Using the Register

The ShopKeep Register app is where you run sales and returns, print receipts, and perform other point of sale operations. Let’s take a tour of the ShopKeep register and some of the features it has to offer.

If you have questions about using the register, check out our ShopKeep Register FAQ page.

Watch our Run a Sale & Return video below.

Run a Sale & Return

Table of Contents

Run a Sale

Sales are made up of two primary steps: adding items to the customer’s order from available inventory, and tendering the sale. After a manager opens the register shift, follow the steps below to run a basic sale.

After learning the basics, visit our full Running Sales at the Register article to learn how to apply discounts, change item quantities, and perform other actions during a sale.

  1. From the 'New Sale' screen, add an item to the sale using any method listed below.
    a  Tap an item shortcut.
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    b  Tap the magnifying glass to search for an item by name, SKU, or UPC, then tap the item.

    c  Use a supported barcode scanner to scan an item’s barcode.
    For help connecting a barcode scanner to the register, visit our Hardware page to find the setup article for your specific scanner.
    d  Android only. Tap the barcode icon to use the register’s built-in camera to scan an item’s barcode, then align the barcode with the red line on screen and wait for the item to be added to the sale.
    Barcode scanning with the built-in camera works best in well-lit areas. This feature is only available in the Android ShopKeep Register app.

  2. Select the customer's payment tender.
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Having trouble running sales? Visit our troubleshooting guide for help.

Issue a Gift Card

Issuing a gift card at the register is as simple as selling the ‘Gift Card’ item that was automatically created when you set up ShopKeep gift cards. Open pricing allows cashiers to enter the value of a gift card as they ring it up.

  • This feature is only available for ShopKeep merchants on select pricing packages.
  • To learn how to set up gift cards for use at the register, visit our full ShopKeep Gift Cards article.
    1. Add the 'Gift Card' item to a sale.
    2. Use the keypad to enter an amount to load onto the card, then tap 'Done'.
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    3. Select a payment tender to continue the sale as usual.
    4. When prompted, swipe a gift card through your credit card reader.

      Don’t have a card reader? Learn how to manually enter the gift card number or scan its barcode here.

    5. Tap ‘Add’ to add the amount to the card, then select ‘Continue’ (iOS) or ‘Continue to Payment’ (Android).

    6. Process the customer's payment, then select a receipt option and tap ‘Done’, or tap 'No Receipt'.

    If you have questions about gift card ordering, processing, or setup, visit our Gift Card FAQ.

    Save a Sale

    Save a sale to start a check or tab that will remain open until the customer is ready to pay. Once a sale is saved, you can modify it to add additional items as the customer continues their order.

    After saving a sale, visit our full Saved Sales article to learn how to manage and view reporting on saved sales.

    1. Add items to a sale.
    2. Tap the disk icon to save the sale for later.
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    3. (Optional) Enter a new name for the saved sale. If using an iDynamo, swipe a credit card to automatically use the cardholder’s name.

      Don’t have an iDynamo? Tag a customer to the sale before saving to automatically assign their name to the saved sale. If no customer is tagged, the name defaults to ‘Walk-in’, plus the current time.

    4. Tap 'Save' (iOS) or the disk icon (Android) to finish saving the sale.
      iOS ShopKeep Register App

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      Android ShopKeep Register App

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    If you are having trouble with saved sales, visit the Saved Sales Troubleshooting guide.

    Perform a Return

    Perform a return to refund a customer for a purchase made at your business. This section will cover how to return a sale that was run during the current open register shift.

    To learn how to return a sale from a previous register shift or perform a manual return, visit our full Performing Returns article.

    1. Open the Main Menu (iOS) or register menu (Android), and select 'Sales History'.
      iOS ShopKeep Register App

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      Android ShopKeep Register App

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    2. Select a sale from the current register shift to return.
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    3. Tap the 3 dot menu next to the sale and select ‘Begin Return’ (iOS), or tap ‘Begin Return’ (Android).
      iOS ShopKeep Register App

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      Android ShopKeep Register App

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    4. Tap each line item to return.

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

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    5. Choose a tender to refund to the customer.

      The original sale tender is highlighted in red as the suggested tender for return. Tap ‘…’ to use a different tender, such as ‘Gift Card’. Sales can only be returned to a credit card if originally paid with the ‘Credit’ tender at the register.

