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.

  1. Open the Main Menu and select 'Saved Sales'.
  2. (Optional) Tap a filter option to filter the Saved Sales screen.

    All | Displays all sales saved on the register, including orders placed via a ShopKeep eCommerce webstore (if enabled) and sales saved on other registers with Saved Sales Sync turned on.
    Mine | Shows saved sales belonging to the employee who is signed in.
    Online Orders Only | Shows only ShopKeep eCommerce online orders.

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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 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 orders cannot be split at the register and must be processed as placed.
    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. On the ShopKeep Register for iOS, the new split saved sales created will be assigned to whichever employee performed the split.

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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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    Want to rename a saved sale? Visit our troubleshooting guide for help.

    Merge Saved Sales

    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 orders cannot be merged at the register and must be processed as placed.
    1. On the Saved Sales screen, tap 'Select'.
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    2. Select two or more saved sales to merge.

      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.

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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 on the ShopKeep Register for Android, 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.

    ShopKeep Register FAQ | Visit this page if you have general questions about using saved sales or the register.

    Advanced Topics FAQ | This article answers common questions about Saved Sales Sync and Serverless Sync™, optional features 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.