Create item categories

Assigning items to categories makes it easier to organize your Item Catalog and helps speed up checkout by grouping related products or services together. You can assign a category when creating a new item or by editing an existing one.

Assign a Category to an Existing Item

1. In the Item Catalog, find the item you want to assign and click on its name to open the Edit Item page.
2. Locate the Category section and either select an existing category from the available options, or create a new one by typing its name in the input field.
3. Click Update Item to save your changes.

✅  Tip: Once saved, the assigned category name will appear in the item table, confirming the update was successful.

Assign a Category to a New Item

1. Click the Add New Item button.
2. Fill in the item details, including image, item name, SKU, description, price, and taxability. For full details on each field, see Create and Edit Items.
3. In the Category section, select an existing category or create a new one by typing its name in the input field.
4. Click Submit to add the item to your inventory with the assigned category.Managing inventory in SwipeSimple is made easier by assigning items to specific categories. Here's how you can do it:

To assign an existing item to a category:

1. Find the item you want to assign in the table and click on its name.
2. This will take you to the Edit Item page where you can make changes to the item's properties.
3. Look for the Category section and choose an existing category from the options available. Alternatively, you can create a new category by typing its name in the input field.
4. Once you've made your selection, click "Update Item" to save the changes.
5. The assigned category name will then be displayed in the item table, confirming that the update was successful.

To assign a new item to a category:

1. Click on the "Add New Item" button.
2. Provide the necessary details for the item, such as an optional image, item name, SKU, price, and taxability.
3. In the Category section, you can either select an existing category or create a new one by typing its name in the input field.
4. You also have the option to include the quantity of the item, although this is not mandatory.
5. Finally, click on "Submit" to add the item to your inventory, with the assigned category.

By following these steps, you can effectively manage your inventory and keep everything organized in SwipeSimple.