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Are you having trouble with Shopbox or are you just not sure where to start?
Check out our commonly asked questions to find the solution to your problem.

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If there is anything you are unsure about, don’t hesitate to reach out to us with questions or concerns. You can email us at support@shopbox.com or call +45 31 13 15 15 to speak to an expert.

Support materials:

Getting stared with Shopbox video tutorials: ENG

How to set up your printer for Shopbox video tutorial: ENG DK SE

Shopbox Installation Manual PDF: ENG

Shopbox User Manual PDF: ENG DK SE

Shopbox Troubleshooting Manual PDF: ENG

How to connect your Shopbox and Billy’s account (video): DK

About Shopbox

Shopbox iOS App

Shopbox Windows App

COMING SOON

Setting Up Hardware

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About Shopbox


What is a point of sale?

A point of sale is the location where a sales transaction takes place. A modern POS usually includes data-collecting software as well as hardware such as a cash drawer, a barcode scanner, a card terminal, a receipt printer, and a computer with a user interface. POS systems need to be fast in order to process a large number of transactions efficiently.

What is EPOS?

EPOS stands for electronic point of sale. It is a durable cash register used by a large number of retailers that can process sales transactions quickly. These POS systems are usually fixed in place and transaction data is stored on the company's database. They often require some level of customization and can be expensive to install and operate.

What is mPOS?

mPOS, or mobile point of sale, is a rising trend in the retail sector. Rather than a cash register fixed in one location, mPOS systems use hardware that is easy to transport and has low set-up and maintenance costs. Transaction data is stored online on the cloud.

What is Shopbox?

Shopbox is a mobile point of sale app available for iOS and Windows. It is used for processing store transactions but also includes a variety of other features, such as real-time analytics, an expenses tracker, and inventory management through its online administration system, My.Shopbox.

What are the benefits of using Shopbox?

  • Save valuable time: The app is intuitive and easy-to-use, saving you time on training staff. With faster transactions speeds, you don't have to worry about long queue waiting times.
  • Reduce your costs: Live updates allow you to see your sales in real time. By understanding what your customers prefer, you'll be able to spend more money on what they love. The inventory management tool helps you track your stock so you can cut back on food waste.
  • Manage your business everywhere: Because Shopbox stores data on the cloud, sales information is updated constantly and can be accessed from anywhere. You can manage multiple stores from your devices when you aren't physically present.
  • Collaborate with your accountant: Shopbox provides daily, weekly, and monthly expense reports sent straight to your accountant's inbox.
  • Get useful customer insights: With the customer management tool, you can see how often your most loyal customers visit your store and what their favourite items are. You can use this valuable data to personalize offerings or promote certain products.
  • Reward your best employees: Shopbox gives you an overview of your employees' sales, so you can reward your top performers and keep them motivated.

Why should I use Shopbox over my existing EPOS system?

mPOS systems are easy to set up and cost much less than traditional EPOS systems. Shopbox's interface is designed for use on iPads and Windows tablets so that shop owners and employees can quickly get comfortable using the app on familiar hardware. Rather than paying a large sum, often thousands of dollars or euros, for EPOS hardware and software, all you need is a tablet to be able to run your store with Shopbox.

Shopbox is software as a service and uses cloud technology. This means that app updates are delivered to the user as soon as they are available, for free. The system is easily scalable and features are constantly being improved and added based on customer feedback.

You can always reach out to one of our sales specialists at support@shopbox.com if you want to make sure Shopbox is right for your business.

How long will it take me to set up my business on Shopbox?

That depends on the size of your business! Learning how to use to app takes very little time if you have experience using a tablet. Registration and creating your first shop shouldn't take more than five minutes. The most daunting part of the set-up is creating categories and products, so if you have a lot of products it can take a few hours to add them all. It takes about one minute to create one product and add the relevant information.

To stay organized while creating your store, we recommend making a list of the following before starting:
  • Product categories
  • Product names
  • Selling prices
  • Product costs
  • SKUs, or other codes that you use to manage inventory

Do I need an internet connection to use Shopbox?

Shopbox stores all data online on the cloud and thus requires an internet connection in order to provide real-time updates. However, if your connection fails, the app will store the sales data locally on the device and upload it to the cloud once it can reconnect to the internet.

What languages is Shopbox available in?

