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Price Book Help

The Price Book section shows you how to manage the key parts of your store. You can learn how to add and edit Items, track your Inventory, create Promotions, manage Accounts, and set up your Car Wash options. Each guide and video explains the steps in a simple way, so you can easily understand and keep your Price Book up to date.

How do I find inactive items?

In XSite, inactive items aren’t gone — they’re just hidden from your day-to-day item list. You can still view them, turn them back on, or delete them entirely. This guide shows you how to find and manage inactive items in both XSiteIO and XSite Classic.

Step-by-Step Guide
  1. Hover over Price Book > Items > click Items.
  2. In the top right corner, click the slider to change from Active to Inactive Items.
  3. You’ll now see all items marked as inactive, along with their details.
  4. In the Status column, click the Inactive button next to the item. It will change to Active.
  5. Go back to the Active view. Click the Active button beside an item to mark it as Inactive.
  6. After any change, click the Sync button at the top to push updates to your POS.
  7. From the Inactive list, click Remove to delete it completely.

Warning: Deleting also erases all history for that item.

How do I add an item?

When you get new products in your store, you’ll need to add them into XSite so they show up in your system and POS. This guide walks you through how to do that step by step. Be sure to have all key info ready—like cost, UPC, supplier, department, and price.

We recommend purchasing a scanner that can easily scan and input items directly into XSite.

VIDEO TUTORIAL

Steps in XSiteIO
  1. Go to Price Book in the left-side menu.
  2. Click on Items, then select Items again from the submenu.
  3. Click the ‘+’ icon at the top to start a new item.
  4. A PLU/SKU number will be created automatically.
  5. Enter the item name (description) to the right of the PLU/SKU.
  6. Enter the selling price in the next field.
  7. On the left side, in General Information, add the item’s UPC.
  8. Fill in all required fields marked with a red asterisk (*), including department and subdepartment.
  9. Add any other details you have for the item.
  10. When finished:
    • Click Save & View to review the item, or
    • Click Save & New to add another item right away.
  11. If the Save buttons are greyed out, double-check that all required fields are filled in.
Steps in XSite Classic
  1. Go to Price Book in the left-side menu.
  2. Click on Items.
  3. Click the ‘+’ icon at the top of the screen to add a new item.
  4. A PLU number will be auto-filled at the top.
  5. Next to the PLU, type in the item name (description).
  6. Enter the selling price to the right of the description.
  7. On the left under General Information, add the UPC
    • Do not include the check digit (the last number of the UPC).
  8. Choose the correct department and subdepartment from the dropdown menus.
  9. Enter any other item info you have.
  10. 1At the bottom right, click:
    • Save & Close to finish, or
    • Save & New to enter another item.
  11. After saving, double-check the item info. Fix anything that looks wrong.
How do I add items as pending instead of inactive?

This guide shows you how to allow users with limited permissions to add new items to your Price Book without making them live right away. These items will be marked as Pending until a manager or admin approves them.

VIDEO TUTORIAL

Set Up Permissions
  1. Go to Settings in the left menu and click Users.
  2. In the top right, click the Roles tab.
  3. Type a name for the new role, click Add, then click Manage next to that role.
  4. In the list of permissions, turn on the option Add Pending Items.
  5. Close the permissions window and return to the Users tab.
Assign the Role to a User
  1. Add a new user, or click an existing one.
  2. Fill in the user’s Email ID, Name, and any other required details.
  3. In the User Roles section, choose the role you just created and click Add.
Add an Item as Pending
  1. Log in as the user with limited permissions.
  2. Go to Price Book, hover over Items, and click Items.
  3. Click the plus (+) icon in the top left to add a new item.
  4. Enter all the item details as you normally would.
  5. Look to the right side — you’ll see a Pending icon, showing the item will not go live yet.
  6. Click Save. The item is now marked as Pending.
View Pending Items
  1. In the top right corner, open the Active dropdown menu.
  2. Select Pending to see all items waiting for approval.
  3. The Pending status will be greyed out — this means the limited user cannot activate the item.
Approve Pending Items
  1. Log out and sign back in as a user with Admin permissions.
  2. Go to Price Book, hover over Items, and click Items.
  3. In the top right, open the Active dropdown menu and select Pending.
  4. Find the item you want to activate and click the Pending status to switch it to Active.
  5. The item is now live in your Price Book and ready to sync with your POS.
How do I find an item?

Need to find an item fast? XSite gives you two simple ways to search—using the search bar or item filters. This guide shows you how to quickly locate what you need so you can edit or review item details.

Option 1: Use the Search Bar
  1. Go to the top of any page in XSite.
  2. In the search bar, type the item name, UPC, or PLU.
  3. As you type, XSite shows matching results.
  4. If you don’t see the item right away, click ‘More Results’ at the bottom of the list.
  5. Click on the item to open and review or edit its details.
Option 2: Use the Item Filter
  1. On the Items page, click the funnel icon at the top of the screen.
  2. This opens a set of filters to narrow your search.
  3. Use the ‘Select a field’ dropdown to choose how you want to search (e.g., Description, Department, Price).
  4. Use the ‘Select a comparison’ dropdown to refine your filter.
  5. A third field will appear—enter or select the specific value you want to filter by.
  6. Example:
    • To find an item by name, select ‘Description’ and type it in.
    • To search by department, select ‘Department’ and choose the correct one.
  7. You can add more filters to narrow the results even further.
How do I modify multiple items?

If you need to update several items at once—like changing prices or descriptions—XSite makes it easy. Use filters to find the items you want, then apply updates in bulk to save time.

