Item Catalog: Categories & Reporting

Item Catalog: Categories & Reporting

Once your items are in SwipeSimple, categories help you stay organized at checkout and give you a clearer picture of how your business is performing. Instead of looking at one long list of sales, you can break revenue down by product line, service type, or department — so you know exactly what's driving your numbers.

Creating and Assigning Categories

Categories are labels you create and assign to items. You can add a category when creating a new item or update existing items to add one. There's no limit to how many categories you can create, so you can organize your catalog in whatever way makes sense for your business — by product type, service, location, or anything else.

Bulk Editing Categories

If you have a lot of items to update at once, bulk edit lets you assign or change categories across multiple items without opening each one individually. Select the items you want to update, apply the category, and you're done.

Using the Items Report

The Items Report is where categories pay off from a reporting standpoint. You can filter by category to see quantity sold, total revenue, and current inventory levels for any group of items. Adjust the date range to compare performance across different time periods, filter by specific devices, and export the data to CSV if you need to work with it outside of SwipeSimple.

A Note on Custom Items

If a transaction was processed using a custom dollar amount rather than a saved item, it won't have a category assigned and won't appear in category-level reporting. For cleaner reports, using saved catalog items consistently makes a difference.

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