Shopbox is available in Danish, Swedish, and English. If your tablet's language is set to Danish, the app will also be in Danish; for any other system languages, the app will automatically switch to English.

What if I have more than one store?

You can manage multiple stores through one Shopbox account. You will be asked to create a store when you sign up, and you can create additional stores through the "Stores" option on the menu. This is also where you can switch between your stores.

Can I access Shopbox from my computer?

The point of sale app can only be used on mobile devices running iOS or Windows. On a computer you can access My.Shopbox, a web-based administration system that allows you to see data that is also available on the app, such as customer information and transaction history. It provides additional features such as reports and inventory management. However, you cannot complete sales transactions through My.Shopbox.

How much will it cost me to switch to Shopbox?

If you already have an iPad, you can download a free 7-day trial of Shopbox through the App Store. (If you have a Windows tablet, the app will be widely available on the Windows Store soon.) Based on your business type, you can then decide what kind of hardware you would like to use with your point of sale. We offer card readers, receipt printers, cash drawers, barcode scanners, and iPad stands on our Hardware page. If you do not have an iPad, we offer 16 GB versions of the iPad Air 2 and mini 4 on our Hardware page. You can view the basic subscription costs, as well as prices for additional support packages, on our Pricing page.

Where can I see Shopbox’s terms and conditions?

They are available on the website here, or you can read them in the app by selecting "Settings" from the left-hand menu and tapping "Terms & Conditions" under the "Preferences" heading.

Shopbox iOS App


How do I download the Shopbox app?

On your iPad or iPhone, find the blue and white App Store icon. Tap on the search bar or magnifying glass icon and search for "Shopbox". When you see the Shopbox Business app with the green box logo, tap "Get It" and the app will begin to install. You can watch the download progress by returning to your home screen.

How do I create an account?

When you open the Shopbox app for the first time, you will be prompted to create or log in to an account. You can log in using your Facebook account or tap the green "Create Account" button. You then need to enter your name, email, and a password before you can create your first store.

How do I create a store?

Once you've entered your basic account information while signing up on the app, you'll be asked to create your store. If you have a Danish CVR number, you can enter it to have your store information filled automatically. Otherwise, tap "Create Shop". You will then need to enter your store's name, the country in which it operates, and its category. When you have completed these steps, you will be taken to a list of your stores.

How do I create a category?

To create a category, first tap "Counter" from the app's home screen or on the left-hand menu. If this is your first time opening the counter since your last end of day, you will see a pop-up asking you to enter your starting cash for the day. Enter the starting cash you have in your cash drawer. If you do not use a cash drawer or you do not plan on making transactions on this day, you can press the "x" in the corner of the pop-up.

To add a category, press the pencil icon in the top-right corner of the screen. A green plus sign will appear. When you tap on it, you will be asked to give your category a name; you can also add an optional description and photo, or change the colour of the square. Once you have entered all the information, press "save". Your category has now been saved and you can add products to it.

How do I delete a category?

From your counter screen, press the pencil icon in the top-right corner. Your existing categories will start to vibrate. Select the one you want to remove, then press the red "Delete" button once the pop-up opens.

How do I create a product?

From your counter, select the category to which you want to add the product. Press the pencil icon in the top-right corner so that the green plus sign appears. When you select the plus sign, you will be able to add the following information to your product: name (required), selling price, purchase price, SKU code, units, and photo or box colour. Fill in the information you would like to include, then tap save and your product will be created. If you choose to leave the selling price blank, you will be prompted to enter a price every time you add the product to the basket.

How do I delete a product?

From your counter, select the category to which the product belongs. Tap the pencil icon in the top-right corner and the products will begin to vibrate. Select the product you want to remove and press the red "Delete" button once the pop-up opens.

How do I create a custom price for a product?

When creating a product, leave the selling price blank. You will then be prompted to enter a price every time you add the product to the basket. If you would like to create a custom price for an existing product, go to the product's category and tap the pencil icon in the top-right corner. The products will begin to vibrate. Select the one that you would like to edit and remove the selling price.

What is a Favourite product?

You can make a product a Favourite from the product screen by tapping the pencil icon in the top-right corner. Select the item you want to make a Favourite, and press the star icon that appears under the SKU box, then press "save". When your item is a Favourite, it will show up on the counter screen next to all your categories. This is convenient if you have an item that is popular and you want to be able to add it to the basket quickly.

How do I add items to the basket?

