Add a region

Published March 1st, 2024 by Michael Cook

This article shows you how to add a new region in XSite by entering a region ID, name, category, and saving the region so you can organize store locations into logical groups for easier management and reporting. Before you begin You must have permission to access Settings or Administration in XSite. Steps Add a region in XSiteIO Click the [Settings]

Manually input customer payments

Published February 29th, 2024 by Michael Cook

This article shows you how to manually enter a customer payment in XSiteIO or XSite Classic by selecting the customer, invoice, date, and payment amount so you can keep customer accounts and payment records accurate and up to date, even when payments are received outside the POS. Before you begin You must have access to Accounts and Payments in XSit

Create an automatic purchase order

Published February 22nd, 2024 by Michael Cook

This article shows you how to receive and post a purchase order in XSiteIO or XSite Classic so you can ensure inventory levels are accurate after stock arrives. Before you begin You must have an existing purchase order created in XSite. You must review the delivered items before posting. Steps Posting and receiving a purchase order in XSiteIO Go to

Where can I buy a mobile device?

Published March 8th, 2024 by Michael Cook

Introduction We have chosen a list of mobile devices that work well for inventory counts and ordering. These devices are reliable, easy to use, and fully compatible with our system. Below, you will see our recommended devices and information on where you can buy them. EY-013 YH0380 Finger Scanner EY-034 CP2A0001 Bluetooth Wired EY-017 YH0790 Smart P

Modify multiple items

Published February 9th, 2024 by Michael Cook

This article shows you how to modify multiple items in XSite by filtering items and applying bulk updates in XSiteIO or XSite Classic so you can save time and reduce mistakes by making consistent changes across many products at once. Before you begin Before you start, make sure: You are logged into XSite. You have access to Price Book and Items. You

Sales Sites Comparison

Published June 18th, 2025 by Michael Cook

Sales Sites Comparison Report What This Report Is This report compares sales between two or more store locations. You can pick a department (or multiple departments) and a date range. The report shows both a simple total sales comparison and a detailed breakdown of each item sold at each location. Why It Matters Helps you see which locations are sel

Create a day-end reconciliation

Published August 28th, 2025 by Michael Cook

This article shows you how to review daily fuel and shift data in the Daily Reconciliation page, correct tank dips and deliveries as needed, and save the reconciliation so you can ensure fuel sales, inventory levels, and shift data are accurate and balanced for reliable daily reporting. Before you begin You must have access to Fuel/Shift features. F

Delete an item

Published February 15th, 2024 by Michael Cook

This article shows you how to mark an item as inactive from the item page or item list in XSiteIO or XSite Classic so items you no longer sell are removed from the POS and reports while item history stays intact. Before you begin Before you start, make sure: You are logged into XSite. You have access to Price Book and Items. Steps In XSiteIO — from

Add or edit a department

Published February 12th, 2024 by Michael Cook

This article shows you how to add a new department or edit an existing department in XSite, including setting names, IDs, taxes, and sales restrictions so you can ensure items are grouped correctly and follow the right tax and age-restriction rules for accurate sales, compliance, and reporting. Before you begin You must have permission to manage the

Configure my car wash

Published February 15th, 2024 by Michael Cook

This article shows you how to add and configure car wash items in XSite by linking them to existing items and setting wash options so car wash services can be sold correctly at the POS and tracked accurately in XSite. Before you begin Before you start, make sure: Each car wash type is already added as an item in your price book. You know which wash

Add a Mix and Match promotion (Passport)

Published February 14th, 2024 by Michael Cook

This article shows you how to create and configure a Mix and Match promotion in XSite so you can automatically apply bundle discounts at checkout and ensure promotions run correctly at the POS. Before you begin The Mix and Match module must be active on your Passport system. If the module is not active, this feature will not appear in XSite. Steps C

Fix permission issues

Published April 23rd, 2024 by Michael Cook

This article shows you how to create, edit, and assign user roles and permissions in XSite so you can ensure users have the correct access levels and avoid permission errors while keeping system access secure. Before you begin You must be logged in as a user with permission to manage users and roles. Steps Manage roles in XSiteIO Click [Settings] in

