Saved Sales

Save a sale to start a check or tab that will remain open on the register until a customer is done ordering. A saved sale can be modified to add additional items to the order and closed when the customer is ready to pay. Saved sale reporting, available at the register and in BackOffice, shows the quantity, value, and items present on saved sales.

Table of Contents

Save a Sale

Saving a sale holds a transaction open until the customer is done ordering and ready to pay, freeing up the register for other tasks. Saved sales can be modified to add, reorder, and void items as needed.

  1. Visit the New Sale screen in the ShopKeep Register app.
    • If starting from the Saved Sales screen, tap the ‘+’ to get to the New Sale screen.
    • If starting from the Tables screen, tap an empty table to get to the New Sale screen.
  2. If Guest Count is enabled, enter the number of guests for the sale.
    a If prompted with a keypad, enter the guest count and tap ‘Done’.
    Use ‘None’ to record 0 guests when the exact count is unknown, such as with to-go or phone orders.
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    b If not prompted, tap the Guests icon to enter the guest count.
    Learn how to enable the Guest Count prompt here.
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  3. Add some items to the sale and tap the disk icon to save.
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  4. (Optional) Enter a new name for the saved sale, or swipe a credit card through a connected iDynamo card reader to automatically assign the cardholder's name to the sale.
    • The sale name will default to the customer tagged to the sale. If no customer is tagged, it will default to ‘Walk-in’ or the table where the order was started, plus the current time.
    • If paying by credit card, the card must be swiped again when closing the sale. Swiping a credit card to name a saved sale does not save card information or pre-authorize the purchase.
    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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  5. Tap ‘Save’ (iOS) or the disk icon (Android) to confirm.

    After saving the sale, kitchen tickets will print automatically for items assigned to a ticket printer. Tickets can be reprinted if needed.

    For help with issues or questions related to saved sales, visit our troubleshooting guide or Register FAQ.

View Saved Sales

The Saved Sales screen displays all sales currently saved on that specific register. If Saved Sales Sync or Serverless Sync™ is enabled, saved sales from all connected registers will appear on this screen.

Saved sales can also be viewed in the ShopKeep Pay mobile app and in BackOffice if Saved Sales Sync is enabled.

  1. In the ShopKeep Register app, tap ‘Saved Sales’ on the Main Menu (iOS) or register menu (Android).
    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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    The Saved Sales screen displays sales saved on the current register or, if Saved Sales Sync or Serverless Sync™ is enabled, sales saved on all registers. Each tile (iOS) or row (Android) contains the employee assigned to the sale, its total, duration, and name, number of guests, order status, and order number.

    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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  2. (Optional) Filter the Saved Sales screen by employee and/or sale type.
    • If using the iOS ShopKeep Register app, select filter options from the bottom of the screen.
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      All / Mine | Display sales saved by all employees, or only sales saved by the employee who is signed in.
      All / Online Orders Only | Display all saved sales and ShopKeep eCommerce online orders, or only ShopKeep eCommerce online orders.

    • If using the Android ShopKeep Register app, select filter options from the drop-downs.
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      All Staff / Me / Employee / External Source | Display sales saved by all employees, only sales saved by the employee who is signed in, only sales saved by a specific employee, or only sales coming from an external source (e.g. ShopKeep eCommerce online orders).
      All / In person / Online | Display all saved sales and ShopKeep eCommerce online orders, only sales saved in person at the register, or only ShopKeep eCommerce online orders.

  3. (Optional) Select a view option from the bottom of the screen (iOS) or from the drop-down (Android) to sort saved sales in ascending or descending order.
    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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    Time Elapsed | Sort saved sales by when they were saved at the register or received via online ordering.
    Sale Name | Sort saved sales alphabetically by name. Online orders begin with the letter ‘O’.
    Order Number | Sort saved sales by order number.

  4. Select a sale to view, modify, or close it out.

    To learn how to view, manage, and close out ShopKeep eCommerce online orders, visit our ShopKeep eCommerce: Online Ordering article.

    Having trouble with saved sales? Visit our troubleshooting guide for help.

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Modify a Saved Sale

After saving a sale, you can add additional items to it, reorder items, change the number of guests, void canceled items, or give the sale a new name.

Existing items on a saved sale cannot be modified. This includes changing the modifiers or variants selected and adjusting the item quantity.

Add Items

When a customer orders more, follow the steps below to add items to their saved sale and save the changes.

  1. Select a sale on the Saved Sales screen.

    To open an online order in the iOS ShopKeep Register app, tap ‘Open Sale’ after selecting the relevant saved sale.

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  2. If using the Android ShopKeep Register app, tap ‘Edit’.
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  3. Add items to the sale.
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  4. Tap the disk icon to save changes.