To start making sales, first tap "Counter" from the app's home screen or on the left-hand menu. If this is your first time opening the counter since your last end of day, you will see a pop-up asking you to enter your starting cash for the day. Enter the starting cash you have in your cash drawer, or press the "x" if this does not apply to you.

To add an item to the basket, tap on a category and select the item you wish to add. It will automatically be listed on the basket on the right-hand side. If you have an item with a custom price, you will need to enter the price before it will appear in the basket. If you have an item that is sold in units, you will need to enter the number of units before it will appear in the basket.

How do I remove items from the basket?

Press and hold down the item you want to remove from the basket, swipe left, and release. A red "Delete" button will appear on the right-hand side of the item. Tapping this button removes the item from the basket completely.

If you have multiple instances of the same item in your basket and don't want to remove them all, tap the product in the basket. A pop-up will appear where you can increase or decrease the quantity of the product.

How do I apply a discount to an item?

To apply a discount to one item, tap on the product in your basket. A pop-up will appear with the option to enter a percentage amount to discount. Tap "Save" and the discount will be applied to this particular item. The percentage amount of the discount will appear in red under the original price.

How do I apply a discount to the entire basket?

At the top of the basket there is a percentage icon (%) to the left of the black bar. When you press it, a pop-up will appear offering you three commonly-used percentage discounts (5%, 10%, and 25%) that you can quickly select. Otherwise, you can enter a different percentage in the box below these options. When you tap "OK", the discount will be added to the bottom of the basket and show the total amount saved. Please note that any items you add after the discount will still appear at full price.

How do I add an extra fee to the basket?

At the top of the basket there is a plus icon (+) to the left of the black bar. Press it to bring up a pop-up that allows you to enter an extra fee. You can also include a note to explain what the charge was for. Tap "OK" to add it to the basket.

How do I return an item?

To return an item that has already been paid for, tap the circular "Return" icon to the right of the black bar above your basket. All of your products and categories will then appear with a red border. Select all the items you wish to return, and they will appear in the basket with a negative price. Tap the "Return" icon again so that the red borders disappear and you can add items to the basket normally again.

How do I delete all items in the basket?

Press the trash can "Clear" icon to the right of the black bar above your basket. All items in the basket will be removed.

How do I complete a cash transaction?

Once you have all the items the customer wants to buy in the basket, tap the "Cash" icon at the bottom of the basket. Enter the amount of cash the customer has given you, and the amount of change you should give will appear below. When you tap "Next", your connected cash drawer will automatically open. You can then choose to send the receipt via email or print it before moving on to the next sale.

How do I complete a card transaction?

Once you have all the items the customer wants to buy in the basket, tap the "Card" icon at the bottom of the basket. Your integrated card terminal will then show that the customer should insert their card. When the customer has completed the transaction on the terminal, you can send the receipt via email or print it before moving on to the next sale.

If you do not have an integrated card terminal, you will need to manually type in the payment amount on your terminal. When you tap the "Card" icon on Shopbox, the transaction will then be recorded as a card transaction.

How do I complete a MobilePay, Swipp, or gift card transaction?

Once you have all the items the customer wants to buy in the basket, tap the "More" icon at the bottom of the basket.

To complete a MobilePay transaction, your customer will need to send the payment amount to your store's phone number via the MobilePay app on their smartphone. Tap the "MobilePay" option in Shopbox to record the transaction as having been paid via mobile.

To complete a Swipp transaction, tap the "Swipp" button, opening the iPad camera. Take a photo of the QR code on your customer's smartphone. The customer will then need to approve the payment on their phone, and the transaction will be recorded as a Swipp transaction on Shopbox.

How do I split the bill between multiple payment types?

Once you have all the items the customer wants to buy in the basket, tap the "More" icon at the bottom of the basket. Tap on "Split Payment" and a pop-up will appear with the options to add a payment from card, from cash, from mobile, and more. Tap the first payment method the customer will be using and enter the amount they wish to pay. Continue to do this until the amount remaining is 0. You can split the payment between multiple cards as well as between a variety of payment types. If you make a mistake, drag the incorrect payment to the left until a red "Delete" button appears.

If you do not have an integrated card terminal, simply type in the different amounts your customer wants to pay on the terminal and complete each payment separately. For example, if your customer wants to pay for a €30 bill with €20 on a debit card and €10 on a credit card, type in €20 and complete the debit transaction. Then type in €10 and complete the credit card transaction.