Print customer statements

Published February 29th, 2024 by Michael Cook

This article shows you how to generate a customer statement in XSite by selecting a store, customer, and date range, then printing or exporting the results so you can provide clear and accurate customer account statements for billing, record-keeping, and customer communication. Steps Print customer statements in XSiteIO In the side menu, go to [Pric

Check if XSite is syncing correctly (Passport)

Published April 1st, 2024 by Michael Cook

This article shows you how to view sync reports in XSite to confirm that price and item changes were sent to Passport so prices and items are accurate on the Passport POS and sales and checkout work correctly. Before you begin Before you start, make sure: Your store uses the Passport POS system. You have access to Shift Details in XSite. Steps In XS

What is the purpose of the ‘Latest Shift’ icon?

Published February 6th, 2024 by Michael Cook

Introduction The Last Shift icon shows when the last cash register shift was closed. It’s an easy way to tell if your store is syncing correctly and if your team is closing shifts on time. It's located in the top left corner of the XSite dashboard, right next to the Sites dropdown menu. What to Do If Green:  No action needed. If Red: Check if the sh

Add a fuel supplier

Published March 21st, 2024 by Michael Cook

This article shows you how to add a new supplier in XSite and mark it as a Fuel delivery supplier so you can ensure fuel suppliers are correctly set up for accurate fuel deliveries, inventory tracking, and fuel operations. Before you begin You must have permission to manage suppliers in XSite. Steps Add a fuel supplier in XSiteIO In the side menu, g

Log in to XSite

Published December 15th, 2025 by Michael Cook

This article shows you how to download Google Chrome and log in to XSite so you can access XSite’s web-based back-office inventory management system. Before you begin Before you start, make sure: You have a computer with internet access. You have your XSite username and password. Steps Open any web browser on your computer. Click the search bar at t

Update quantity on hand for an item

Published February 23rd, 2024 by Michael Cook

This article shows you how to update the Quantity on Hand (QOH) for an item using its PLU or description in XSite so inventory counts are accurate and reports, ordering, and stock levels reflect what is actually in the store. Before you begin Before you start, make sure: You are logged into XSite. You have access to Price Book and Items. Steps In XS

Add a payout

Published February 14th, 2024 by Michael Cook

This article shows you how to add a payout in XSite before syncing with the Bulloch POS so you can make sure payouts are recorded correctly and not lost during sync. Before you begin You must have access to Price Book in XSite. If you use Bulloch POS, payouts must be created in XSite before syncing. Steps Add a payout in XSiteIO Go to Price Book fro

View pending and recent changes

Published March 3rd, 2025 by Michael Cook

This article shows you how to view pending changes and generate reports of recent changes from the Shift Details page in XSite so the correct updates are sent to the POS and pricing, items, and other data stay accurate. Before you begin Before you start, make sure: You have access to Shift Details in XSite. You are logged into XSite. Steps View pend

How do I fix a pump/meter roll over?

Published March 14th, 2024 by Michael Cook

Introduction A meter rollover happens when a pump’s mechanical counter resets after hitting its limit, usually after one million dollars in fuel sales. This can throw off your shift totals. Follow the steps below to adjust for the rollover and keep your fuel reports accurate. Video Tutorial Fixing a Pump Rollover in XSiteIO Go to Fuel Manager from t

View an invoice

Published February 29th, 2024 by Michael Cook

This article shows you how to locate and open a customer invoice in XSite to review or edit invoice details and then save or print it so you can ensure invoice information is accurate and up to date for billing, payment tracking, and record-keeping. Before you begin You must have access to Accounts and Invoices in XSite. Steps View an invoice in XSi

Add a new user

Published March 4th, 2024 by Michael Cook

This article shows you how to add a new user in XSite by entering user details, assigning a site, and setting the user type so you can ensure only authorized users have the correct level of access to XSite, protecting store data and maintaining secure, controlled system use. Before you begin You must have admin or manager access to add and edit user

Uncounted Items Summary

Published June 25th, 2025 by Michael Cook

Uncounted Items Summary Report What This Report Is This report shows a list of items that have not been counted during inventory for the selected time period. You can filter it by department and date range. Why It Matters Helps you catch missed items during inventory counts. Prevents stock errors and shrinkage. Makes sure your inventory records are

