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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
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
How do I update the QOH for an individual item?
Published February 23rd, 2024 by Michael Cook
Introduction Keeping the Quantity on Hand (QOH) information up to date in XSite is essential for maintaining an optimal inventory level, ensuring that the stock levels reflect actual inventory, and assisting in making informed purchasing decisions. This guide provides a detailed walkthrough on how to update the QOH for an individual item in XSite, e
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
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
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
How to search for anything in XSite
Published February 1st, 2024 by Michael Cook
Introduction Use the search bar to quickly find items, suppliers, or price groups without digging through menus. Step-by-Step Instructions Find the Search Bar at the Top of the Screen It’s right in the middle of the page — easy to spot in both XSite Classic and XSiteIO. Type What You're Looking For You can search by: Item name (like "Pepsi") PLU (Pr
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
How do I add a deal group?
Published February 5th, 2024 by Michael Cook
Introduction The ‘Deal Groups' feature in XSiteIO is a versatile tool that enables you to group multiple items under a single promotional price or to offer discounts based on specific criteria. This functionality is particularly useful for incentivizing customers with special offers, such as providing a discount on fuel when a certain quantity is pu
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
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
How do I view my pending and recent changes?
Published March 3rd, 2025 by Michael Cook
Viewing Pending Changes (Not Yet Synced) Use this to check if any updates (like pricing or items) haven’t been sent to your POS yet. Go to the Shift Details page (top of the screen). Look for the Pending Changes column. Click the number shown (if it’s 0, there’s nothing pending). Use the top filter to choose what type of changes you want to check: P
How to import items from an Excel spreadsheet
Published February 6th, 2024 by Michael Cook
Introduction Use this guide to quickly upload a list of items into XSite. Step-by-Step Instructions Sheet Name: The worksheet containing your items must be named ‘items’. Column Formatting: Each column in your spreadsheet must be organized as follows to match XSite's import structure: Column A: PLU Column B: UPC. Important: For Bulloch sites, omit
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
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
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
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
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
XSite Fuel Manager Setup Guide
Published March 26th, 2024 by Michael Cook
Introduction The XSite Fuel Manager is an integral part of the XSite system, enabling precise management of fuel transactions, inventory, and financial reconciliation. The following guide outlines the detailed steps to configure the Fuel Manager module within XSite. To ensure accuracy during the setup process, it is recommended to coordinate with th
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
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
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
How do I put an item on sale?
Published February 15th, 2024 by Michael Cook
Introduction Effectively managing promotions is essential to the success of your retail operations. XSite provides versatile options to configure various types of sales for your items, such as quantity discounts, mix-and-match deals, and buy-one-get-one offers. Utilize the 'Price Groups' and 'Deal Groups' features within XSite to create these promot
How do I create a purchase order?
Published February 21st, 2024 by Michael Cook
Introduction One essential aspect of inventory management is creating purchase orders for replenishing stock. This guide will walk you through the process of creating a purchase order in XSite, ensuring you maintain accurate and efficient control over your inventory. Video Tutorial Click here to review how to post/receive a purchase order. Creatin
How do I import a liquor promotion (LTO)?
Published February 16th, 2024 by Michael Cook
Introduction XSite offers comprehensive support for alcohol promotions from a range of suppliers, including ANBL, LCBO, NSLC, NLC, MBLL, and BCLC. This guide is designed to assist you in seamlessly importing liquor items to your XSite system, ensuring accurate and effective inventory management. Importing a Liquor Promotion in XSiteIO Navigate to th
How do I add a batch promotion?
Published February 15th, 2024 by Michael Cook
Introduction Promotions serve as an effective strategy for managing pricing and marketing for various items within your inventory. By setting up batch promotions in XSite, you can efficiently apply special pricing to individual items, entire lists of items, departments, or sub-departments for a set period. This guide outlines the process for creatin
How do I add a ‘Mix and Match’? (Passport Only)
Published February 14th, 2024 by Michael Cook
Introduction The ‘Mix and Match’ feature in XSite provides a versatile promotion mechanism allowing retailers to offer customers special pricing on a combination of items. These deals can incentivize customers to buy in larger quantities or combine items to receive a discount. This guide will walk you through the process of setting up a ‘Mix and Mat
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
How do I print shelf tags?