Can I remove the “starting cash” pop-up that appears when I open the counter at the start of the day?

If your business does not accept cash, or you do not need to record your starting cash before selling, you can disable the "starting cash" pop-up. Select "Settings" from the left-hand menu, then tap "General" under the "Preferences" heading. Tap the slider next to "Show Starting Cash" so that it turns to black. You will no longer be prompted to enter starting cash.

Can I send a receipt to my customers?

At the end of a transaction, you will be asked if you want to send or print the receipt. If you select "Send", you will be required to enter the customer's email. You can always send the receipt of an earlier transaction by selecting "Transactions" from the left-hand menu, finding the correct transaction in the list, and pressing the "Send" icon above the transaction information.

Where can I see my transaction history?

You can see a list of all your transactions in the store you have selected by tapping on "Transactions" in the left-hand menu. To see the transactions completed in a different store, you will first have to switch stores by tapping "Stores" in the left-hand menu. You can search for a particular transaction by tapping the search field and typing in the transaction number that appears on the receipt.

How do I refund an entire transaction?

Select "Transactions" from the left-hand menu to see a list of all your transactions. Enter the transaction number that appears on your customer's receipt to bring up their transaction. Tap the "Refund" button at the top of the transaction. You will be asked to confirm the return. Once the transaction has been refunded, it will be stamped with "REFUNDED" and the transaction will appear in red in the list.

How do I end the day?

From the left-hand menu, select "Transactions". Tap the green "End Of Day" button in the top-left corner to close your sales. You will be prompted to confirm you want to end the day in case you have hit this button by accident. An X-Bon pop-up will appear which will show your card, mobile, gift card, and cash transaction amounts for the day. When you tap "Next", you can sort your card transactions by local and foreign cards. The next screen will show you your starting cash, cash to bank, and closing cash. Finally, you can enter the amounts paid for by vouchers and mobile payments and add any comments. You will see an overview of your Z-Bon, after which you can press the green "End Day" button to complete your end of day procedure. A copy of the end of day will be sent to your email and you can choose to print it from your receipt printer.

How do I see how much revenue I had in a day?

Your daily revenue is included in the end of the day report that is sent to your email. You can also track sales throughout the day by going to your home screen, where it will show "Today's Sales" below your store name.

Where can I see my list of customers?

Tap "Customers" in the left-hand menu to see your customer list. Customers that have provided you with an email (to receive their receipt, for example) will appear in this list. They will automatically be named "Guest", but you can edit a customer's information by tapping the pencil icon in the top-left corner and selecting "Edit". You can also manually add a customer by tapping the green "Add Customer" button at the top of the list.

Whenever you complete a transaction using an email associated with one of your customers, the receipt will be added to their purchase history. You can see a list of all of a customer's transactions and select each individual receipt to get an idea of their preferred items and payment methods.

How do I delete a customer?

To delete a customer from your customer list, find their name in the list and tap the pencil icon in the top-right corner. Press "Delete" and the customer's information will be removed.

How do I track my expenses?

Select "Expenses" from the left-hand menu. You will need to include a photo of your receipt for each expense. When you tap the green "Add Expenses" button in the top-left corner, you will be asked to select a photo from your gallery or to take a photo with your device's camera. Once you have uploaded the photo, you can enter the name of the shop where the purchase was made, the amount spent, the payment type, and a description of the expense. Press "Save" to add the expense to the list. If you need to edit or delete an expense, select it from the list and tap the pencil icon in the top-right corner.

How can I see my store's analytics?

Select "Economy" from the left-hand menu to get an overview of your revenue in graph form. You can sort the data by month, week, or day, or select a specific time period. You can see the total amount of revenue earned in that time, the total number of transactions completed, and a graph of the different transaction types used.

How do I add an employee?

In the left-hand menu, select "Staff". You will be listed as an Admin using the information you used to sign up for Shopbox. Tap the green "Add Staff Member" button on the left. Enter the new staff member's email address and assign them a role, then tap "Save".

You can also add a staff member via My.Shopbox – see "How do I add an employee?" under the "My.Shopbox" heading. You can use My.Shopbox to import a CSV or Excel file if you do not want to add all of your employees individually.

What are the different staff roles?