Add a supplier

Published January 29th, 2024 by Michael Cook

This article shows you how to add a new supplier in XSite by entering supplier details and saving the supplier record so you can ensure supplier information is accurately recorded and products can be tracked and ordered reliably. Before you begin You must have access to the Suppliers section in XSite. If you do not see this option, your user permiss

Add an item

Published February 8th, 2024 by Michael Cook

This article shows you how to add a new item in XSite by entering required item details in XSiteIO or XSite Classic so new products can be sold at the POS with correct pricing, departments, and tracking. We recommend purchasing a scanner that can easily scan and input items directly into XSite. Before you begin Before you start, make sure: You are l

Print shelf tags

Published February 13th, 2024 by Michael Cook

This article shows you how to add items to the shelf tag list and generate shelf tag PDFs for printing in XSite so shelf prices are clear and accurate and staff can keep shelves organized. Before you begin Before you start, make sure: You are logged into XSite. You have access to Price Book and Items. A printer is available with shelf tag paper. Ste

How to Set Up Mobile Scanners to Work with Bulloch POS

Published June 11th, 2025 by Michael Cook

Introduction When using Bulloch POS, the system does not accept the full UPC barcode. It requires the last digit of the code (called the "check digit") to be removed. If the scanner sends the full code, Bulloch may not recognize the item correctly or may show an error. To prevent this, the mobile scanner must be set up to automatically drop the last

Add a batch promotion

Published February 15th, 2024 by Michael Cook

This article shows you how to create a batch promotion in XSite (XSiteIO or XSite Classic) by selecting item filters, setting a promotion price, and defining a start and end date so you can apply consistent, time-based price changes across groups of items efficiently, reducing manual work and ensuring promotions run correctly at the POS. Before you

Add a fuel delivery

Published August 27th, 2025 by Michael Cook

This article shows you how to enter a fuel delivery in XSite during the Daily Reconciliation process by selecting a fuel supplier and inputting delivery, quantity, cost, and tax details so you can ensure fuel deliveries are accurately recorded so fuel inventory, costs, and reconciliation data remain correct and reliable. Before you begin Make sure t

Find inactive items

Published February 6th, 2024 by Michael Cook

This article shows you how to view inactive items and change their status to active or removed in XSite so your item list stays accurate and manageable and only the correct items appear for daily use and sales at the POS. Before you begin Before you start, make sure: You are logged into XSite. You have access to Price Book and Items. Steps In XSiteI

Locate customer transactions

Published February 27th, 2024 by Michael Cook

This article shows you how to filter and view customer transactions in XSite and generate an invoice from the results so you can review account activity accurately and create invoices quickly and correctly. Before you begin You must have access to customer accounts and transactions in XSite. Steps Find customer transactions in XSiteIO Go to [Price B

Add a customer

Published February 27th, 2024 by Michael Cook

This article shows you how to add a customer in XSite by entering contact and address details in the Customers section so you can ensure customer information is recorded and accessible for accurate sales, accounts, and customer management. Before you begin You must have access to the Customers section in XSite. Steps Add a customer in XSiteIO Go to

Add a price group

Published February 13th, 2024 by Michael Cook

This article shows you how to create and configure a Price Group in XSite (XSiteIO or XSite Classic) so you can increase sales and speed up checkout by automatically applying correct multi-item discounts when qualifying items are scanned at the POS. Before you begin You must have access to Price Book and Promotions in XSite. Steps Create a Price Gro

Create a UPC on the POS (Passport)

Published March 13th, 2024 by Michael Cook

This article shows you how to calculate and add the correct check digit to an 11-digit custom UPC so you can make sure items without barcodes scan correctly in Passport. UPC Check Digit Calculator Before you begin You are using the Passport POS. The item does not have a manufacturer barcode. You already have an 11-digit base number you want to use a

Import items using Excel

Published February 6th, 2024 by Michael Cook

This article shows you how to format an Excel spreadsheet correctly and upload it to XSite to import items in bulk so you can add many items quickly and accurately and ensure they appear correctly in the system and at the POS. Before you begin Before you start, make sure: You have access to Price Book and Items in XSite. You are using Microsoft Exce

