Available in: Agile | Aware| Analyzer | Multi-Outlet
When you upload your order guides, all the items you purchase from each vendor will be imported. This includes all the packaging information required by reciProfity for recipe costing.
Note: reciProfity preserves unit descriptions exactly as they appear in your order guide. Terms like “pallet,” “pack,” or “bottle” will not be changed during import. Additionally, item codes are imported to match those found on invoices.
Uploading your order guides eliminates the need to manually enter each item. When you upload the latest order guides, reciProfity will only add new products; existing products will not be duplicated. reciProfity checks each product's item code and skips over any existing ones.
Step 1: Prepare the Vendor Template
Give your vendor this downloadable template of an Excel file.
For ease of importing, keep the header on row 1 and start your data on row 2. The image below shows an example of this format, with column headers like "Item Name," "Item Code," and "Quantity" in the first row, and item data beginning on the second.
If your vendor provides pack size in a single field—like "10/1lb"—reciProfity can read and process it automatically.
In the example below, a spreadsheet shows how pack size and unit details—such as "10/1 lb" or "30 EA"—can be combined into one field for reciProfity to interpret. The table includes sample items like butter, cucumbers, and liquor, along with columns for Item Name, Item Code, Pack Size, and more.
Step 2: Import the Order Guide File
- Click the hamburger menu and select Order Guide.
- Choose Select Vendor or Create New One from the dropdown.
- Under Select Vendor Template, choose Import your own Excel or CSV.
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Set header and data row numbers. Most spreadsheets have a header row with column names, followed by data rows.
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Enter the row number for the Header (usually row 1).
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Enter the row number where your data begins (usually row 2).
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- Click the Browse button and upload the Excel or CSV file provided
- Click the Continue button.
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Map your Excel columns to reciProfity. Note that “Description” and “Group” are optional. Also, you can add the same column multiple times if you would like.
- Match each column in your spreadsheet to the appropriate reciProfity field.
For example: Column 4 “Product Description” → reciProfity Item Name. - Continue mapping until all required fields are matched.
- Match each column in your spreadsheet to the appropriate reciProfity field.
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Save the Template for future imports. If your vendor consistently sends Excel order guides with the same column headings, you can save your field mappings as a template. The next time you import an Excel file from this vendor, simply select the saved template.
- Click the green Continue button.
- Look over the imported fields to make sure everything appears correctly mapped.
- If it looks good, click the Check All box to proceed.
Step 3: Review and Finalize the Import
The import is now in progress—but don’t worry, you still have a chance to undo it if needed.
To confirm everything imported correctly, click on any item in the list. A pop-up will appear showing the imported data for that item.
Check the fields carefully. If anything looks off or is missing, you can still undo the import. Just click the red Undo Import button at the bottom of the screen to reverse the changes.
Once you've undone the import, you can re-upload the file and correct any missing or incorrect fields.
One of the biggest time-savers in reciProfity is the ability to import vendor order guides. Instead of entering items one by one, you can upload an Excel file and bring in hundreds of items at once, no manual entry required.