There’s a new Yoco POS App, and an updated Yoco Mobile App to better run and manage your sales and business with Yoco! 🎉
If you're considering using the Yoco POS, you can now download the new POS App for free to streamline your sales. The Yoco Mobile/Web App is still where you can manage your Yoco profile, products, staff, and settings - and take your business to the next level.
Create a catalogue of all the products you sell from the Yoco Mobile 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 Yoco App's 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.
Importing your products list
You can also import a CSV file with your products if you prefer - it can include as many products as you like at a time. Go to your Products page in the Manage tab of the Yoco Mobile/Web App here.
Select the Import button in the top right of the screen, that looks like this:
You can either upload a file you've prepared for this purpose, or download the CSV template instead (this will show you exactly what the format of the Import document needs to be).
Once you've opened the CSV template, you'll see the name and format settings for each column, which you can then populate with your own product catalogue details, before saving the file. Next, you'll go back to the product import screen in the Yoco App above, and upload the CSV template file you've just saved.
Setting up your Brands
You can create and add new Brands directly on the Yoco Mobile App or via the Yoco Web App, here.
Add your Brands
Log in to the Yoco Mobile/Web App here, and go to your Products page by navigating to the Manage tab.
Select the Products tile.
Click on the Brands widget/tile at the top right of the screen to open your Brands page.
Select the + New brand button, to start adding a new brand to your store. First, enter the brand name.
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:
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 Mobile/Web App here.
Add products to a Brand
From your Brands page in the Yoco Mobile/Web App, select the Brand you'd like to add products to from the list.
Next, select the + Add products button at the very top of the page, and choose from the list of available products in your catalogue.
Complete, by hitting the Confirm button.
Remove products from a Brand
From your Brands page in the Yoco Mobile/Web App, select the Brand you'd like to remove listed products from.
Next, select the product from the list that you'd like removed from this Brand.
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:
You'll need to confirm that you'd like to remove the product from the brand, before your changes are saved.
Edit Brand details
From your Brands page in the Yoco Mobile/Web App, select the Brand you'd like to edit from the list.
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).
Make sure to hit the Save button at the bottom of the screen when you're done.
Remove/Delete a Brand
From your Brands page in the Yoco Mobile/Web App, select the Brand you'd like to edit from the list.
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.
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 Mobile/Web App here.
Add Categories and/our Sub-Categories
Log in to the Yoco Mobile/Web App here, and go to the Manage tab to select the Products tile/widget.
Click on the Categories tile to view your list of Product Categories.
Next, hit the + New category button to add a new Category's details.
Here, you'll enter the Category name and optional description (for your records).
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.
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.
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 Mobile/Web App here.
Add products to a Category
Log in to the Yoco Mobile/Web App here, and go to the Manage tab to select the Products tile/widget.
Click on the Categories tile to view your list of Product Categories.
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.
Choose the products you'd like to add from the list of existing products in your catalogue.
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
Log in to the Yoco Mobile/Web App here, and go to the Manage tab to select the Products tile/widget.
Click on the Categories tile to view your list of Product Categories.
Select the category you'd like to remove products from, and then click on the product you'd like to remove from the category.
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.
Here, you can click on the X next to the Brand listed, and confirm its removal.
Edit the Category details
Log in to the Yoco Mobile/Web App here, and go to the Manage tab to select the Products tile/widget.
Click on the Categories tile to view your list of Product Categories.
Select the category you'd like to edit from the list, and hit the pencil icon button in the top right corner of your screen.
Here, you'll be able to edit the category details, by adding or changing the parent category and/or thumbnail appearance.
Don’t forget to save before exiting this screen.
Remove/Delete a Category
Log in to the Yoco Mobile/Web App here, and go to the Manage tab to select the Products tile/widget.
Click on the Categories tile to view your list of Product Categories.
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.
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.
You'll need to confirm this decision before you can Save your changes.
Building your products catalogue
You can easily add and arrange the products you sell on the Yoco Mobile/Web App - whatever you do will be automatically updated on your Yoco POS App and/or Yoco card machines (with products).
Adding basic products to your store
Log in to the Yoco Mobile/Web App, and navigate to your Manage tab where you can select the Products tile/widget.
Click on the + New product button to complete the details of a new product for your catalogue.
Add a product name and price, as well as an optional default cost price (for better profit tracking and reports) and product description.
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.
Assign this product to an existing category, by selecting the category widget and then choosing from your list of categories.
Assign this product to an existing brand, by selecting the brand widget and then choosing from your list of brands.
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.
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:
Scroll down to the bottom of the New product screen, and select the Variants tile/widget (with a > icon to show you there are more details available).
Here, you have the option to create new and different attributes for your products - such as size, colour, style or other differentiating feature. 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, in future.
Should you need to add more than one attribute to a product, 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 - that will save you countless hours in future!
Set up stock tracking
You can 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.
Importing your products list
You can also import a CSV file with your products if you prefer - it can include as many products as you like at a time. Go to your Products page in the Manage tab of the Yoco Mobile/Web App here.
Select the Import button in the top right of the screen, that looks like this:
You can either upload a file you've prepared for this purpose, or download the CSV template instead (this will show you exactly what the format of the Import document needs to be).
Once you've opened the CSV template, you'll see the name and format settings for each column, which you can then populate with your own product catalogue details, before saving the file. Next, you'll go back to the product import screen in the Yoco App above, and upload the CSV template file you've just saved.
Managing your products
Editing products
Log in to the Yoco Mobile/Web App, and navigate to your Manage tab where you can select the Products tile/widget.
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.
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).
Make sure to select the Save button before you exit the screen.
Removing/Deleting products
Log in to the Yoco Mobile/Web App, and navigate to your Manage tab where you can select the Products tile/widget.
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.
Scroll down to the bottom of the product edit page, and select the Delete product button with the red trashcan icon.
Confirm to allow removal of the product from your list (and card machines/POS).
Setting product variants to unavailable when out of stock
When you've added variants to your Products, you can access your variant settings via the Products home page.
Select the Product with an unavailable variant from your list.
Next, hit the pencil icon in the top right corner to edit your Product details.
Scroll down to the bottom of the Product edit screen, and select the Variants tile/widget (with a > icon to show you there are more details available).
Select the unavailable Product variant from the list underneath Manage variants, to open the variant's details page.
Tap on the green toggle next to Available to switch it off.
Hit Done to save your changes, when you'll also see that the variant has been labelled as "unavailable" in the Manage variants list.
Select Done and Save your changes to mark this variant as unavailable on your Yoco POS/Card Machine(s) immediately.
Remember to set the variant back to Available in the same way, when your stock gets refilled.
Find out more about updating and using your stock settings here.
Downloading/Exporting product lists
You can download any of your reports and/or lists by selecting the download icon in the far right corner of the screen.
💡The download icon looks like this:
Choose the format you’d like to download the report into and hit the Download button. Make sure to allow permission for the download on your device. It will automatically be saved in your Downloads folder.
