Split, Merge, and Transfer Saved Sales

Saved Sales Screen

Visit the Saved Sales screen to view, manage, split, merge, or transfer saved sales. By default, saved sales do not sync from one register to another register unless Serverless Sync™ is enabled.

1. Open the Main Menu and select 'Saved Sales'.

   

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

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

   

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3. (Optional) Select a view option to sort saved sales in ascending or descending order.

   

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   Time Elapsed | Order sales by when they were initially saved or received via Online Ordering.
   Sale Name | Order saved sales alphabetically by name. Online orders all begin with and are sorted by the letter ‘O’.
   Order Number | Order saved sales by order number, found in the lower right corner.

Split Saved Sales

Splitting a saved sale allows the cashier to separate its items into multiple new saved sales.

1. On the Saved Sales screen, tap 'Select'.

   

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2. Select a saved sale to split.

   Managers can split saved sales owned by any employee, but cashiers can only split their own sales.

   

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3. Tap 'Actions' and select 'Split'.

   

4. Tap items on the original saved sale to move them to the new split.

   

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5. (Optional) Tap the + to add more splits, then repeat step 4 as needed to add items to each new split sale.

   Tap a split to toggle which split is selected. Use ‘Discard’ to remove a selected split.

   

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6. Select 'Done' to complete the split.

   

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   Split saved sales have the same name as the original sale but with a number added to the end.

   

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Merge Saved Sales

Merging combines the items and guest count from multiple saved sales into a single saved sale.

To learn how to merge saved sales / checks on the ShopKeep Register on The Mini or The Station, visit this article.

1. On the Saved Sales screen, tap 'Select'.

   

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2. Select two or more checks to merge.

   Managers can merge saved sales owned by any employee, but cashiers can only merge their own sales.

   

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3. Tap 'Actions' and select 'Merge'.

   

4. (Optional) Enter a name for the merged saved sale.

   If no name is entered, the sale will be called Merged, plus the current time.

5. Tap 'Save' to complete the merge.

   

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Transfer Saved Sales

Transfer a saved sale to change the employee who has ownership of it.

To learn how to transfer saved sales / checks on the ShopKeep Register on The Mini or The Station, visit our help article here.

1. On the Saved Sales screen, tap 'Select'.

   

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2. Select one or more saved sales to transfer.

   Managers can transfer saved sales belonging to any employee, but cashiers can only transfer their own saved sales.

   

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3. Tap ‘Actions’ and select ‘Transfer to’.

   

4. Select an employee to receive the saved sale.

   

5. Enter the receiving employee’s register code and tap ‘Verify’.

   

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   The saved sale is now assigned to the receiving employee.

   

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FAQ & Troubleshooting

After mastering the Saved Sales screen, visit these additional resources if you have questions or need help.

iPad Register FAQ | Refer to this page if you have general questions about using saved sales or the register.

Advanced Topics FAQ | This article answers common questions about Serverless Sync™, the optional feature used to sync saved sales between registers.

Saved Sales Troubleshooting Guide | This guide helps resolve common Saved Sales screen problems. We’ll walk you through the steps to fix your issue.