VIDEO TUTORIAL

Modify Multiple Items in XSiteIO
  1. Go to the Price Book section in the sidebar.
  2. Hover over Items, then click Items.
  3. At the top of the page, click the Filter icon.
  4. From the Filter by dropdown, choose how you want to sort items (e.g., Department or Supplier).
  5. Use the next dropdown to choose the specific value (like a department name).
  6. Click Add Filter. Repeat to add more filters if needed.
  7. (Optional) Click Add items to list to save this group for future edits.
  8. Click the Modify Multiple Items button.
  9. In the Price column, choose to change prices by a percentage or dollar amount. For example:
    • Use 5% or -5% to change prices by percentage.
    • Use .10 or -.10 to change prices by dollar amount.
  10. Fill in any other fields you want to update.
  11. Click the Checkmark button to save your changes.
Modify Multiple Items in XSite Classic
  1. Go to the Price Book section in the sidebar.
  2. Click Items.
  3. Click the Filter (funnel) icon at the top of the page.
  4. In Select a field, pick how you want to sort items (e.g., Department or Supplier).
  5. Choose the value to filter by in the next dropdown.
  6. Add more filters if needed to narrow your list.
  7. (Optional) Click Add items to list to save this filtered group.
  8. Click Modify Multiple Items.
  9. In the Unit Price column:
    • Use 5% or -5% to change prices by percentage.
    • Use .10 or -.10 to change prices by dollar amount.
  10. Update any other details across the row.
  11. Click the Apply button to save your changes.
How do I delete an item?

You can’t delete items in XSite, but marking them as inactive removes them from your POS system and reports. This is the best way to manage items you no longer sell or carry. You can do this from either the item page or the item list.

VIDEO TUTORIAL

Inactivate an Item in XSiteIO
Method 1 – From the Item Page:
  1. Use the search bar to find the item by PLU or description.
  2. Click on the item to open its details.
  3. At the bottom right, click the green ‘Item is Active’ button. It will change to ‘Item is Inactive’.
  4. Click ‘Save & Close’.
Method 2 – From the Item List:
  1. Use filters on the Items page to find the item.
  2. In the Status column, click the green ‘Active’ button. It will turn gray and say ‘Inactive’.
  3. Use the toggle switch in the top right of the page to view all Inactive Items.
Inactivate an Item in XSite Classic
Method 1 – From the Item Page:
  1. Use the search bar to find the item by PLU or description.
  2. Click on the item to open its details.
  3. At the bottom, click the green ‘Active’ button. It will turn gray and say ‘Inactive’.
  4. Click ‘Save’, then close the item.
Method 2 – From the Item List:
  1. Use filters on the Items page to find the item.
  2. In the Status column, click the green ‘Active’ button. It will turn gray and say ‘Inactive’.
  3. Use the toggle at the top right of the page to view Inactive Items.
How do I add or edit a department?

Departments help you organize your inventory and set rules like taxes or age restrictions. Use this guide to quickly add a new department or make changes to an existing one in XSiteIO or XSite Classic.

VIDEO TUTORIAL

Add a Department in XSiteIO
  1. Go to Price Book → hover over Items → click Departments.
  2. Click the ‘+’ icon in the top left to add a department.
  3. In the Id column, enter a number not already used by another department.
  4. In the Name column, type the full department name.
  5. Enter a Short Name (e.g., use “BOTDEP” for “Bottle Deposit”).
  6. Add a Host Product Code (HPC) if needed.
  7. Click the white ‘Add’ button to save.
Edit a Department in XSiteIO
  1. Go to Price Book → Items → Departments.
  2. Find the department you want to change. Use the search bar or click on it directly.
  3. Update any details on the department page.
  4. For specific configurations such as age restrictions or tax overrides, click on ‘Additional Options’.
  5. Use the toggles next to ‘Sales Restriction’ or ‘Taxes’ to activate these features. A green toggle indicates that the feature is enabled.
  6. Click the green ‘Save’ button at the top right.

Add a Department in XSite Classic

  1. Go to Price Book → click Departments.
  2. Click the ‘+’ icon in the top left.
  3. Enter a unique Department Id.
  4. Type the full Department Name and Short Name.
  5. Add a Host Product Code (HPC) and GL Code if needed.
  6. Click the blue ‘Add’ button on the right to save.
Edit a Department in XSite Classic
  1. Go to Price Book → click Departments.
  2. Click on a department or use the search bar to find it.
  3. Make your updates on the department page.
  4. Edits can include an age restriction or tax item override.
  5. To activate these settings, toggle the switch next to ‘Sales Restriction’ or ‘Taxes’.
  6. When the toggle is green, the feature is active and ready for configuration.
  7. Save your edits by clicking the blue ‘Save’ button in the top right corner.
Sales Restrictions & Tax Setup
  • Turn ON Sales Restriction and choose the age limit (e.g., 19+).
  • For taxes, choose TAX 1, TAX 2, or both.
  • These settings apply to every item in the department.
  • Contact XSite Support if your local tax setup needs custom configuration.
How do I add or edit a sub department?

Subdepartments help you group similar items within a department—like different pack sizes of cigarettes. Use this guide to add or edit subdepartments in either XSiteIO or XSite Classic.

