Before starting the sales process, enter detailed registration information about all your stores.

This topic explains how to register your stores and specify mandatory and additional information on each store.

Mandatory Registration Information

To add new store

  1. Open your company Back Office.
  2. In the left navigation pane, expand the Settings node, and then click Stores.
  3. Click Add, complete the Add Store form, and then click Save

Some Notes about the Add Store Form

  • The Add Store form allows you to specify basic information on your store. After entering the address, YumaPOS automatically defines the geographical location of the store, and displays it on Google Maps.
  • You can add up to six high resolution photos of your store. To add a photo, click  and follow the provided onscreen instructions.
  • Pay a particular attention to the group of the toggle buttons under Store Settings:

    • Active: Specifies whether you can manage the store with Back Office Management console (Default value: On).
    • Allow 24/7 receiving of online orders*: Specifies whether this store delivers items to customers (Default value: Off). If the main store is closed but delivers are available 24/7, turn this switch on.
    • Ask Party Size*: When enabled, POS terminal lets you set the number of guests for delivery orders.
    • Ask for Cash Change*: When enabled, allows you to set the denomination of notes the customer will use to pay a delivery order. This information helps your employees prepare notes to give change for big bills.
    • Ask mobile tips: Specifies whether your customers can pay tips when making orders through their Mobile applications (Default value: On). 
    • Promo on the Mobile Menu:
    • Date and Time on the Mobile Menu:
      *NOTE: These settings apply only to delivery orders.
  • Click the yellow bar to set the store opening hours:
  • Specify appropriate values in Time Zone and Business Day Start. For more information, see Business Day Settings later in this topic.
  • Optionally, to cause Back Office to send Z-reports after ending shift at any POS terminal, turn on the Enable Send Z Reports toggle button, and then specify Email addresses where to send Z-reports.
    NOTE: To specify several addresses, after entering each address, press ENTER.

Business Day Settings

To ensure that Back Office generates correct reports on key business data and marketing activities, we recommend you to observe the following rules:

  • From the Time Zones list, select the correct time zone for your store. This information is important, especially if you have several stores located in different time zones.
  • If your store closes before midnight (12:00 a.m.), set the Business Day Start value to 12:00 AM. This ensures that all reports will provide correct information for any specified date.
  • If your store closes after midnight or works 24/7, set the Business Day Start value to the store closing hour or the shift end hour. For example, if your store closes at 02:00 AM., set the Business Day Start value to 02:00 AM. In this scenario, in YumaPOS reports, all transactions and sales performed from the midnight to 02:00 AM.  will belong to a previous date. For example, the reports consider an order processed on December, 20, at 01:15 AM as if it were processed on December, 19.

Legal Entity Settings

To ensure that Back Office generates correct information on balances of all your stores and legal entities, for each store, select a legal entity from the Legal Entity list.

NOTE Some of your store information (such as address, photos, geographical location or the store opening hours) is visible for customers that use their Mobile applications. Ensure that this information is correct.

Additional Registration Information

Under the Settings node, you may add some additional information on your stores.

The Add Store form allows you to configure only basic settings of your store. To manage your store with YumaPOS solution, configure the advanced settings. For more information, see Configuring Back Office.

Floor Plans

You can optionally specify floor plans of your stores.

To add a floor plan

  1. In the left navigation pane, expand the Settings node, and then click Floor Plans.
  2. Click Add.
  3. In the Floorplan Info pane, do the following and click Save (or Update):
    • Specify the plan name in the Name text box.
    • Select your store from the Store list.
    • Compose your plan using the Upload Background, Add Round Table, and Add Square Table buttons.
      NOTE You can assign numbers to tables. POS Terminal and Customer Mobile applications can operate only with numbered tables.

Delivery Zones

Complete the procedures from this section only for stores with the Delivery service type. These zones define where the orders can be delivered. If a customer entered a delivery address out of zones, the order cannot be confirmed.

NOTE For each store, you can define several delivery zones.

Add Delivery Zone

To add a delivery zone

  1. In the left navigation pane, expand the Settings node, and then click Delivery Zones.
  2. Specify the zone name in the Name text box.
  3. Select the Draw Zones option.
  4. On the Google map, specify a polygon that limits your delivery zone.
    TIP: To specify a polygon, left-click map in the polygon vertices. 
  5. When finished, click Save.

Specify Delivery Zones for Your Stores

After you added delivery zones, link them to your stores.

To specify delivery zones for a store

  1. In the left navigation pane, expand the Settings node, and then click Stores.
    YumaPOS displays a list of all your registered stores.
  2. In the list, click the store for which to specify delivery zones.
    YumaPOS displays the Properties page for the selected store.
  3. Under Terms of Delivery, select a delivery zone to link to this store from the list of available zones, and specify advanced parameters, such as Minimum Delivery Amount, Free Delivery Amount, and Delivery Charge.
  4. Repeat Step 3 for each delivery zone to link to this store.

See also

  • watch our help video about the store registration: