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

How do I add a ‘Mix and Match’? (Passport Only)

Published February 14th, 2024 by Michael Cook

Introduction The ‘Mix and Match’ feature lets you create bundle deals like "buy 2, get 1 free" or "3 for $5." These promotions help boost sales and move inventory faster. This guide walks you through setting one up in XSite. Step-by-Step Instructions Before You Start: Make sure the ‘Mix and Match’ module is activated on your Passport system. If it’s

How do I add or edit a department?

Published February 12th, 2024 by Michael Cook

Introduction Departments help you organize your inventory and set rules like taxes or age restrictions. Use this guide to quickly add a new department or make changes to an existing one in XSiteIO or XSite Classic. Add a Department in XSiteIO Go to Price Book → hover over Items → click Departments. Click the ‘+’ icon in the top left to add a departm

How do I edit a region?

Published March 4th, 2024 by Michael Cook

Introduction Editing a region in XSite helps you keep your site groups and contact info up to date. Whether you're renaming a region, updating its category, or assigning stores and managers, this guide walks you through the steps in both XSiteIO and XSite Classic. Editing a Region in XSiteIO Go to the Settings icon in the bottom-left corner and sele

How do I print shelf tags?

Published February 13th, 2024 by Michael Cook

Introduction Shelf tags help your customers see prices clearly and make sure your store stays organized. This guide shows how to add items to your shelf tag list, generate the tags, and print them using XSiteIO or XSite Classic. Printing Shelf Tags in XSiteIO Add Items to the Shelf Tag List For one item: Find the item in XSite and click to open it.

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

How do I add a supplier?

Published January 29th, 2024 by Michael Cook

Introduction Adding suppliers in XSite helps you keep track of where your products come from and makes ordering faster and easier. This guide walks you through how to add a new supplier in both XSiteIO and XSite Classic. Adding a Supplier in XSiteIO From the left-side menu, go to ‘Price Book’ > ‘Inventory’ > ‘Suppliers’. Click the ‘+’ icon in

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

How do I fix permission issues?

Published April 23rd, 2024 by Michael Cook

Introduction If a user can’t access a page or perform a task, it’s likely a permission issue. This guide walks you through how to manage roles and assign them to users so your team has the access they need. In XSiteIO To manage roles: Click the Settings icon in the bottom left corner. Select Users to open the User Administration menu. Click the Role

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 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

How do I create a blank purchase order?

Published February 21st, 2024 by Michael Cook

Introduction Purchase orders help you track incoming stock and keep your inventory levels accurate. This guide shows you how to create a new purchase order in XSite. Creating a Blank Purchase Order in XSiteIO Go to Price Book > Inventory > Purchase Orders. In the Site(s) dropdown, choose your location. Choose the Supplier from the dropdown men

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

How do I add a region?

Published March 1st, 2024 by Michael Cook

Introduction Regions let you group your store locations by area—like East, West, or Central—so you can view reports and manage stores more efficiently. This guide shows how to set up new regions in both XSiteIO and XSite Classic. Adding a Region in XSiteIO Click the settings icon in the bottom-left corner of the screen. From the popup menu, select ‘

How do I add a price group?

Published February 13th, 2024 by Michael Cook

Introduction Price Groups let you offer customers a discount when they buy multiple items together—like “2 for $0.88” deals. This helps boost sales and makes checkout easier by applying the deal automatically when scanned. Step-by-Step Instructions In XSiteIO: Go to ‘Price Book’, then ‘Promotions’, and select ‘Price Groups’. Click the ‘+’ icon at th

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

How do I find inactive items?

Published February 6th, 2024 by Michael Cook

Introduction In XSite, inactive items aren’t gone — they’re just hidden from your day-to-day item list. You can still view them, turn them back on, or delete them entirely. This guide shows you how to find and manage inactive items in both XSiteIO and XSite Classic. In XSiteIO Hover over Price Book > Items > click Items. In the top right corne

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

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

How do I verify successful synchronization? (Passport Only)

Published April 1st, 2024 by Michael Cook

Introduction If you use the Passport POS system, it’s important to make sure that updates in XSite—like price changes or new items—have synced correctly. Step-by-Step Guide Begin by navigating to the top of your XSite interface where you will find and select the ‘Shift Details’ option. Locate and click on the ‘Generate’ button under the ‘Change Requ

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

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

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

How do I view an invoice?

Published February 29th, 2024 by Michael Cook

Introduction Need to check what a customer was charged or update a due date? XSite makes it easy to pull up any invoice, make edits if needed, and save or print for your records. Viewing an Invoice in XSiteIO From the side menu, go to ‘Price Book’, then select ‘Accounts’ > ‘Invoices’. Use the ‘Sites’ dropdown to choose your store location. Select

How do I write off an item?

