What is the catalog?
The catalog is a feature that allows you to create and manage the set of goods and/or services you sell to your customers.
Note: Inventory and quantity history reports are only available on Chase Business Online.
Catalog features
Create and manage a product catalog to streamline your customer’s shopping experience.
- Add or edit items
- Organize items by categories
- Set item prices by units of measurements (weight, volume, time, length or area)
- Manage inventory and access inventory reports via Chase Business Online
- Sell catalog items via the Chase POS app, Chase POS Terminal and Chase Business Online
How do I create and manage my catalog?
For Chase Business Online users:
- Sign in and choose the Collect and deposit tab
- Choose Catalog from the options
- Choose your business bank account, then choose Next
- Now you can add and edit items to create your catalog
For Chase POS Terminal users:
- Choose Catalog from the bottom navigation bar
- Choose Add/edit items to start setting up your catalog
- Choose a name, category, description, unit, SKU and UPC
- You may also toggle to indicate Tax Exempt status and also to Track Inventory
For Chase POS App users:
- Choose Catalog from the bottom navigation bar
- Choose Add/edit items to start setting up your catalog
- Choose a name, category, description, unit, SKU and UPC
- You may also toggle to indicate Tax Exempt status and also to Track Inventory
Catalog FAQs
Ready to get the most out of your catalog? Explore these frequently asked questions.
For Chase Business Online users:
- Sign in and navigate to Catalog
- Choose the arrow next to the Add an item button
- Choose Add a category from the list
- Name the category and choose Assign items
- Choose one or more items to categorize
- Review the info and choose Add to catalog
For Chase POS Terminal users:
- Choose Catalog from the bottom navigation bar
- Choose Add/edit categories
- Search for any categories already created or choose Create category
- Choose Title to display keyboard, then enter a name for the category in the field
- Choose one, multiple or all items to assign to the category
- Once the category is built, choose Save
For Chase POS App users:
- Choose Catalog from the bottom navigation bar
- Choose Add/edit categories
- Search for any categories already created or choose Create category
- Choose Title to display keyboard, then enter a name for the category in the field
- Choose one, multiple or all items to assign to the category
- Once the category is built, choose Save
For Chase Business Online users:
- Sign in and navigate to Catalog
- Choose the arrow next to the Add an item button
- Choose Add a unit
- Choose a common measurement from the options or choose Create custom unit
- Choose Add unit
For Chase POS Terminal users:
- Choose Catalog from the bottom navigation bar
- Choose Add/edit units
- Choose a common measurement from the options shown or Choose units
- Choose Create custom unit to create a new one
- Choose Save
For Chase POS App users:
- Choose Catalog from the bottom navigation bar
- Choose Add/edit units
- Choose a common measurement from the options shown or Choose units
- Choose Create custom unit to create a new one
- Choose Save
No, not at this time.
No, you can only add discounts to the total sale amount at checkout.
SKU stands for Stock Keeping Unit and it allows the catalog item to be uniquely identified. You can set your SKU number or allow the system to provide one.
You can do this on the Chase POS app. Just start a new sale as you usually would and choose Payment link as the method of payment at checkout. You will see an itemized list and inventory update.