Point of sale (POS) items can be archived and/or restored in R365. When a POS item is archived, the item is set to an archived or inactive state. Once an item is archived, it is moved on to the Archived Items list and no longer an active POS item.
At any time, the POS item can be restored. This can be done by locating the item on the Archived Items list and clicking Restore. Once an item has been restored, it will move back to the list of active POS items and be available for use.
Archiving unused POS items ensures that the POS item list is cleaner, focused, and organized.
Navigation
Point of Sale Items Page
Open the Sales & Forecasting application.
Expand Menu Items.
Select Point of Sale Items.
Archive POS Items
On the POS Items list, locate and open the POS item that needs to be archived.
Click the menu button.
From the dropdown, click Archive Item.
The POS item is now archived, and the status will change from Active to Archived.
POS system association and archive/restore
Archiving or restoring a POS item does not affect its POS system association. The item retains the same POS system it was linked to before the action was taken.
Legacy POS item records — those created before POS system-level matching was enabled and not yet assigned to a POS system — are adopted by the current POS system on their first successful import match. Archiving or restoring a legacy record does not trigger or reset adoption. Adoption occurs only when the record is next matched during an import.
Restore POS Items
On the Point of Sale Items page, click the menu button.
From the dropdown, click Archived Items to open the Archived Items list.
On the Archived Items list, locate the POS item(s) that need to be restored.
Click the menu button.
- OR -
Click the checkbox to select the POS item to restore.From the dropdown menu, click Restore.
- OR -From the bulk action bar, click Restore.
The POS item will be restored to the active POS items list, and the status will change from Archived to Active.
FAQ
Can multiple POS items be archived at once?
No. The Archive steps only support archiving one POS item at a time, by opening the item and selecting Archive Item from the menu button. This differs from the Restore process, which offers a bulk action bar for restoring multiple items at once.
What does "adoption" mean for a legacy POS item, and does archiving or restoring trigger it?
A legacy POS item record is one created before POS system-level matching existed and not yet assigned to a POS system. It gets adopted by a POS system only the next time an import successfully matches it, not when it is archived or restored. Archiving or restoring a legacy record has no effect on its adoption status either way.
Does archiving a POS item affect its POS system association?
No. Archiving or restoring a POS item does not change its POS system association. The item keeps the same POS system link it had before the action, regardless of archive or restore status.
Who can archive or restore POS items?
The article does not specify which security roles or permissions are required to archive or restore POS items. Access is typically controlled through role-based permissions in R365; check with an administrator to confirm which roles include this access.
Does archiving a POS item remove its historical sales data or its link to a menu item?
The article does not state what happens to past sales records or menu item mappings when a POS item is archived. Archiving only changes the item's status from Active to Archived and moves it to the Archived Items list; it does not describe any deletion or unlinking of related data.