    After saving, kitchen tickets will print automatically for new items that are assigned to a ticket printer. Tickets can be reprinted if needed.

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  5. If adding items to an online order, follow the steps here to update the order in the ShopKeep eCommerce Dashboard.

    Adding items to an online order at the register as shown in steps 1 – 4 above will not automatically update the order in the eCommerce Dashboard. Failure to complete step 5 will cause a discrepancy between how the order appears on the register and in the Dashboard.

Reorder Items

Quickly reorder items from within a saved sale to save time at the register.

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

  1. Select a sale on the Saved Sales screen.

    To open an online order in the iOS ShopKeep Register app, tap ‘Open Sale’ after selecting the relevant saved sale.

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  2. Tap the reorder icon to add a specific line item to the sale again.

    By default, reordered items are given a quantity of 1 and have the same modifiers, variants, and/or kitchen ticket notes as the original item. Discounts applied to the original item will not be applied to the reordered item.

  3. (Optional) Make changes, as needed, to the reordered item.

    Each step below is optional, so do as much or as little as desired.

    b Select different modifiers or variants by tapping the line item.
    c Change the kitchen ticket note by tapping the note.
    d Apply a discount to the line item.
  4. Tap the disk icon to save changes.

    After saving, kitchen tickets will print automatically for reordered items assigned to a ticket printer. Tickets can be reprinted if needed.

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  5. If reordering items for an online order, follow the steps here to update the order in the ShopKeep eCommerce Dashboard.

    Reordering items for an online order at the register as shown in steps 1 – 4 above will not automatically update the order in the eCommerce Dashboard. Failure to complete step 5 will cause a discrepancy between how the order appears on the register and in the Dashboard.

Update the Guest Count

Change the number of guests associated with a saved sale.

  1. Select a sale from the Saved Sales screen.

    To open an online order in the iOS ShopKeep Register app, tap ‘Open Sale’ after selecting the relevant saved sale.

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  2. If using the Android ShopKeep Register app, tap ‘Edit’.
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  3. Tap the Guests icon to update the number of guests.
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  4. Enter the number of guests and tap 'Done'.
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Void

If an order is canceled before a saved sale is closed, perform a void to discard all or part of the saved sale without payment. Depending on your BackOffice Employee Settings, voids may require manager approval if performed by a cashier.

  • Voids are final once performed. If you void a sale or item by mistake, you must ring it back up again. Use void reporting to track the quantity and value of items voided at the register.
  • If a saved sale has already been closed, perform a return to refund the customer. Visit our Performing Returns article for more information.
    1. Select a sale on the Saved Sales screen.

      To open an online order in the iOS ShopKeep Register app, tap ‘Open Sale’ after selecting the relevant saved sale.

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    2. If using the Android ShopKeep Register app, tap ‘Edit’.
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    3. To void a line item, swipe left across the item and tap ‘Void’.
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    4. To void the entire sale, tap the trash can icon, then ‘Void’ (iOS) or 'Yes' (Android) to confirm.

      A void ticket will print for items assigned to a ticket printer to let staff know not to make those items.

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    5. (Optional) If prompted, have a Register Manager enter their register code and tap ‘Void’ (iOS) or ‘Approve’ (Android) to authorize the void.

      This is only required if manager verification is enabled and a cashier attempts the void.

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    6. If voiding an online order, follow the steps here to update the status of the order in the ShopKeep eCommerce Dashboard.
    Rename

    Maybe a customer changes tables or a cashier misspells their name. Whatever the case, you can rename Saved Sales directly from the Sale screen.

    Renaming an online order will not automatically update it on the ShopKeep eCommerce Dashboard. Orders on the eCommerce Dashboard do not have an order name that can be edited.

    1. Select a sale on the Saved Sales screen.

      To open an online order in the iOS ShopKeep Register app, tap ‘Open Sale’ after selecting the relevant saved sale.

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    2. If using the Android ShopKeep Register app, tap ‘Edit’.
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    3. Tap the sale name.
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    4. Enter a new name, then tap ‘Save’ (iOS) or the disk icon (Android).

    Need to split or merge saved sales? Visit the Split, Merge, & Transfer support article to learn about more ways to modify saved sales.

    Close a Saved Sale

    Once a customer finishes ordering, close out their saved sale to process its payment and remove it from the Saved Sales screen.

  • To learn how to close saved sales from an iPhone, visit our ShopKeep Pay article.
  • To learn how to close an online order, Tip Later, or Pay by Link saved sale, visit the ShopKeep eCommerce: Online Ordering, Tip Later, or Pay by Link articles.
    1. Select a sale on the Saved Sales screen.

