Manual Menu Import Process in Buddi

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:
   • Transfer your inventory data onto Buddi's Sample CSV Template.
     
     

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: