Create a catalog item

Add an item to your catalog.

Note: The steps in this article apply only to the web app.

 

The catalog contains items that you commonly sell. When you run transactions, you can use the catalog to quickly select these items.

Before you add an item to the catalog for the first time, you need to complete the following steps:

  1. Create a super category.
  2. Create a category.
  3. Add the item to the category.

Note: If you've already added a category, go to Step 3. Add an item to the category.

 

Step 1. Create a super category

  1. From the Main Menu, select Virtual Terminal, and then select Catalog.
  2.  Select A white square with a cross

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  3. Select Add Super Category, and then select Add Super Category again.
  4. In the Super Category Name text box, enter a name for the super category.
  5. Select Save.

Step 2. Create a category

  1. From the Main Menu, select Virtual Terminal, and then select Catalog.
  2.  Select A white square with a cross

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  3. In the Category Name text box, enter the name of the category.
  4. From the Super Category menu, select the super category.
  5. From the Tax menu, select the tax that you want to apply to the items in the category.
  6. To upload an image, select Upload Image.
  7. Select Save.

Step 3. Add an item to the category

  1. From the Main Menu, select Virtual Terminal, and then select Catalog.
  2. From the list of categories, select the category that you want to add the item to, and then select .
  3. In the Item Name text box, enter the name of the item.
  4. In the Item Price text box, enter the price of the item.
  5. (Optional) To upload an image, select Upload Image.
  6. (Optional) If you want to apply a different tax to the item, use the Item Tax menu to select the tax that you want to apply to the items.
  7. Select Save.

Video tutorial