      If a sale’s status is ‘Awaiting Tip’, the customer’s credit card was already pre-authorized, but a tip was not entered. Visit the Tip Later article to learn how to enter the tip to close the sale.

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    2. If using the Android ShopKeep Register app, tap ‘Edit’.
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    3. Select the customer's payment tender.

      If you need help processing the payment, visit our Running Sales at the Register article.

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

    If you have issues closing a saved sale, visit our troubleshooting guide for help.

    Saved Sales Reporting

    At the register, saved sales reporting displays the quantity and value of sales currently saved on the Saved Sales screen. In BackOffice, individual saved sales can be viewed along with quantity and value totals.

    Register Reporting

    At the register, run a Register Shift Report during an open register shift to view the number and value of sales currently saved on the Saved Sales screen.

    1. During an open register shift, open the Main Menu (iOS) or register menu (Android) and tap ‘Register Shift Report’.
      iOS ShopKeep Register App              

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      Android ShopKeep Register App

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    2. Scroll down to view information about the sales currently saved on the Saved Sales screen.

      Managers can view details of all employees’ saved sales, but cashiers can only see details of their own.

      To learn about the other information included on the Register Shift Report, visit our X and Z Reports article.

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      Open Sales | Number of sales currently saved on the Saved Sales screen. If using Saved Sales Sync or Serverless Sync™, saved sales from all connected registers will be included. In the iOS ShopKeep Register app, this changes to 0 after the shift is closed (even if sales are still saved).
      Open Sales Total | Current value of all ‘Open Sales’ based on the prices of each sale’s items, discounts applied, and sales tax. In the iOS ShopKeep Register app, this changes to 0 after the shift is closed (even if sales are still saved).

    3. (Optional) Managers can select an employee to see their individual report.
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    4. (Optional) Tap ‘Print X Report’ to print a copy to a connected receipt printer.

      Receiving an error while printing? Visit one of our printer troubleshooting guides for help.

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    BackOffice Reporting

    In BackOffice, visit the Dashboard to view the total number and value of sales currently saved on the Saved Sales screen of registers with Saved Sales Sync enabled. Run the BackOffice Transactions Report to see individual saved sales along with open and past due invoices.

    Dashboard
    1. In BackOffice, click ‘Reports’, then select ‘Dashboard’.
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    2. Click the date icon to choose a preset or custom range.
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      The report shows the total number and value of open saved sales last saved during the date range.

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      # of Saved Sales | Number of saved sales currently open on registers with Saved Sales Sync enabled. Saved sales will only appear in the selected date range if they are open at the register and were last saved during the range. Historical saved sales data is not available.
      Net Saved Sales | Value of all saved sales included in the ‘# of Saved Sales’ tile. This is the pre-tax subtotal of each saved sale minus discounts applied.

    Transactions Report
    1. In BackOffice, click ‘Reports’, then select ‘Transactions’.
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    2. Use the calendar to select a date range for the report that includes the current day.

      For example, select ‘Today’, ‘Week-to-date’, or a custom range ending today.

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    3. Click the ‘Saved Sales’ toggle.

      This option can only be selected when the date range of the report includes the current day, such as when it is set to ‘Today’, ‘Week-to-date’, or a custom range ending today.

      The Transactions Report displays saved sales currently open on registers with Saved Sales Sync enabled that were last saved during the selected range, along with open and past due invoices that were last finished or edited during the range. Businesses open past midnight can set business hours in BackOffice to view reporting based on when they are open.

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      Time | Date and time the sale was last saved or the invoice was last finished or edited.
      Sales Channel | Indicates whether a transaction is a saved sale (‘In Store’) or an invoice (‘Invoicing’).
      Register | Number of the register from which the sale was last saved. This is left blank for invoices.
      Cashier | Name of the employee who originally saved the sale as it is currently entered in BackOffice. For open invoices, this is the name of the employee who last finished or edited the invoice.
      Operation Type | Type of transaction: sale.
      Amount | Total dollar amount of the items in the saved sale or invoice.
      Discount | Total discount amount applied to the saved sale or invoice.
      Tax | Total tax amount.
      Total | Total amount charged for the order after discounts and tax.

    4. (Optional) To view the individual items on a saved sale or invoice, click the arrow next to the transaction.
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      Description | Name of the item as it is currently entered.
      Department | Name of the department assigned to the item at the time the sale was saved or invoice was finished.
      Category | Name of the category assigned to the item when the sale was saved or invoice was finished.
      Price | Price per item.
      Quantity | Total number or amount of the item present on the saved sale or invoice.
      Subtotal | Item total before discounts and tax.
      Discount | Discount amount applied to the item.
      Net Total | Total amount charged for each item after discounts.