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Importing ingredient costs via a spreadsheet
Importing ingredient costs via a spreadsheet

Add ingredient costs in bulk by uploading a spreadsheet with your purchase data

Updated over a week ago

Importing ingredient costs is available to:

  • Plans: Business, Premium, and Premium Plus

  • Team Members: Account Owner and Managers

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. A Business subscription has access to two spreadsheet uploads a month while with Premium they are unlimited!

Follow these 4 steps to import ingredient costs to your meez account:

  1. Use your own spreadsheet or download our ingredient cost template

  2. Make sure the spreadsheet you are using contains these required fields for each item (see below for details):

    1. Location ID

    2. Purchase Item Name

    3. Item ID

    4. Purchase Cost

    5. Purchase Unit of Measure

  3. Upload the file to your meez account by clicking the +New button and selecting Import then follow the on-screen directions to guide you through the import process. Check out our walkthrough for step by step instructions on how to import your spreadsheet!

  4. 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.

Step 2: Make sure the spreadsheet you are using contains these fields for each item

Note: If one or more of these fields are missing, the file may not import correctly.

  1. Location ID: This can be found on the Concept page of your meez account. The Location ID is very important. Ingredient costs are location specific, without it the import will not apply correctly.

  2. Purchase Item Name: the name as shown on your invoice (sometimes referred to as the 'Item Description') *This is not the Ingredient Name, the Ingredient Name column can be left blank if you are assigning your purchase items using the New Purchase Item Table.

  3. 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

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

  5. 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")

Step 3: Upload the file to your meez account

Upload your file by clicking +New and selecting Import!

Watch our walkthrough guide then and follow the on-screen directions to guide you through the import process.

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.

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