• Turning on the Item Catalog

  • Building your Item Catalog

  • Editing your Item Catalog

  • Accepting payments using the Item Catalog

Turning on the Item Catalog

To turn on the Item Catalog in your SumUp App, tap the More tab of the bottom menu bar. Under My Business at the very top, switch on the toggle next to “Item Catalog” (grey is off, blue is on).  

Building your Item Catalog

What are items, variants, and categories?

There are three main tools to help set up and organize your Item Catalog: 

  • Items are base item listings that include a item’s name, pricing, photo and tax rate. Within a item listing, you can assign a item to a category and create different price variants (see below). You can also assign a color label to an individual item to help visually identify different item groupings. 

  • Variants are how you set the pricing for a specific item. Variants allow you to create different versions of the same item within the same listing. For example, if the base item is a Coffee, the variants could be Small, Medium and Large — each one at a slightly different price point. Once the item and variants are created, when you select a item from the catalog page you’ll be prompted to select a variant, allowing for a quick and easy checkout.

  • Categories are broad groups that help organize your items and streamline the checkout process. For example, the Categories for a cafe could be Breakfast, Lunch and Dinner, while Categories for a hair salon could be Cut, Color and Styling. 

Create your first item

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. Instead of the normal keypad, the screen will read “You haven’t added any items yet”. Press the blue button that says “Add item”.

  2. The new item window will now appear. Here you will be able to enter the item name, and assign the item to a category. Additionally, you can optionally upload a picture of the item and/or assign a color label.

  3. If you only have one version of the item, you can add the pricing by clicking on the “0.00$” on the right-hand side under Pricing and Variants, and you do not need to add a label name. If you have multiple versions of the same item, press the blue plus icon next to “Add variant” and add unique label names and pricing for each version. 

  4. Finally, select the tax rate for your item. You can also add or edit your tax rates in your account settings.

  5. Once you are satisfied with all of the item details, tap the blue check icon at the top right-hand corner to save the item.

Note: On the main Item Catalog page, items are automatically sorted in alphabetical order. The color label selected on item detail pages is for visual cues only, and will not affect the order of items on the main page. To better organize your items, we recommend creating new categories.

Add additional items

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. You should see your categories at the top and existing items underneath. Click “Manage” in the top right corner. 

  2. The Item screen will now expand, and you can edit any existing or create any new items or categories. Select the blue “Add item” button at the bottom of the screen.

  3. The new item window will now appear. Here you will be able to enter the item name, and assign the item to a category. Additionally, you can optionally upload a picture of the item and/or assign a color label.

  4. If you only have one version of the item, you can add the pricing by clicking on the “0.00$” on the right-hand side under Pricing and Variants, and you do not need to add a label name. If you have multiple versions of the same item, press the blue plus icon next to “Add variant” and add unique label names and pricing for each version. 

  5. Finally, select the tax rate for your item. You can also add or edit your tax rates in your account settings.

  6. Once you are satisfied with all of the item details, tap the blue check icon at the top right-hand corner to save the item.

Note: On the main Item Catalog page, items are automatically sorted in alphabetical order. The color label selected on item detail pages is for visual cues only, and will not affect the order of items on the main page. To better organize your items, we recommend creating new categories.

Create a new category

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. You should see your categories at the top and existing items underneath. Click “Manage” in the top right corner. 

  2. The Item screen will now expand, and you can edit any existing or create any new items or categories. Select the “Categories” tab at the top of the page, then tap the blue “Add category” button at the bottom.

  3. A window will pop up asking you to name the category. Enter the name for the category and tap “Done”.

This category will now be an option for where you can move your current items or to create new items. You can also edit existing categories.

Editing your Item Catalog

As your business evolves, you might want to reorganize your catalog or edit the existing items and categories. Read below for instructions on how to edit the different sections of the Item Catalog. If you’re looking for how to edit your tax rates, click here. 

Note: On the main Item Catalog page, items are automatically sorted in alphabetical order. The color label selected on item detail pages is for visual cues only, and will not affect the order of items on the main page. To better organize your items, we recommend creating new categories.

Edit a item

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. You should see your categories at the top and existing items underneath. Tap “Manage” in the top right-hand corner. 

  2. The Item Menu screen will appear. From here you can browse through all of your items. Tap the item you’d like to edit.

  3. The “Edit Item” screen will appear. From here you can edit the name, category, image, label, price and the tax rate of the item. 

