Point of Sale Items

Point of Sale (POS) Items in Restaurant365 represent the individual products, menu entries, and modifiers that flow into the system from a POS platform. These items link what is sold at the register to R365's calculations on menu performance, costing, and inventory usage. They map what is sold in the POS to corresponding menu items in R365 for accurate reporting and operational insights.

When new POS items are imported into R365 , they appear unlinked by default. The POS items must be reviewed and mapped to menu items. Multiple point of sale items can be linked to one menu item. This is especially helpful when a menu item has a different name (in the POS) at each location.

Prior to Q1 2026, point of sale items were called menu item links in R365.

Navigation

Navigation Steps

Open the Sales & Forecasting application.
Expand Menu Items.
Select Point of sale items.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Point of Sale Items Page

	Button/Field	Description
1	Views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views: Create or duplicate a view Edit or rename a view Set a default view Set a view as public or private Delete a view
2	Table Actions	Search - Filters the table for the entered text. Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Menu - Contains the following additional table actions: Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.
3	Point of Sale Items Table	List of all point of sale items and their details, including their linked menu item. Read more about the table details below.
4	Table Menu	Opens the table menu options that contains the following: Archived Items - Opens the list of archived POS items.

Column Details

Column	Description
POS Item Name	Name of the point of sale item created in the POS. The POS item name is hyperlinked, and clicking will open the point of sale item record.
Menu Item	The menu item that the point of sale item is linked to. The menu item name is hyperlinked and will open the menu item record.
Created On	Date that the point of sale item that was created.
Modified On	Date that the point of sale item was last modified or edited.
is Menu Item	Whether the point of sale item is a menu item. When off, the the point of sale item will be excluded from the Menu Item Mix report.
Modified By	User that last edited the point of sale item.
Created By	User that created the point of sale item.

Point of Sale Item Record

	Button/Field	Description
1	POS Name	Name of the point of sale item. This name cannot be edited.
2	Menu Item	The menu item selector that connects the selected menu item to the point of sale item.
3	Menu Item Toggle	Turns on or off whether the POS item is a menu item. When toggled off, the POS item will be excluded from the menu item reports including: Menu Item Analysis Menu Item Price Analysis Product Mix
4	Status	The status POS item. This will be one of the following: Active Archived
5	Menu	Opens the POS item option menu, which contains the following options: Archive Item / Restore Item - This archives (deactivates) or restores (activates) the POS Item in the system. When the status of the item is Active, this option will be Archive Item. When the status of the item is Archived, the option will be Restore Item.
6	Save	Saves any changes made to the record.
7	Close	Closes the POS item record without saving.

Linking Multiple POS Items to a Single Menu Item

In this example, there are two menu items that are the same but use different names (GRILLED CHIKEN and GRILLED CHICK). Both POS menu items will be linked to a single R365 menu item. Linking the two items together will provide a more accurate view of the menu item performance across locations.

To link items, complete the following steps:

1) Decide which menu item (not POS item) will be the main record for reporting purposes. In this example, GRILLED CHICK will be kept.

2) Click the POS item name that is connected to the menu item you will not be keeping.

This will open the POS item record.

3) Click on the Menu Item selector and select the menu item decided on in step 1.

4) Save the POS item record.