Manual Menu Import Process in Buddi

Modified on Tue, 18 Jun at 1:03 PM

Users of Non-Integrated POS Systems
(not using Cova, Greenline, TechPOS, Barnet POS, nor Profitek)

  • You will need to manually import an inventory list into Buddi each day. This keeps your menu up-to-date.



General Process:

  1. Export Inventory File from POS:
    • Export your daily inventory list from your POS, including Product Name, UPC code, Price, and Inventory.
       
  2. Transfer Data to Template File:
  3. Reformat Columns:

    • Ensure columns are properly formatted to prevent upload issues.
      REQUIRED CHANGES are specified below:

      Product Name

      UPC Barcode
      =FRACTION

      Price
      =NUMBER

      Discounted Price
      =NUMBER

      Inventory
      =FRACTION

      Special Message

       
  4. Save + Rename File:
    • Save the CSV file. Edit the file name to include the current date.

  5. Import the file into Buddi:
    • Access the Admin Portal > 'My Menu' > 'Import/Export' feature.


Detailed Instructions:

  1. Export Inventory File from POS:
    • Export your inventory list from your POS at the start or end of each day.

  2. Transfer Data to Template File:
    • Transfer the data from your exported inventory list into the columns of our template:
      • Product Name
      • UPC Barcode *required*
      • Price *required*
      • Discounted Price (if applicable)
      • Inventory *required*
      • Special Message (if applicable, type into the template manually)

        NOTE: While the Product Name is not required, it is highly recommended to verify accuracy. For cannabis products, Buddi uses the UPC to identify specific products; your menu will display the Product Names from our database.

  3. Reformat Columns:
    • For each of the columns below, highlight the entire column, then select the proper format in the dropdown:

      UPC Barcode
      =FRACTION

      Price
      =NUMBER

      Discounted Price
      =NUMBER

      Inventory
      =FRACTION


       ^dropdown in Excel

      NOTE: This step is super important! Take a closer look in the notes below.


  4. Save + Rename File:
    • Save over the completed template file.
    • Close it, then edit the file name to include the current date for recordkeeping.

  5. Import the File into Buddi:
    1. Log into the Admin Portal > go to 'My Menu'.
    2. Click the top-right purple button that reads 'Import/Export'.
    3. Click within the purple box to select the csv file you just saved.
    4. Click 'Import'.
      NOTE: If there are any errors, the line #'s will be provided in red. Take down those numbers so that you can refer to the Excel file to troubleshoot.



Reformatting Columns in Excel:

(taking a closer look)

  • In the example below, the entire Price column was selected, then the format was changed from 'General' to 'Number' using the Excel dropdown:

 


NOTE: Decimal points indicate whether a column is properly formatted or not.
- UPC Barcode and Inventory: Typically have no decimal points (FRACTION).
- Prices: Typically have two decimal points; e.g., $10.00 (NUMBER).




Troubleshooting Specific Products:

  1. Use the 'Product Catalog' function in 'My Menu' to help troubleshoot. Cross-reference the information with your POS catalog and/or the physical product. You can search by Product Name or UPC.

  2. Once a product appears in the search results, click on 'View UPC Codes' to see what number Buddi has in the system for that product.

  3. Copy + paste the UPC into your POS product listing and the CSV file.


If the cannabis product is not found in our catalog based on UPC, reach out to support@buddi.io with the Product Name, LP, variant, and UPC. We will add it to our database.




Viewing your Inventory List in Buddi:

  • Check the Admin Portal > 'Inventory Levels' page if you want to see a quick snapshot of your imported products with inventory counts.


--


Don't have Excel?

You can use the Google Sheets app. That works too!


Preparing the Template File in Google Sheets:
(instead of Excel)

  1. Sign into your Google/Gmail account.
  2. Open the Sheets app in Google.
  3. Create a new file (+).
  4. Open the Buddi template in Google Sheets.
  5. From here, you can complete the 5 main steps outlined above.
  6. To save the file, go to File > Download > select 'CSV file'.



Column Formatting in Google Sheets:
(if you do not have Excel)

 

UPC Barcode column:

 

  

  

Price column:

 

 

Inventory column:




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