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

    If you have a returns related issue, visit our Cashier Functions Troubleshooting page for help.

    Check Quantity on Hand

    Look up an item’s quantity on hand (QoH) to see how much is in stock. The specific steps to check the quantity on hand will vary based on whether you use the iOS or Android ShopKeep Register app.

    iOS ShopKeep Register App
    1. Search for an item.
    2. Tap the blue ‘i’ to view the item’s quantity.
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    3. Review the quantity on hand, then tap ‘Done’ to return to the sale.
      For basic items, the total quantity for that one item is displayed.
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      For items with variants, the total item quantity is shown along with a breakdown by individual variant.
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    Android ShopKeep Register App
    1. Add an item to a sale.
    2. Swipe right across the line item, then tap ‘Qty’.
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    3. Review the quantity on hand, then tap ‘OK’ to return to the sale.

      For basic items, the total quantity for that one item is displayed.

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      For items with variants, the total item quantity is shown along with a breakdown by individual variant.

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    Manage Item Availability

    Manage item availability at the register to manually control if specific items can be rung up. When an item runs out, a Register Manager can make it unavailable to temporarily prevent it from being sold. When an unavailable item is ready to be sold again, make it available to allow it to be rung up.

    This feature is only available in the iOS ShopKeep Register app.

    1. Tap and hold an item shortcut for 2 seconds.
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    2. Select whether to make the item unavailable or available for sale on that register.
      • Unavailable items will be grayed out on the shortcuts layout and item search panel, preventing them from being rung up from those areas. If an unavailable item is physically present, it can still be rung up by scanning the item barcode.
      • Individual item variants and modifiers cannot be made unavailable.
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    3. If prompted, enter a manager code and tap ‘Enter’ to authorize the change in availability.
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    4. (Optional) Repeat steps 1 - 3 on each additional register to update item availability for those registers.

      Item availability does not sync between registers, so items must be manually made unavailable or available on each individual register.

    Receipt Options

    ShopKeep offers a few ways to provide receipts to customers. Customers can select an email receipt, text message (SMS) receipt, printed receipt, or printed gift receipt.

    Email, Text, and Print Receipts

    At the end of every transaction, there are options that allow a customer to choose if, and how, they want to receive their receipt.

    Visit our Receipt Setup article to learn how to customize the business information, logo, and messaging that appear on receipts.

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    Email Receipt | Send the sales receipt to an email address.
    *For swiped and EMV credit transactions, the email address entered will be linked to the customer’s credit card and email receipts will be automatically selected when using that card at any ShopKeep merchant. Learn more here.

    Text Receipt | Send a link to the sales receipt via text message (SMS) to a mobile phone number.
    *Text message receipts contain the same information as paper receipts and are available in the latest compatible versions of the iOS and Android ShopKeep Register apps.
    **For swiped and EMV credit transactions, the phone number entered will be linked to the customer’s credit card, and text receipts will be automatically selected when using that card at any ShopKeep merchant. Learn more here.

    Print Receipt | Print the sales receipt to a connected receipt printer.

    Print Gift Receipt | Print the sales receipt without prices to a connected receipt printer.

    No Receipt | Receipt is not emailed, texted, or printed.

    Reprint a Receipt

    If a customer needs an extra physical copy of the receipt from their sale or return, visit the ‘Sales History’ screen to reprint it.

    1. Open the Main Menu (iOS) or register menu (Android), and select 'Sales History'.
      iOS ShopKeep Register App

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      Android ShopKeep Register App

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    2. Select a transaction to reprint a receipt for.
      • If the transaction is from the current register shift, find it on the list.
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      • If the transaction is from a previous register shift, use the search bar to look it up.
      Search by transaction number, last 4 digits of the customer’s credit card, or tap the arrow and select ‘Customer’ to search by customer name, email, or phone #.

    3. Tap the 3 dot menu and select 'Reprint Receipt' (iOS), or tap 'Print Receipt' (Android).

      To print a receipt without prices, tap ‘Print Gift Receipt’ instead. Gift receipts can only be printed for sales from the current register shift.

      iOS ShopKeep Register App

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      Android ShopKeep Register App

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    Receipt not printing? Visit one of our Receipt Printer Troubleshooting guides for help.