Importing ingredient costs is available to:
Plans: Business, Premium, and Premium Plus
Team Members: Account Owner and Managers
It's essential to follow these steps to ensure your upload template is successful and does not cause errors when importing into your meez account.
This is Part 2 of how to add or update ingredient costs in bulk using a spreadsheet.
For Part 1, An overview of Importing your purchase data and the ingredient cost import feature, go here!
Want a walkthrough? Follow along here!
For Part 3, Mapping your purchase data to ingredients, go here!
There are 5 required fields for each purchase 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")
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 listed above.
You can also download our ingredient cost template and fill out the required fields with purchase data from another source. This article focuses on how to fill out our template, but the information below will help you determine if your own file has the necessary information already.
How to Fill out the Template
Step 2: Add a Location ID
Each item in your spreadsheet should have the Location ID of the location where it was purchased. If your account only has one location, use that Location ID for all purchased items.
You can find your Location IDs on the Concepts page of your meez account.
Step 3: Add Purchase Item Name
This sometimes called the 'Item Description' on invoices. If you don't have invoice or inventory data to work from, you can use the ingredient name instead.
Step 4: Add an Item ID
It is ESSENTIAL that you always add an Item ID (sometimes called, "External ID"). if you don't have an ID number for each item, you should copy the Purchase Item Name to use as the Item ID.
Step 5: Add a Vendor Name (Optional)
We highly recommend adding the vendor name when it is available, since it will be used along with the Item ID to track your purchase costs.
Step 6: Add a Purchase Cost
No need to calculate any numbers here, just add exactly the amount you paid for the item.
Step 7: Add the Purchase Unit of Measure
For accurate cost calculations, it is ESSENTIAL that the Purchase Unit of Measure is the amount you received for the Purchase Cost in the previous step.
Use the purchase unit from an invoice if available
You can also add any standard weight or volume unit, such as 'lb' , 'oz', 'gal', 'qt', 'kg' etc. - if that is how your Purchase Cost is broken down already
Or, if the item is purchased by the case, bag, or package you can add a custom unit such as "case=36each" or "bag=50lb".
Don't forget to save the file before importing it to your meez account.
OPTIONAL: 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 an 'Invoice Image URL' column you can add to the template yourself.
This is Part 2 of how to add or update ingredient costs in bulk using a spreadsheet.