Inventory Management on SwipeSimple

1. Log in to SwipeSimple.
2. Go to Item Catalog in the left menu panel.

Create and edit Items

View and manage inventory, create new items, and export/import your items from the Items page.

Add new item(s) individually:

1. Select the Add New Item button to add new items to your inventory.
2. Add item information such as:
   • Image
   • Item Name
   • SKU
   • Price of item
   • Quantity
     • 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.
   •  You can also choose if an item is Taxable or choose to assign it to a Category. 

Import Items:

To import items you must first create an excel file following the format requirements provided by Swipe Simple. Once you click on Import Items, you can export a template by clicking on the link where it states: "You can download the template to see an example on how to format the Excel file."

1. Select Import Items.
2. Click Choose File.
3. Choose the file saved on your computer.
4. Click Upload.

You will either receive a Successful message, or a list of errors (if applicable). If you need assistance with these errors, please contact Talus Pay Support. 

Edit item(s):

Edit an item’s name, SKU, price, category, taxability, tracking, count on hand, and status by doing the following: 

1. Click on the Item that needs to be updated.
2. Make any changes needed. 
3. Click Update.

To edit items in bulk:

1. Select the checkboxes on the left hand side of the items.
2. Once the boxes are checked, select Edit __ Item(s).
3. Choose what needs to be updated and make the selection that the items needs to be changed to. 
4. Click Apply.

Delete Items or Change their Status

CAUTION: Items that are deleted may not be recovered. If you wish to keep a record of items, update the Item Status versus deleting the item.

Delete Items:

1. Click on the Item that needs to be deleted.
2. Click the Delete button.

Delete items in bulk:

1. Select the checkboxes on the left hand side of the items the need to be deleted.
2. Once the boxes are checked, select Delete __ Item(s).
3. Select Yes, Delete.
   1. Or click the X to return to the Item Catalog without deleting the item.

Change Status of items: 

To retain historical reporting of items no longer in your inventory, best practice recommends updating the Item's status from Active to Removed. To do this:

1. Select the checkboxes on the left hand side of the items the need to be made inactive.
2. Once the boxes are checked, select Edit __ Item(s).
3. Check the box to the left of Status.
4. Select Removed from the options to deactivate an inventory item.

This item will no longer appear in your Item Catalog for sales, however will retain it's reporting accuracy in the Items Report. 

Export items list in Excel format:

1. Click Export Items List
2. This will download the current inventory items in an Excel file.
3. You can also use this file to update needed changes and reimport it with those changes in order to make bulk changes to items. This is useful for restocking.

Organize the order of your inventory items based on key details.

Click on any given Column Header to sort your list of items. For example, click on the Price column header to sort items based on their prices.

To search for a specific item, key in any of the key details in the search field on the right-hand side of the screen.