How to run your small business with the Yoco Business Portal

12th May 2021

The Yoco Business Portal is a simple, online tool to help you run your business, from anywhere in the world. Here’s how. 

Business is booming: there’s a (socially distanced) queue out the door, inventory is flying off the shelves and your staff are a blur of activity. Sales are pinging 24/7 and customers are coming back for more. But once you’ve closed up shop and sit down to go over the day’s sales, the books are a mess, and there’s an entire category of products unaccounted for. Sound familiar? 

Creating and running a buzzworthy business is one thing, but managing it in a way that sets you up for success is an entirely different kettle of fish. That’s why we built our Business Portal. Real-time analytics, accessed from anywhere, enabling you to run and manage all aspects of your business from one, centralised, cloud-based tool. Here’s how the Yoco Business Portal can take your business skills from meh to masterful.

Gain a high-level view of the metrics that matter

At a glance, see data including the value of your average sale, the number of new versus returning customers, your daily sales, your total sales, your top-performing staff, and (much) more. 

Manage your inventory via intuitive tools

A lone mosquito in the middle of the night. Loadshedding. Manual stocktaking. While some of life’s more irritating realities are unavoidable, manually keeping track of your stock isn’t one of them. While we can’t eradicate the need for stocktaking entirely, we can make it a whole lot easier. Add and manage your products, categorise them via brand and variables (like size, or flavour), to find what you need, when you need it. 

Pull sales reports to do a deep dive into your sales

Pull and view sales reports broken down by number of sales, gross sales, payments, product, staff, categories, and brands. If you’re an Excel type of entrepreneur, export reports via CSV file. Easy as!

Send a payment link to customers via the platform of your choice

Get paid for goods or services online via our handy payment link. Simply generate one and send it to your customers via email, SMS, WhatsApp, or the social media platform of your choice. Or, set up a permanent payment link and add it to your electronic invoices. Say goodbye to late payments and hello to a healthy cash flow.

Access Yoco Capital

Yoco customers have exclusive access to Yoco Capital – a funding solution designed for entrepreneurs and small businesses. Yoco Capital is a lump sum (the amount of which is based on your unique business performance) that’s paid out to you in exchange for a fixed percentage of your sales. (For more details, head on over to this page.)

Set up and manage the Yoco Payment Gateway for e-commerce sales

Got a WordPress WooCommerce or Wix online store? Great! Activate our Payment Gateway to connect your e-commerce store and start selling in minutes. 

Get help when you need it

Got a question about a recent payout? Not sure how to facilitate a refund? We’ve got you. Our support team is on standby to help you with the big and little things, so you can get back to business as quickly as possible.

Ready to reap the benefits of Yoco’s Business Portal? Sign up today and get the Yoco solution that best suits your unique business. No fees, no contracts, no sweat.