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Yoco Products: User Guide
Yoco Products: User Guide
Updated over a week ago

We’ve recently released the new (and improved) Yoco Web App to replace the original Yoco Business Portal!

If you haven’t yet made the switch, and are still using the old Business Portal to manage your profile, get the original Products User Guide here.

Create a catalogue of all the products you sell from the App or Web App here.

When using a Khumo card machine or the Yoco POS App to tally up a sale or order with a connected card machine, you can quickly tap to add your products to the bill, before taking payment. Not only will this make your checkout process faster and smoother, you’ll get more detailed reporting from your Hub Dashboard, and be able to track the performance of individual products and categories too.

You can group and arrange the products you sell into brands and categories. This makes your catalogues easier to search, and unlocks better stock and product tracking functionality.

When to use brands or categories?

This depends on your products - for example, coffee can be bought from various brands such as Rosetta, Origin, Truth and Deluxe. But those same coffees can also be diversified into categories such as americano, espresso, latte and more; You could sell a range of sneakers only from Nike (the brand), but categorise them according to edition and style.


Setting up your Brands

You can create and add new Brands directly on the Yoco POS App or via the Yoco Web App.

From the Yoco POS App (tablet)

  1. Select More, from the navigation bar at the bottom of the screen.

  2. Select Brands and Categories and select Add.


  3. Select Add brand and enter a name for the brand that you'd like to add.

  4. On the tile preview section, select Edit Tile Appearance: Choose a background colour for the brand tile and select the tile appearance.

    There are three options available:

    1. Text - Which displays text on the brand tile (max 4 characters)

    2. Icon - This allows you to choose and display an icon on the brand tile

    3. Image - This allows you to choose an image for your brand tile, either from your mobile phone gallery or by taking a photo.

  5. Once you've chosen your tile appearance, select Done top right.

  6. Then select Add brand bottom right.

The brand you've created will now display under the list of brands in the main Brands and Categories screen.

From the Yoco Web App

  1. Log in to the Yoco Web App, and go to your Products page by navigating to the Manage tab and selecting the Products tile.

  2. Click on the Brands widget/tile at the top right of the screen to open your Brands page.

  3. Select the + New brand button, to start adding a new brand to your store. First, enter the brand name.

  4. Next, choose how you'd like this brand to be displayed on your Yoco Apps, by choosing a colour, icon/image and/or name for your brand thumbnail:

  5. When you're happy, select the Done button to save your new brand to your products catalogue.


Managing your Brands

You can add existing products from your catalogue to a Brand, or edit the Brand details from the Yoco Web App here.

Add products to a Brand

  1. From your Brands page in the Yoco Web App, select the Brand you'd like to add products to from the list.

  2. Next, select the + Add products button at the very top of the page, and choose from the list of available products in your catalogue.


    3. Complete, by hitting the Confirm button.

Remove products from a Brand

  1. From your Brands page in the Yoco Web App, select the Brand you'd like to remove listed products from.

  2. Next, select the product from the list that you'd like removed from this Brand.

  3. Click on the pencil icon button in the top right corner of your screen, to edit the product's details. Here, you can click on the X next to the Brand listed:

  4. You'll need to confirm that you'd like to remove the product from the brand, before your changes are saved.

Edit Brand details

  1. From your Brands page in the Yoco Web App, select the Brand you'd like to edit from the list.

  2. Select the pencil icon button in the top right of your screen to open the details available for editing: the Brand name, or how you've configured the brand thumbnail to be displayed on your Yoco Apps (and POS).

  3. Make sure to hit the Save button at the bottom of the screen when you're done.

Remove/Delete a Brand

  1. From your Brands page in the Yoco Web App, select the Brand you'd like to edit from the list.

  2. Select the pencil icon button in the top right of your screen to open the details available for editing, as well as the option to delete the brand.

  3. Hit the Trash can icon button on the Delete brand tile and confirm, before the brand can be removed.


Setting up your Categories

You can create and add Categories on the Yoco POS or via the Yoco Web App.

From the Yoco POS App (tablet)

  1. Select More, from the navigation bar at the bottom of the screen.

  2. Select Brands and Categories and select Add.

  3. Select Add category and enter a name for the category that you'd like to add.


  4. On the tile preview section, select Edit Tile Appearance: Choose a background colour for the category tile and select the tile appearance.