VIDEO TUTORIAL

Add a Subdepartment in XSiteIO
  1. Go to Price Book → hover over Items → click Subdepartments.
  2. Click the ‘+’ button in the top left corner.
  3. In the first blank field, type a unique subdepartment number (e.g., use 20-1 if it belongs to Department 20).
  4. Type a subdepartment name in the next field.
  5. Select the parent department from the dropdown list.
  6. (Optional) Add a GL Code if needed.
  7. Click the white ‘Add’ button to save.
Edit a Subdepartment in XSiteIO
  1. Go to Price Book → Items → Subdepartments.
  2. Click the subdepartment you want to edit, or use the search bar to find it by ID or Name.
  3. Make your changes on the edit page.
  4. Click ‘Save & Close’ to confirm your edits.
Add a Subdepartment in XSite Classic
  1. Go to Price Book → click Sub-Departments.
  2. Click the ‘+’ button in the top left corner.
  3. Enter a unique subdepartment number (e.g., 20-1 for Department 20).
  4. Enter a subdepartment name in the next field.
  5. Select the parent department from the dropdown list.
  6. (Optional) Enter a GL Code.
  7. Click the blue ‘Add’ button to save.
Edit a Subdepartment in XSite Classic
  1. Go to Price Book → click Sub-Departments.
  2. Click the subdepartment you want to update, or use the search bar to find it.
  3. Make the necessary changes.
  4. Click the blue ‘Save’ button to confirm your edits.
How do I print shelf tags?

Shelf tags help your customers see prices clearly and make sure your store stays organized. This guide shows how to add items to your shelf tag list, generate the tags, and print them using XSiteIO or XSite Classic.

VIDEO TUTORIAL

Printing Shelf Tags in XSiteIO
Add Items to the Shelf Tag List

For one item:

  1. Find the item in XSite and click to open it.
  2. Click the ‘Shelf Tag’ button in the top right corner to add it to your tag list.

For a group of items:

  1. Go to Items from the main menu.
  2. Use the Filter tool to select items you want.
  3. Click ‘Add to Shelf Tags’ to add all filtered items.
Open Your Shelf Tag List
  1. Go to Price Book → Items → Shelf Tags.
  2. This page shows everything added to your shelf tag list.
Print Your Shelf Tags
  1. On the Shelf Tag Report page, click the Printer icon.
  2. Choose your label size. A PDF will be created.
  3. Download the PDF to your computer.
Print and Post Tags
  1. Open the PDF and check that the label size matches your printer paper.
  2. Print using a printer loaded with shelf tag paper.
  3. Cut to size if needed and place tags on the shelves.
Printing Shelf Tags in XSite Classic
Add Items to the Shelf Tag List

For one item:

  1. Find and open the item in XSite.
  2. Click the ‘Shelf Tag’ button to add it.

For a group of items:

  1. Go to the Items page.
  2. Use the Filter to find your group.
  3.  Click ‘Add to Shelf Tags’.
Open Your Shelf Tag List
  1. Go to Price Book → Shelf Tags.
Print Your Shelf Tags
  1. Click ‘Print Shelf Tags’.
  2. Select your label size and download the PDF file.
Print and Post Tags
  1. Open the PDF and make sure it matches your paper size.
  2. Print using shelf tag label paper.
  3. Trim if needed and place tags on the shelves.
How do I add a payout?

Payouts help you track money that leaves the register for things like lottery payouts or store expenses. You must create these in XSite before syncing with Bulloch to avoid losing payout data.

VIDEO TUTORIAL

Add a Payout in XSiteIO
  1. Go to Price Book from the left-hand menu.
  2. Hover over Items, then click Payouts.
  3. Make sure the correct Site is selected at the top of the screen.
  4. Click the ‘+’ icon at the top left to start a new payout.
  5. The ID will be filled in automatically.
  6. In the Description box, type what the payout is for (e.g., Lottery Payout).
  7. (Optional) Enter a French Description if needed.
  8. Review all the information for accuracy.
  9. Click the green Add button to save.
Add a Payout in XSite Classic
  1. From the main menu, go to Price Book → Payouts.
  2. Confirm that the correct Site is selected.
  3. Click the ‘+’ icon at the top left to start a new payout.
  4. In the ID field, type a unique payout number.
  5. Enter a clear Description (e.g., Lottery Payout).
  6. (Optional) Add a French Description if needed.
  7. Double-check everything is correct.
  8. Click the blue Add button to save.

Important: Always create payouts in XSite before syncing with Bulloch. If you sync first, payouts made directly in Bulloch will be lost.

How do I update the QOH for an individual item?

To keep your inventory accurate, you may need to manually update the Quantity on Hand (QOH) for certain items. This guide shows you how to update QOH in both XSiteIO and XSite Classic using the item’s PLU or description.

VIDEO TUTORIAL

Update QOH in XSiteIO
  1. Go to Price Book from the side menu, then click Items, and select Items again.
  2. Or, use the search bar at the top of the screen to find the item.
  3. Click on the PLU number of the item you want to edit.
    • (Optional) You can also click the Description instead—this opens a different item form, but you can still update QOH.
  4. Find the Quantity on Hand by Site section.
  5. Click the edit icon next to the current QOH.
  6. Enter the new QOH number.
  7. Click the checkmark to confirm.
  8. Click Save & Close at the bottom of the page.
Update QOH in XSite Classic
  1. Go to Price Book from the side menu and click Items.
  2. Or, use the search bar to find the item.
  3. Click the PLU number of the item to open its form.
    • Do not select the item by Description, as that leads to a menu where QOH can’t be changed.
  4. Go to the Quantity on hand in following sites section.
  5. Click on the QOH number to start editing.
  6. Enter the new QOH value.
  7. Click the checkmark to confirm.
  8. Click Save & Close at the bottom of the page.
How do I edit taxes at the department level?

If you need to apply or remove taxes like GST or HST for certain products, you can do this by editing the department settings. This guide shows you how to quickly find and adjust tax settings for any department in XSite.

VIDEO TUTORIAL

Step-by-Step Instructions
  1. Go to Price Book in the side menu, then select Items, and click Departments.
  2. Look through the list of departments and check the Taxes column to see if GST/HST is already applied.
  3. Click the department name in the Name column that you want to adjust.
  4. On the department’s page, go to the Additional Options section.
  5. Find the Taxes setting and open the dropdown menu to choose your tax option.
  6. Use the toggle switch next to the tax (e.g., GST) to turn it on or off.
  7. Click Save to apply your changes.
How do I edit taxes at the item level?