Published February 26th, 2024 by Michael Cook

Introduction If an item is damaged, expired, or missing, you can write it off to keep your inventory accurate. This guide walks you through how to create and post an item write-off in both XSiteIO and Classic. Writing Off an Item in XSiteIO Go to Price Book > Inventory > Item Write-Off in the side menu. Choose your store and supplier from the

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.

Bulloch Quick Reference Guide

Published August 7th, 2024 by Michael Cook

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

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

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

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

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

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

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

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

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 payout?

Published February 14th, 2024 by Michael Cook

Introduction Payouts help you track money that leaves the register for things like lottery payouts or store expenses. You must create these in XSite before syncing with Bulloch to avoid losing payout data. Add a Payout in XSiteIO Go to Price Book from the left-hand menu. Hover over Items, then click Payouts. Make sure the correct Site is selected at

What is the case breakdown feature?

Published April 25th, 2024 by Michael Cook

Introduction The Case Breakdown feature in XSite links bulk items (like cartons) to their smaller units (like packs), so when one runs out, the system can automatically convert and restock the smaller unit from the larger one. This keeps your inventory accurate without manual updates. In XSiteIO Go to ‘Price Book’ in the side menu, select ‘Items’, t

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’.

How do I add an item?

Published February 8th, 2024 by Michael Cook

Introduction When you get new products in your store, you’ll need to add them into XSite so they show up in your system and POS. This guide walks you through how to do that step by step. Be sure to have all key info ready—like cost, UPC, supplier, department, and price. We recommend purchasing a scanner that can easily scan and input items directly

How do I delete an item?

Published February 15th, 2024 by Michael Cook

Introduction You can’t delete items in XSite, but marking them as inactive removes them from your POS system and reports. This is the best way to manage items you no longer sell or carry. You can do this from either the item page or the item list. Inactivate an Item in XSiteIO Method 1 – From the Item Page: Use the search bar to find the item by PLU

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

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

How do I create a UPC on the Passport?

Published March 13th, 2024 by Michael Cook

Introduction If you're selling an item without a barcode—like a local or specialty product—you’ll need to create a custom UPC to use it in Passport. The last digit in a UPC, called the check digit, must be calculated correctly for the code to work. UPC Check Digit Calculator Step-by-Step Instructions Start with an 11-digit number that will be your c

How do I modify multiple items?

Published February 9th, 2024 by Michael Cook

Introduction If you need to update several items at once—like changing prices or descriptions—XSite makes it easy. Use filters to find the items you want, then apply updates in bulk to save time. Modify Multiple Items in XSiteIO Go to the Price Book section in the sidebar. Hover over Items, then click Items. At the top of the page, click the Filter

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 export, modify, and import a count?

Published February 21st, 2024 by Michael Cook

Introduction Keeping your inventory up to date is important for running your store smoothly. This guide shows you how to export a count, make changes to it in Excel, and then import it back into XSite. Make sure Inventory Control is turned on before you begin. Step-by-Step Instructions Export and Modify Counts in XSiteIO Go to Settings (bottom left)

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

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 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 print a customer statement?

Published February 29th, 2024 by Michael Cook

Introduction Need to show a customer what they owe or what they’ve paid? XSite makes it easy to generate and print a full statement. You can also export the file to Excel if you need a digital copy for your records. Printing Customer Statements in XSiteIO From the side menu, go to ‘Price Book’, then select ‘Accounts’ > ‘Receivable’. Use the ‘Site

Bulloch FAQ's

Published August 7th, 2024 by Michael Cook

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 can I manually input customer payments?

Published February 29th, 2024 by Michael Cook

Introduction If a customer pays by check, bank transfer, or another method outside your POS, you can manually record that payment in XSite. This helps keep your records accurate and up to date. Manual Input of Customer Payments in XSiteIO From the side menu, go to ‘Price Book’, then click ‘Accounts’ > ‘Payments’. Click the ‘Generate’ button to di

How do I download my Coremark EDI invoices?

Published February 27th, 2024 by Michael Cook

Introduction To keep your inventory and purchase orders up to date, you can download your Coremark EDI invoices and import them into XSite. This guide shows you how to export those invoices in the correct format from the Coremark portal. Step-by-Step Instructions Go to  https://www.imarkportal.com  and log in with your Coremark credentials. Once log

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

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

How do I update the QOH for an individual item?

Published February 23rd, 2024 by Michael Cook

Introduction To keep your inventory accurate, you may need to manually update the Quantity on Hand (QOH) for certain items. This guide shows you how to update QOH in both XSiteIO and XSite Classic using the item’s PLU or description. Update QOH in XSiteIO Go to Price Book from the side menu, then click Items, and select Items again. Or, use the sear

How do I configure my car wash?

