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 app and Chase POS Terminal users:
- Choose the hamburger menu/three lines in the top left
- Choose Catalog
- Choose Add or edit items to start setting up your catalog
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 app and Chase POS Terminal users:
- From the navigation menu, choose Catalog
- Choose Add or edit categories and customize
- Choose one or more items to categorize
- 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 app and Chase POS Terminal users:
- From the navigation menu, choose Catalog
- Choose Add or edit units
- Choose a common measurement from the options or choose Create custom unit
- 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.
To process a sale using your catalog on the Chase POS app or Chase POS Terminal, make sure you choose the "Add item to sale" tab when you log in
- Choose the item you'd like to add from your catalog
- Choose Review sale for details. You can also edit tax and discounts if enabled and adjust item quantities by choosing the arrows next to them
- Choose Check out and proceed with the payment method of your choice
To process a sale using your catalog on Chase Business Online, make sure you choose the “Itemized sale” tab on the Accept Card Payments page
- Choose Add from catalog under Sale details
- Choose the desired item(s) or search by item name
- Choose Manage catalog to make general edits to your inventory. (Note: This will cancel your new sale in progress)
- Choose Add
- Add or edit discount, tax and tip amounts and adjust item quantities as needed
- Choose Manual entry or Payment Link as your method of payment
- Review the details, check the box next to Everything looks OK and choose Charge
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.