If you need to apply or remove GST, HST, or other taxes for a specific product, you can do it right from the item’s page in XSite. Use this guide to quickly update tax settings at the item level.

VIDEO TUTORIAL

Step-by-Step Instructions
  1. Go to Price Book in the side menu, then click Items, and select Items again.
  2. Find the item you want to update and click on its PLU number to open the item’s details.
  3. In the Choose Tax row, select the taxes you want to apply or uncheck any taxes you want to remove.
  4. Click Save to apply your changes.
How do I create a UPC on the Passport?

If you’re selling an item without a barcode—like a local or specialty product—you’ll need to create a custom UPC to use it in Passport. The last digit in a UPC, called the check digit, must be calculated correctly for the code to work.

UPC Check Digit Calculator

Step-by-Step Instructions
  1. Start with an 11-digit number that will be your custom UPC (e.g., 810012110099).
  2. Add the digits in the odd positions (1st, 3rd, 5th, etc.), excluding the final digit:
    • Example: 8 + 0 + 1 + 1 + 0 + 9 = 19
    • Multiply the result by 3 → 19 x 3 = 57
  3. Add the digits in the even positions (2nd, 4th, 6th, etc.), excluding the final digit:
    • Example: 1 + 0 + 2 + 1 + 0 = 4
    • Add this to the previous total → 57 + 4 = 61
  4. Divide the total by 10 and find the remainder → 61 ÷ 10 = 6 remainder 1
  5. Subtract the remainder from 10 → 10 – 1 = 9
  6. The check digit is 9, making the full UPC: 8100121100999
How do I export, modify, and import a count?

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.

VIDEO TUTORIAL

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.
How do I create a blank purchase order?

Purchase orders help you track incoming stock and keep your inventory levels accurate. This guide shows you how to create a new purchase order in XSite.

VIDEO TUTORIAL

Creating a Blank Purchase Order
  1. Go to Price Book > Inventory > Purchase Orders.
  2. In the Site(s) dropdown, choose your location.
  3. Choose the Supplier from the dropdown menu.
  4. In the New PO menu, select Blank to start a new order.
  5. Click the lock icon next to the supplier to filter items they actually supply (optional but recommended).
  6. Use the search bar to find items to add to the order.
  7. In the Ordered column, enter how many units you want to order.
  8. Double-check the unit type (each, case, carton, etc.).
  9. Click Add to save the item to your order.
    • Important: If you don’t click Add before searching for the next item, you’ll lose the last entry.
  10. In the Financials section, click Calculate to see the running total cost.
  11. When all items are added, click the Save icon in the top-right corner.
  12. To send the order to your supplier, click the Export button in the top-right corner and save it as a PDF.

Receiving and Posting the Purchase Order

  1. Go back to the Purchase Orders main page.
  2. In the Status dropdown, select Open.
  3. Set the date range to include when you created the PO to find it faster.
  4. Click Receive on the right side of the PO you want to post.
  5. At the top-right, click the Post button.
  6. In the Notes section, add any delivery comments (e.g., missing or damaged items).
  7. Check the box for “Posting will irrevocably change the inventory levels”.
  8. Click Post to finalize and update inventory.
How do I post/receive a purchase order?

Once your order arrives, you’ll need to post it to update your inventory. This guide walks you through how to find, receive, and post a purchase order in XSiteIO and XSite Classic. Make sure you review and confirm all item details before posting.

Posting and Receiving a Purchase Order in XSiteIO
  1. Go to Price Book > Inventory > Purchase Orders.
  2. Using the Status dropdown select Open and find your purchase order from the list.
  3. Click the Receive button on the right-hand side of the correct order.
  4. Review the order details carefully.
  5. If any items were not received, update the Received field for those items.
  6. At the top, click the Post button.
  7. Add any delivery notes and confirm the date/time received.
  8. Check the box for “Posting will irrevocably change the inventory levels”.
  9. Click Post to complete the process.
Posting and Receiving a Purchase Order in XSite Classic
  1. Go to Inventory > Purchase Orders in the side menu.
  2. Using the dropdown select Open and find your purchase order from the list.
  3. Click the Receive button next to the order.
  4. Review the order carefully and update any Received quantities if needed.
  5. Click the Post button at the top.
  6. Add any notes and confirm the date/time of receipt.
  7. Check the box to confirm inventory changes.
  8. Click Post to finish.
How do I create an automatic purchase order?

Automating purchase orders helps you restock based on what you’ve actually sold—no guesswork needed. This guide shows how to create an automatic PO in both XSiteIO and Classic so you can keep your inventory at the right levels with less effort.