    There are three options available:

    1. Text - Which displays text on the category tile (max 4 characters)

    2. Icon - This allows you to choose and display an icon on the category tile

    3. Image - This allows you to choose an image for your category tile, either from your mobile phone gallery or by taking a photo.

  5. Once you've chosen your tile appearance, select Done top right and then select Add category bottom right.

The category you've created will now display under the list of categories in the main Brands and Categories screen.

From the Yoco Web App

  1. Log in to the Yoco Web App, and go to the Manage tab to select the Products tile/widget.

  2. Click on the Categories tile to view your list of Product Categories.

  3. Next, hit the + New category button to add a new Category's details.

  4. Here, you'll enter the Category name and optional description (for your records).

  5. You can also choose a Parent category by selecting the tile/widget from your category details. A list of existing categories will be displayed for you to select from, then hit the Confirm button.


    💡Note: You can use parent categories to help organise your products by category and sub-category. For example, the parent category could be called something like "Takeaway Coffees" and the sub-categories could be "Espresso, Americano, Cappuccino, Flat White, Latte" etc. Another example could be a parent category for "Evening Wear", with sub-categories of "Suits, Gowns, and Accessories" etc.

  6. Next, set up how you'd like this Category to appear in the rest of the Yoco Apps (and POS), by choosing a colour, name and/or icon/image for your category thumbnail.

  7. Don't forget to save the new Category by clicking the Done button, followed by
    the Save button on the Category details screen.


Managing your Categories

Once you've set up all your Categories, you can easily edit them, or even delete them from the Yoco Web App here.

Add products to a Category

  1. Log in to the Yoco Web App, and go to the Manage tab to select the Products tile/widget.

  2. Click on the Categories tile to view your list of Product Categories.

  3. Select the category from the list, to which you'd like to add some of your products and hit the + Add products button at the top of the category details page.

  4. Choose the products you'd like to add from the list of existing products in your catalogue.

  5. Hit the Confirm button when you're ready to save your changes. The product will now appear in your Category details.


Remove products from a Category

  1. Log in to the Yoco Web App, and go to the Manage tab to select the Products tile/widget.

  2. Click on the Categories tile to view your list of Product Categories.

  3. Select the category you'd like to remove products from, and then click on the product you'd like to remove from the category.

  4. The product details page will open, after which you can click on the pencil icon button in the top right corner of your screen, to edit the product's details.

  5. Here, you can click on the X next to the Brand listed, and confirm its removal.

Edit the Category details

  1. Log in to the Yoco Web App, and go to the Manage tab to select the Products tile/widget.

  2. Click on the Categories tile to view your list of Product Categories.

  3. Select the category you'd like to remove/delete from the list, and hit the pencil icon button in the top right corner of your screen.

  4. Here, you'll be able to edit the category details, by adding or changing the parent category and/or thumbnail appearance.

  5. Don't forget to click on the Save button before exiting the page.

Remove/Delete a Category

  1. Log in to the Yoco Web App, and go to the Manage tab to select the Products tile/widget.

  2. Click on the Categories tile to view your list of Product Categories.

  3. Select the category you'd like to remove/delete from the list, and hit the pencil icon button in the top right corner of your screen.

  4. Here, you'll be able to edit the category details or delete it entirely by selecting the Delete category button with the red trash can icon.

  5. You'll need to confirm this decision before you can Save your changes.


Setting up your Products catalogue

You can easily add and arrange the products you sell on the Yoco POS App or via the Yoco Web App.

Adding basic Products to your store

From the Yoco POS App

  1. Select More, from the navigation bar at the bottom of the screen.

  2. Select Products and select Add.

  3. On the Add a product screen, enter a name for your product, the price, the Default cost price, select the tax applicable to your business, add a description if you want to, and add your product to a brand or category.


  4. Select Advanced options. On the pop up, toggle if you'd like the app to ask for price when adding product, to ask for quantity when adding product, the default quantity when prompting for quality, and whether you'd like to enter quantity units. Select Done when complete. 

