Not all invoices are created equally, and they come in many different formats. Therefore, not all items can be easily captured without human intervention. To ensure that you can accurately identify any price discrepancies across your authorized product list (APL), it is necessary to create a map between a vendor item and your internal product. This workflow helps in achieving that goal.
💡 Pro tip: if you have a large number of items that need to be mapped, filter down your data set at the top to move through the list quicker.
Navigate to Unauthorized Items tab under
Margin ChangesFind the first item you want to map that is marked as unauthorized to map to your APL. You can search via description, UPC, item code.
💡 Pro tip: Use a handheld scanner to easily find items in your APL to map against unauthorized products.
Identify the proper item in the drop down list and press
Authorizeto map to the existing itemsIf you identify an item is new, click the ➕ button on the right hand side of the line to open up the item details view from My Products.
All of the information from the invoice will be pre-populated for you to edit as you see fit. Once you press
Saveit will add it to your APL and
Don’t forget to add all of the required fields or use Auto-fill to make the process seamless.