VIDEO TUTORIAL

Create an Automatic Purchase Order in XSiteIO
  1. Go to Price Book > Inventory > Purchase Orders.
  2. Use the Site(s) dropdown to select your location.
  3. Choose the Supplier for the order.
  4. Click New PO and select Automatic PO.
  5. In the popup, enter how many days of inventory you want to order under Number of Days.
  6. Filter by Department to narrow down your list.
  7. In the Select dropdown, choose As Sales to base the PO on recent sales.
  8. Choose up to three time ranges (e.g. 7, 10, 14 days) to view how much of each item sold.
  9. Click Generate to view the recommended order.
  10. Review the table of suggested items. Items with negative order quantities will be skipped.
  11. A clickable link will show supplier items with no recent sales to help you avoid over ordering.
  12. If the order looks good, click Save as Purchase Order.
  13. Complete the PO as usual (add discounts, invoice number, etc.) and click Save.
  14. Once the delivery arrives, return to the Purchase Orders page.
  15. Use the Status dropdown to select Open, and set the correct date range.
  16. Click Receive next to the correct PO.
  17. Review quantities and enter any notes (e.g. damaged or missing items).
  18. Check the box for “Posting will irrevocably change the inventory levels”.
  19. Click Post to finalize.
Create an Automatic Purchase Order in XSite Classic
  1. Go to Inventory > Purchase Orders.
  2. Select your site and supplier using the dropdowns.
  3. Click the blue Create/Import button and select Automatic PO.
  4. Enter the number of days to cover your inventory needs.
  5. (Optional) Click Add to select up to 3 timeframes for sales data.
    • To replace a timeframe, close it and enter a new one, then click the blue check mark.
  6. Click the green Generate button to build your suggested order.
  7. Review the item list by UPC, Description, and Previous Sales.
  8. Pay attention to red numbers—they flag negative inventory.
  9. Review the Ordered column for suggested quantities.
  10. Check the boxes next to the items you want to include.
  11. Click Save as Purchase Order to review, adjust, and finalize.
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.
How do I download my Coremark EDI invoices?

To keep your inventory and purchase orders up to date, you can download your Coremark EDI invoices and import them into XSite. This guide shows you how to export those invoices in the correct format from the Coremark portal.

Step-by-Step Instructions
  1. Go to https://www.imarkportal.com and log in with your Coremark credentials.
  2. Once logged in, click on View in the top-left corner of the screen.
  3. From the dropdown menu, select Invoices.
  4. Choose the date range for the invoices you want to download.
  5. Click the Export button in the top-right corner of the screen.
  6. In the export options, choose the ABC format.
  7. Save the file to a location on your computer where you can easily find it later.
How do I import an EDI invoice?

Importing an EDI invoice saves time and reduces errors by pulling invoice details directly from your supplier into XSite. This guide shows you how to upload an EDI file and review the purchase order for accuracy.

VIDEO TUTORIAL

In XSiteIO
  1. Go to ‘Price Book’ in the side menu, then select ‘Inventory’, and click on ‘Purchase Orders’.
  2. Use the ‘Site(s)’ dropdown to choose your store location.
  3. Use the ‘Supplier’ dropdown to pick the supplier you got the EDI file from.
  4. Click ‘New PO’ and choose the type of EDI invoice you want to import.
  5. Upload the EDI file by either clicking the dotted box to find the file or dragging the file into the box.
    • Do not open or change the file before uploading.
  6. Click the order number in the ‘Number’ column to open and review it.
  7. Add any missing items if needed.
  8. Under ‘Financial’, enter any discounts or taxes.
  9. Under ‘General’, enter the Expected/Received date.
  10. In ‘Details’, choose the payment method.
  11. Add shipping info in ‘Ship Via’, Freight on Board, and Terms fields if needed.
  12. Enter the Buyer’s name and fill in the Freight details.
  13. Review items under ‘New Products’ to check for duplicates or new items.
  14. Click the ‘Save’ button at the top to complete the import.
In XSite Classic
  1. Go to ‘Inventory’ in the side menu, then click on ‘Purchase Orders’.
  2. Use the ‘Site’ dropdown to choose the store location.
  3. Use the ‘Supplier’ dropdown to pick the correct supplier.
  4. Click ‘Create/Import’, then choose the type of EDI invoice.
    • For Coremark, select “Import EDI.”
  5. Upload the EDI file by clicking the grey box or dragging the file into it.
    • Use the file exactly as provided—do not modify it.
  6. Click the order number under the ‘Number’ column to open and review.
  7. Add items manually if needed.
  8. Under ‘Financial’, add any discounts and taxes.
  9. Under ‘General’, enter the Expected/Received date.
  10. In ‘Details’, select the payment method.
  11. Enter shipping info under ‘Ship Via’, Freight on Board, and Terms.
  12. Fill in the Buyer name and any extra notes in the Freight section.
  13. Review any flagged ‘New Products’ to decide if they need to be added to the Price Book.14. Click the ‘Save’ button at the top to finish the import.
What is the case breakdown feature?

The Case Breakdown feature in XSite links bulk items (like cartons) to their smaller units (like packs), so when one runs out, the system can automatically convert and restock the smaller unit from the larger one. This keeps your inventory accurate without manual updates.

VIDEO TUTORIAL

In XSiteIO
  1. Go to ‘Price Book’ in the side menu, select ‘Items’, then click ‘Items’ again.
  2. Find and select the Parent item (e.g., a carton of cigarettes).
  3. Click its PLU to open the item details.
  4. Note that Unit of Order is set to carton, and Case Size is 1.
  5. Click ‘More details…’, then go to the ‘Ordering’ tab.
  6. In the ‘Individual Item for Case Break Down’ box, you’ll see the Child item (e.g., the individual pack).
    • If the ‘Individual Item for Case Break Down’ box is empty, it means the case breakdown feature is not set up for this item yet.
  7. Go back to the item list and find the Child item (e.g., a pack in the carton).
  8. Click its PLU to open the details.
  9. Confirm that Unit of Order is still carton, and Case Size is 8.
  10. Click ‘More details…’ and check that the Case Breakdown field is empty—this is correct because packs can’t be broken down further.
  11. Scroll to the ‘Quantity on Hand by Site’ section to check stock levels for packs.

XSite will automatically reduce carton stock and add packs when needed. If you run out of packs, it will break a carton and add the correct number of packs to your inventory.