There are three different roles you can assign an employee:
  • Admin: An admin has access to everything. They can see all the menu items that you can see, and can create, edit, and delete products, categories, expenses, and staff members. They can change the app settings and see store analytics.
  • Staff: Staff can only use the counter, putting items in the basket and accepting payments. They do not have access to expenses or analytics, and they cannot create, edit, or delete any products and categories.
  • Finance: Finance staff have access to all number-related tabs, but they cannot edit or delete anything. This option is intended for your accountant to have access to your automatically-generated reports.
You can change an employee's role by selecting their name in the list of your staff, tapping the pencil icon in the top-right corner, and pressing "Edit".

How do I edit or delete an employee?

Select "Staff" from the left-hand menu and find the employee in the list. Tap the pencil icon in the top-right corner and select "Edit" to change their information or role, or "Delete" to remove the employee entirely.

How many employees can I have?

There is no limit to the number of employees you can have on Shopbox.

How do I add another store to my Shopbox account?

If you have multiple stores, you do not need to create multiple Shopbox accounts. Rather, you can manage them all with one account. Select "Stores" from the left-hand menu to see a list of the stores associated with your account. Tap the green "Add Store" button at the top of the screen to add a new store. You will be taken to the store creation screen you saw when you first signed up for Shopbox, where you can use a CVR number or enter your store information manually.

If you have multiple stores with the same name, we recommend adding their location to the store name on Shopbox in order to make it easier to distinguish them in your list.

How do I switch to another store?

Select "Stores" from the left-hand menu to see a list of the stores associated with your account. The store you are currently active in will be marked with a green checkmark to the left. Tap the store you want to switch to so that the green checkmark appears next to it. The app will then redirect you to the home screen of your chosen store.

How do I delete a store?

If you have created a store by mistake, please contact us to have it removed from your account.

How do I edit my store information?

In the left-hand menu, select "Settings", then tap "Store Profile". Here you can edit the name of your store, its address and phone number, its VAT number, and the tax rate in your country. This information will be included on your receipts.

How do I receive reports by email?

On the "Settings" screen, select "Reports". You can choose to have reports sent to your email on a daily, weekly, and/or monthly basis.

How can I send reports directly to my accountant?

When an employee who is assigned the role of "Finance" is signed in to Shopbox, they can select "Settings" from the left-hand menu, then tap "Reports". There they can decide whether they want to receive emailed reports on a daily, weekly, and/or monthly basis. This can also be done online via the web administration system My.Shopbox.

How do I change the email address I use for my Shopbox account?

On the "Settings" screen, select "My Profile". You can change the account-holder's name, email, and phone number.

How do I change my password?

If you have forgotten your password, please contact us to have it reset.

How do I change the appearance of my home screen?

Your home screen, the screen you first see after logging in to Shopbox, displays four shortcut icons to popular app functions. The four icons are for your counter, customers, economy, and staff, but you can change the order or replace these with other shortcuts that you may use more often.

Select "Settings" from the left-hand menu, then tap "Dashboard" under the "Preferences" heading. You will see a list of the six screens you can include a shortcut to: customers, counter, economy, staff, expenses, and transactions. The top four items on the list will be shown on your home screen, while the two at the bottom of the list (with a grey background) will only be accessible through the left-hand menu. Press and hold the three lines to the right of an item and drag it to change its position on the list.

The changes you make to the list will go into effect immediately, and you do not need to press an extra "save" button.

Can I contact Shopbox through the app?

Yes! Select "Contact Us" from the left-hand menu, where you can send us an email directly.

Setting Up Hardware


Do I need a stand for my tablet?

If you plan to keep your point of sale in one place, especially if you are connecting your hardware with cables rather than wirelessly, we recommend you use a tablet stand. The stand helps keep the tablet in place and makes it more comfortable and easier for your staff to use one-handed. However, if you plan to be mobile with your point of sale, you do not need a tablet stand, though a case for your tablet may help to protect it from damage.

My.Shopbox


What is My.Shopbox?

My.Shopbox is an online administration system that you can use in combination with the Shopbox app. It provides additional features such as inventory management and more detailed transaction history. You can also use it to add large amounts of products, categories, and staff members by uploading CSV or Excel files.

How do I sign up for My.Shopbox?

Go directly to my.shopbox.com and click the sign-up link at the bottom of the page. Use the same email account that you used to register through the Shopbox app so that your store information will be accessible on My.Shopbox.

