Uploading purchase costs with a spreadsheet
If you are a Business or Premium user, you can bulk update the cost of all of your ingredients in meez without the need for an integration with a purchasing system.
There are 4 Steps to successfully importing ingredient costs into your meez:
Properly fill out the template with your Ingredient Cost Data
Import the file to your meez
Address any ingredients or new purchase units that need attention in the Purchase Item Table
Step 1: Download the meez Ingredient Template
Go to the +New Button > Import > Ingredient Costs. Click "Next."
Then, download the ingredient costs template & Instructions Sheet.
Step 2: Properly fill out the template with your Ingredient Cost Data
Below are the minimum requirements. Make sure to go here to learn how to properly fill out each column, or download the Instructions Sheet for help.
You MUST fill out the following four mandatory columns or the upload will not work
Purchase Name: the name as shown on your invoice (sometimes referred to as the 'Item Description')
External ID: The Unique ID# given to that item (sometimes called the Item ID#) - if an ID# doesn't exist, just copy the purchase name and use that as the ID as well
Purchase Cost: How much you paid for the item
Purchase UoM: Make sure to include any pack size data as well (i.e. 'case=10lb)**
Save as .CSV file
Make sure to go here review how to properly add all data to ensure your upload is successful
Step 3: Import the file into your meez
Go to the +New Button > Import > Ingredients Costs. Search for the file you created from your Library, then press "Upload Ingredient Costs"
Step 4: Address any ingredients or new purchase units that need attention
Once you have imported your file into meez, you will need to visit your New Purchase Item Table to resolve any outstanding issues. Check out this help article for more information on how to resolve issues in your New Purchase Item Table.