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Items Table

Inventory and service items from Xero. View item codes, prices, descriptions, and stock levels.

Use it to get a full price list, a stock-on-hand report or a margin check out of Xero and into a sheet you can sort and filter, without exporting a CSV every time.

How to insert the Items table

  1. Open the XO Report task pane and click Tables and Reports.
  2. Choose Items.
  3. Pick the organisation (this step is skipped when only one is connected).
  4. Click Insert Table. The full list lands on a new sheet named “Items”. When prices or stock change in Xero, refresh it from the task pane. No need to insert again.

What you can build with it

  • Price list: keep Code, Name and SalesPrice, filter IsSold to TRUE, and you have a customer-ready price list that refreshes from Xero.
  • Stock valuation: filter IsTrackedAsInventory to TRUE; QuantityOnHand and TotalCostPool give you units and value on hand per item.
  • Margin check: add a column for SalesPrice minus PurchasePrice (or the % equivalent) to spot items sold below cost or with thin margins.

Items table or XO.LITEM?

The table gives you the whole list on one sheet. If you only need one detail of one item in a single cell (say the price of “WIDGET-001” next to a quantity), use the XO.LITEM formula instead.

Output Columns

ColumnDescription
CodeItem code (SKU)
NameItem name
DescriptionSales description
PurchaseDescriptionPurchase description
PurchasePriceCost price
SalesPriceSelling price
IsSoldWhether item is sold
IsPurchasedWhether item is purchased
IsTrackedAsInventoryWhether inventory tracked
QuantityOnHandCurrent stock quantity
TotalCostPoolTotal inventory value
ItemIDXero unique identifier

Plus OrgID, OrgName, and Timestamp columns.

API Limitation

No archived/deleted filter is available for Items, because the Xero API does not support item status filtering. All items (active and inactive) are always returned.

Tips

  • Filter by IsTrackedAsInventory to see stock items
  • Use QuantityOnHand for reorder point analysis
  • Compare SalesPrice vs PurchasePrice for margin analysis

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