Published February 13th, 2024 by Michael Cook
Introduction Maintaining accurate and visible pricing in your store is crucial for customer satisfaction and store management. Shelf tags serve as a clear indication of product pricing and help maintain an organized retail environment. This guide is designed to streamline the process of creating and printing shelf tags using XSite back-office softwa
How do I add a payout?
Published February 14th, 2024 by Michael Cook
Introduction In retail operations, particularly within convenience stores, managing payouts is an essential part of daily transactions. Payouts cover miscellaneous outflows, such as lottery winnings, and need to be recorded accurately for accounting and operational efficiency. XSite's Payout feature provides a streamlined process for tracking these
How do I add/edit a subdepartment?
Published February 12th, 2024 by Michael Cook
Introduction In XSite, subdepartments serve as subdivisions within a department, allowing for refined organization and management of inventory. These can be particularly useful for categorizing similar items that may require distinct handling or reporting—such as different pack sizes of cigarettes. This guide will walk you through the process of add
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
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
How do I export, modify, and import a count?
Published February 21st, 2024 by Michael Cook
Introduction To maintain accurate inventory levels within XSite, it is essential to periodically perform inventory counts. This guide provides a step-by-step process for exporting inventory counts, modifying them, and importing them back into XSite. Before commencing, ensure the ‘Inventory Control’ feature is activated to allow modifications to your
How do I find an item?
Published February 9th, 2024 by Michael Cook
Introduction Quickly locating items in your inventory is a fundamental aspect of managing your store's price book in XSite. Whether you need to edit an item's details or review its status, XSite provides efficient methods to search for the products you need. This guide details two effective options for finding items within the XSite system. Option #
How can I manually input customer payments?
Published February 29th, 2024 by Michael Cook
Introduction XSite offers features for tracking and managing customer payments, providing a way to not only monitor recent payments made by your customers but also to manually record transactions that are not processed through your POS system. This function is great for tracking payments made through alternative methods, such as checks or bank trans
How do I activate my price book on the Bulloch?
Published February 9th, 2024 by Michael Cook
Introduction Synchronizing your XSite back-office price book with the Bulloch POS system ensures that all pricing adjustments are current and correct at the point of sale. This guide provides step-by-step instructions on how to activate the XSite Price Book on the Bulloch system. It is crucial to perform this synchronization process to reflect any c
How do I configure my car wash?
Published February 15th, 2024 by Michael Cook
Introduction This guide provides a clear and structured approach to configure Car Wash services within XSite. Before initiating this process, ensure that the various Car Wash types, such as regular, deluxe, and protection, have been entered in XSite as items. Configuring your car wash in XSiteIO Access 'Price Book' from the side menu. Locate and sel
How do I create a UPC on the Passport?
Published March 13th, 2024 by Michael Cook
Introduction There are instances when you might acquire an item for sale that lacks a barcode, a scenario increasingly common with local or specialized products. To integrate such items into Passport, creating a custom UPC is essential. A UPC ensures each item's unique identification, facilitating efficient inventory management and sales tracking. T
How do I add a supplier?
Published January 29th, 2024 by Michael Cook
Introduction Adding a supplier in XSite is crucial for efficient inventory management and operational optimization in convenience stores and gas stations. It allows for streamlined tracking of purchases, ensures accurate stock levels, and facilitates the easy ordering of inventory. By maintaining a detailed record of suppliers, XSite users can negot
How do I view an invoice?