Published February 15th, 2024 by Michael Cook

Introduction Before you set up car washes in XSite, make sure each wash type—like regular, deluxe, or protection—is already added as an item. This guide shows how to configure each wash so it's ready for sale and properly tracked in your system. Step-by-Step Instructions In XSiteIO Go to ‘Price Book’ from the side menu. Click ‘Car Wash’ to open the

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

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

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 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

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

How do I find an item?

Published February 9th, 2024 by Michael Cook

Introduction Need to find an item fast? XSite gives you two simple ways to search—using the search bar or item filters. This guide shows you how to quickly locate what you need so you can edit or review item details. Option 1: Use the Search Bar Go to the top of any page in XSite. In the search bar, type the item name, UPC, or PLU. As you type, XSit

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

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

Nova Scotia PST Reduction – Effective April 1st

Published March 21st, 2025 by Michael Cook

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

Bulloch Reference Guide

Published August 7th, 2024 by Michael Cook

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

How do I add a customer?

Published February 27th, 2024 by Michael Cook

Introduction Adding customers in XSite is quick and easy. You can store important contact and location info, so you have what you need when managing sales or accounts. Adding a Customer in XSiteIO Go to ‘Price Book’ in the side menu, then select ‘Accounts’, and click ‘Customers’. Click the ‘+’ icon at the top of the page to start a new entry. Fill o

How do I import an EDI invoice?

Published February 28th, 2024 by Michael Cook

Introduction Importing an EDI invoice saves time and reduces errors by pulling invoice details directly from your supplier into XSite. This guide shows you how to upload an EDI file and review the purchase order for accuracy. In XSiteIO Go to ‘Price Book’ in the side menu, then select ‘Inventory’, and click on ‘Purchase Orders’. Use the ‘Site(s)’ dr

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

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

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

How do I post/receive a purchase order?

Published February 22nd, 2024 by Michael Cook

Introduction Once your order arrives, you’ll need to post it to update your inventory. This guide walks you through how to find, receive, and post a purchase order in XSiteIO and XSite Classic. Make sure you review and confirm all item details before posting. Posting and Receiving a Purchase Order in XSiteIO Go to Price Book > Inventory > Purc

How do I add a new user?

Published March 4th, 2024 by Michael Cook

Introduction Adding users in XSite helps you control who can access the system and what they can do. Whether you're assigning employees to a site or limiting their access, this guide shows you how to set up a new user quickly and securely. Adding a New User in XSiteIO Click the Settings icon in the bottom-left corner and select ‘Users’. In the Users

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

Where can I find customer transactions?

Published February 27th, 2024 by Michael Cook

Introduction Use the Transactions page to filter and view sales by customer and date. This helps you review account activity and quickly create invoices when needed. Finding Customer Transactions in XSiteIO Go to ‘Price Book’ in the side menu, hover over ‘Accounts’, and select ‘Transactions’. At the top of the page, choose your store and the custome

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

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

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

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 or edit a subdepartment?

Published February 12th, 2024 by Michael Cook

Introduction Subdepartments help you group similar items within a department—like different pack sizes of cigarettes. Use this guide to add or edit subdepartments in either XSiteIO or XSite Classic. Add a Subdepartment in XSiteIO Go to Price Book → hover over Items → click Subdepartments. Click the ‘+’ button in the top left corner. In the first bla

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

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 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

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

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 add a deal group?

Published February 5th, 2024 by Michael Cook

Introduction Deal Groups let you set up special discounts for a group of items or fuel products. You decide the quantity needed and the discounted price. This guide shows how to create a Deal Group in XSite, step by step. Begin by setting up a discount push key on your Bulloch system. Step-by-Step Instructions From the home page, go to ‘Price Book’,

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 batch promotion?

Published February 15th, 2024 by Michael Cook

Introduction Batch promotions let you update prices for groups of items all at once. You can use them to run limited-time deals across entire departments, item lists, or specific products. This guide shows you how to set up a batch promotion in XSite. Step-by-Step Instructions In XSiteIO Go to ‘Price Book’, then ‘Promotions’, and click ‘Batch Promot

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 create an automatic purchase order?

Published February 22nd, 2024 by Michael Cook

Introduction Automating purchase orders helps you restock based on what you’ve actually sold—no guesswork needed. This guide shows how to create an automatic PO in both XSiteIO and Classic so you can keep your inventory at the right levels with less effort. Create an Automatic Purchase Order in XSiteIO Go to Price Book > Inventory > Purchase O

Where do I find customer payments?

Published February 29th, 2024 by Michael Cook

Introduction XSite makes it easy to see recent payments made by your customers. Use this tool to track payment activity by customer, store, and date. Locating Customer Payments in XSiteIO In the side menu, go to ‘Price Book’, then click ‘Accounts’ > ‘Payments’. Use the ‘Sites’ dropdown to select your store location. Select the customer whose paym