Create a blank purchase order

Published February 21st, 2024 by Michael Cook

This article shows you how to create a blank purchase order in XSite (XSiteIO or XSite Classic), add items, and post the order to update inventory so you can ensure inventory levels are accurate by properly tracking incoming stock and recording received items in XSite. Steps Create a blank purchase order in XSiteIO In the side menu, open Price Book

Activate my price book on the POS (Bulloch)

Published February 9th, 2024 by Michael Cook

This article shows you how to sync the XSite price book and activate the updated prices on the Bulloch POS system so item prices at the POS are accurate and up to date and customers are charged correctly. Before you begin Before you start, make sure: You have finished making price changes in XSite. You have access to the Bulloch POS. The store is no

Add a deal group

Published February 5th, 2024 by Michael Cook

This article shows you how to create and configure a Deal Group in XSite by defining items, quantities, pricing, and where the deal applies so you can enable accurate discounts at the POS so promotions apply correctly, transactions ring in properly, and customers receive the intended pricing. Before you begin If you use Bulloch POS, set up a discoun

Post/receive a purchase order

Published February 22nd, 2024 by Michael Cook

This article shows you how to receive and post a purchase order in XSiteIO or XSite Classic so you can ensure inventory levels are accurate after stock arrives. Before you begin You must have an existing purchase order created in XSite. You must review the delivered items before posting. Steps Posting and receiving a purchase order in XSiteIO Go to

Import an EDI invoice

Published February 28th, 2024 by Michael Cook

This article shows you how to import an EDI invoice file into XSite (XSiteIO or XSite Classic) and review/edit the generated purchase order details so you can reduce manual entry and errors while ensuring supplier invoices, inventory, and purchase order data are accurate and ready for posting. Before you begin You must have an EDI invoice file provi

Export, modify, and import a count

Published February 21st, 2024 by Michael Cook

This article shows you how to export an inventory count, update the Quantity on Hand (QoH) in Excel, and import and post the count in XSite so you can ensure inventory quantities are accurate and reflect the correct on-hand amounts. Before you begin Inventory Control must be turned on for your site. You need access to Excel or a compatible spreadshe

Download Coremark EDI invoices

Published February 27th, 2024 by Michael Cook

This article shows you how to download Coremark invoices from the iMark Portal in ABC format so you can ensure Coremark EDI invoices are properly formatted and ready for import into XSite, keeping inventory and purchase orders accurate and up to date. Before you begin You need your Coremark iMark Portal login credentials. Steps Go to https://www.ima

What is the 'live' feature?

Published February 1st, 2024 by Michael Cook

Introduction The Live feature in XSiteIO lets you see sales happening right now—plus a quick look at today’s totals. You can check sales by fuel type, store department, payment type, and more. Great for staying on top of your business in real time. How to Use the Live Feature Click the “Live” Button Find it at the top left corner, next to the XSiteI

Back up store files on Bulloch POS

Published March 13th, 2024 by Michael Cook

This article shows you how to back up Bulloch store files by using the Utilities → Backup Store Files option on Bulloch Register #1 and saving the data to a USB memory stick so you can ensure store data is securely backed up and available for XSite data import or recovery, reducing the risk of data loss during system setup or transitions. Before you

Edit a region

Published March 4th, 2024 by Michael Cook

This article shows you how to edit a region in XSite so you can keep store groupings, contacts, and reporting information accurate and up to date. Before you begin You must have permission to manage regions in XSite. Steps Edit a region in XSiteIO Click [Settings] in the bottom-left corner and select [Regions]. Click the region Id or Name you want t

Write off an item

Published February 26th, 2024 by Michael Cook

This article shows you how to create and post an item write-off in XSite by selecting items and quantities to be written off so you can keep inventory levels accurate by properly removing unusable items so stock counts and reporting reflect reality. Before you begin You must have access to Price Book and Inventory in XSite. Steps Write off an item i

Back up Passport POS

Published December 31st, 2025 by Michael Cook

This article shows you how to back up Passport POS store data by exporting it to a USB drive or C/D drive using the Passport backup and extraction tools so you can ensure store data is securely saved and available for recovery, transfer, or system setup. Before you begin You must have a USB drive or access to a C/D drive with enough free space. You

Locate customer payments

Published February 29th, 2024 by Michael Cook

This article shows you how to locate and review customer payments in XSiteIO or XSite Classic using filters so you can track customer payment activity by store and date with confidence. Before you begin You must have access to Accounts in XSite. If you cannot see Payments, contact your store administrator. Steps Locate customer payments in XSiteIO I

Preparing for Your First Fuel Reconciliation

Published August 27th, 2025 by Michael Cook

Introduction Before creating your daily reconciliations in the Fuel & Financial module, please watch the following video for a quick overview: Before getting started, make sure you’ve spoken with an XSite support team member to confirm your fuel configuration is set up correctly. When completing your first reconciliation, have the following deta

How do I correct unintended PC Optimum point issues?