Published February 29th, 2024 by Michael Cook
Introduction The ability to access and manage invoices efficiently is crucial for maintaining financial accuracy and enhancing customer service. XSite, with its intuitive interface and comprehensive suite of tools, offers a seamless process for viewing invoices. Viewing an Invoice in XSiteIO Navigate to ‘Price Book’ in the side menu, select ‘Account
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
Understanding UPCs (Universal Product Codes)
Published January 29th, 2024 by Michael Cook
What is a UPC? A UPC (Universal Product Code) is the barcode scanned at checkout. It tells the system what the product is and who made it. How a UPC Is Built Most UPCs have 12 digits. The last digit is a check digit—used to catch barcode errors. It’s split into two parts so scanners can read it either way. Two Main UPC Types You Might See UPC-A (12
Why do I have missing shifts?
Published March 15th, 2024 by Michael Cook
Introduction Occasionally, users of XSite may encounter instances where shifts appear to be missing when attempting to generate reports or perform fuel reconciliations. This guide provides steps and measures to troubleshoot and resolve the issue of missing shifts. Initial System Refresh Initially, if shifts are missing from your reports or reconcili
How do I fix permission issues?
Published April 23rd, 2024 by Michael Cook
Introduction In XSite, managing user access and permissions is crucial for maintaining operational security and workflow efficiency. The software allows administrators to define roles with specific permissions, tailored to the responsibilities of different team members. This guide provides a clear and detailed walkthrough for setting up users and ro
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
How do I edit a region?
Published March 4th, 2024 by Michael Cook
Introduction Managing regions within XSite provides a structured approach to analyzing data across different geographic locations. This feature is particularly useful for businesses operating multiple sites across various parts of the country, allowing for a segmented view of operations by divisions. Regions can be categorized into several types, in
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
How do I add a price group?
Published February 13th, 2024 by Michael Cook
Introduction Price Groups in XSite are designed to offer flexibility and savings to customers through promotional combinations. This feature enables retailers to create special pricing for items when purchased in certain quantities or combinations, enhancing the shopping experience and incentivizing bulk purchases. For instance, creating a Price Gro
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
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
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
Why aren't my departments tracking?
Published March 18th, 2024 by Michael Cook
Introduction XSite offers robust features for inventory and department management, enabling efficient oversight of stock levels and department categorization. Proper configuration is essential to ensure that all departments are accurately tracking within the system. This guide provides a step-by-step process to troubleshoot and resolve issues where
How do I create push keys for XSite?
Published March 8th, 2024 by Michael Cook
Introduction This guide is designed to assist you in creating a push key for an XSite item on your Bulloch system. A push key enables quick access to frequently sold items or services directly from the register, enhancing speed and accuracy during transactions. Before proceeding with the push key creation, it's crucial to first set up the item in XS
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.
How do I file a purchase order on XSite Mobile?
Published March 8th, 2024 by Michael Cook
Introduction In the realm of retail and inventory management, the ability to swiftly and accurately file purchase orders are essential. XSite Mobile simplifies this process, allowing users to manage their purchase orders directly from their mobile devices. This guide will walk you through the steps of filing a purchase order on XSite Mobile, ensurin
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
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
How do I manually add a fuel supplier?
Published March 21st, 2024 by Michael Cook
Introduction Maintaining an up-to-date list of fuel suppliers is essential for efficient operations and accurate tracking of fuel deliveries. This guide provides you with a systematic approach to manually add a fuel supplier in XSite Classic, ensuring your system reflects all your business relationships accurately. Adding a Fuel Supplier in XSiteIO
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 add a customer?
Published February 27th, 2024 by Michael Cook
Introduction The XSite platform offers a streamlined approach to adding and tracking customers, ensuring that vital details are accessible and organized. Adding a Customer in XSiteIO Begin by locating the ‘Price Book’ heading within the side menu. Navigate to ‘Accounts’ and select the option labeled ‘Customers’. At the top of the customers page, cl
How do I fix a pump/meter roll over?
Published March 14th, 2024 by Michael Cook
Introduction A pump or meter rollover occurs when the mechanical totalizers in fuel pumps exceed their maximum displayable values, typically resetting to zero. This can lead to inaccuracies in fuel sales data, adversely affecting inventory management and reporting. Recognizing and correcting a pump rollover promptly ensures data integrity and operat
How do I import an EDI invoice?