     


  5. On the Icon Design section, select Edit Tile Appearance: Choose a background colour for the product tile and select the tile appearance. There are three options available:

    1. Text - Which displays text on the product tile (max 4 characters) 

    2. Icon - This allows you to choose and display an icon on the product tile 

    3. Image - This allows you to choose an image for your product tile, either from your mobile phone gallery or by taking a photo.

    Once you've chosen your tile appearance, select Done top right.

     


  6. For stock purposes, either select a product code (SKU) and the default cost price of the product. If you do not enter an SKU, we'll autogenerate one for you when you create your product. 

    Turn on the Enable stock tracking for this product, if you'd like to keep track of your stock.

  7. Under variants, add a name for your variant (eg. size), add attribute values (eg. Small, Medium and Large), and then select Save

     

  8. Configure your variations by entering the price for each variant. 

  9. Select Add product to complete. 

    The product you've created will now display under your list of products. They will also appear when creating a sale on your POS.

From the Yoco Web App

  1. Log in to the Yoco Web App here, and navigate to your Manage tab where you can select the Products tile/widget.

  2. Click on the + New product button to complete the details of a new product for your catalogue.

  3. Add a product name and price, as well as an optional default cost price (for better profit tracking and reports) and product description.

  4. Set up how this product will appear on the rest of your Yoco Apps (and POS) but configuring the thumbnail with colour, name and/or icon/image by selecting Product thumbnail.

  5. Assign this product to an existing brand or category, by selecting the widgets and then choosing from your list of categories and/or brands.

  6. Choose your tax settings for the product, by either leaving it at the default tax set for your business (either including or excluding VAT, depending on whether you're registered as a VAT vendor with SARS), or manually setting as a tax-free (0%) or VAT (15%) inclusive item.

  7. Make sure to hit the Save button before exiting the screen.

Adding complex/advanced Products to your store

In most cases, creating products can be quick and easy. But for certain kinds of goods/services, it may be necessary to use some more advanced features:

Set product variants

Using variants allows you to sell more than one type of the same product, and gives you a variety of ways to customise how you set up your products to suit your selling needs.

When adding or editing a product, you'll have the option to add a variant in the product details page:


When you click on the variants tile/widget, you'll have the option to create new attributes to your products. You can think of an attribute as a way to describe the product. Click on the Add an attribute + tile/widget, to get started.

Attributes are usually pretty specific to the type of product you're working with, but a classic example is the attribute of size, which could be small (S), medium (M), large (L), or extra large (XL).

Once you've added an attribute, you'll need to set up each attribute variant with its own price by selecting them from the list of variant attributes.

Here, you can also set variants to 'unavailable' when needed.

Should you need to add more than one attribute, you can do so by selecting the Add an attribute + tile/widget and following the same steps to create another attribute for the same product. This could be another way of describing the same product, like for example the different available colours.

Once there is more than one attribute to your product, it multiplies the number of different individual variants you'll need to set up and manage. So, in the above example, where we had both size and colour, you'd need to enter a price for each size and colour combination.

However much this is a lengthy task, it's well worth the time investment when you have a slick, smooth products checkout with seamless product sales and stock reporting, live.

Track stock

Choose whether you'd like to enable stock tracking for this product, either by product or variant total, which means you'll need to enter the product code (or use an automatically generated one instead), the initial stock count and when you'd like to receive low stock alerts. Find out more about using stock tracking with Yoco here.

Enable advanced selling features

You can specify the default quantity and units for the product, and choose whether you'd like to ask for the quantity at checkout and/or ask for the price at checkout.


Managing your Products

Editing Products

  1. Log in to the Yoco Web App here, and navigate to your Manage tab where you can select the Products tile/widget.

  2. Select the product you'd like to edit from the list, and its details will display. Hit the pencil icon in the far right of the screen to make edits.

  3. Here, you can edit the product name, description, price, cost price, thumbnail, brand and/or category, as well as advanced stock and variant features (above).

  4. Make sure to select the Save button before you exit the screen. ​

Removing/Deleting Products

  1. Log in to the Yoco Web App here, and navigate to your Manage tab where you can select the Products tile/widget.

  2. Select the product you'd like to edit from the list, and its details will display. Hit the pencil icon in the far right of the screen to make edits.

  3. Scroll down to the bottom of the product edit page, and select the Delete product button with the red trashcan icon.

  4. Confirm to allow removal of the product from your list (and card machines/POS).


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