September 2025
Staff Note Button at Checkout
You can add an internal-facing staff note at checkout to orders.
Cases-to-Units Receiving Options
You can choose how Santé handles quantity when switching between cases and units in receiving.
Here are the options:
Convert by Units-per-Case (current behavior)
1:1 Conversion (no auto-multiplication)
This makes it easier to receive products that are received in bottles/units instead of cases.
Below is an example of switching receiving from cases to units for an item.
You can change your receiving preference in the settings page under the Invoice Receiving section.
Calculate COGS and Margin via Average Cost (instead of first in, first out)
To-date, we have default calculated margin and average costs using the first in, first out method (FIFO). This means that the cost of your oldest stock is used to calculate these important metrics.
On the settings page, we have provided the option to switch to using Average Cost for calculating COGS and margin. Switching to this method will use the weighted average of all in-stock quantities to calculate COGS and margin.
You can switch to this calculation method by going to the Settings page and checking the "Sell against average cost" box within in the Checkout Preferences section.
Below-Cost Prevention Options
You can now choose which cost basis Santé checks at checkout to prevent below-cost sales. Options: Last Cost, Average Cost, or First-In-First-Out (FIFO).
Disable Product Discounting at Checkout
You can disable the price and discount fields at checkout in role permissions.
Hide Cart Discount Button at Checkout
You can hide the cart discount button at checkout.
Barcode-Only Printing
We now support barcode-only labels.
Export purchase Orders as CSV
You can now export any purchase orders as a CSV file directly from the action menu. It includes product title, distributor item number, product name, cases, units, units per case, costs, and line totals.
Liter Tax
You can now create dollar-amount jurisdiction taxes—per unit or per liter—so that you can comply with specific state rules such as Washington’s $3.7708-per-liter spirits tax.
Check ID Reminder
We've added an optional checkout setting that requires cashiers to confirm they’ve checked a shopper’s ID before completing a sale.
Same-Item Bulk Discount
We’ve added a new way to support same-item quantity thresholds in Automated Promotions, making it easier to run “buy N of the same item for discount X” deals.
For example: buy 6+ Absolut 750 ML for $2.00 off each.
We can also support automated discounts when the customer reaches the case quantity on a purchase.
For example: get case price when you buy 4 of a 6-pack item.
July - August 18, 2025
Exclude Customers from Loyalty Programs
In your loyalty program(s), you now have the ability to exclude customer tags.
These customer tags can be set at the customer level, so you can filter for them within your loyalty program(s) to exclude any customers that are assigned with these tags.
Example: You could assign an "Employee" tag to all of employees and mark that as an excluded tag within your loyalty program(s).
Below is a video on how to set this up:
Pulling cost from sending store's product on transfers
Previously, we were using the receiving store's unit / case cost on transfers. This was a problem because the receiving store often did not have a cost set yet.
We have updated this to use the cost from the sending store. You can edit this cost amount in the transfers flow if needed.
Cash Drawer Management by Employee
We’ve added the ability to track and manage cash by employee instead of only by drawer.
This gives you more accurate accountability for over/short situations and lets cashiers move between registers (while bringing their drawer with them) during a shift without breaking their cash history.
Key Features
Switchable Tracking Mode: Choose to track cash by drawer or by employee in Settings → Cash Drawers.
Shift Start Recognition: Cash tracking begins when an employee logs in without an active drawer. Option to start each employee’s drawer with a preset cash amount.
One Register at a Time: Employees can only be logged into one register at once to prevent reconciliation issues.
Register Switching Safeguards: Clear prompts when logging into another register, including active employee details and options to count the drawer or log out without counting.
Cash Counting by Employee: Updated Count Drawer dialog to show employee names instead of drawers.
Manager Overrides: Ability for managers to log out or count drawers for employees who forgot to do so.
For more detail on cashier balancing, please refer to our demo video.
Cash Cashier Balancing Report
Head to Dashboard >> Reports >> Cash Reconciliation to see our new report that outlines cash activity by cashier.
This report will be useful when trying to identify discrepancies in your day-to-day cash reconciliation.
Note that this report will display all employees that have had cash activity on any specified date at your store.
Tax Jurisdiction Setting
We added a new way to customize your tax rules by category with jurisdiction-level rules:
State
County
City
Custom / Other
E-Commerce Delivery Options and Scheduling
You can now offer e-commerce customers a choice between your in-house delivery and third-party delivery services such as DoorDash and Uber Eats.
Customers can also choose their delivery times.
E-Commerce Pick Up Scheduling
Your pick-up schedule is now separated from your delivery schedule.
SEO Meta Data
You can customize your website's meta data to optimize your SEO.
Cash Pickup Receipts
You can now enable automatic receipt printing for cash pick-ups from the Settings page. You can set the number of receipts you'd like to print on every pick up.
See the receipt below.
Below-Cost Sales Prevention Options at Checkout
Previously, you could only prevent sales below cost based on FIFO (first-in, first-out) costs.
Stores can now choose which unit cost to use when preventing below-cost sales:
Latest Cost
Average Unit Cost
FIFO Cost
Tipping by percentage
You now have an option to default tips by percentages.
