If you are a retailer using a POS that's not integrated with Buddi, you will be following a manual export + import process--from your POS to Buddi--on a daily basis. Doing so will ensure that your online menu is accurate and continues to be updated according to sales and end-of-day inventory counts.
Four key pieces of data are required on the spreadsheet for each product:
- Product Name
- UPC code (usually 12 digits long)
- Price
- Inventory count
Step #1:
Export your inventory list (sheet A) from your POS at the end or start of each day. Ensure that the exported file contains the four pieces of data indicated above.
Step #2:
Download Buddi's sample CSV template (sheet B). You will be transferring your exported inventory list into this file, saving it, and importing it into the Buddi Admin Portal > My Menu
Step #3:
Open sheet A. Under the Product Name column, select all rows with data below line 1 (the subject heading). Copy the details by hitting CTRL+C or by right clicking > selecting 'Copy'
Step #4:
Open sheet B. Under the Product Name column, paste the details you just copied by hitting CTRL+V or by right clicking > selecting 'Paste'
Step #5:
Go to sheet A. Under the UPC Code column, select all rows with data below line 1 (the subject heading). Using the dropdown in the Excel toolbar, change the selection from 'General' to 'Number'.
With the rows under UPC Code still highlighted, copy the details by hitting CTRL+C or by right clicking > selecting 'Copy'
Step #6:
Go to sheet B. Under the UPC Code column, paste the details you just copied by hitting CTRL+V or by right clicking > selecting 'Paste'
Step #7:
Go to sheet A. Under the Price column, select all rows with data below line 1 (the subject heading). Copy the details by hitting CTRL+C or by right clicking > selecting 'Copy'
Step #8:
Go to sheet B. Under the Price column, paste the details you just copied by hitting CTRL+V or by right clicking > selecting 'Paste'
Step #9:
Go to sheet A. Under the Inventory column, select all rows with data below line 1 (the subject heading). Copy the details by hitting CTRL+C or by right clicking > selecting 'Copy'
Step #10:
Go to sheet B. Under the Inventory column, paste the details you just copied by hitting CTRL+V or by right clicking > selecting 'Paste'
Step #10:
Save sheet B in Excel. Rename this sample csv file so that it contains the date (for record-keeping purposes).
Step #11:
Log into the Buddi Admin Portal > go to My Menu. Click the top-right purple button that reads 'Import/Export'. Click within the purple box to select the csv file you just saved. Click 'Import'
Step #12:
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 in Buddi.
Step #13:
To troubleshoot, uncheck 'Only added to menu' (on the same page: Admin Portal > My Menu). This gives you the ability to type in a product name or copy+paste the UPC from the excel sheet for troubleshooting.
Once a given product shows up under the search results, click on 'View UPC Codes' to see what # Buddi has in the system for that product. Depending on the issue at hand, copying+pasting that # into your POS might solve the issue. Perhaps you can pick the product off of the shelf in store for troubleshooting.
Feel free to reach out to our team at support@buddi.io if you get stuck here! In such case, please provide us with the Product Name, LP, variant, and UPC code.
Step #14:
Checkmark 'Only added to menu' (on the same page: Admin Portal > My Menu) to see all the menu items that have been imported into Buddi successfully. Inventory Levels is a useful page to see the list too.
That's it! Feel free to each out to our team if you have any questions at all: support@buddi.io