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 and sub categories
- Create item variants
- Set item prices by units of measurements (weight, volume, time, length or area)
- Create item modifiers and add-ons
- 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 navigate to Collect and deposit then choose Manage catalog
- 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 items to start setting up your catalog
- Fill out all of the customization options and press Save
- 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 items to start setting up your catalog
- Fill out all of the customization options and press Save
- You may also toggle to indicate Tax Exempt status and also to Track Inventory
Note: When adding items, some details are required, such as name, unit, price and SKU. You can also add optional details like description, category, UPC, options and variants, modifiers and add-ons to customize how your items are set up.
For more information about these features and how to set them up, see the FAQs below.
Catalog FAQs
Ready to get the most out of your catalog? Explore these frequently asked questions.
Categories can organize items in a two-level hierarchy:
- Parent Category (example: Shoes)
- Subcategory (examples: Women’s, Men’s)
You can create either a parent category (top-level group) or a subcategory under an existing parent. Your structure could look like:
Shoes > Women’s
Follow these steps to create categories:
For Chase Business Online users:
- Sign in and navigate to Collect and deposit then choose Manage catalog
- Tap Categories from the list and choose Create category
- Name the category and choose if a subcategory is being created
- Review the info and choose Create
For Chase POS Terminal users:
- Choose Catalog from the bottom navigation bar
- Choose Categories
- Search for any categories already created or choose Add new category
- Choose Name to display keyboard, then enter a name for the category in the field
- Choose if a subcategory is being created
- Once the category is built, choose Create
For Chase POS app users:
- Choose Catalog from the bottom navigation bar
- Choose Categories
- Search for any categories already created or choose Add new category
- Choose Name to display keyboard, then enter a name for the category in the field
- Choose if a subcategory is being created
- Once the category is built, choose Create
Note: The same item can be assigned to multiple categories.
For Chase Business Online users:
- Sign in and navigate to Collect and deposit then choose Manage catalog
- Choose Units from the list to see previously added units
- Choose Add unit
- Choose a common measurement from the options or choose Create custom
- Choose unit details and decimal precision
- Choose Create unit
For Chase POS Terminal users:
- Choose Catalog from the bottom navigation bar
- Choose Units from the list to see previously added units
- Choose Add new unit
- Choose Create custom to create a new one and choose unit details and decimal precision
- Choose Save
For Chase POS app users:
- Choose Catalog from the bottom navigation bar
- Choose Units from the list to see previously added units
- Choose Add new unit
- Choose Create custom to create a new one and choose unit details and decimal precision
- Choose Save
Note: Choosing which decimal point to apply allows you to sell items by their exact measurements.
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.
Use Options and Variants when an item comes in different choices. This will help you create and manage them as single products while still tracking each variation individually. You can define options once and automatically generate variants instead of creating each item separately.
- Options are the attributes of an item, like a shoe size or color
- Variants are the combinations of those options, like Size 8, Red
Note: Each variation has its own SKU, price and inventory.
Modifiers let you customize an item at the time of sale based on a customer’s preferences at checkout. For example, if you sell coffee, you can add modifiers like an extra shot, caramel syrup or oat milk. If you sell Jewelry, you might offer custom chain lengths or engravings.
Note: Modifiers are different from variants because variants create pre-defined versions of an item (like size or color), while modifiers let customers customize the item after choosing it.
Add-ons are additional items you can offer alongside a product to increase the total order value. They are commonly used to suggest related or upsell items. For example, if you sell sandwiches, you can offer add-ons like fries or a drink.
Add-ons are separate items that customers can choose to include with their purchase. If you sell shoes, you can offer add-ons like shoe cleaner or extra laces. If you run a salon, you might offer a deep conditioning treatment or retail shampoo as an add-on.
Note: Add-ons are different from variants and modifiers because they are separate items added to an order, not different versions of the same item or customizations of it.
No, not at this time.
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.