Use Cases
A product isn't automatically added from your invoice after you scan it.
You want to create a new product after scanning and invoice.
Step-by-Step Instructions
1. In the invoice review screen, click the Unmatched Product on the left side of the screen.
2. Click Create Product.
3. Enter a Product Name.
4. Type the Retail Price.
5. Click Save.
6. Santé auto-maps the new product to the invoice line and pulls the description from the supplier’s invoice.
7. Confirm or adjust, Name, Unit Cost, Case Cost, and Retail Price as needed.
Tips
- Product name defaults to the text on the invoice, so you may need to fix formatting.
- You can always edit the new item later in Products if needed.