Published March 14th, 2024 by Michael Cook

Introduction Occasionally, POS systems may inadvertently issue PC Optimum points for items such as cigarettes and lottery tickets, which typically should not earn points due to program restrictions or legal compliance. This guide is designed for locations without a back-office system, where updates must be managed directly at the POS. If your site u

Find items, reports, and settings in XSite

Published February 1st, 2024 by Michael Cook

This article shows you how to use the search bar and side menu in XSite to locate items, suppliers, price groups, reports, and settings so you can save time and reduce mistakes by finding the correct information without searching through menus. Before you begin Before you start, make sure: You are logged into XSite. You have access to the areas you

What UPCs are and why they matter

Published January 29th, 2024 by Michael Cook

This article shows you how to review and verify an item’s UPC in XSite and correct or remove it if it does not match the physical product so you can ensure items scan correctly at checkout and sales are recorded accurately. Before you begin You need access to Items in XSite so you can view and edit item details. Universal Product Codes Understand wh

Import a liquor promotion (LTO)

Published February 16th, 2024 by Michael Cook

This article shows you how to import a liquor promotion into XSite so you can keep liquor pricing, inventory, taxes, and reports accurate and compliant. Before you begin You must have an Excel file provided by your liquor supplier (ANBL, LCBO, NSLC, NLC, MBLL, or BCLC). The spreadsheet must be formatted correctly by the supplier. Your Agent Number m

Add or edit a subdepartment

Published February 12th, 2024 by Michael Cook

This article shows you how to add a new subdepartment or edit an existing subdepartment in XSiteIO or XSite Classic so you can keep items grouped correctly for accurate inventory, reporting, and item lookup. Before you begin Make sure the parent department already exists in XSite before creating a subdepartment. Steps Add a subdepartment in XSiteIO

Create push keys on Bulloch POS

Published March 8th, 2024 by Michael Cook

This article shows you how to create a push key on the Bulloch register by linking it to an item PLU that was created and synced from XSite so you can speed up checkout and reduce entry errors at the register. Before you begin The item must already exist in XSite. You must sync XSite before creating the push key on the Bulloch register. You need acc

How do I set up the EY017 Scanner to work with XSite Mobile?

Published March 8th, 2024 by Michael Cook

Introduction The EY017 Scanner works with XSite Mobile to make counting inventory and placing orders faster. Follow these steps to set it up so it pairs correctly with your mobile device and starts scanning into XSite. https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11190/direct/1743679941555/EY-017P%20%20Disable%20Check%20Dig

Bulloch Quick Reference Guide

Published August 7th, 2024 by Michael Cook

Case breakdown (linking cartons to packs)

Published April 25th, 2024 by Michael Cook

This article shows you how to review and verify the Case Breakdown setup by checking parent and child item relationships in XSiteIO or XSite Classic so you can keep inventory accurate by allowing XSite to automatically break bulk items into smaller units when stock runs out. Before you begin Inventory Control must be enabled. Parent and child items

Find an item

Published February 9th, 2024 by Michael Cook

This article shows you how to search for items in XSite using the search bar or item filters so you can save time and reduce errors by quickly locating the correct item to review or update its details. Before you begin Before you start, make sure: You are logged into XSite. You have access to the Items page. Steps Use the search bar Go to the top of

Fuel Tax Exemption Details

Published June 20th, 2025 by Michael Cook

Fuel Tax Exemption Details Report What This Report Is This report shows detailed information for each individual fuel sale where a tax exemption was applied. It includes the exact time and date of each transaction, how much tax-free fuel was sold, and the discount amount applied for tax exemption. Why It Matters Tracks each tax-exempt fuel transacti

