Uploading purchase costs with a spreadsheet
Business and Premium meez accounts can directly import or update ingredient costs in bulk without needing an integration with an inventory management system.
Follow these 4 steps to import ingredient costs to your meez account:
Use your own spreadsheet or download our ingredient cost template
Make sure the spreadsheet you are using contains these required fields for each item (see below for details):
Location ID
Purchase Item Name
Item ID
Purchase Cost
Purchase Unit of Measure
Upload the file to your meez account and follow the on-screen directions to guide you through the import process
Go to the New Purchase Item Table in your meez account to see any items that need your attention (learn more here)
Step 1: Use your own spreadsheet or download our ingredient cost template
You can use your own spreadsheet to import your purchase data. It could be an export from your inventory management system, an order guide from a vendor, your own cost tracking spreadsheet, or something similar as long as it contains the required fields described below.
You can also download our ingredient cost template and fill out the required fields with purchase data from another source. If you are using our template, this article explains how to fill it out.
Step 2: Make sure the spreadsheet you are using contains these fields for each item
Location ID: This can be found on the Concept page of your meez account
Purchase Item Name: the name as shown on your invoice (sometimes referred to as the 'Item Description')
Item ID: The unique ID number given to that item by your vendor or inventory system (sometimes called "item number" or "vendor SKU") - if you don't have an ID number for each item, you should copy the Purchase Item Name to use as the Item ID
Purchase Cost: How much you paid for the item
Purchase UoM: How much of the item you got for the Purchase Cost. Make sure to include a detailed pack size for cases and other containers (such as, "case=10lb" or "bag=50lb")
If one or more of these fields are missing, you may not be able to import the file
Step 3: Upload the file to your meez account and follow the on-screen directions to guide you through the import process
Go to the +New menu and select "Import."
Step 4: Go to the New Purchase Item Table in your meez account to see any items that need your 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 to learn how to resolve issues in the New Purchase Item Table.