Manage Your Smart Terminal Catalog

The catalog is a feature that allows merchants to create and manage the set of items they sell to their customers. At checkout, the merchant can then see these items and add them to a customer’s order.

 

To manage your catalog:

1. Tap the hamburger menu
2. Choose Catalog from the navigation menu

Name: Add the name of item (product or service) available to be sold

• Each item name will appear on the customer’s printed receipt

Description: Create a description for the item being added

• The description is only visible to a user’s employees and doesn’t appear on the customer’s printed receipt

Unit: Choose the unit of measurements upon which the item will be priced

• As an item is being created, it'll automatically default to a “per each” unit
• The user can change the default unit from the dropdown of previously created units

SKU: Enter the Stock Keeping Unit value for the item

• Users can enter their own SKU
• If a SKU isn't entered, one will be populated automatically when the item is saved
• The user can change the SKU, by navigating back to the created item and choose the field to enter a different SKU

UPC: The Universal Product Code, is a code printed on a manufacturer’s packaging to aid in identifying the item

• Users can enter this optionally

Tax Exempt: Toggle this indicator on/off if the item is exempt from sales tax

To create a new unit, navigate to the catalog menu from the hamburger icon the top left hand corner of Smart Terminal’s keypad and choose Add/edit units

• Users can add units from several options by weight, volume, time, length, and area measurement

From there, users will need to choose the unit they wish to create and then Choose units

• A custom unit can be created by choosing Create custom unit and following the prompts

Yes, there are several time-based units available such as hour, minute, day, week, and month. Once the unit is enabled, you can build your catalog item.

Not at this time. We'll be adding new features like this in the near future.

Users can add discounts to the total basket in terms of percentage and dollar off reductions, item level discounts aren't currently supported.

The SKU allows the catalog item to be uniquely identified at the merchant. You can define this or allow the system to provide one.

Yes.  Users can now manage the inventory of the items they sell to their customers.

Users can do either from Smart Terminal and from www.chase.com/business.

Users can access the Inventory report and the Quantity History report only from www.chase.com/business.

1. In Smart Terminal, select the Catalog menu item to begin
2. Tap Add/edit items
3. Tap the Add item button to create a new item and complete the fields on the Add item page
4. To track an item’s inventory, switch on the Track Inventory toggle. The Manage Inventory page will display.
5. Fill in the Quantity on hand and Reorder level fields (both are required to turn on inventory tracking), then tap the Done button.
6. Tap the Save button to save your item and inventory information

1. In Smart Terminal, select the Catalog menu item to begin
2. Tap Add/edit items
3. Tap the item and scroll down to Manage Inventory.
4. Select a Reason for adjustment and enter a number for the Quantity adjustment. You can also change the item’s Reorder level
5. When finished, tap the Done button, and then tap the Save button

• Received inventory and Returned-resaleable both increase the on-hand quantity by the number entered in Quantity adjustment.
• Damaged, Stolen/lost and Donated/complimentary all decrease the on-hand quantity by the number entered in Quantity adjustment
• Recounted replaces the on-hand quantity by the number entered in Quantity adjustment
• Returned – not resaleable does not impact on-hand quantity, only recording the number entered in Quantity adjustment

1. Log in to www.chase.com/business.
2. From the Catalog page, tap the Inventory report link to begin.
3. A dashboard displays the total number of items being tracked, the total value of their inventory, the number of low stock items and the number of out-of-stock items.
4. In the report table, filter an item’s stock views by selecting the Status: All button, or the item’s sales frequency by selecting the Date: Last 7 days button.
5. To reset the report to its default view, tap the Clear button if custom filters were applied.

1. Log in to www.chase.com/business.
2. From the Catalog page, select the action menu and then View quantity history from the list.
3. Filter an item’s inventory history by selecting the Reason: All reasons button or the date range by selecting the Date: Last 7 days button.
4. To reset the report to its default view, tap the Clear button that appears to the right of the Date filter after custom filters are applied.

The point, determined by the user, an item’s quantity on hand needs to be replenished by the merchant’s supplier.