Published February 28th, 2024 by Michael Cook
Introduction Electronic Data Interchange (EDI) is a standardized method for electronically transferring documents, such as invoices, between businesses. In the context of XSite, importing an EDI invoice allows for the efficient and accurate entry of invoice data directly into the system, streamlining the inventory management and purchase order proce
How do I complete a count on XSite mobile?
Published February 26th, 2024 by Michael Cook
Introduction In today's fast-paced retail environment, maintaining accurate inventory counts is crucial for operational efficiency. XSite Mobile simplifies this process, allowing you to perform inventory counts directly from your mobile device. This guide will walk you through the process of completing a count using XSite Mobile, from setting up you
How do I create an automatic purchase order?
Published February 22nd, 2024 by Michael Cook
Introduction Maintaining an optimal level of inventory is key. Automation of purchase orders can significantly streamline this aspect of your operations, ensuring you have the right products, in the right quantities, at the right time. XSite's automated purchase order system is designed to forecast your needs based on sales data, making inventory ma
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 EY-013 YH0380 Finger Scanner EY-034 EY-034 CP2A0001 Bluetooth Wired
How do I back up store files?
Published March 13th, 2024 by Michael Cook
Introduction Maintaining accurate and updated store files is crucial for operations. The Bulloch system provides an efficient solution for backing up store files. This guide outlines the streamlined process for backing up your Bulloch store files, creating a foundation for secure and efficient store management. Backing up Store Files Begin by naviga
Where do I find customer payments?
Published February 29th, 2024 by Michael Cook
Introduction Managing and tracking customer payments is a crucial aspect of your business operations. Within XSite, you have the capability to monitor recent payments made by your customers through your POS system. Locating Customer Payments in XSiteIO From the side menu, go to the ‘Price Book’ heading. Click on ‘Accounts’, and then select ‘Payments
How do I find inactive items?
Published February 6th, 2024 by Michael Cook
Introduction In XSite, both active and inactive items, along with their historical data, are retained within the system. This feature is instrumental for making informed sales decisions. This guide provides a detailed walkthrough on how to locate inactive items within XSite. Locating Inactive Items (XSiteIO) Accessing Items Page: Start by hovering
How do I delete an item?
Published February 15th, 2024 by Michael Cook
Introduction While direct deletion of items in XSite is not possible, marking them as 'inactive' effectively removes them from your POS system, item display screen, and reports. This is a crucial step for managing inventory, ensuring discontinued or out-of-stock items are not presented or sold. There are two methods to mark an item as inactive in XS
How do I modify multiple items?
Published February 9th, 2024 by Michael Cook
Introduction Managing a large inventory requires efficient tools for batch updates. XSite's interface simplifies the process of modifying multiple items, making it quick and convenient to adjust prices, update descriptions, or alter other item details. This guide will walk you through the steps to efficiently modify multiple items in XSite, utilizin
How do I troubleshoot an ‘Over/(Short)’ value in fuel financial reconciliation?
Published March 27th, 2024 by Michael Cook
Introduction Efficiently managing fuel financial reconciliation is critical for maintaining accurate financial records in the retail fuel industry. Occasionally, discrepancies such as an 'Over/(Short)' value may arise during reconciliation, requiring attention to ensure financial integrity. Step-by-Step Guide Upon your first reconciliation attempt,
How do I add a new user?
Published March 4th, 2024 by Michael Cook
Introduction Managing user access within your business is a critical administrative task. XSite provides a robust platform for managing various aspects of convenience store and gas station operations, including user management. Adding new users to XSite allows for greater flexibility in task distribution. This guide offers a step-by-step walkthrough
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
How do I log on XSite?
Published February 2nd, 2024 by Michael Cook
Getting Started with Google Chrome If you do not have Google Chrome installed on your computer, follow these steps to download and install it: Open any web browser available on your computer. Navigate to the search bar at the top of the browser. Type ‘Google Chrome’ into the search bar and press ‘Enter’. Select the first search result, which should
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
Where can I find customer transactions?