Items With No Sales

Published June 18th, 2025 by Michael Cook

Items With No Sales Report What This Report Is This report shows items in your store that have not sold during a specific time period. You can filter it by department and by how many days you want to check. You can also deactivate (make inactive) any items directly from this report. Why It Matters Helps you spot products that aren't selling Prevents

Case Breakdown Logs

Published June 26th, 2025 by Michael Cook

Case Breakdown Logs Report What This Report Is This report shows a history of all case breakdowns—when cartons (cases) of items like cigarettes were opened and split into individual packs. It tracks each breakdown event by date and shows how many cartons and packs were adjusted. Why It Matters Helps you track inventory changes when breaking cartons

How do I access shift details?

Published February 2nd, 2024 by Michael Cook

Introduction Use the Shift Details feature to see what happened during each shift—like how much cash was handled, what was sold, and when. This helps you track store activity and find any problems. How to Access Shift Details – XSite Classic Click the “File” Icon Located in the top-left corner of the screen Takes you to the Site Information page Col

Case Breakdown Details

Published June 26th, 2025 by Michael Cook

Case Breakdown Details Report What This Report Is This report shows how many cartons and individual packs of a product (like cigarettes) you have in stock. It breaks it down into: Parent Items (cartons) Child Items (individual packs inside cartons) You’ll also see how many total packs you have, whether they are still in cartons or already broken dow

Payout Transactions

Published June 17th, 2025 by Michael Cook

Payout Transactions Report What This Report Is This report shows all lottery payouts made at your store. It includes which cashier handled the payout, how much was paid, and when the transaction happened. Why It Matters Helps track lottery cash flow and reduce loss Catches suspicious or repeated payouts Confirms cashier activity during specific shif

Inventory Valuation by Departments

Published June 25th, 2025 by Michael Cook

Inventory Valuation by Departments Report What This Report Is This report shows how much inventory you have and how much it’s worth, broken down by Departments, Subdepartments, or Suppliers. You can filter by date, category, supplier, or department to see detailed inventory levels, pricing, sales, margins, and days of supply. Why It Matters Avoid st

Customer Transactions

Published June 25th, 2025 by Michael Cook

Customer Transactions Report What This Report Is This report shows all customer activity during a selected date range. It lists both sales and payments made by each customer, with details like the date, receipt number, and amount. You can filter by customer and export the data or create an invoice. Why It Matters Lets you track customer balances and

Inventory Valuation Optimized

Published June 26th, 2025 by Michael Cook

Inventory Valuation Optimized Report What This Report Is This report gives you a detailed list of all inventory items by department, showing how much each item costs, how much it sells for, and how many units are in stock. It calculates the total value (price × quantity) and profit margins, helping you manage your inventory more effectively. Why It

Inactive/Active Items

Published June 18th, 2025 by Michael Cook

Inactive/Active Items Report What This Report Is This report shows a list of all your inventory items, broken into two groups: Active Items: Items currently for sale in the store. Inactive Items: Items no longer being sold or available. You can filter the report by department and by how many days back you want to review. Why It Matters Helps you kee

Item Sales by Department

Published June 17th, 2025 by Michael Cook

Item Sales by Department Report What This Report Is This report shows how well your items are selling. You can group the sales by Shift, Department, Subdepartment, or Supplier, and review the results over a custom or preset date range (like “Last 30 Days”). Why It Matters Shows which products and suppliers make you the most money Helps you spot slow

How do I complete a count on XSite mobile?

Published February 26th, 2024 by Michael Cook

Introduction XSite Mobile lets you count inventory right from your mobile device. All you need is a Bluetooth scanner and your XSite login. This guide walks you through scanning items, saving your count, and reviewing it on the desktop before posting. Video Tutorial Step-by-Step Instructions Make sure your Bluetooth scanner is paired with your mobil

Deal Group & Price Group Sales

Published June 26th, 2025 by Michael Cook

Deal Group & Price Group Sales Report What This Report Is This report shows every sale made under a promotion or price group. It breaks down how much was sold, what the regular price was, and how much of a discount (if any) was applied. You can filter by date, department, or specific promo/price group to focus on the info you need. Why It Matter