If you are signing up for My.Shopbox before you have used the app, you will be prompted to enter your store's information. Enter the store name, category, and country of operation, or click "create store". You will then be taken to the My.Shopbox dashboard.

How do I log out of My.Shopbox?

Click your store name at the top of the screen. A menu will pop down with the option to log out.

How do I change the language?

Click the gears icon in the top-right corner. You will then be able to choose between English or Danish.

How do I switch stores?

Click the gears icon in the top-right corner. A list of your stores will be shown under "Choose Store". You can search for a store name if the list is too long.

How do I add a category?

Click "Inventory" in the left-hand menu, then select "Categories" at the top of the page. Click the green "Add Category" button to give your new category a name and an optional photo (in JPG format).

How do I add a product?

Click "Inventory" in the left-hand menu. You will be taken to the "Products" screen, where you can click on "Add Product" on the right-hand side. You must enter a product name, selling price, and stock price, but you can also choose a category and upload a photo (in JPG format).

How do I add a product to a category?

You can assign a category to a product when you create the product. After the product is created, you can add or change its category by going to the Inventory screen and clicking on the green link under the "Category" heading in your list of products.

How do I add multiple products and categories at once?

First, prepare your list of products and categories in an Excel or CSV file. Starting in the A1 field, create four columns with the headers "Product Name", "Selling Price", "Stock Price", and "SKU Code" (without quotation marks). Enter the relevant data under each column, with each row corresponding to one product. Then, in My.Shopbox, go to the Inventory screen and click on "Import/Export". Drag and drop or click to upload your file.

How do I export a list of my products?

On the Inventory screen, click on "Import/Export". In the right-hand column, select the items you wish to include in the report, then click the green "Export Products" button. The selected items will appear in a .xls file with their name, selling price, stock price, and SKU code.

How do I add inventory?

Click "Inventory" in the left-hand menu. You will be given a list of inventory options at the top of the screen, with the ability to track inventory all the way down to the ingredient level.

Start by adding your ingredient quantities. Next, you can add the amount of each ingredient required for your products. Click on "Products", then click "view" next to the product to which you’d like to add ingredients. In the pop-up that appears, click "Ingredients". You can then search for the ingredients you need for the product and the quantity required. When you have saved all of your ingredients to the product, click to the left of the pop-up to close it.

You can adjust inventory at the product level by clicking on "Products" and clicking on the value that appears under the "Quantity" heading for each product. If you have not entered a quantity for a product, it will show "NA". Type in the quantity and press enter.

Where can I see a list of my customers?

Click "Customers" in the left-hand menu to see a list of your customers. Customers that have provided you with an email (to receive their receipt, for example) will appear in this list. You can edit a customer's information through the Shopbox app. You can manually add a customer by clicking the green "Add Customer" button in the top-right corner.

Whenever you complete a transaction using an email associated with one of your customers, the receipt will be added to their purchase history. You can see a list of all of a customer's transactions and select each individual receipt to get an idea of their preferred items and payment methods.

How do I delete a customer?

You can delete a customer through the Shopbox app.

How can I send a receipt to my customers?

Click on "Customers" in the left-hand menu and find the relevant customer in the list. Find the correct transaction below "Purchase History", then click the green "Go" button next to it. This will take you to the transaction information where you can click the green "Resend Receipt" button.

Alternatively, click "Transactions" in the left-hand menu and find the relevant transaction. Then simply click the green "Resend Receipt" button and enter the customer's email address.

How do I add an employee?

In the left-hand menu, click "Staff", then click "Add Staff" on the right side of the screen. Enter the employee's email, name, the password you want to give them, and their role. You can also choose if you want to send them email, letting them know that you have added them as an employee to your store. Click "Save Changes" and the staff member will be added.

What are the different staff roles?

There are three different roles you can assign an employee:
  • Admin: An admin has access to everything in the app and on My.Shopbox. They can see all the menu items that you can see, and can create, edit, and delete products, categories, expenses, and staff members. They can change the app settings and see store analytics.
  • Staff: Staff can only use the counter on the app, putting items in the basket and accepting payments. They do not have access to expenses or analytics, and they cannot create, edit, or delete any products and categories. They do not have access to My.Shopbox.
  • Finance: Finance staff have access to all number-related tabs on the app, but they cannot edit or delete anything. This option is intended for your accountant to have access to your automatically-generated reports. They have access to My.Shopbox, where they can also choose which types of reports to receive.
You can change an employee's role through the Shopbox app.

