The POS system settings page lets users configure the matching identifier that R365 uses for each connected POS system when importing POS items. Each POS system can have a different matching identifier, giving precise control over how incoming data maps to existing POS item records.
Enablement Required
The POS system settings page is only available when POS system level matching is enabled for your organization. Contact R365 Support to request access.
Navigation
POS system settings is accessed from the Point of sale items page.
Open the Sales & Forecasting application.
Expand Menu Items.
Select Point of Sale Items.
In the page header toolbar, select the gear button in the top-right corner.
The POS systems settings page will open.
Security
Users must have the following permission(s) to access or edit the POS systems settings page.
Administration → POS Management → POS systems settings
View POS system settings
Edit POS system settings
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
POS System Settings Page
The POS system settings page displays a two-column table that lists every POS system configured in your R365 environment.
Column | Description | |
|---|---|---|
1 | POS system | The name of the connected POS system. One row appears for each POS system configured in the environment. |
2 | Matching identifier | A dropdown that controls which field R365 uses to match incoming import data to existing POS item records for that system. Each POS system can have its own setting. When a matching identifier cannot be edited, it will be greyed out, and the system will indicate that the selection is the only matching identifier available.
|
3 | Save | Saves any changes made to the POS systems settings. The button is grayed out until a change is made. |
Matching identifier options
The matching identifier controls how R365 identifies whether an incoming POS item record matches an existing record during import. The following options are available in the dropdown.
Option | How it works |
|---|---|
Name (default) | R365 matches incoming records by item name. This is the legacy matching behavior and the default setting for all POS systems. |
POS ID | R365 matches incoming records using the unique ID assigned to the item by the POS system. Use this option when the POS system reliably provides a stable item ID and to avoid mismatches caused by name changes. |
PLU | R365 matches incoming records using the item's Price Lookup code. Use this option when the POS system tracks items by PLU and that value is consistent across imports. |
Fallback behavior: If the configured matching identifier is missing on an imported record, R365 automatically falls back to Name matching for that record. The POS item detail dialog displays which identifier was actually used during import, including when a fallback occurred.
Configure matching identifiers
Follow these steps to change the matching identifier for one or more POS systems.
Open the POS system settings page using the gear button.
Locate the POS system that needs updating in the table.
Select the Matching identifier dropdown for that POS system and choose the desired option: Name, POS ID, or PLU.
Repeat for any additional POS systems as needed.
Select Save in the top-right corner to apply the changes.
Changes take effect on the next import run. There is no audit trail for changes made on this page.
