Item Catalog: The Basics

Item Catalog: The Basics

Your item catalog is the foundation of a smooth checkout experience. Instead of entering prices manually for every transaction, you can build a library of your products and services in SwipeSimple so they're ready to select at checkout — accurate and consistent every time.

Adding Items

To add an item, go to your SwipeSimple Dashboard and navigate to the Item Catalog. From there you can create items with a name, price, and tax settings. Each item you add is available immediately at checkout across your mobile app, terminals, and Virtual Terminal — no extra steps required.

Organizing with Categories

You can assign items to categories to keep your catalog easy to navigate at checkout. Categories also give you more useful sales reporting by letting you see how specific product lines or departments are performing. There's a dedicated article and video covering categories and reporting in more detail if you want to go deeper.

Bulk Editing

If you need to update multiple items at once — like changing a tax setting or assigning a category — bulk edit lets you make those changes across your whole catalog without updating each item individually.

Item Statuses: Removed vs. Deleted

When you no longer sell something, you have two options. Deleting an item removes it entirely. Setting it to removed takes it out of your active catalog but keeps it in your sales history so your past transaction data stays intact. In most cases, removed is the safer choice.

Inventory Tracking

SwipeSimple can track stock levels automatically as you make sales. Enable inventory tracking on any item and set a low-stock alert so you get notified before you run out. Current stock levels are visible in your items report alongside sales data.

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