Published February 27th, 2024 by Michael Cook
Introduction The transaction page allows you to filter transactions based on a specific customer and date range. This allows you to see only a specific date range for a customer's transactions (e.g., an entire month). From here, you can create an invoice for that customer based on the transactions that you have filtered. Finding Customer Transactio
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
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
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
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
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
What is the case breakdown feature?
Published April 25th, 2024 by Michael Cook
Introduction The case breakdown feature is a powerful tool in XSite that tracks and automatically updates your inventory based on product purchased in bulk. For example, if you purchase cigarettes by the carton, the case breakdown feature will automatically update your pack quantity by “breaking down” a carton and adding that value in packs to your
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
How do I Verify Successful Synchronization?
Published April 1st, 2024 by Michael Cook
Introduction We are excited to introduce a new feature specifically designed for Passport users. This new functionality provides a straightforward method to confirm that synchronizations between XSite and the Passport system have been successful. Step-by-Step Guide Begin by navigating to the top of your XSite interface where you will find and sele
How do I add/edit a department?
Published February 12th, 2024 by Michael Cook
Introduction Departments within XSite act as a fundamental organizational tool, enabling a more streamlined management of your store's diverse inventory. These categories facilitate effective tracking and reporting of sales data, as well as the application of relevant sales taxes. Video Tutorial - Department Basics Video Tutorial - Department Funct
How do I write off an item?
Published February 26th, 2024 by Michael Cook
Introduction The Item Write-Off feature in XSite is a critical tool for managing your store's inventory with precision. This functionality allows you to adjust your inventory records for items that are no longer sellable due to reasons such as damage, expiration, or loss. Utilizing this feature ensures that your inventory levels remain accurate, whi
How do I add an item?
Published February 8th, 2024 by Michael Cook
Introduction This section provides detailed instructions for adding an item to the inventory using XSite. Prior to starting this process, ensure you have all necessary information regarding the item, such as cost, supplier details, tax obligations, and the purchasing format (e.g., case, carton, or single units). Incomplete data can be updated subseq
How do I post/receive a purchase order?
Published February 22nd, 2024 by Michael Cook
Introduction Efficiently managing your inventory is crucial for the success of your business operations. A key component of inventory management is the ability to accurately post and receive purchase orders. This guide will walk you through the process of posting and receiving a purchase order within the XSite platform, ensuring that your inventory
How do I download my Coremark EDI invoices?
Published February 27th, 2024 by Michael Cook
Introduction This guide is designed to assist XSite users in efficiently downloading Coremark EDI invoices. The process involves exporting invoice files from the Coremark portal and importing them into the XSite system. By following these steps, you can streamline your inventory management and ensure that your purchase orders reflect the most up-to-
How do I print a customer statement?
Published February 29th, 2024 by Michael Cook
Introduction Generating and printing customer statements is a straightforward process. Whether you need to provide a statement for account reconciliation, billing, or record-keeping purposes, XSite’s Receivable page offers a quick and efficient way to print or export up-to-date financial statements for your customers. This guide will demonstrate how
How do I add a region?
Published March 1st, 2024 by Michael Cook
Introduction Regions are a versatile feature. This feature allows you to examine data based on what region your sites are located. For example, if you have sites across the country, you can separate sites by eastern, central, and western divisions. This way, you can break up and examine data specific to these regions. Adding a Region in XSiteIO Navi
How do I set up the EY017 Scanner to work with XSite Mobile?
Published March 8th, 2024 by Michael Cook
Introduction The EY 017 Scanner, when used in conjunction with XSite Mobile, offers a solution for managing purchase orders and inventory counts. This guide provides step-by-step instructions on configuring your EY 017 Scanner to ensure it works flawlessly with XSite Mobile, enhancing your inventory management tasks. https://static.helpjuice.com/hel
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
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