You can customize this field by by going to E-Commerce > Checkout > Tips.
Other
Reorder page date filter bug fixes
Set maximum quantity on automated promos
Edit stock in Product Table
Added house account column on Customer page
Bottle deposit auto-fill improvement
Added page numbers on PDF Exports
Safeguard to accidental scanning of barcodes at the cash checkout screen
Added date, time, UPC, SKU, and tax rate to the Sale Items page
June 2025
Shelf Restocking Page
We’ve started building a shelf restocking tool that lets you walk around the store, scan items that are low in stock on the shelves, and add them to list of products you want to restock.
See the step-by-step tutorial here.
Group Buttons
You can add a list of items under a button. This makes it easier to access and add popular items to the cart with just a few taps.
For example, you can add your beer cases to avoid going around the counter or carrying the heavy case to scan.
Card Refunds on Checkout
You can initiate a refund to a card by letting customers tap, swipe, or insert their card on the credit card terminal.
First, set your cart to a negative balance by subtracting an item to a negative quantity. Click Checkout > Card > Process Refund
Invoice Receiving Improvements
Improved Products Mapping
You should have seen that many more of your products automatically map. We're continuing to make improvements on the accuracy and automation of receiving.
Edit Invoice Total
You can edit the total read on invoice. This lets you adjust the total price based on breakage, missing items, etc.
Other Improvements
Improved recommended products if not auto-mapped
Create Product no longer covers up the full screen. This lets you see the invoice while creating the product.
Added a clearer warning for when the receiving page is incomplete
Inventory Report By Category
Go to Dashboard > Reports > Inventory. We have added inventory values divided by categories.
Reports
We've added 3 reports under Dashboard > Reports.
Gift cards report
Loyalty report
Keg report
eComm Footer Improvements
We added the ability to choose among a map, email sign up, and custom button.
Other
Added total credit card sales & total sales in cash drop receipt
Improved cost change report
May 2025
Save Dashboard Filters
You can apply filters to your dashboard and select "Save view as default" to save the filters for the next time you load the page.
For example, if you save a filter for Payment Method = Card and Category = Wine, the filter will stay the same even if you refresh the page.
Improved Item Search Across Santé
Before: Item Name, Quantity, Price
After: Item Name, Quantity, Price, SKU, Size, Stock Quantity
Case Price Button in Checkout
If a product has a case as a secondary item, you will have the option to apply case pricing with a click of a button in Checkout.
Additional Manager Permissions
You can require a manager's PIN input on the following actions:
Save a cart
Opening saved cart
Open drawer
Linking a product without UPC on Checkout
Invoice Search Filter
You can find invoices based on invoice number, products, SKU, item number, and total amount.
Automatically Close Cash Drawers
You can set a time in which your cash drawer will close.
You can find this setting under Settings > Cash Drawer Section.
You can count the drawer at a later time by selecting "Count".
For example, many stores have their cashiers take money out for it to be counted by a manager the next morning. This is built for that use case.
Other Features
Reorder report negative item filter
Improved speed of customer search
Improved speed of product search
Removed bottle deposits in receiving
Improved Shippo shipping options
April 2025
Cash drop limit alert at checkout
Distributor Item Number
Improved invoices search
Exact amount button for cash payments at checkout
Improved paper receipt format for product add-ons
Automatically show tip screen without cashier prompt
Added bag sales and shipping fees collected to dashboard reconciliation
Ability to make bottle deposits taxable
New ecom page for in-store events
Barcode scanner speed improvements
Search by pack name/UPC on products table
Re-validate employee PIN to perform manager actions
Set hardcoded store hours and delivery/pickup hours for ecom
Restrict loyalty programs to specific days of the week
Print a receipt when the cash drawer is counted (cash drop receipt)
Added more details to paper receipts: channel, register, cashier, product notes
Added distributor item number as a field in Receiving Page
A button for the exact cash amount on checkout
Mar 31, 2025
Released
Product add-ons
Allow zero-price variable items
Automatically print paper receipts by channel/category
Reorder report new tables
Case discount promotion
Mar 17, 2025
Released
Ability to merge customers
Settings: new logo options for card reader
Ability to set tax rates by category
Sell by Casebutton on product page to quickly create a case packAbility to change the payment method on a sale (with manager permission)
Ability to track shelf quantity (ask us to enable this)
Ecom checkout page: cart summary and total always on screen
Product taxonomy: ability to add custom wine regions and subregions
Automated promotions - 2 new filters
promotion is triggered only if there is a customer added to the sale
promotion is triggered only if there is a customer with loyalty points added to the sale
Ability to update promo price in receiving
Ability to receive an invoice with zero unit cost
Improved ecom product images
Improved reorder report speed after initial page load
Improved reorder report search to match checkout
Change sale number increment logic to be by store
Added all sale details available in the POS on the paper receipt
Other
We've been working on a new feature to allow you to manage
Tasting Events + Email/SMS Marketing Campaignsdirectly in the POS. This is currently in beta with a few customers. Please let us know if you'd like to be included in the beta.We're dedicating a lot of our engineering resources to continue improving the reliability of the POS app with a primary focus on
in-store payments including the card reader, printers, and cash drawer.