In XSite Classic
  1. Go to ‘Price Book’ in the side menu and select ‘Items’.
  2. Find and select the Parent item (e.g., a carton of cigarettes).
  3. Click its PLU to open details.
  4. Confirm Unit of Order is carton and Case Size is 1.
  5. Click the ‘Detail Page’ button and go to the ‘Ordering’ tab.
  6. Look at the ‘Individual Item for Case Break Down’ field to see the linked Child item.
  7. Return to the item list and find the Child item (e.g., a pack in the carton).
  8. Open its PLU, then click the ‘Detail Page’ button.
  9. Confirm Unit of Order is carton and Case Size is 8.
  10. The Case Breakdown field should be blank.
  11. Scroll to the ‘Inventory’ tab to check current stock for the pack.

The system keeps track of both levels. When pack inventory hits zero, XSite automatically deducts a carton and adds packs to keep everything in balance.

How do I add a deal group?

Deal Groups let you set up special discounts for a group of items or fuel products. You decide the quantity needed and the discounted price. This guide shows how to create a Deal Group in XSite, step by step.

Begin by setting up a discount push key on your Bulloch system.

VIDEO TUTORIAL

Step-by-Step Instructions
  1. From the home page, go to ‘Price Book’, then ‘Promotions’, and select ‘Deal Groups’.
  2. Click the ‘+’ icon at the top-left to start a new deal group.
  3. A new deal group will appear in the list with an auto-generated ID.
  4. Enter a name for your deal and click ‘Add New Deal Group’.
  5. Click on the deal group ID from the list to open the edit screen.
  6. Under ‘Sites/Regions’, choose where this deal should be active.
  7. In ‘Max Items’, enter how many times the discount can apply per transaction (use 1 to allow it only once per customer).
  8. Set the start and end dates in the ‘Validity’ section.
  9. In the ‘Options’ panel on the left, adjust how the deal works:
    • Choose Cash Only, Interac Only, or limit to Pay at the Pump (AFD) sales if needed.
  10. Go to the ‘Components’ section to build the deal:
    • Add items using PLU, UPC, or Description
    • OR link an existing item list, price group, or fuel product
  11. In ‘Minimum Quantity’, enter how many items (or how much fuel) the customer must buy to trigger the deal.
  12. In ‘Item Price/Fuel CPL’, enter the discounted price per item, or the cents per litre discount for fuel.
  13. When finished, click the ‘Save’ icon at the top-right corner to save your Deal Group.
How do I add a price group?

Price Groups let you offer customers a discount when they buy multiple items together—like “2 for $0.88” deals. This helps boost sales and makes checkout easier by applying the deal automatically when scanned.

VIDEO TUTORIAL

Step-by-Step Instructions
In XSiteIO:
  1. Go to ‘Price Book’, then ‘Promotions’, and select ‘Price Groups’.
  2. Click the ‘+’ icon at the top left to start a new Price Group.
  3. The system creates an auto-generated ID for the group—make note of it.
  4. Enter a name for the Price Group in the ‘Description’ field (e.g., “Chocolate Bars 2 for $0.88 Sale”).
  5. Add the regular Unit Price for one item, then click the ‘+’ button next to the price field.
  6. In the ‘Availability’ column, enter the sites/regions where the deal should apply.
  7. Click on the Price Group ID to open the editing screen.
  8. Under ‘Quantity Pricing’, enter:
    • The number of items needed for the deal.
    • The total sale price for that quantity.
  9. Click the shopping cart icon to calculate the discount and unit price.
  10. In the ‘Items in Price Group’ section, search for and add each item by PLU, UPC, or description.
  11. Click the ‘Save’ button at the top to finish.
In XSite Classic:
  1. Go to ‘Price Book’, then click ‘Price Groups’.
  2. Click the ‘+’ icon at the top left to create a new group.
  3. An ID is auto-generated—note it for reference.
  4. Enter a description, like “Chocolate Bars 2 for $0.88 Sale”.
  5. Enter the Unit Price for one item and click the blue ‘Add’ button.
  6. In ‘Availability’, set the site or region for the group.
  7. Click the ID number to open the Price Group.
  8. In ‘Quantity Pricing’, enter:
    • The required item quantity for the deal.
    • The total deal price for that quantity.
  9. Click the ‘Add’ button to calculate the unit price and discount.
  10. Under ‘Components/Items’, find and add items by PLU, UPC, or name.
  11. Click the blue ‘Update’ button at the top to save.
How do I add a ‘Mix and Match’? (Passport Only)

The ‘Mix and Match’ feature lets you create bundle deals like “buy 2, get 1 free” or “3 for $5.” These promotions help boost sales and move inventory faster. This guide walks you through setting one up in XSite.

VIDEO TUTORIAL

Step-by-Step Instructions

Before You Start: Make sure the ‘Mix and Match’ module is activated on your Passport system. If it’s not, this feature won’t be available.

Creating a Mix and Match in XSiteIO
  1. Go to ‘Price Book’, hover over ‘Promotions’, then click ‘Mix and Matches’.
  2. Click the ‘+’ icon in the top left corner.
  3. A Mix and Match ID is created automatically. You can enter your own if preferred.
  4. In the ‘Name’ field, give the deal a clear title (e.g., “2 for $1.00 Snacks”).
  5. Choose the start and end dates using the calendar fields.
  6. Set the ‘Units’ to the number of items required for the deal.
  7. From the ‘Type’ dropdown, select one:
    • Total Price (e.g., 2 items for $1.00)
    • Discount Amount (e.g., $1.00 off)
    • Discount Percentage (e.g., 20% off)
  8. In ‘Amount’, enter the value that matches your promotion.
  9. Click ‘Add’ to create the Mix and Match.
  10. From the list below, click the ID number of your new deal to edit.
  11. Select the site or region where the promotion will apply.
  12. In the ‘Components/Item list’, search and add the items that qualify.
  13. Once items appear under ‘Items in Item Lists’, click ‘Update’.
  14. Make sure the promotion status is set to ‘Active’.
Creating a Mix and Match in XSite Classic
  1. Go to ‘Price Book’, then select ‘Mix and Matches’.
  2. Fill in the ‘Name’, start and end dates, Units, Type, and Amount.
  3. Click ‘Add’ to create the deal.
  4. From the list below, click the ID number of your new deal to edit.
  5. Choose the site or region where it will be active (top right).
  6. Use the ‘Components/Item list’ search to add items.
  7. Once items are listed in ‘Items in Item Lists’, click ‘Update’.
  8. Confirm the status is ‘Active’ to turn the promotion on.
How do I add a batch promotion?

