Customers
The Customers section (under More on a phone) needs the Customers permission. To pick or create a customer while selling, being able to sell is enough.
View and search customers
The screen shows a summary: Customers, Active, New this month and With orders in 30 days.
- Search with Search by name or phone.
- Sort by Name, Last visit or Top spenders.
- If there are none yet: “There are no customers yet. Add the first one or create them while selling.”
When you open a customer you see orders, total spent, average ticket, last visit, customer since and latest orders.
Add or edit a customer
- Tap Add customer, or Edit on an existing one.
- Fill in Name. The other fields are optional: phone, email, address, reference (for example, a landmark to find the place) and note.
- Save.
A customer is never deleted: it is deactivated by turning off Active customer, and it gets the inactive tag.
Errors:
- “The phone number is not valid. Enter 8 digits or the full number with the country code.”
- “A customer with that phone already exists: (name)”
- “The email is not valid.”
The Phone country code in Settings > Business is prepended to local numbers (see Settings).
Customers while selling
On the register screen, tap Add customer to see Recent customers, search for one or create a new one with Save and use. A delivery order needs the customer’s name, phone and address: “A delivery needs the customer’s name, phone and address.” (see Selling).
Customers and the web
If the register is linked, customers sync both ways with food.yammbo.com. If the phone already exists on the web, the register’s customer is merged with the web one and the app tells you: “Customer joined with the one that already existed on the web: (name)”. On the web you can also import and export customers as CSV from the dashboard’s Customers section.
Reports
The Reports section needs the Sales reports permission.
Choose the period
Tap one of these ranges: Today, Yesterday, 7 days or Other range. With Other range you pick the first and last day of the range (tap Next and then View report). Both days are included and can be in any order.
What counts as a business day
The business day is the calendar day, from 00:00 to 24:00, and each sale counts on the day it was charged. The reports’ time zone is fixed to Managua’s (America/Managua), regardless of the country you set; there is no setting to change it or the day cut-off time.
What goes into the reports
Only charged sales count. Voided sales and accounts merged into another one do not add up; voids are listed separately.
What it shows
| Section | Content |
|---|---|
| Summary | Tickets, average ticket, gross sales, discounts, service, delivery fees charged (only if any), net sales and total collected. |
| Payments by method | How much was collected with each method, with “Equivalent to (name)” for other currencies and “Change given”. |
| Top products (quantity) and Top products (amount) | The top 10. |
| Sales by hour | With the peak hour. |
| Sales by employee | How much each person sold. |
| Voids | Whole ticket, who voided it and who authorized it. |
If there are no sales in the range: “No data in this range.”
If you use several tablets, reports add up the sales of all of them. The shift summary, however, covers only each tablet’s own drawer (see Shifts and cash drawer).
Export to CSV
- Choose the period.
- Tap Export to CSV. The Share report sheet opens.
- Send the files by email, WhatsApp, Drive or whichever app you prefer.
Two files are generated: ventas-YYYY-MM-DD.csv (one row per sale; the file name uses the Spanish word for sales) and lineas-YYYY-MM-DD.csv (one row per product sold). The date in the name is the first day of the range. The files open correctly in Excel with accented characters; amounts have no currency symbol or thousands separator, and the column headers are in English.
Sales history
On the register screen, the ⋮ menu has Sales: browse day by day (Previous, Next, Today), search by receipt, customer or phone, and open any sale with See details or Reprint receipt. The statuses are Charged, Voided, Merged into another account and Open.
Reports on the web
If you have the online store, the food.yammbo.com dashboard has its own Reports with periods such as “Last 30 days” or “This month” and downloads «Ventas (CSV)», «Productos (CSV)» and «Resumen (CSV)». There, sales are the online store orders that were delivered or picked up.