How can I add multiple employees at once?

Create a CSV or Excel file with your employees' emails, names, and the roles you want to assign to each one. Starting in the A1 field, create four columns with the headers "Name", "Lastname", "E-mail", and "4digit pin code" (without quotation marks). Enter the relevant data under each column, with each row corresponding to one employee. In My.Shopbox, click on "Staff" in the left-hand menu, then click "Import" at the top of the page. Drag and drop or upload your file to import your list of staff.

How do I edit or delete an employee?

You can edit and delete employees through the Shopbox app.

How many employees can I have?

There is no limit to the number of employees you can have on Shopbox.

Where can I see how many transactions my employees have processed?

Click on "Staff" in the left-hand menu, then click on the name of the employee you are interested in. You will see the number of transactions they have processed, their total income for the store, and the date they became a staff member.

How do I add a PIN code for my employees to use?

To add a PIN code to the app, you first need to create it online using My.Shopbox and then activate it through the Shopbox app. In My.Shopbox, select "Settings" in the left-hand menu, then click "Pin Settings" at the top. Click the box next to "Pin enabled" so that it is green. You can then choose what you would like the PIN to be used for: returning products, cancelling transactions, and/or opening the cash drawer. Then click the "Change/Add pin" button to create your PIN. Click "Save changes", then click "Save" at the bottom of the Pin Settings page.

When you have completed these steps, only then can you enable the PIN to be used on the app. In the Shopbox app, select "Settings" from the left-hand menu. Under "Preferences", tap "General". Tap the slider next to "Enable Pin Code" so that it is green. You and all of your staff will then be required to enter this PIN when returning products or cancelling transactions (depending on what you chose on My.Shopbox).

Where can I see my transaction history?

You can see a list of all your transactions in the store you have selected by clicking "Transactions" in the left-hand menu. To see the transactions completed in a different store, you will first have to switch stores by clicking on the gears icon in the top-right corner of the page. Your transactions will appear in a list and include a quick view of the date the transaction took place, the amount, and the payment type used. Clicking on a transaction also shows you the customer associated with the transaction, the number of items in the transaction, whether or not a discount was applied, and which staff member made the sale. At the bottom of the page you can see the products that were sold.

How do I refund or delete an entire transaction?

You can refund and delete transactions through the Shopbox app.

Where can I see my end of day reports?

Click on "Sales" in the left-hand menu. You will then be able to review end of day reports (Z-Bon) for the last 50 calendar days.

Can I have an old end of day report sent to my email?

Click on "Sales" in the left-hand menu, where you will be able to review end of day reports (Z-Bon) for the last 50 calendar days. At the bottom of the page you can click the green "Resend report" button to have the selected day's report sent to your email.

Can I see analytics on My.Shopbox?

You can have detailed reports sent to your email through My.Shopbox. Click on "Reports" in the left-hand menu. In the "Transactions" tab, you can choose from five reports: transactions, item sales, inventory report, hourly report, and total product sales. Click "Export" and the selected report will be sent to your email.

In the "Revenue" tab, you can see a daily, weekly, or monthly report of your revenue during a selected time period. Choose your store, the report type, and the date you are interested in and click "Send Report". You will receive a PDF summary as well as CSV files with more detailed transaction data.

How can I update my personal information?

Click on "Settings" in the left-hand menu. Under "Account Settings", you can update your name, email, and phone number. You need to enter your password to make changes.

How can I update my store information?

Click on "Settings" in the left-hand menu, then click "Store Settings" at the top of the page. You can change your store name, add or change the phone number, and add or change the store's email address. You can also upload a logo for your store (in PNG format).

How do I receive reports by email?

Click on "Settings" in the left-hand menu, then click "Reporting Settings" at the top of the page. You can choose to have reports sent to your email on a daily, weekly, and/or monthly basis, and whether or not to have your end of day reports sent to your email (you can also print them from the app).

Troubleshooting


I no longer see the “starting cash” pop-up when I open my counter at the start of the day. What’s wrong?

You may have disabled the "starting cash" pop-up through your app settings. To ensure it shows up when you start the day, select "Settings" from the left-hand menu. Tap "General" under the "Preferences" heading, and make sure the slider is green next to "Show Starting Cash".

