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Split, Merge, and Transfer Saved Sales
Learn how to split one saved sale into several sales, merge multiple saved sales together into one, and transfer ownership of saved sales from one employee to another.
Table of Contents
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 Saved Sales Sync or Serverless Sync™ is enabled.
(Optional) Select a view option to sort saved sales in ascending or descending order.
Click to Enlarge
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 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.
Customers, transaction-level discounts, and tax removal will remain on the original saved sale but must be reapplied to split saved sales after splitting.
To learn how to split saved saves on the ShopKeep Register for Android, visit this article.
Online orderscannot be split at the register and must be processed as placed.
Managers can split saved sales owned by any employee, but cashiers can only split their own sales. On the ShopKeep Register for iOS, the new split saved sales created will be assigned to whichever employee performed the split.
Merging combines the items and guest count from multiple saved sales into a single saved sale.
Customers, transaction-level discounts, and tax removal do not transfer from individual saved sales to the new merged sale and must be reapplied after merging.
To learn how to merge saved sales on the ShopKeep Register for Android, visit this article.
Online orderscannot be merged at the register and must be processed as placed.
Managers can merge saved sales owned by any employee, but cashiers can only merge their own sales. On the ShopKeep Register for iOS, the new merged saved sale will be assigned to whichever employee performs the merge. On the ShopKeep Register for Android, only saved sales belonging to the same employee can be merged.