Create item categories

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.

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