Getting Started
- How do I log on XSite?
- How to search in XSite
- What is the purpose of the ‘Latest Shift’ icon?
- How do I view my pending and recent changes?
- How do I verify Passport Sync?
- How to import items from a spreadsheet
- How to sync updates in XSite
- How do I access shift details?
- Understanding UPCs
- How do I activate my Price Book on the Bulloch?
Fuel Manager
Price Book
Items
- How do I find inactive items?
- How do I add an item?
- How do I add items as pending instead of inactive?
- How do I find an item?
- How do I modify multiple items?
- How do I delete an item?
- How do I add or edit a department?
- How do I add or edit a sub department?
- How do I print shelf tags?
- How do I add a payout?
- How do I update the QOH for an individual item?
- How do I edit taxes at the department level?
- How do I edit taxes at the item level?
- How do I create a UPC on the Passport?
Inventory
- How do I export, modify, and import a count?
- How do I create a blank purchase order?
- How do I post/receive a purchase order?
- How do I create an automatic purchase order?
- How do I write off an item?
- How do I download my Coremark EDI invoices?
- How do I import an EDI invoice?
- What is the case breakdown feature?
Promotions
- How do I add a deal group?
- How do I add a price group?
- How do I add a ‘Mix and Match’? (Passport Only)
- How do I add a batch promotion?
- How do I import a liquor promotion (LTO)?
Accounts
- How do I add a customer?
- Where can I find customer transactions?
- Where do I find customer payments?
- How can I manually input customer payments?
- How do I print a customer statement?
- How do I view an invoice?
Car Wash
Administration
Reports
Reports
Price Book Reports
- Item Sales by Department
- Department Sales Summary
- Items With No Sales
- Promotion Sales
- Item Quantity Pricing
- Deal Group & Price Group Sales
- Private Label Card
- Sales Summary
- Inactive/Active Items
- Sales Sites Comparison
- Payout Transactions
Fuel Reports
- Daily Gasoline Inventory Control Record
- Daily Fuel Control
- Monthly Inventory Records
- Monthly Section Summary
- Financial Summary
- Daily Section Summary
- Fuel Tax Exemption Summary
- Fuel Tax Exemption Details
- Daily Margin Product Summary
- Fuel Inventory Value
- Fuel Delivery
- Gas Price Change
- Fuel Margin Tax Excluded
- Fuel Grade
Inventory Reports
- Inventory Valuation by Departments
- Uncounted Items Summary
- Case Breakdown Details
- Case Breakdown Logs
- Inventory Valuation Optimized