Skip to main content

Setting Up Multiple Locations

Want to track your sales and stock by location? Here's how you can make that happen.

Updated yesterday

Locations lets you link your devices to a specific place, like a store or a site, so that you can view sales and reports for each location – all from one account.

It works on any tablet/mobile phone running the Yoco POS App, and with the following Yoco devices:

Please note: Locations is only available with the Yoco Accelerate Plan.


Adding Locations to your Yoco profile

1. Upgrade to the Accelerate Plan

If you’re not already on the Accelerate Plan, click here to read all about its business-boosting features, and find out how you can upgrade in minutes.

If you’re using a handheld card machine – Khumo, Khumo Print, or Neo Touch – you can also upgrade to the Accelerate Plan via your device as follows:

  1. Select the Control centre tab on the home screen.

  2. Select About this device.

  3. Select Location.

  4. Scan the QR code to open the Yoco App (mobile or web) and upgrade to the Accelerate Plan.


2. Set up locations in the Yoco App

As soon as you’re on the Accelerate Plan, you can start setting up your locations in the Yoco App (mobile or web).

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Locations tile/widget.

  4. Select the +Add location button.

  5. Enter the name of your location, e.g. Kloof Street, Rosebank Mall, then choose how you’d like to track your stock:

    • Select the Yes button if you want to track stock separately for the location you’re creating.

    • Select the No, use shared stock button if you want to track stock across your whole business rather than by location.

  6. Select the Save button.

  7. Your new location will now appear on your locations list. Select the + Add location button to add another location.


3. Set a location on your Yoco device

If you’re using a handheld device – Khumo, Khumo Print or Neo Touch – follow the steps below to set a location for it. If you’re using Counter or a mobile phone/tablet running the Yoco POS App, skip to the next step.

  1. Select Control centre on your device’s home screen.

  2. Select About this device.

  3. Select the Location tile/widget.

  4. Select the location you want to link to the device from the list of locations you’ve set up in the Yoco App (mobile or web).

  5. Select the Done button.

  6. You’ll now see the location reflected below your business name on the home screen of your device.

✨ Staff members can change locations on any device, and in the Yoco POS App, if they have been given the right permissions.

  1. Log in to the Yoco App (mobile or web).

  2. Go to the Manage tab and select the Staff tile/widget.

  3. Select the staff member whose permissions you want to change.

  4. Select the pencil icon in the top right corner.

  5. Select the Change button.

  6. Scroll down and tick the Manage locations option.

Please note: Once your locations setup (steps 1–4) is complete, new sales will be assigned to each device’s location. Previous sales will stay unassigned.


4. Set a location in the POS App

If you're running the Yoco POS App on a Counter or a mobile/tablet, here’s how to set a location for the device:

  1. Log in to the Yoco POS App.

  2. Select the More tab if you’re using the app on Counter or a tablet, and the Menu tab if you’re using the app on a mobile phone.

  3. Select the Locations tile/widget.

  4. Choose the location you want to link to your device, then select the Set location button.

  5. Your device running the Yoco POS App is now linked to your chosen location and will reflect next to your business name on the Sell screen of your Counter/tablet running the Yoco POS App.

✨ Staff members can change locations on any device, and in the Yoco POS App, if they have been given the right permissions.

  1. Log in to the Yoco App (mobile or web).

  2. Go to the Manage tab and select the Staff tile/widget.

  3. Select the staff member whose permissions you want to change.

  4. Select the pencil icon in the top right corner.

  5. Select the Change button.

  6. Scroll down and tick the Manage locations option.

Please note: Once your locations setup (steps 1–4) is complete, new sales will be assigned to each device’s location. Previous sales will stay unassigned.


Editing a location

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Locations tile/widget.

  4. Select the location you want to edit.

  5. When the pop-up appears, change the location name and/or the stock tracking setting.

  6. Select the Save button.

✨ Locations can also be accessed from your Business settings.


Deleting a location

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Locations tile/widget.

  4. Select the location you want to delete.

  5. Select the Delete button (look for the red trash can icon).


Removing the location setting from your card machine

No longer want your Yoco device to be linked to a specific location? No problem.

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Locations tile/widget.

  4. Select the + Add location button.

  5. Create a test location.

  6. Go to your card machine and select the Control centre tab.

  7. Select the About this device tile/widget.

  8. Select the Location widget to set your device location.

  9. Set the device to the test location you’ve just created.

  10. Open the Yoco App (mobile or web).

  11. Select the Manage tab from the side navigation.

  12. Select the Locations tile/widget.

  13. Select your test location you’ve just created.

  14. Select the Delete location button when the pop-up appears, then confirm that you want to delete the location.

  15. Your Yoco device is no longer linked to a specific location.


Creating a location-based payment link

Payment links tied to a specific location must be created and sent from the Yoco POS App – they cannot be sent from the Yoco App.

  1. Log in to the Yoco POS App.

  2. If you haven’t already set a location for your POS App, select the More tab if you’re using a tablet, or the Menu tab if you’re using a mobile phone. Next select the Location tile/widget to set the location for your POS App.

  3. In the Sell tab, enter a custom amount or select the Products button to add products to your bill.

  4. Tap the Charge button.

  5. Select Payment Link as the payment method.

  6. Add the customer’s name, then select how you'd like to share the payment link – via QR Code, WhatsApp, Email, SMS, by copying and pasting it, or by selecting the Share button.

  7. Select the Done button to close the bill.

Click here to find out more about sending a payment link from the POS App.


Tracking your sales by location

  1. Log in to the Yoco App (mobile or web).

  2. Select the Sales tab.

  3. Select the Sales history tile/widget.

  4. Select the Location button near the top of the screen.

  5. Select the location you’d like to apply as a filter.


📍 Locations FAQs

Can all staff members add and change locations? There isn’t currently a permission setting for locations, which means that any level of staff member can set a location for Khumo, Khumo Print and Neo Touch card machines. We are, however, planning to limit this access in the future. Only staff members with access to the Yoco App (mobile or web) are able to set up locations for your business.

I’m worried about my staff changing locations. What can I do? We recommend that the staff member who is setting the location takes a screenshot of the device to confirm that the location has been correctly set.

I’ve been using different Yoco profiles for my different stores? How can I deactivate these extra profiles now that I have locations? Please start a conversation with our Support Team via our in-app chat – they’ll be able to assist with deactivating the profiles you no longer need.

I can’t see locations in the Control centre tab. What should I do? Please restart your device, then go to the Control centre tab and check again.

I changed the location on my device but it’s not reflecting the change. What should I do? Please restart the device. Once you’ve done that, the change should reflect.

Can I display specific products at a location? We don’t offer this feature yet, but you can use Shortcuts on Counter or tablet running the Yoco POS App to access your most popular products faster.

Did this answer your question?