How do I write off an item?

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.

VIDEO TUTORIAL

Writing Off an Item in XSiteIO

1. Go to Price Book > Inventory > Item Write-Off in the side menu.
2. Choose your store and supplier from the dropdown menus.
3. Click the New button to start a new write-off.
4. Use the search bar to find the item by PLU, UPC, or description.
5. Enter the quantity you want to write off in the Write-off column.
6. Choose the correct unit type (e.g., units, cases).
7. Click the + button to include the item in your write-off list.
8. Repeat these steps for each item you want to write off.
9. When done, click the Save button at the top of the page.
10. Go back to the Item Write-Off page, find your record, and click Post.
11. Your inventory levels will update automatically.

Writing Off an Item in XSite Classic

1. Go to Inventory > Item Write-Off in the side menu.
2. Choose your store and supplier using the dropdowns.
3. Click the Create button to begin a new write-off.
4. Search for the item by PLU, UPC, or description.
5. Enter the quantity to write off in the Write-off column.
6. Select the correct unit type under the Units column.
7. Click Add to add the item to your list.
8. Repeat as needed for additional items.
9. Click Save at the top of the screen when finished.
10. Return to the Item Write-Off page, find your record, and click Post to finalize.
11. Inventory levels will be adjusted right away.