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

1. Go to Settings (bottom left), select General, and turn on Inventory Control. Click Save.
2. From the side menu, go to Reports, then Inventory Control, and click Inventory Valuation.
3. Choose a department, subdepartment, or supplier, then click Generate.
4. Click Export to download the file.
5. If it opens in WordPad, close it and reopen in Excel.
6. In Excel, update the Quantity on Hand (QoH) in Column H only.
7. Don’t change any other columns. Save the file as an Excel Workbook (.xlsx).

Import Counts into XSiteIO

1. From the side menu, go to Price Book > Inventory > Counts.
2. Choose your site and date range, then click Start New Count.
3. Name the count and click Start.
4. Click Import Count and drag your saved Excel file into the upload area.
5. Go back to the Counts menu.
6. Check the box next to your count and click Post.
7. Add a required comment and select a posting date/time (you can backdate).
8. Check the box: “Posting will irrevocably change the inventory levels...”
9. Click Post.

Confirm Counts in XSiteIO

1. Go to Price Book > Items > Items.
2. Find the item you updated and click it.
3. Click Inventory at the top and confirm that QoH is updated.

Export and Modify Counts in XSite Classic

1. Go to Administration > General and enable Inventory Control. Click Save.
2. From the side menu, go to Analytics > Inventory Control > Inventory Valuation.
3. Choose a department, subdepartment, or supplier, then click Generate.
4. Click Export to download the file.
5. Open in Excel (not WordPad).
6. Update only the QoH in Column H. Save as an Excel Workbook (.xlsx).

Import Counts into XSite Classic

1. Go to Inventory > Counts from the side menu.
2. Set the site and date range, then click Start New Count.
3. Name the count and click Start.
4. Click Import Count and upload your Excel file.
5. Return to the Counts screen.
6. Check the box next to your count and click Post.
7. Add a required comment and set the posting date/time.
8. Check the box: “Posting will irrevocably change the inventory levels...”
9. Click Post.

Confirm Counts in XSite Classic

1. Go to Price Book > Items.
2. Select the item you updated.
3. Under Inventory, confirm the QoH value has been updated.