire sale.
Track the quantity and value of items deleted at the register and items from discarded sales with X and Z Reports.
- Swipe left across a line item and tap 'Delete' to remove it.
- Tap 'Discard' to get rid of all items on the sale.
Tag a Customer
To track customer purchases and contact details, tag a customer to the sale. Customers added at the register sync directly to the Customer List in BackOffice.
Visit the Manage Customers article to learn how to edit customers at the register and in BackOffice.
- Tap 'Select Customer' to tag a customer to the sale.
Tag a customer at any point during the transaction to add them to the sale. A customer cannot be tagged after the sale is complete.
- Select a customer from the list or tap the + to add a new customer.
When adding a new customer, a warning will prevent you from adding duplicate email addresses.
Visit the Sales by Customer Report in BackOffice to see top customers by sales count and amount spent.
Apply a Discount
Discounts allow the cashier to remove a dollar amount or percentage from a line item or the entire sale.
Visit the Discounts article to learn how to set up custom preset discounts.
- Tap the discount button on a line item to discount that item.
- Tap 'Discount' to discount the entire sale.
By default, sale-level discounts include non-discountable items. Visit our troubleshooting guide to learn how to change discount settings.
Visit the Sales by Discount Report in BackOffice to see top discounts by sales count and amount discounted.
Remove the Tax
If a customer is tax exempt, the cashier may need to remove sales tax from a sale.
- Tap the 'Tax' check button to toggle the tax off or on.
Save the Check
After selecting items, save the sale as a check to come back and process its payment at a later time.
- Tap 'Save'.
- Enter a name for the check or swipe a credit card through an iDynamo to use the cardholder’s name (optional), then tap 'Save'.
Visit the Open Checks article to learn more about using checks at the register.
Payment & Receipt
When a customer is ready to pay, select their payment tender and print or email a receipt to finish the sale.
- Select a tender to accept payment for the sale.
Cash – Tell customers the total due and give change.
Credit – Swipe or insert a credit card or tap an Apple Pay device.
*Visit the Accepting Credit Cards article or the setup article for your specific card reader for a full walkthrough of a credit sale.
Print Check | Prints a non-final receipt copy.
Reprint Ticket | Sends a kitchen ticket to the printer again. This is only active for saved open checks.
Gift Card | Customer pays with a store gift card.
Other | Used for any alternate tender not built in.
Save | Keep the sale open to revisit later.
Split Tender | Accept up to 9 different payments in one sale.
- Select a receipt option and tap ‘Done’ or tap 'No Receipt'.
Email Receipt – Send the sales receipt to an email address.
*For swiped and EMV credit card transactions, the email address entered will be linked to the customer’s credit card and they will automatically receive email receipts when using that card at any ShopKeep merchant. The feature is only available on the ShopKeep Register for iOS v3.12.0 and above. Learn more here.
Click here to learn how to customize your email receipt.
Print Receipt – Print the sales receipt to a connected receipt printer.
Click here to learn how to set up your paper receipt.
Print Gift Receipt – Print the sales receipt without prices to a connected receipt printer.