Free Accounts with ShopKeep

What is a Free ShopKeep Account?

A free ShopKeep account allows you to use ShopKeep for a single location, with a single register, and a single staff member. It includes unlimited inventory and detailed reporting for up to $5,000 in sales each month. If you are interested in adding additional registers, locations, or staff members or are running more than $5,000 per month in sales, upgrade to a paid account directly from BackOffice. You also have limited access to Customer Care who are only available via email.

Account Setup

After you sign up for a free ShopKeep account, get started by logging into BackOffice and setting up. BackOffice is the account portal used to manage inventory, view reporting, and customize account settings.

Add Items

Begin by entering the inventory items that will be sold at the register. As you add items, you can customize the details of each one including the price, cost, and quantity on hand.

1. Click 'Items' and select 'Items List'

   

2. Click 'Add Item'.
3. Select whether to create a Basic Item or an Item with Variants.

   Basic items are sold individually or with modifiers. Items with variants are items sold in variations, like a single shirt with multiple sizes.

   

4. After adding items, create register buttons to easily access them at the register.

Receipt Setup

Paper and email receipts can be customized with your business location and contact information. Follow the steps below to set them up.

1. From BackOffice, click 'Settings', then 'Receipts and Tips'.

   

2. Click the 'Paper Receipt' tab. Enter information about your store including location and printer settings.

   

3. Click the 'Email Receipt' tab to set up email receipts with information such as your business logo and social media links.

Manage Tax Rates

Set the default tax rate and set up additional tax rates (if necessary) to be applied at the register.

1. Click 'Settings', then 'Taxes'

   

2. Click the default tax group.

   In this case, Sales Tax is set as the default. The default tax group is automatically applied to all taxable inventory items.

   

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3. Enter your rate, rename the tax group (optional), and click 'Update'.

   

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4. (Optional) Back on the Taxes page, click 'Add Tax' to set up additional tax groups for each different tax rate you charge.

Set Up Hardware

The type of business you run determines the hardware you need. Visit the ShopKeep store to find hardware solutions that fit your business needs. Receiving a free card reader? Click here to learn how to set it up!

Credit Card Processing Setup

Quickly and easily set up integrated credit card processing from BackOffice to start running credit sales at the register. Sign up and, if approved, you’ll receive a free ShopKeep card reader for swiping cards.

1. In BackOffice, click 'Settings', then 'Payment Settings'.

   

2. Enter the social security number and birthdate of the account owner on file and click 'Enable & get my free reader' to continue.
   This information is taken from billing and account information entered when you created the account. Click here to learn how to verify and update account information before proceeding.

   

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3. Click 'OK' to confirm setup and request free card reader.

   

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4. Return to 'Payment Settings' in the menu.
5. Click 'Link bank account'.

   

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6. Enter your bank account information to allow for credit deposits, then click 'Link bank account'.

   

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7. Click 'OK' to confirm.

   The bank account will begin receiving deposits within 1-2 business days.

   

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8. 'Get Updates' on the register to apply the changes.

   You can now accept credit cards at the register.

ShopKeep Register

Set up the ShopKeep register app on your iPad to get started running sales! Learn the basics below.

Download and Activate

Check out our Introduction to the iPad to learn how to download the ShopKeep app from the App Store. Activate the ShopKeep app to link your register and account.

1. Open the ShopKeep app and tap 'Activate Your Register'.

   

2. Enter your store name and manager code, then tap 'Activate'.

   Store Name: Your account name with no spaces or punctuation.
   Manager Code: The code can be found in the Staff List or in your welcome email.

   

Open and Close Shifts

Open and close shifts to maintain accurate reporting and to balance the cash drawer each day.

Open a Shift

To start your day, open your shift to add your starting cash to the drawer.

1. Enter your 4-digit manager code and tap 'Sign In'.

   Having trouble signing in? Visit our troubleshooting guide for help.

   

2. On the Control Panel, tap 'Open Shift'.

   

3. Enter the opening cash amount and tap 'Open Shift'.

   This is the amount of cash in the drawer before making any sales.

   

Close a Shift

When your business closes each day, close the shift in ShopKeep to end your day. After closing, you can view totals for the shift on the Z report.

1. Sign into the register as a manager.

   Having trouble signing in? Visit our troubleshooting guide for help.

2. Open the Control Panel and tap 'Close Shift'.

   

3. Enter the total cash in the drawer and tap 'Close Shift'.

   

Run Sales and Process Returns

With BackOffice set up and the register app downloaded, you are ready to run sales. Follow the quick guide below to learn how to run sales and process returns.

Run a Sale

Without any frills, here’s how to run a basic sale at the register.

1. Tap a button, search by item name, SKU, or UPC, or scan an item to add it to the sale.

   

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2. Choose a payment tender.

   For this example, we are using ‘Cash’.

   

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3. Enter the amount from the customer, and tap 'Cash'.

   

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4. Give change (if necessary), select a receipt option, and tap 'Done'.

   

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Process a Return

Take back sold items from customers at the register by running a return.

1. Tap History / Returns on the Control Panel.

   

2. Choose a sale from the current shift or search for one from a previous shift, then tap 'Begin Return'.

   Search by transaction number, last 4 digits of the credit card used, customer name, or by scanning the barcode on a receipt.

   

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3. Select the item(s) to return.

   The highlighted items will be returned. Tap ‘Select all’ to return all items.

   

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4. Choose a tender to return to the customer.

   The original sale tender is highlighted in red. Sales can only be returned to Credit if originally paid by credit. Credit card returns automatically refund to the card used in the original sale.

   

5. Select an option for receipt (optional) and tap 'Done'.

   

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Reporting

In addition to the Bird’s Eye View that you see when logging into BackOffice, here are a few of the most useful reports that ShopKeep offers.

If you have questions about reporting, check out the Reporting FAQ.

Analytics Dashboard

The Analytics Dashboard is an overview of all register activity including sales, returns, discounts and more.

Transactions Report

The Transactions Report shows every sale and return from a specified date range. Filter and sort the table, download customer receipts, and export records to a spreadsheet for further analysis.

Sales Reports

Access Sales Reports from the Analytics tab for the ability to view sales from several different perspectives including Category, Department, Item, Discount, or Customer.

How to Upgrade

If you reach a feature that requires a paid subscription, follow the steps below to upgrade from within BackOffice. With a paid subscription, you can add more registers, employees, and locations to your account.

1. Click 'Upgrade' on the pop-up window.

   

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2. Enter billing contact and business address information.

   

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3. Enter credit card details, then click 'Submit'.

   

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Your account upgrade is complete! Click below to learn about features available for upgraded accounts: