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Yoco Khumo & Print: Tools User Guide
Yoco Khumo & Print: Tools 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 Yoco Khumo & Print Article here.

Managing your Khumo Tools

Please note:

Disabling a tool won’t delete any of your Products or Staff from your Yoco POS or Web App, it just removes the feature from all your Khumo devices, for as long or short as you like. Enabling and setting up a tool on one of your Khumo devices will automatically install it on all your other Khumos. Yep, so smart! Only Business Owners, Managers, and Staff with permission to manage Products, Collections, and Storefronts will be able to enable or disable tools.

Managing your Yoco Tools means you can use Staff Switching and Products on all your Khumo devices.

How to Enable / Disable Khumo Tools

1. Select ‘Manage’ to enable or disable tools.

2. The different Tools (currently) available are ‘Products', ‘Staff switching', and ‘Tips’.

3. Click on ‘Enable’ to activate the tool you’d like to manage.

4. All the Tools you’ve enabled, will be listed under your ‘Tools’ menu.

To Remove Tools:

Go to ‘Tools’ → ‘Manage’ and click on ‘Disable’ to deactivate that Tool on all your Khumo devices, at any time.


Cash payments with Yoco Khumo

Keep track of all the sales by recording cash sales on your Khumo and Khumo Print.

Once you've enabled Cash on your Khumo (above), every time you Charge a customer, you’ll be able to indicate whether your customer is paying by card or cash.


To record a cash payment, tap on Cash, then insert the amount of cash received and tap on Pay. The amount of change owed will be calculated automatically. You’ll be able to send a receipt for a cash payment to your customer via SMS or email.

Cash payments will also be listed in sales History, where you’ll be able to filter transactions by payment type.


You can record a Refund for a cash payment by following the refund process. Find out more here.

💡 Important to note:

  1. Cash refunds are not processed by Yoco. Cash refunds are only recorded in your sales history for recon purposes.

  2. If you have multiple Yoco Khumo's assigned to your business, you only need to activate the cash feature on one of them. Doing that will activate the feature on all of them.

  3. Printing of receipts for cash payments is not available on the Khumo Print devices.


Staff Switching for Yoco Khumo

The Khumo’s Staff Switching feature makes it easy to securely change over between different staff members or users. Now you can track who's using Khumo when, and quickly assign sales to staff for day-end recon. You can set up all the details for your staff members from the home screen.

Important to Note

  1. The configuration and setup (creating, editing and deleting) of staff members is done from the Yoco POS or Web App (Check out how to add a staff member here).

  2. When Staff Switching is activated on your Khumo device, all your Staff Profiles and any changes made in the POS or Web App, will automatically update and reflect on your Khumo.

  3. If you have multiple Khumo devices assigned to your business and you have enabled staff for 1 of them, staff will be enabled for the entire business across all devices.

Using Staff Switching

Remember to enable staff switching on your Khumo. Go to 'Tools' → ‘Manage’ → ‘Staff’.

Use the Yoco POS or Web App to set up, configure access, and manage your staff profiles.

On the Yoco POS and Web App, you can keep track of who is transacting with your card machines, how much they’re selling, and view their sales details.

You can add and manage your staff’s access to the Yoco card machines easily, via the Yoco POS or Web App here.

How to Add a Staff Member

From the Yoco Web App

  1. Log into your Yoco Web App here.

  2. Select the Manage Tab from the menu on the left of your screen.

  3. Select the Staff tile.

  4. To invite a staff member, select + New Staff Member.

  5. A panel will open from the right: Enter your staff member's first name, last name, email address, and mobile number.

  6. Under Permissions, select the User Type (the role and permissions that you want to assign to the staff member).



    💡 You can customise the permissions for staff members in the User type settings, by choosing either from preset categories (like Administrator, Manager, Staff member or Supervisor) or customising their permission settings to the tasks they need to perform in the business.


  7. Select Save.

From the Yoco POS App

  1. Log in to your Yoco POS App

  2. Select MORE, located on the far right of the navigation bar.

  3. Under MANAGE MY STORE, select STAFF.

  4. On the next screen, select ADD (located on the top right).

  5. Enter your staff member’s first name, last name, email address, mobile number, and select the permission set that you'd like to give the staff member. The preset permission options (User Type) are as follows:

  • Staff Member

  • Supervisor

  • Manager

  • Administrator

  • Custom

6. Once you've selected the permission set, select INVITE STAFF MEMBER.

Your staff member will then receive an invite, either via email or SMS, which will include their new login details for the Yoco mobile POS App.

Should the staff member download the POS App on a new device, they should take care not to select Sign Up, as this will prompt them to create a brand new account. Rather select Login and use the login details provided in their original invite email or SMS.

Switching users on the Khumo

To switch between different staff members using the Khumo, tap on 'Switch user ' on the top of your screen.

A list will drop down, with all the staff profiles you created on the POS App. Select the new user from the list.

The new user will be asked to enter their PIN or password (if a PIN hasn’t been created). PINs are created when adding a new staff member profile.

And you’re ready to go! Now your Khumo also keeps track of everything the new user gets up to, live in the Portal.

Staff Switching for Khumo: FAQs

Can I use PINs or Passwords for my staff?

Yes, when you add a staff member, they’ll create a password on accepting the invite. You can also set up a PIN for each user, on the Yoco POS App or Portal.

Will the same staff permissions apply to the Khumo?

Yes, all your staff permission settings on the Yoco POS App or Portal will be applied to your Khumo device(s).


Using Products and Yoco Khumo

IMPORTANT:

  1. The configuration and setup (creating, editing and deleting) of products is done on the Yoco POS or Web App. (Check out more on how to add products to your store here).

  2. If you have multiple Khumo devices assigned to your business and you have enabled products for 1 of them, products will be enabled for the entire business across all devices

Configuring Products on your Kumo

  1. Remember to enable Products on your Khumo (above). Go to 'Tools' → ‘Manage’ → ‘Products’.

  2. Use the Yoco POS or Web App to set up, configure, and manage your products.

Get the guide to adding and managing your Products here.

Using Products on your Khumo

Every time you create a ‘New sale’, you can also choose whether you want to pick products from your catalogue, or enter a custom amount to the bill.

new sale 1.png

To add a custom amount, tap on the round, black terminal icon in the bottom left corner of the ‘New sale’ screen. You’ll then be able to tailor your sale using the keypad.

You can add any of the products on your list to your customer’s basket.

Product 1.png

Plus, you can use both items from your product list and custom amounts on the same bill. Whatever works best for you, Khumo’s got it covered.

Order 1.png

Yoco Products: FAQs

If I have stock tracking activated on the Yoco POS App or Portal, will it still track stock when I make sales on my Khumo device(s)?

Yes, you can add, edit and update stock on the Yoco App or Portal as per usual, and your Khumo sales will automatically be included in keeping those numbers updated, live.​


​How do I turn off the product view if I don’t want to use it anymore?

Simply go to Tools → Manage → ‘Products’, and then click ’Remove’. It won’t delete any of your products from your Yoco App or Portal, it’ll only deactivate Products on all your Khumo devices.

Discounts on Products

To give a lucky customer a discount on their entire basket, tap on the ‘Discount’ option at the bottom of the ‘Order’ screen. You’ll either enter a custom percentage, use a predefined discount percentage, or enter a custom discount amount.

Order 2.png



You can also discount individual items on the bill, by selecting the three vertical dots to the right of the item, and tapping ‘Add discount’. You’ll then have the same selection of discount options to apply to just that item, without affecting the rest of the basket.

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