Saved Sales

Save a Sale

Saving a sale suspends the transaction until the customer is done ordering and is ready to pay.

1. Open the New Sale screen.
   • If starting from the Saved Sales screen, tap the ‘+’ to get to the New Sale screen.
   • If starting from the Tables screen, tap an empty table to get to the New Sale screen.
2. If Guest Count is enabled, enter the number of guests for the sale.
   a If 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.

   

   b If not prompted, tap the Guests icon to enter the guest count.
   Learn how to enable the Guest Count prompt here.

   

3. Add some items to the sale and tap the disk icon to save.

   Don’t see the disk icon? Tap ‘Save’.

   

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4. (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 name of 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.

   

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5. Tap ‘Save’ to confirm.

   Kitchen tickets automatically print for items assigned to a ticket printer and can be reprinted if needed.

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.

1. Open the Main Menu and tap ‘Saved Sales’.

   Don’t see ‘Saved Sales’? Tap ‘Checks’.

   

2. (Optional) Tap ‘All’ or ‘Mine’ to filter the Saved Sales screen.

   All | Displays all sales saved on the register.
   Mine | Shows only sales saved by the employee who is signed in.

   

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   From top to bottom: employee assigned to the sale, sale total, duration, sale name, number of guests, order status, and order number.

   

3. (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.
   Check Name | Order sales alphabetically by name. Online orders all begin with and are organized by the letter ‘O’.
   Order Number | Order sales by order number.

4. Tap a sale to view, modify, or close it out.

   

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Modify a Saved Sale

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.

1. Select a sale on the Saved Sales screen.

   

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2. Add items to the sale.

   

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3. Tap the disk icon to save changes.

   Don’t see the disk icon? Tap ‘Save’.
   Kitchen tickets automatically print for new items that are assigned to a ticket printer and can be reprinted if needed.

   

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   After saving the sale, the Saved Sales screen updates with the new total.

   

Update the Guest Count

Change the number of guests associated with a saved sale.

1. Select a sale from the Saved Sales screen.

   

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2. Tap the Guests icon to update the number of guests.

   

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3. Enter the number of guests and tap 'Done'.

   

Void

If an order is cancelled, perform a void to discard all or part of a saved sale without payment. Depending on your BackOffice Employee Settings, voids may require manager approval if performed by a cashier.

1. Select a sale on the Saved Sales screen.

   

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2. To void a line item, swipe left across the item and tap ‘Void’.

   

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3. To void the entire sale, tap the trash can icon, then ‘Void’ to confirm.

   Don’t see the trash can icon? Tap ‘Void’.

   

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4. (Optional) If prompted, enter a manager code and tap ‘Void’ to authorize the void.

   This is only required if manager verification is enabled and a cashier attempts the void.

   

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Rename

Maybe a customer changes tables or a cashier misspells their name. Whatever the case, you can rename Saved Sales directly from the Sale screen.

1. Select a sale on the Saved Sales screen.

   

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2. Tap the sale name.

   

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3. Enter a new name and tap ‘Save’.

   

Close a Saved Sale

Once a customer finishes ordering, close out their saved sale to process its payment and remove it from the Saved Sales screen.

1. Tap a sale on the Saved Sales screen.

   If a sale’s status is ‘Awaiting Tip’, the customer’s credit card was already authorized, but a tip was not entered. Visit the Tip Later article to learn how to enter the tip to close the sale.

   

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2. Select the customer's payment tender.

   If you need help processing the payment, visit our Running Sales at the Register article.

   

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3. Select a receipt option and tap ‘Done’ or tap 'No Receipt'.
   

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Saved Sale Reporting

Run a Shift Report during an open shift to view the number and value of sales currently saved on the Saved Sales screen.

Saved sales are available in the Register Shift Report on the ShopKeep Register on The Mini and The Station and on the ShopKeep Register for iOS v3.0.0 and above. For help updating the app, visit our Introduction to the iPad article.

1. During an open shift, open the Main Menu and tap ‘Register Shift Report’.

   Don’t see ‘Register Shift Report’? Tap ‘Shift Report’.

   

2. Scroll down to view information about the sales currently saved on the Saved Sales screen.

   Managers can view details of all employees’ saved sales, but cashiers can only see details of their own.

   

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   Open Checks | 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 Checks Total | Current value of all ‘Open Checks’ 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.

3. (Optional) Managers can tap 'All Employees' and select an employee to see their individual report.

   

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4. (Optional) Tap ‘Print X Report’ to print a copy to a connected receipt printer.

   Receiving an error while printing? Visit one of our printer troubleshooting guides for help.

   

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   To learn about the other information included on the Shift Report, visit our X and Z Reports article.