It's essential that you follow these steps to ensure your upload template is successful and does not cause errors when importing into your meez.
This is Part 2 of how to bulk update costs via a spreadsheet
For Part 1 - Downloading the Ingredient Template, go here
For Part 3 - Importing your purchase file, go here
For Part 4 - Mapping ingredients and Purchase Units, go here
As a reminder, there are 4 Required Fields
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')
Fill out your Spreadsheet
Step 1: Add Purchase Name
This sometimes called the 'Item Description' on invoices
Step 2: Add an External ID
It is ESSENTIAL that you always add an External ID (a.k.a. Item ID). If one does not exists, just copy the Purchase Name and use it as the External ID.
Step 3: Add a Vendor Name
This is optional, though we recommend always adding when applicable as we match vendor names to external ID.
Step 4: Add a Purchase Cost
No need to calculate any numbers here, just add exactly the amount you paid for the item.
Step 5: Add the Purchase Unit of Measure
You can add any Standard Unit like 'lb' , 'oz', 'gal', 'qt', 'kg' etc.
Or, if the item is purchased by the case, you can also add a custom unit (just describe the unit in the cell and define it later)
*** See bottom of article for optionally adding Location ID & Invoice Image URL ***
Now Save the File:
Step 6: Use the 'Select All' Box to select all cells in the file
Step 7: Format the cells to 'Text' Format
Step 8: Save file as a 'CSV UTF-8' Format
Some Optional Columns to add to your Spreadsheet:
Add a Location ID:
If you have a Business or Premium subscription and have created concepts, you can upload costs for multiple locations / multiple concepts.
You'll find your location ID in the Concepts page of your meez
Optionally add a link to the invoice Image
If you save your invoice images to the cloud, you can add a link to the invoice image in the 'Invoice Image URL' field
This was Part 2 of how to bulk update costs via a spreadsheet