Feb 24, 2025
Automate SKU creation (contact us to enable)
Sell products by case
Other
Show more info on paper receipt (discount %, cash change, points balance, etc)
Ability to search products by SKU only on Products and Checkout pages
Added Tags filter to Reorder Report
Improved Tags view on Product page
Improved overall e-commerce page design
Go to Invoice page after clicking "receive order" on Order page
Added permission to view unit cost and margin in Checkout
Added a Products tab on ecom Customer Account page
Ability to temporarily disable ecom checkout under Ecom > Ecom Checkout
Managers in multi-location stores can now filter the Dashboard by store
Feb 10, 2025
Save views in reorder report
New reports tables
Ability to change the active employee reset time
Loyalty improvements
Other
Add markups by channel (under Settings)
Keg Deposit Refund and Bottle Deposit Refund checkout buttons
Image library to help you design your ecom homepage faster
Ability to directly update stock in bulk in the Stock Count section (instead of CSV export)
Jan 27, 2025
Daily sales report email
Multiple emails for exports and notifications
Members-only pricing on ecom (using variety sale)
Ability to manually edit house accounts and points
Automated promotion exclude products already on sale
Color coding for multi-store organizations
E-commerce
Homepage loading speed improvements
Customizable text and background color for announcement bar
Improved header creation in POS
Image formatting and performance improvements
Ability to duplicate collections
Other
Additional Google Shopping settings to increase product visibility
Frootbat integration
Added date filter on invoice table
Made payment terms editable in receiving
Improved product search in receiving
Jan 7, 2025
"Quick Add" checkout buttons
Jan 3, 2025
Google Shopping integration
Keg fees improvement
Dec 18, 2024
Mark invoices as paid/unpaid
Cash drawer coin/bill calculator
Dec 9, 2024
Invoice improvements
Duplicate invoice detection
Note section
Edit invoices after receiving
Added invoices to reports
Allow creating a new product from the add product button
Product page unit/case cost
Showing average unit/case costs instead of latest
Ability to update unit cost for past sales from product page
Toggle between graph and table view on dashboard
Cash drawer blind drop
Ecom: ability to hide categories
Show hidden products on reorder report
Other
Your customer can now sign up, or check in to get loyalty points, directly on the card reader.
On the products table, the sales and customers tables are now paginated
Nov 22, 2024
Library of product images
Improved transfers (multi-store organizations)
Ecom collection page improvements
Ecom GTM Tag – Google Analytics, Google Search Console
Display tipping options on the reader
Other improvements
Products table
Added
Uncategorizedoption in the Category filter (shows products that need to be categorized)If you set the Margin filter minimum to 100%, it shows products without a unit cost
Improved the Channels filter to show product only sold in store and online
Added a Category filter on the reorder report
Improved inventory logs on the product page
Added support for multiple locations in Quickbooks
Improved the product Bundle page
Further SEO improvements for ecom sites
Added support for Instacart (via FTP file upload)
Fix: importer filter on reorder table
Nov 6, 2024
Set your main product as a pack
Employee roles
Ecom improvements
Other improvements
Sante app is now locked on card reader (customers can’t close it by mistake)
Allow split transactions to be refunded by any of the cards on the transaction
Automatically open cash drawer when doing cash refund
Added “customer tag” and “online account” filters on customers table
Show margin and markup when creating/updating
Speed up sales table search + enabled search by card last 4
Automated promotions: ability to exclude products with a promo price
Product packs: ability to make packs non-discountable
Oct 16, 2024
Price and unit cost change report
We added a report (under Dashboard > Price changes) that shows items removed and card transactions canceled during checkout, by employee
Checkout logs report
We added a CSV report (under Dashboard > Reports) that shows items removed and card transactions canceled during checkout, by employee
Product packs
When creating a pack, the price, unit cost, etc are automatically calculated based on the pack size
We now show margins and markup for each pack
You can now print labels for each pack on the product page
Cash drawers
Cash drawer events in the table can now be edited after they are created (also requiring manager permission)
Bottle deposits
If you use bottle deposits, you can now set your default bottle deposit by product category (under Products > Taxonomy > click on the button next to the category name)
You can now set the bottle deposit for each product and pack during receiving
Manager permissions
For stores that use employee PINs, we added manager permissions:
Checkout: keg delivery/deposit discounts, removing taxes
Sales: issuing a refund
Products: editing the product inventory section (unit cost, stock, etc)
Loyalty programs
The loyalty points earned and redeemed now appear on your email and paper receipts
We now show “X cents on the dollar” when you create a new loyalty program
We fixed a couple of minor bugs related to loyalty points assignment
Other improvements
In the receiving, we now prioritize the units per case set on the product page instead of the value detected on the invoice
Our quickbooks integration now syncs vendors. When invoices are sent to quickbooks, if your Sante vendor is found in quickbooks, it uses it, otherwise it creates a new vendor in quickbooks
We added the ability to print large labels (A4 format) in bulk from the products table
We fixed a few bugs related to product tags in the POS and ecom
We improved the logic that prevents selling out of stock items on ecom