Managing your Khumo Tools
Please note: Disabling a tool won’t delete any of your Products or Staff from your Yoco Mobile 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:
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
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 Yoco Mobile/Web App.
Important to Note
The configuration and setup (creating, editing and deleting) of staff members is done from the Yoco Mobile/Web App (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 Mobile/Web App, 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’.
How to Add a Staff Member
Use the Yoco Mobile or Web App to set up, configure access, and manage your staff profiles.
Discover how to Add a Staff Member here
You can also get insights about your staff performance, by going to the Hub tab and selecting the Staff report tile.
Check out how to access your Staff report here
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 Yoco Mobile 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 Web and Mobile App.
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 Mobile or Web App.
Will the same staff permissions apply to the Khumo?
Yes, all your staff permission settings on the Yoco Mobile or Web App will be applied to your Khumo device(s).
Using Products and Yoco Khumo
IMPORTANT:
The configuration and setup (creating, editing and deleting) of products is done on the Yoco Mobile or Web App. (Check out more on how to add products to your store here).
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
Remember to enable Products on your Khumo (above). Go to 'Tools' → ‘Manage’ → ‘Products’.
Use the Yoco Mobile 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.
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
If I have stock tracking activated on the Yoco Mobile or Web App, 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 Mobile or Web 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 Mobile or Web App, 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.
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.