If the slider is already green and you still do not see the pop-up when opening your counter, ensure that you have ended the day properly. Select "Transactions" from the left-hand menu and press the green "End Of Day" button. If you have completed the end of day correctly and are still having problems, please contact us.

Why can’t I see my product and category images?

It's possible you may have disabled images through your app settings. Select "Settings" from the left-hand menu, then tap "General" under the "Preferences" heading. Tap the slider next to "Show Images" to change it from black to green. If the slider is already green and you are not seeing images, tap it so it turns black, then tap it again to return to green. If the problem persists, please contact us.

Why won’t my Bluetooth printer connect on iOS?

If you are using the printer intensely, it may lose connection. Most of the time the printer will reconnect if you simply restart the Shopbox app.
  1. Turn off the printer for 15 seconds and turn it back on.
  2. Close and reopen the Shopbox app.
  3. Test the connection by reprinting your last transaction: tap on "Transactions", select the first one on the list, and tap the "Print" icon at the top.
If the receipt does not print, it is likely that the printer has disconnected from the iPad.
  1. To reconnect the printer to the iPad, close the Shopbox app and open your iPad's settings (grey gear icon). Tap on "Bluetooth" to go to your Bluetooth settings. Make sure your Bluetooth is on and your iPad is discoverable; the slider should be green. If your printer is visible in the list of devices, go to step 2. If your printer is not visible, you need to check the backside of the printer.
    1. If the LED light is green, it means that the printer is not connected. Hold the "pair" button for 6-10 seconds until the LED light has changed to blue, meaning that the printer has reconnected.
    2. Open your Bluetooth settings again. You should now see the printer in your list of available devices.
  2. Open Shopbox and tap on "Settings", then select "Printers And Scanners". Turn on Star Printers by tapping on the slider so that it turns green.
  3. Tap on "Main Printer" and select your printer, then choose the size "3 inches".
  4. Close the Shopbox app and reopen it. Test the connection by reprinting your last transaction: tap on "Transactions", select the first one on the list, and tap the "Print" icon at the top.

Why won’t my wireless printer connect on iOS?

If you are experiencing problems with your wireless printer, it has probably lost connection. First, try closing and reopening the Shopbox app, which usually solves the issue. If this does not fix the problem, try restarting the printer with the power button on its left side; turn the printer off for 15 seconds before turning it back on. If the problem persists, try the following:
  1. Check if you have internet connection. Open your iPad's settings (grey gear icon) and make sure Wi-Fi is on. If it shows "Not Connected", tap on it to choose a network to connect to.
  2. Check if the cables are correctly connected to the devices.
  3. Check if your iPad is connected to the same network as the printer. Open your iPad's settings, tap on "Wi-Fi", make sure the slider is green, and then choose the correct network from the list.
The problem may lie with the printer itself. The front of the printer should show a solid (not blinking) green light.
  1. Turn off the printer.
  2. Press and hold the "Feed" button and, at the same time, turn the printer back on. The printer will print two pieces of paper, with a delay of a few seconds.
  3. Check the IP address on the bottom of the second piece of paper.
    1. If the IP consists of only 0s, there is an internet connection problem. Unplug the Ethernet cable and plug it in again.
    2. If the IP consists of various digits, the printer is connected and there is a software problem instead. Please contact our support team.

Why won’t my card terminal accept a payment on iOS?

If the card terminal won't allow the payment to go through, it may have lost the configuration. Luckily, this can be fixed quickly.
  1. Tap on "Settings" in the left-hand menu in Shopbox and select "Card Terminals".
  2. Ensure the terminal is enabled: the slider should be green.
  3. Make sure the terminal port is 1337.
  4. Make sure the IP is correct.
    1. On the card terminal, press the "Menu" button and type in the password 2020.
    2. Press the number 4 button to open Help. You can find the IP address on point 11.
    3. Copy the IP from the terminal to the Shopbox settings using the following steps:
      1. In the sections separated by dots, if the three digits start with 0 and are followed by numbers between 1 and 9, ignore the first 0. (Example: If the terminal shows 010, type only 10.)
      2. If the number starts with double 0, ignore both 0s. (Example: If the terminal shows 001, type only 1.)
      3. If it is 000, type all digits.
      4. Example: If the terminal shows the IP 010.000.001.053, type into the Shopbox settings 10.000.1.53
  5. Press "Save" in the top-right corner, then press "Connect".