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

1. You must have an Excel file provided by your liquor supplier (ANBL, LCBO, NSLC, NLC, MBLL, or BCLC).
2. The spreadsheet must be formatted correctly by the supplier.
3. Your Agent Number must be entered in the spreadsheet before uploading.
4. You need access to Promotions in XSite.

Steps

Import a liquor promotion in XSiteIO

1. Go to Price Book in the side menu.
2. Hover over Promotions.
3. Click [Liquor Import].
4. Click [Import].
5. Select your liquor supplier from the dropdown list.
6. Choose what you want to update (regular items, limited time offers, or HST price changes).
7. Enter the start and end dates if importing a limited time offer.
8. Drag and drop the Excel file into the upload box or click the box to browse for the file.
9. Confirm the Agent Number is filled in within the spreadsheet.
10. Click [Post] to complete the import.
11. Click [Export] to download a verification report if needed.
12. Click [Delete] if you need to remove the uploaded file before posting.

Import a liquor promotion in XSite Classic

1. Go to Promotions in the side menu.
2. Click [Liquor Import].
3. Click [Import].
4. Select your liquor supplier from the dropdown list.
5. Choose what you want to update (regular items, limited time offers, or HST price changes).
6. Enter the start and end dates if importing a limited time offer.
7. Drag and drop the Excel file into the upload box or click the box to browse for the file.
8. Confirm the Agent Number is filled in within the spreadsheet.
9. Click [Post] to complete the import.
10. Click [Export] to download a verification report if needed.
11. Click [Delete] if you need to remove the uploaded file before posting.

Tips & Warnings

• Always check that the Agent Number is entered before uploading the file.
• Do not edit the spreadsheet structure unless instructed by your supplier.
• Here is a sample of a properly formatted spreadsheet.
• If prices or items do not update, download the Export report and review it for errors.
• Only use files provided directly by your liquor supplier.
• If an import looks wrong, delete it before posting and re-upload the corrected file.