Batch promotions let you update prices for groups of items all at once. You can use them to run limited-time deals across entire departments, item lists, or specific products. This guide shows you how to set up a batch promotion in XSite.

VIDEO TUTORIAL

Step-by-Step Instructions
In XSiteIO
  1. Go to ‘Price Book’, then ‘Promotions’, and click ‘Batch Promotion’.
  2. Under ‘Apply Promotions to Items Matching’:
    • Use the ‘Filter by…’ dropdown to choose a filter like ‘Item’, ‘Department’, or ‘Supplier’.
    • Choose a matching condition (e.g., ‘Is in item list’).
    • Select the specific item list, department, or group to apply the promotion to.
  3. (Optional) Use the dropdown on the far right to apply a saved filter for more precise targeting.
  4. In the ‘Promotion Details’ section:
    • Enter the promotion price.
    • Set the start and end dates.
    • Add any comments if needed.
  5. Click the ‘Create Promotion’ button to save.
In XSite Classic
  1. Go to ‘Promotions’, then select ‘Batch Promotion’.
  2. Under ‘Apply Promotions to Items Matching’:
    • Use the ‘Select a field’ dropdown to choose a filter like ‘Item’, ‘Department’, or ‘Supplier’.
    • Choose a matching condition (e.g., ‘Is in item list’).
    • Select the item list, department, or group to target.
  3. (Optional) Use the filter menu on the far right to apply a saved filter.
  4. In ‘Promotion Details’:
    • Enter the promotion price.
    • Set the start and end dates.
    • Add any comments as needed.
  5. Click the green ‘Create Promotion’ button to save.
How do I import a liquor promotion (LTO)?

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
  1. Navigate to the ‘Price Book’ section in the side menu of XSite. Hover over ‘Promotions’ and select the ‘Liquor Import’ option.
  2. 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.
  3. 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.
  4. If enabling limited time offers, ensure you input the start and end dates.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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
  1. 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.
  2. 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.
  3. 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.
  4. If enabling limited time offers, ensure you input the start and end dates.
  5. 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 toXSite.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
How do I add a customer?

Adding customers in XSite is quick and easy. You can store important contact and location info, so you have what you need when managing sales or accounts.

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Adding a Customer in XSiteIO
  1. Go to ‘Price Book’ in the side menu, then select ‘Accounts’, and click ‘Customers’.
  2. Click the ‘+’ icon at the top of the page to start a new entry.
  3. Fill out the following fields:
    • Name – Customer’s full name
    • Primary Contact – Phone number or email
    • Address – Street address
    • City – City name
    • Country – Select from the drop-down
    • Province/State – Select from the drop-down
    • Postal/ZIP Code – Full postal or ZIP code
  4. XSite will auto-generate a customer ID for tracking.
  5. Once the form is complete, click the ‘Add Customer’ button to save.
  6. To add more info later, click the customer’s ID number from the list.
Adding a Customer in XSite Classic
  1. Go to ‘Accounts’ in the side menu and click ‘Customers’.
  2. Fill out the following fields:
    • Name – Customer’s full name
    • Primary Contact – Phone number or email
    • Address – Street address
    • City – City name
    • Country – Select from the drop-down
    • Province/State – Select from the drop-down
    • Postal/ZIP Code – Full postal or ZIP code
  3. A unique customer ID will be auto-generated by XSite.
  4. Click the ‘Add’ button to save the customer.
  5. To add more details later, click the customer’s ID number from the list.
Where can I find customer transactions?

Use the Transactions page to filter and view sales by customer and date. This helps you review account activity and quickly create invoices when needed.

VIDEO TUTORIAL

Finding Customer Transactions in XSiteIO
  1. Go to ‘Price Book’ in the side menu, hover over ‘Accounts’, and select ‘Transactions’.
  2. At the top of the page, choose your store and the customer whose transactions you want to view.
  3. Use the date fields to set the date range you want to review (e.g., March 1–31).
  4. Click ‘Generate’ in the top right corner. The filtered transactions will appear below.
  5. To create an invoice from these transactions, click ‘Create Invoice’.
  6. You’ll be taken to the new invoice page. Review the totals and details.
  7. Click the save or print icon in the top left corner to finish.
Finding Customer Transactions in XSite Classic
  1. Go to ‘Accounts’ in the side menu and select ‘Transactions’.
  2. At the top of the page, choose your store and the customer.
  3. Set the date range for the transactions you want to see.
  4. The matching transactions will load automatically.
  5. Click the ‘Create Invoice’ button to generate an invoice.
  6. Review the totals and details on the new invoice page.
  7. Click the save or print icon in the top left corner to complete the process.
Where do I find customer payments?

XSite makes it easy to see recent payments made by your customers. Use this tool to track payment activity by customer, store, and date.

