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Saved Sales
Save a sale to start a check or tab that will remain open until a customer is done ordering. A saved sale can be modified to continue the order and closed when the customer is ready to pay. Run a Register Shift Report to see the total number and value of sales currently saved on the register.
Table of Contents
Save a Sale
Saving a sale suspends the transaction until the customer is done ordering and is ready to pay.
Open the New Sale screen.
If starting from the Saved Sales screen on the ShopKeep Register for iOS, tap the ‘+’ to get to the New Sale screen.
If starting from the Tables screen on the ShopKeep Register for iOS, tap an empty table to get to the New Sale screen.
If Guest Count is enabled, enter the number of guests for the sale.
This feature is only available on the ShopKeep Register for iOS.
aIf prompted with a keypad, enter the guest count and tap ‘Done’.
Use ‘None’ to record 0 guests when the exact count is unknown, such as with to-go or phone orders.
Add some items to the sale and tap the disk icon to save.
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(Optional) Enter a new name for the saved sale. If using the iDynamo, swipe a credit card to automatically assign the cardholder's name to the sale.
By default, the sale name is set to the customer tagged to the sale. If no customer is selected, the name defaults to Walk-in or the name of the table where the order was started, plus the current time.
If paying by credit card, the card must be swiped again when closing the sale. Swiping a credit card to name a saved sale does not save card information or pre-authorize the purchase.
Kitchen tickets automatically print for items assigned to a ticket printer and can be reprinted if needed.
If you have questions about saving or managing saved sales, visit our Register FAQ. Having problems? Visit our troubleshooting guide for help.
View Saved Sales
The Saved Sales screen displays all sales currently saved on the register. By default, saved sales do not sync from one register to another register unless Serverless Sync™ is enabled.
*Saved sales can be viewed only at the register and are not available in BackOffice.
From top to bottom: employee assigned to the sale, sale total, duration, sale name, number of guests, order status, and order number.
(Optional) Tap a view option to sort saved sales in ascending or descending order.
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Time Elapsed | Order sales by when they were saved at the register or received via Online Ordering. Sale Name | Order sales alphabetically by name. Online orders begin with and are organized by the letter ‘O’. Order Number | Order sales by order number.
Once a sale is saved, there are a few ways to modify it. You can add additional items, change the number of guests, void canceled items, or give the sale a new name.
Existing items on a saved sale cannot be modified. This includes changing the modifiers or variants selected and adjusting the item quantity.
Add Items
When a customer orders more, follow the steps below to add items to their saved sale and save the changes.
Tap the reorder icon to add a specific line item to the sale again.
By default, reordered items are given a quantity of 1 and have the same modifiers, variants, and/or kitchen ticket notes as the original item. Discounts applied to the original item will not be applied to the reordered item.
If an order is cancelled before a saved sale is closed, perform a void to discard all or part of the saved sale without payment. Depending on your BackOffice Employee Settings, voids may require manager approval if performed by a cashier.
Voids are final once performed. If you void a sale or item by mistake, you must ring it back up again. Use void reporting to track the quantity and value of items voided at the register.
If a saved sale has already been closed, perform a return to refund the customer. Visit our Performing Returns article for more information.
If a sale’s status is ‘Awaiting Tip’, the customer’s credit card was already pre-authorized, but a tip was not entered. Visit the Tip Later article to learn how to enter the tip to close the sale.
Open Sales | Number of sales currently saved on the Saved Sales screen. If Serverless Sync™ is enabled, sales from all connected registers are included. This changes to 0 after the shift is closed, even if sales are still saved. Open Sales Total | Current value of all ‘Open Sales’ based on the prices of each sale’s items, discounts applied, and sales tax. This changes to 0 after the shift is closed, even if sales are still saved.
(Optional) Managers can tap 'All Employees' and select an employee to see their individual report.
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(Optional) Tap ‘Print X Report’ to print a copy to a connected receipt printer.
