Importing menu sales data is available to:
Plans: Premium Plus
Team Members: Account Owner and Managers
Benefits of importing sales data
Unlock essential information in your menu
Importing your sales data can unlock some essential information in your Menu, including Gross Profit, Percentage of Sales, Revenue, and your overall Menu Cost %.
It also unlocks the "Track Variance" feature, where you can see how changes to your sell price or quantity sold will impact your bottom line.
Easily create a new menu
Importing sales data can be used to create new menus and/or menu items. If your menu does not already include an item that is referenced in the import file- we will create it for you, and set the Menu Item Name, Sell Price, and QTY Sold. Note that you will need to go and map the associated ingredients/recipes to any newly created menu items.
Importing sales data
Check out this Walkthrough on importing sales data!
Setting up your sales data import file
File requirements
The sales data import file must follow the below:
Be a .csv, .xlsx, or .xls file
Have only one sheet
Be UTF-8 encoded
Include a header row in which each column header corresponds to one of supported fields (per the table in the next section). The column headers can be organized in any order without affecting the import
Supported fields
Below are all the supported fields that can be imported into meez via the sales data importer. The field names below are required. You will need to have all column headers included on your file for the import to go through properly. After the headers the information can be empty, but the column headers are required on the import file.
Field name | Value | Notes |
Menu Item Name | Required! The name of the menu item (as defined in your meez menu) that should be updated | meez will use this field to determine which menu item to update.
If your menu does not include an item with this name - meez will use the Menu Item ID to try and find the menu item to update. |
Menu Item ID | The unique identifier of the menu item that should be updated | meez will use this field to determine which menu item to update, in cases where no match was found using the Menu Item Name field.
For this logic to work, make sure that Menu Item ID matches the value set as the 'Menu item ID number' of the corresponding menu item in your menu.
If your menu does not include a menu item with this ID (and name)- meez will create a new menu item and add it to your menu. |
Qty Sold | Required! The number of items sold in this transaction | meez will use this field to calculate the menu item QTY Sold in your menu.
If blank, we will assume a quantity of 1.
Note: to calculate the QTY Sold, we sum up all the 'Qty Sold' values associated with the menu item (any references in the import file that have the same 'Menu Item Name'). That total value will be set as the menu item QTY Sold in your menu. |
Net Sales | Required! The net sales for the transaction | meez will use this field to calculate the menu item Sell Price in your menu.
Note: to calculate the Sell Price, we divide the value of the Net Sales field by the value of the Qty Sold field. If your import file includes a few different Sell Prices for the menu item, we will use the average of the variations as the final Sell Price. That final value will be set as the menu item Sell Price in your menu. |
Date | Date the transactions happened | If included, we will set the menu's "Sales date range" based on the range of dates in the file. |
If you already have data in your menu, the "Menu Item Name" (primarily) and "Menu Item ID" (secondarily) will be used to determine which menu item to update. If no match is found on either of these two fields, a new menu item will be created and added to your menu.
Importing the sales data file
To upload your sales data go to the menu you want to import the sales data to
On the menu page, click on the three dots at the top center of the screen
Click "Import Sales Data"
Click "Next" and follow the import instructions
Please be aware that sales data imported will override existing sales quantities for any menu items with a matching menu item name or menu item ID# from the import. Currently, the sales import data will apply to all locations set for this menu.