VIDEO TUTORIAL

Locating Customer Payments in XSiteIO
  1. In the side menu, go to ‘Price Book’, then click ‘Accounts’ > ‘Payments’.
  2. Use the ‘Sites’ dropdown to select your store location.
  3. Select the customer whose payments you want to review.
  4. Set the date range for the payments you’re looking for.
  5. Click ‘Generate’ to see the list of matching invoices and payments.
Locating Customer Payments in XSite Classic
  1. In the side menu, click ‘Accounts’, then choose ‘Payments’.
  2. Use the store dropdown to pick your location.
  3. Choose the customer from the next dropdown.
  4. Set the date range to filter payment history.
How can I manually input customer payments?

If a customer pays by check, bank transfer, or another method outside your POS, you can manually record that payment in XSite. This helps keep your records accurate and up to date.

Manual Input of Customer Payments in XSiteIO
  1. From the side menu, go to ‘Price Book’, then click ‘Accounts’ > ‘Payments’.
  2. Click the ‘Generate’ button to display the payment list.
  3. In the top row (manual entry), enter the payment date under the ‘Date’ column.
  4. Use the dropdown next to the date to select the customer name.
  5. In the next dropdown, choose the invoice number that the payment should be applied to.
  6. In the ‘Amount’ field, enter the amount paid.
  7. Click the ‘Add’ button to save the payment.
Manual Input of Customer Payments in XSite Classic
  1. In the side menu, go to ‘Accounts’ > ‘Payments’.
  2. Scroll to the last row of the list to access the manual entry line.
  3. Enter the payment date in the ‘Date of Payment’ field.
  4. Use the dropdown to select the customer name.
  5. Choose the invoice number the payment should be linked to.
  6. Type the payment amount in the appropriate field.
  7. Click the ‘Add’ button to complete the entry.
How do I print a customer statement?

Need to show a customer what they owe or what they’ve paid? XSite makes it easy to generate and print a full statement. You can also export the file to Excel if you need a digital copy for your records.

Printing Customer Statements in XSiteIO
  1. From the side menu, go to ‘Price Book’, then select ‘Accounts’ > ‘Receivable’.
  2. Use the ‘Sites’ dropdown to pick your store location.
  3. Select the customer from the dropdown next to the site menu.
  4. Use the calendar tool to choose the date range you want the statement to cover.
  5. A list of charges and payments for that time frame will appear.
  6. Click ‘Export’ to download an Excel file, or click ‘Print’ for a paper copy.
Printing Customer Statements in XSite Classic
  1. From the side menu, go to ‘Accounts’, then click ‘Receivable’.
  2. Choose the store location from the dropdown at the top.
  3. Select the customer you want to view.
  4. Use the calendar tools to set the date range for the statement.
  5. You’ll see a list of transactions for the dates you selected.
  6. Click ‘Export’ to save an Excel version, or click ‘Print’ to print it out.
How do I view an invoice?

Need to check what a customer was charged or update a due date? XSite makes it easy to pull up any invoice, make edits if needed, and save or print for your records.

Viewing an Invoice in XSiteIO
  1. From the side menu, go to ‘Price Book’, then select ‘Accounts’ > ‘Invoices’.
  2. Use the ‘Sites’ dropdown to choose your store location.
  3. Select the customer next to the site dropdown. A list of their invoices will appear.
  4. In the ‘Invoice #’ column, click the blue invoice number to open it.
  5. On the invoice page, you can:
    • Edit the Past Due Amount.
    • Apply or adjust a Discount.
    • Add Interest on Past Due, if needed.
    • Set or update the Due Date.
  6. When you’re done, click ‘Save’ or ‘Print’ at the top of the page.
Viewing an Invoice in XSite Classic
  1. From the side menu, go to ‘Accounts’, then click ‘Invoices’.
  2. Choose your store location from the dropdown.
  3. Select the customer to view their list of invoices.
  4. Click the blue Invoice # to open the invoice.
  5. On the invoice page, you can:
    • Edit the Past Due Amount.
    • Apply a Discount.
    • Add Interest on Past Due, if needed.
    • Set or update the Due Date.
  6. Use the icons at the top to save or print the invoice.
How do I configure my car wash?

Before you set up car washes in XSite, make sure each wash type—like regular, deluxe, or protection—is already added as an item. This guide shows how to configure each wash so it’s ready for sale and properly tracked in your system.

VIDEO TUTORIAL

Step-by-Step Instructions
In XSiteIO
  1. Go to ‘Price Book’ from the side menu.
  2. Click ‘Car Wash’ to open the car wash setup screen.
  3. Click the ‘+’ icon at the top left.
  4. In the ‘Item’ field, enter the PLU or description of the car wash item.
  5. Choose the correct ‘Car Wash Type’ from the dropdown.
  6. Esso sites only: Enter the two-letter Esso Wash Package code for the service.
  7. Enter a number in the ‘Wash Counter’ if you use it to track washes.
  8. Set the ‘AFD Wash Position’ (the order of options at the pump).
  9. Enter how long the wash ticket is valid under ‘Valid for (days)’.
  10. Click ‘Add’ to save the wash.
  11. Repeat these steps for each wash type you offer.
  12. To edit an existing wash, click the ‘Edit’ button.
In XSite Classic
  1. Go to ‘Price Book’ from the side menu.
  2. Click ‘Car Wash’ to open the car wash setup screen.
  3. In the ‘Item’ field, enter the PLU or description of the car wash item.
  4. Choose the correct ‘Car Wash Type’ from the dropdown.
  5. Esso sites only: Enter the two-letter Esso Wash Package code.
  6. Enter a number in the ‘Wash Counter’ if used.
  7. Set the ‘AFD Wash Position’ (where it appears on the pump).
  8. Set how long the wash ticket is valid under ‘Valid for (days)’.
  9. Click ‘Add’ to save the wash.
  10. Repeat these steps for each wash type you offer.
  11. To change a wash, click the ‘Edit’ button.