Item Quantity Pricing

Published June 18th, 2025 by Michael Cook

Item Quantity Pricing Report What This Report Is This report shows you the different prices you have set for each item, depending on how many a customer buys. It lists the regular price and any quantity-based pricing (for example: Buy 2, pay a lower price). Why It Matters Lets you quickly check if quantity discounts are set up correctly Helps catch

Monthly Inventory Records

Published June 19th, 2025 by Michael Cook

Monthly Inventory Records Report What This Report Is This report tracks your fuel inventory for a full month. It shows how much fuel you started with each day, how much was delivered, how much was sold (pumped), and calculates whether your numbers balance. This helps you check if fuel is missing or if your tank readings match your sales. Why It Matt

What is advanced reporting?

Published March 7th, 2024 by Michael Cook

Introduction Advanced Reporting is an extra tool in XSite. It gives you three powerful reports to help you better understand your business: Bank Transactions Report See all bank activity during a time period. Useful for checking: Bank response codes MonerisID CRIND status (card reader outside at the pump) Helps track payment issues or declines. Tran

Sales Summary

Published June 18th, 2025 by Michael Cook

Sales Summary Report What This Report Is This report shows your total sales for every department, month-by-month, for the entire year. You can also run a Sales Comparison to view two years side-by-side, making it easy to compare this year’s sales with last year. Why It Matters Helps you see big-picture sales trends across the whole year Makes it eas

Fuel Margin Tax Excluded

Published June 23rd, 2025 by Michael Cook

Fuel Margin Tax Excluded Report What This Report Is This report shows how much profit you are making on each gallon or liter of fuel sold, before taxes. It compares your selling price, your fuel cost, and your sales volume. You can filter by fuel type and date range to see your margins over time. Why It Matters Helps you see if you're pricing fuel c

Financial Summary

Published June 19th, 2025 by Michael Cook

Daily Financial Summary Report What This Report Is This report shows a full summary of daily financial activity in your store. It adds up all your sales, deposits, payouts, taxes, fuel sales, and more — all in one place — for each day. You can pick any date range to review. Why It Matters See your daily store income at a glance. Spot missing deposit

Fuel Inventory Value

Published June 23rd, 2025 by Michael Cook

Fuel Inventory Value Report What This Report Is This report shows how much fuel you have in your tanks each day, what it cost you, and what the total fuel inventory is worth. You can run it for any date range you want. Why It Matters Helps track how much money is tied up in fuel inventory. Allows you to monitor cost changes from suppliers. Helps you

Monthly Section Summary

Published June 19th, 2025 by Michael Cook

Monthly Section Summary Report What This Report Is This report gives you a simple monthly summary of all your store’s financial sections. You can pick a section (like Sales, Deposits, Debit, Taxes, Payouts, and more) and see the total dollar amounts and transaction counts for that section during the selected month. Why It Matters Helps you check if

Fuel Delivery

Published June 23rd, 2025 by Michael Cook

Fuel Delivery Report What This Report Is This report shows every fuel delivery made to your store. You can see delivery dates, driver names, invoice numbers, and how much fuel was delivered. You can also view detailed product information like fuel type, volume delivered, costs, and taxes. Use this report to track your fuel orders and spot any delive

How do I create a report?

Published March 7th, 2024 by Michael Cook

Introduction In the world of business, staying informed with timely, accurate data is key to making strategic decisions. XSite offers a suite of analytical reports designed to provide you with insights necessary for informed decision-making. This guide will walk you through the process of creating a report in XSite, enabling you to harness the power

Gas Price Change

Published June 23rd, 2025 by Michael Cook

Gas Price Change Report What This Report Is This report shows when and how your gas prices changed for each fuel grade. You can see the exact date and time the price was updated, and the selling price for each fuel type (like Regular, Diesel, or Premium). You can filter the report for any date range to review recent or past price changes. Why It Mat

Why do I have missing shifts?

