This article contains information on how to gain access to the Yoco Business Portal (https://portal.yoco.co.za), also known as the Yoco Portal.
The Yoco business portal provides real-time data for entrepreneurs. Your business data can be easily and conveniently accessible through the Yoco Business Portal. Now you can spend less time on administration and more time on your business.
FEATURES OF THE YOCO BUSINESS PORTAL
1. Business Portal Dashboard
All the data you really need at a glance. This is ideal for understanding what’s happening in your business and identifying areas that need some attention in order to improve.
The Business Portal Dashboard will give you an overview of important data, such as:
- Payouts: the date and amount of the last payment you received from us, and the date and amount of your next payment.
- Recent transactions: The latest payments you’ve accepted with Yoco.
- Total sales: Compare yesterday’s sales to today’s and see comparisons for different time periods.
- Average sale amount: the average bill or basket size paid for by your customers.
- Popular items: Which of your products sell the best?
- Returning customers: the proportion of new versus returning customers, and the number of sales and sales volume for each.
- Staff performance: Track the number and Rand value of sales each of your team members makes.
Simply click on the relevant sections for more information on your payouts and transactions. To see more in-depth data on your sales, you can visit your sales report.
2. Sales Report
Connie is the founder of Max Consumables, a business based in Centurion that provides innovative solutions to problems with camping equipment. In the ‘Sales Report’ section of the Business Portal, Connie can see a list of his products and how these products perform. He can rank them from highest to lowest quantity sold, or by revenue generated. He also gets a view of his gross sales and how many sales were made, broken down by cash and card. Another helpful tool is the ‘date picker’ where Connie can compare sales across various periods. For example, he can see if they sold more tent pegs this camping season compared to last season.
3. Sales History
While doing your cash up and monthly reconciliation, the ‘Sales History’ section is your new best friend. You can export all your sales data into an Excel sheet in one quick step. You can then analyse your sales without having to count slips. Think of all the time you can save!
In your ‘Sales History’, you can also see a list of all your card and cash transactions. This includes the date, time, amount, and the staff member who made the sale. You’ll be able to filter your list by any of these variables.
If needed, you can issue a refund via SMS or email and see any notes made to the transaction.
You can take advantage of all these features and more by logging into your Yoco Business Portal through the steps listed below.
STEPS ON HOW TO ACCESS AND LOGIN TO THE YOCO BUSINESS PORTAL SYSTEM.
The following is a guide on how to enrol in the Yoco Business Portal System.
- Open your internet browser, e.g. Internet Explorer, Chrome, Firefox, etc.
- Go to Yoco Business Portal
- Select Log in
- Once logged in, you’ll be able to access your dashboard and create your sales report.
- All registered users on the portal will have access to the portal. To log in, follow the same steps as above.
Yoco Business Portal: Entering or updating your bank details for payouts
A. If you signed up as a Sole Proprietor
- When logged into your business portal, select Business Settings from the menu.
- Select the correct checkbox:
a. I own this account; this means the bank account is listed under your personal capacityb. Another individual or business owns this account; the account is not listed under your personal capacity. - You can add or edit the following information under the Bank Details section:
- The Account holder’s name
- Your Account Number
- Your Banking Institution
- Your Account Type
- If you do not own the account, please provide the following documents: a. A bank statement or account confirmation letter: this must show the bank account details, including the owner of the account.b. A letter of authority from the account holder giving you permission to use their bank account for your Yoco payouts.
- Once you’ve provided or edited your bank details and uploaded the necessary documents, please click submit. We will review the information for security reasons.
B. If you signed up as a Registered Company
- When logged into your business portal, select Business Settings from the menu.
- Select the correct checkbox:
a. This account belongs to my business; this means the bank account is listed under the registered company that you signed up for, Yocob.This account doesn’t belong to my business; the account is either listed under a different registered business or under an individual’s personal capacity - You can add or edit the following information under the Bank Details section:
- The Account holder’s name
- Your Account Number
- Your Banking Institution
- Your Account Type
- If you do not own the account, please provide the following documents: a. A bank statement or account confirmation letter; this must show the bank account details, including the owner of the account.b. A letter of authority from the account holder giving you permission to use their bank account for your Yoco payouts.c. A board resolution from your business giving authority for your Yoco payouts to be paid into this bank account.
- Once you have provided or edited your bank details and uploaded the necessary documents, please click submit. We will review the information for security reasons.
Once you have submitted your bank details, our team will run account holder verification checks and provide a response within 1 business day.
can you use 2 different accounts on one device…basically two different businesses?