We’ve recently released a new (and improved) Yoco Web App to replace the Yoco Business Portal. If you haven’t yet made the switch, you can still find details on using the original Yoco Business Portal below...
To join the future with us, find out about the new Yoco Web App here.
Managing your Khumo Tools
Please note:
Disabling a tool won’t delete any of your Products or Staff from your Yoco POS 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
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
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:
Cash refunds are not processed by Yoco. Cash refunds are only recorded in your sales history for recon purposes.
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.
Printing of receipts for cash payments is not available on the Khumo Print devices.
Staff Switching for Yoco Khumo
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
The configuration and setup (creating, editing and deleting) of staff members is done from the Yoco POS App or Business Portal (Check out how to add a staff member here).
When Staff Switching is activated on your Khumo device, all your Staff Profiles and any changes made in the POS App or Portal, will automatically update and reflect on your Khumo.
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 App or Business Portal to set up, configure access, and manage your staff profiles.
On the Yoco 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 App, or on the Business Portal.
How to Add a Staff Member
How to Add a Staff Member
From the Business Portal
Log into your Business Portal
Select Manage My Store from the menu on the left
Select Staff
To invite a staff member, select + Invite Staff Member.
A panel will open from the right.Enter your staff member's first name, last name, email address, and mobile number.
Under Permissions & Security, select the User Type (the role and permissions that you want to assign to the staff member).
By selecting Show advanced permissions, you can customize the permissions for staff members. Permissions help you control the amount of access and influence a staff member has in your business. Permissions help you limit the amount of access an individual staff member has over transactions and managing your business.
Select Invite
From the Yoco POS App
Log in to your Yoco POS App
Select MORE, located on the far right of the navigation bar.
Under MANAGE MY STORE, select STAFF.
On the next screen, select ADD (located on the top right).
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
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
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 .
Will the same staff permissions apply to the Khumo?
Yes, all your staff permission settings on the Yoco POS App will be applied to your Khumo device.
Using Products and Yoco Khumo
Using Products and Yoco Khumo
IMPORTANT:
The configuration and setup (creating, editing and deleting) of products is done on the Yoco POS App or Business Portal (Check out more on how to add products to your store here).
Products won’t automatically be activated on your Yoco Profile. Go to ‘Tools’ → ‘Manage’ → ‘Products’ to enable and start using Products, to level up your business.
It’s also just as simple to deactivate Products, if you find your business doesn’t need this feature.
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
Configuring Products on your Kumo
Remember to enable Products on your Khumo (above). Go to 'Tools' → ‘Manage’ → ‘Products’.
Use the Yoco POS App or Portal to set up, configure, and manage your products.
Get the guide to adding and managing your Products here.
Using Products on your Khumo
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.
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.
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.
Yoco Products: FAQs
Yoco Products: FAQs
If I have stock tracking activated on the Yoco POS App, will it still track stock when I make sales on my Khumo device?
Yes, you can add, edit and update stock on the Yoco App 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, it’ll only deactivate Products on all your Khumo devices.
Discounts on Products
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.
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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