Every business has their own direct link to access the YumaPOS Back Office Portal.
To access Back Office, open your secure web link and enter the username and password.
Back Office consists of various modules and sub-modules. Back Office is flexible and extensive, for effective management of smaller fast food restaurants, stores and cafés right up to large franchising chains.
Here are the main modules:
Dashboard provides an overview of key business performance data including sales, customers and your top selling items. More detailed information is available through the Reports module below.
In the Transactions module, you will see detailed information about all sales transactions processed across all of your stores including date, time, list of items, total revenue and taxes.
In the Customers module, you’ll find a full list of all registered customers including those added manually via Back Office or the POS Terminal, and those added automatically via mobile app orders.
For marketing and customer relationship purposes, customers can be organised into different Groups. In the Marketing module, you can design promotional campaigns for these groups with different discounts, bonuses and other rewards.
In the Items List module, you can create and edit Items and their options for the POS Terminal application.
Inventory is where you’ll manage stock levels, purchasing and stock delivery, automatic deduction of inventory items according to recipes, inventory audits and specific item quantity adjustments.
Marketing module is the hub of your promo activity. Using the promotional campaigns submodule, you can manage loyalty programs, discounts, bonuses and rewards.
The Discounts submodule is where you’ll define which manual discounts can be manually applied on a sale-by-sale basis by the cashier at the terminal.
The Discounts submodule is also where you’ll create gift cards, available for sale in the POS Terminal application.
Notification Center is where you’ll create promotional messages via push notifications, emails or even SMS to different customer groups. For example, news about your stores, discount campaigns or updated menus.
In the Employees module, you can add all employees and define their roles within each store. For every role created, you can manage the access level and permission level rules for both the Back Office and POS Terminal applications.
Here, you can also create schedules for all employees across specific stores, before editing, reviewing or printing to PDF.
The last module to talk about is settings. Here is where to create and manage store details, taxes and other system settings. The Settings module is described in depth in our next videos.