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:

  1. Download the meez Ingredient Template

  2. Properly fill out the template with your Ingredient Cost Data

  3. Import the file to your meez

  4. 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

  1. Purchase Name: the name as shown on your invoice (sometimes referred to as the 'Item Description')

  2. 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

  3. Purchase Cost: How much you paid for the item

  4. Purchase UoM: Make sure to include any pack size data as well (i.e. 'case=10lb)**

  5. Format columns as Text

  6. 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.

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