How do I import a liquor promotion (LTO)?
Efficiently Managing Liquor in XSite
Written by Michael Cook
Updated at February 21st, 2024
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 the ‘Price Book’ section in the side menu of XSite. Hover over 'Promotions' and select the 'Liquor Import' option.
- Click on the 'Import' button, which is displayed in blue. Upon clicking, a dropdown menu will appear, allowing you to select your specific alcohol supplier.
- Depending on the supplier, you have the option to activate updates for regular items, limited time offers, or HST price changes. Select the appropriate option based on your promotional needs.
- If enabling limited time offers, ensure you input the start and end dates.
- Within the designated upload area, either drag and drop the file to import or click within the box to browse and select the file from your computer.
Important: Ensure you enter the Agent Number in the spreadsheet prior to uploading it to XSite. - After selecting the file, confirm the upload by clicking the 'Post' button. This action will complete the import process and update your system with the new promotion.
- Should there be any reason to remove the imported file, simply click the 'Delete' button located next to the 'Post' button on the right side. This will remove the selected file from the system.
- Once the import process is complete, you can obtain a verification report by clicking the 'Export' button. This allows you to download a summary of the imported promotion for your records.
- The file format for liquor promotion imports is typically an Excel spreadsheet provided by your liquor supplier. It is critical that the spreadsheet is formatted correctly. Here is a sample of a properly formatted spreadsheet.
Importing a Liquor Promotion in XSite Classic
- Navigate to the 'Promotions' section in the side menu of XSite. Here, you will find the 'Liquor Import' option. Select it to proceed with the import process.
- Click on the 'Import' button, which is displayed in blue. Upon clicking, a dropdown menu will appear, allowing you to select your specific alcohol supplier.
- Depending on the supplier, you have the option to activate updates for regular items, limited time offers, or HST price changes. Select the appropriate option based on your promotional needs.
- If enabling limited time offers, ensure you input the start and end dates.
- Within the designated upload area, either drag and drop the file you wish to import or click within the box to browse and select the file from your computer.
Important: Ensure you enter the Agent Number in the spreadsheet prior to uploading it to XSite. - After selecting the file, confirm the upload by clicking the 'Post' button. This action will complete the import process and update your system with the new promotion.
- Should there be any reason to remove the imported file, simply click the 'Delete' button located next to the 'Post' button on the right side. This will remove the selected file from the system.
- Once the import process is complete, you can obtain a verification report by clicking the 'Export' button. This allows you to download a summary of the imported promotion for your records.
- The file format for liquor promotion imports is typically an Excel spreadsheet provided by your liquor supplier. It is critical that the spreadsheet is formatted correctly. Here is a sample of a properly formatted spreadsheet.