  4. Once you’ve made the desired edits, tap the tick in the top right-hand corner to confirm the change(s).

Move a item

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. Tap “Manage” in the top right corner.

  2. Scroll through your items and tap the name of the item you’d like to edit. 

  3. The “Edit Item” screen will appear. Underneath the item name, you can tap the name of the current category to pull up the list of available categories. Select the category where you’d like to move the item.

  4. To confirm the change, tap the blue checkmark icon in the top right-hand corner and the item will be saved to the new category.

Edit or delete a item picture

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. You should see your categories at the top and existing items underneath. 

  2. Scroll through your items and tap the name of the item you’d like to edit. 

  3. The “Edit Item” screen will appear. Tap the image of the item and you will be given the following options:

    • Choose from the library: This enables you to select an image from your device's photo library.

    • Capture photo: This option lets you directly take a picture of the item.

    • Remove image: This deletes the current photo for the item. Note: You can remove the image and still keep the item in your inventory.

  4. To confirm the change, tap the blue checkmark icon in the top right-hand corner, and the item will be saved to the new category.

Delete a item

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. Tap “Manage” in the top right hand corner.

  2. Scroll through your items and tap the name of the item you’d like to edit. 

  3. The “Edit Item” screen will appear.  

  4. At the bottom of the screen, tap “Delete Item” and the item will be removed from your Item Catalog.

Edit a category’s name

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. Tap “Manage” in the top right hand corner.

  2. Select the Categories tab. Scroll through your categories and tap the name of the item you’d like to edit. 

  3. A window will pop allowing you to edit the category name. Type in the new name into the text field. 

  4. Select “Done” when finished and the new category name will be saved.

Delete a category

Note: Deleting a category will delete all of the items within it. To keep your items, you can either rename the category or move all of the items to a new category first, and delete the unwanted category afterward.

  1. Tap the Checkout symbol at the left-hand side of the bottom menu. Tap “Manage” in the top right hand corner.

  2. Select the Categories tab. Scroll through your categories and swipe right on the category name.

  3. Tap on the red trash can icon. A “Delete category” notification will pop up. If you have items within that category, tap “Keep items” to move all of the items to a new category. Alternatively, you can tap “Delete category and items” to delete both the Category and the Items. Tap “Cancel” to return back to the Category screen. 

Accepting payments using the Item Catalog

Once your Item Catalog has been created, the checkout process should be quick and easy. Follow this step-by-step guide on what the checkout process looks like: 

  1. When a customer is ready to pay, tap the Checkout tab of the bottom menu within the SumUp App.

  2. Tap on the items (and associated variants) that the customer is purchasing. You can browse through the item categories for even faster searching. 

  3. Optional: If the customer is purchasing something outside of the Item Catalog options, you can select the keypad icon on the right side of the blue “Charge” button to manually add a new item or service.

  4. To view the cart before processing the transaction, tap the shopping cart icon on the left side of the blue “Charge” button. To delete or adjust the quantity of an item already in the cart, tap the item name and a bubble will appear. To clear the cart entirely, tap the grey “Clear cart” button. 

  5. Once the cart is correct, tap the blue “Charge” button at the bottom of the screen.

  6. The Payment Methods screen will appear. Tap Card Reader to accept a card payment or tap Cash to accept a cash payment. For available accounts, tap Payment Links to process a payment remotely via a payment link. 

  7. After selecting Card Reader as your payment method, your card reader will automatically turn on and connect to your device. Having issues? Browse our troubleshooting tips for the SumUp Lite or SumUp Plus.

  8. Now your customer can pay by:

    1. Chip: Insert the card into the top of the card reader, placing it chip-side first with the front of the card facing up

    2. Contactless Card, Apple Pay or Google Pay: Tap the card or phone on the top of the card reader. After tapping the card onto the reader, you’ll hear a beep and the 4 LEDs will light up, signaling a successful transfer

    3. Swipe: Swipe the card through the slot at the top of the card reader, with the magnetic strip placed downwards and facing up

  9. Next, your customer will have to authorize the transaction. This can be done by signing the screen when requested and then pressing the green tick.

  10. The screen of your app will display a notification to confirm that the transaction was successful.

  11. If you want, you can now send a receipt to your customer by entering their email address or mobile number into the corresponding field. You also have the option to print a receipt via a mobile printer or AirPrint/Google Cloud Print.

  12. Congratulations! You just made a successful payment using your Item Catalog.