Published March 15th, 2024 by Michael Cook

Introduction If you notice that one or more shifts are missing in your fuel reports or reconciliations, there may be a sync issue or a problem with your hardware or service subscription. This guide walks you through the most common causes and how to fix them. Troubleshooting Missing Shifts Refresh XSite Start with a quick refresh or resync inside XS

Daily Gasoline Inventory Control Record

Published June 19th, 2025 by Michael Cook

Daily Gasoline Inventory Control Record Report What This Report Is This report tracks the daily fuel inventory in your underground storage tanks. It records how much fuel is delivered, sold, and how much remains in the tank each day. The report helps you catch leaks, avoid fuel losses, and stay compliant with regulations. Why It Matters Helps detect

NCR to Bulloch Replacement in Canada

Published August 7th, 2024 by Michael Cook

How do I file a purchase order on XSite Mobile?

Published March 8th, 2024 by Michael Cook

Introduction Filing a purchase order in XSite Mobile lets you quickly add items and quantities using your phone or scanner. This guide walks you through how to create the order in the app and finish it later on your desktop. Video Tutorial Step-by-Step Instructions Log into XSite Mobile on your mobile device. On the home screen, tap the Purchasing b

Promotion Sales

Published June 26th, 2025 by Michael Cook

Promotion Sales Report What This Report Is This report shows how well your promotions are doing. It compares the regular price of items to the discounted deal price, and shows how many you sold. You can look at the data in two ways: Summary View – see total sales and savings by deal or item. Detail View – see every transaction during the promotion.

Why aren't my departments tracking?

Published March 18th, 2024 by Michael Cook

Introduction If a department isn’t showing up in your inventory tracking, it may not be enabled for inventory control. This guide shows you how to check your settings and make sure your departments are properly tracked in XSite. Fixing Department Tracking in XSiteIO Go to ‘Price Book’ in the side menu, then click ‘Inventory’, and choose ‘Settings’.

Nova Scotia PST Reduction – Effective April 1 2025

Published March 21st, 2025 by Michael Cook

Daily Margin Product Summary

Published June 20th, 2025 by Michael Cook

Daily Margin Product Summary Report What This Report Is This report shows your daily profit margins for each type of fuel you sell (like Diesel, Premium, or Unleaded). It breaks down how much you sold, your selling price, your costs, and how much profit you made each day. Why It Matters See which fuel products make the most profit. Catch pricing or

Fuel Tax Exemption Summary

Published June 20th, 2025 by Michael Cook

Fuel Tax Exemption Summary Report What This Report Is This report shows how much fuel was sold without charging fuel tax. It lists exempt sales by fuel grade (like Regular, Plus, Supreme), the amount sold, and the discount applied. This is usually for customers or organizations that don’t pay fuel tax, like farms, Indigenous customers, or government

Daily Fuel Control

Published June 19th, 2025 by Michael Cook

Daily Fuel Control Report What This Report Is This report shows your daily sales for both C-Store items (inside sales) and gasoline (outside sales) side-by-side. It breaks down total sales, profit, units sold, and fuel margins for each day within the date range you select. This gives you a quick daily performance snapshot across your entire operatio

Department Sales Summary

Published June 17th, 2025 by Michael Cook

Department Sales Summary Report What This Report Is This report shows your daily sales for each department (like Candy, Alcohol, Health, etc.). It includes total sales, promotions, refunds, and net sales for a selected period. Why It Matters Helps you track daily performance for each department Let’s you spot trends or sudden changes in sales Identi

Private Label Card

Published June 18th, 2025 by Michael Cook

Private Label Card Report What This Report Is This report shows all the transactions made using private label cards — these are special payment cards issued by specific programs or companies (kind of like a store credit card). You can filter by card type (e.g., ARI, ELEMENT, or ELEMEN) and choose a date range to see which private card transactions h

Fuel Grade

Published June 23rd, 2025 by Michael Cook

Fuel Grade Report What This Report Is This report shows how much fuel was sold and how customers paid for it. It breaks it down by fuel grade and by payment method. You can see how many gallons/liters you sold, how much money you made, and which payment types were used (like Visa, Mastercard, cash, etc). Why It Matters See which fuel grades are sell

Daily Section Summary

Published June 20th, 2025 by Michael Cook

Daily Section Summary Report What This Report Is The Daily Section Summary shows your store’s daily activity for each part of your business. You can choose to review one section at a time, such as Credit, Debit, Fuel Sales, Deposits, or Payouts. This report gives you a clear, daily breakdown of how much money is flowing through different payment typ