Settings groups the business data, taxes, currency, payment methods and each tablet’s configuration. Only employees whose role has the Settings permission can enter (by default, the Owner). On a phone the bottom bar shows 4 sections and the rest is under More.
How changes are saved
- Form fields are saved together: when you change something the bar You have unsaved changes appears with Discard and Save. After saving you will see “Changes saved”.
- Some options apply instantly, without Save: theme, app language, the Tables, Kitchen and customer display switches, the device role, the logo and cover, and printers.
- At the bottom of the category list is the app version, for example “Version 0.24”.
The seven categories are: Business, Sales and taxes, Payment methods, Printers and hardware, Location and devices, Backups and This device.
Business
Name, tax data, contact and logo.
Business details
- Business name, up to 80 characters, required.
- Country: choosing it fills in the currency, the phone code, the tax names and the customer language. You can change them below.
- Customer language: Español or English. It is the language of printed or sent receipts and of the customer display.
Tax ID
- The name of the tax ID (RUC, NIT, RFC…), up to 30 characters.
- The number, up to 40 characters.
Contact and receipt
- Address (up to 200) and Phone (up to 40).
- Phone country code: 1 to 4 digits, not starting with 0. It is prepended to customers’ local numbers.
- Receipt footer message (up to 300).
Logo
- Change, Take photo, Remove. It shows on the top bar and the PIN screen. It is not printed on the receipt yet.
Cover (only if the register is linked)
- It is the large photo on your restaurant’s page at food.yammbo.com.
Sales and taxes
- Taxes: the tax name (VAT, IGV, Tax…, up to 20 characters) and its percentage, between 0 and 100. Choose whether it is “(name) is already included in prices” or “(name) is added to the price”.
- Service: Service (%) between 0 and 100. With Tables on there are two switches: Charge service on tables and Servers can request the check; someone who cannot charge prints the bill for the customer and the cashier sees it flagged on the table map.
- Features: the Tables and Kitchen switches. Tables cannot be turned off while table accounts are open: “There are open table checks: charge or close them before turning Tables off.”
- Delivery: Default delivery fee. It is filled in automatically when you mark an order as delivery and can be changed per order.
- Currency:
- Base currency.
- Other currencies you accept: up to 3, with “Value of 1 USD in C$” (up to 6 decimals). Buttons Add currency and Remove.
- Cash rounding: No rounding or steps of 0.50, 1 or 5 units.
Changing the base currency
Prices are not converted: C$120 becomes US$120. Past tickets will be shown in the new currency and the second currency is turned off. If there are already sales or shifts, or the register is linked, only currencies with the same number of decimals are offered. The app asks you to confirm in “Change the currency?” with the Change currency button.
Common errors: “The tax must be a percentage between 0 and 100.”; “Enter a valid delivery fee, for example 0 or 30.”; “Enter an exchange rate above zero for each currency, with no repeats, up to 6 decimals.”
Payment methods
- Accept cash: you can turn it off. At least one way of charging must stay active or it will not save: “Leave at least one way of charging active”.
- Add method: Card or electronic payment or Transfer or deposit. The type cannot change once saved. The app offers Suggestions, such as Tarjeta BAC, Link de pago, PayPal, Transferencia Banpro, Transferencia LAFISE, Billetera móvil.
- For each method: Name, Ask for a reference, active, Move up, Move down and Remove.
- Transfers ask for Bank (up to 40), Account holder (up to 80), Account number (4 to 34 digits), Account currency and Instructions for the customer (optional) (up to 200). If one is missing: “Fill in bank, holder and number to show it on the web”.
- Limit: up to 10 cards and 10 bank accounts.
- Errors: “Every payment method you add needs a name.” and “Two payment methods have the same name.”
Charge by link or QR: this is where you set up the providers (Tilopay, Pagadito, Stripe, PayPal, Mercado Pago). The keys are stored encrypted on that tablet only: you must type them in every register that charges this way, and they are not included in backups. Full details in Payment links and QR.
Printers and hardware
The tablet’s printers and the customer display. Everything is in Printers and hardware. The Use this device as a customer screen button is also there (with confirmation).
Location and devices
Cards: Tablets connected over Wi-Fi (customer displays), Devices of the business (several registers), Online account and What this device is for.
- Online account: shows your food.yammbo.com address, the link date, the last connection and the web order status (“Web orders: receiving”, “Web orders: checking the connection” or “Web orders paused: no connection”). It has Update employees and Unlink. Unlink only forgets the link on that tablet; for the server to stop accepting it, also remove it in the web dashboard, under «Dispositivos» (Devices).
- Devices of the business and What this device is for: see Several tablets.
Backups
Google Drive, daily backup, export to file and restore. See Backups.
This device
Options that only affect this tablet.
- Appearance: “Automatic (like the phone)”, Light or Dark.
- App language: System, Español or English. Kitchens print in the language of the tablet that prints.
- Device prefix (1 to 4 letters or numbers, for example T01): the prefix of this tablet’s receipt numbers. Error: “The prefix must be 1 to 4 letters or digits.”
- Auto-lock (minutes): 0 to 240. With 0 it never locks. The default is 5. Error: “Minutes must be a number between 0 and 240.”
What is changed on the web when the register is linked
When the register is linked to food.yammbo.com (or a tablet receives that information from another one), some fields appear read-only with the text Change it at food.yammbo.com:
- The country.
- The tax percentage and whether it is included or added.
- The second currency and its rate: “The base currency is changed here. The second currency and its rate are set at food.yammbo.com”.
Still editable on the register: business name, tax name, tax ID, address, phone, receipt footer, customer language, base currency, payment methods, logo and cover.
Employees, roles and PINs are managed in the web dashboard. Employees that only exist on the register are tagged Only on this register and are not deleted. The per-location price is also changed on the web (“Price at this location: (amount) (change it on the web)”).
To see which data travels in each direction, see Register and web dashboard.