SwipeSimple allows for easy management of both inventory and regular services using the Item Catalog. Items can be used in Virtual Terminal, Payment Links, Invoices, and both Terminal and Mobile SwipeSimple applications. SwipeSimple supports up to 1,000,000 items in your catalog. Create and edit your items in the Item Catalog on the SwipeSimple Dashboard by following this guide.
Helpful Navigation Tips:
- Organize the order of your inventory items based on key details. For example, click on Price to order items based on their prices.
- To search for a specific item, type in any of the key details in the search field on the right-hand side of the screen.
Add new item(s):
Select the Add New Item button to add new items to your inventory. You may add items individually or find details to upload inventory in bulk by selecting Import Items.
Add item information such as:
- Image (File size: less than 500Kb)
- Item Name
- SKU
- Price of item
- Quantity*
You can also choose if an item is Taxable or choose to assign it to a Category.
📌 Track Inventory: To enter a quantity, turn on the Track Inventory function. If the item is included in a sale, it will be deducted from the quantity you enter here.
📌 Register Software Package: If you have the Register Software Package, see also Item Modifiers for additional reference material and guides. Item Modifiers allow you to make modifications to items when adding them to the cart during a sale.
Edit item(s):
Edit an item’s image, name, SKU, description, price, category, taxability, tracking, count on hand, and status by clicking on the item’s name in the catalog table.|
To edit items in bulk, select the checkboxes on the left-hand side. Once selected, you can edit the items’ category, taxability, tracking, and status by selecting Edit Item(s).
Delete Items
Items may be deleted by clicking the Delete button in the rightmost column. Items that are deleted cannot be recovered. To delete items in bulk, select the checkboxes on the left-hand side and click Delete Item(s) at the top of the inventory list.
✅ Best Practice — Use “Removed” Status Instead of Deleting: To retain historical reporting of items no longer in your inventory, best practice recommends updating the item’s status from Active to Removed. Select the checkbox on the left-hand side and choose Edit Item(s) > Status > Removed. The item will no longer appear in your Item Catalog for sales but will retain its reporting accuracy in the Items Report.
Export items list in Excel format:
Click Export items, this will automatically download your current inventory items in an Excel file. You can update this Excel file and re import it with changes in order to make bulk changes to items. This is useful for restocking or making changes to pricing en masse.