Item Editor: Understanding the Point of Sale Tab

Written By ehaxhiu (Administrator)

Updated at April 4th, 2025

The point of sale tab provides real-time metrics and performance insights concerning sales and transactions within the point of sale system. 

Item Header

The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to expand the item header, modify the necessary fields, and then select "Save."

Column Customization

Column Customization

Within any scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'

 
 

SKUs Scoreboard

Scoreboard Display

The SKUs scoreboard displays the number of SKUs related to the item. 

 
 

Add New SKU

The Add New Sku function is used for the user to add a sku associated to the item. 

Steps to Add New SKU

  1. Click the Add New SKU.
  2. Fill in the required fields: POS Systems & Unit. (Highlighted in Red)
  3. Select SAVE.
  4. Once the process is completed, the user will receive a completion notification stating “The Item SKU has been created

NOTE: Users have the ability to assign multiple SKUs to each item across all applicable Point of Sale systems and associated units. 

Map Existing SKU

Use the Map Existing SKU dropdown to link a POS SKU to the RedRock item number. 

  1. Select the Map Existing SKU dropdown
  2. Add the POS SKU
  3. Select Save
 

 

 
 

Search Here

The SKU scoreboard includes smart contextual searching capabilities in the Search Here field that include:

  • POS System
  • SKU
  • Unit
 
 

Details

The SKUs information bar includes:

  • POS System
  • SKU
  • Unit
  • Created On
  • Modified On
  • Status
  • Actions
 
 

Actions

There are 3 actions displayed in the SKU scoreboard. When a SKU is deleted, it enters a deleted status but remains visible on the scoreboard for historical reference. The Delete SKU action is then replaced with Restore SKU, granting users the ability to restore the SKU.

Delete SKU

The Delete action allows the user to quickly remove the SKU.

Restore SKU

The Restore action enables the user to recover a previously deleted SKU.

Print Label

The Print Label action allows users to print the retail label and includes a preview option before printing. Additionally, users can set a print default for the retail item label.

 

UPCs Scoreboard

Scoreboard Display

The UPC scoreboard displays the number of UPCs related to the item. 

 
 

Add New UPC

The Add New UPC function is used for the user to create a UPC associated to the item. 

Steps to Add New UPC

  1. Click the Add New UPC.
  2. Fill in the required fields: UPC & Unit of Measurement. (Highlighted in Red)
  3. Select CREATE.
  4. Once the process is completed, the user will receive a completion notification stating “The UPC has been created

NOTE: Users can assign multiple UPCs to each item, including both long and short UPCs, or even an inventory UPC to simplify inventory counting with a scanner.

 
 

Search Here

The UPC scoreboard includes smart contextual searching capabilities in the Search Here field that include:

  • UPC
  • Unit
  • User
 
 

Details

The UPCs information bar includes:

  • UPC
  • SKU
  • Unit
  • Status
  • Created On
  • Created By
  • Actions
 
 

Actions

There are 4 actions displayed in the UPC scoreboard. When a UPC is deleted, it enters a deleted status but remains visible on the scoreboard for historical reference. The Delete UPC action is then replaced with Restore UPC, granting users the ability to restore the UPC.

Delete UPC 

The Delete action allows the user to quickly remove the UPC.

Restore UPC

The Restore action enables the user to recover a previously deleted UPC.

Set as Primary 

The Set as Primary action enables the user to designate the UPC as the primary number.

Note: the action will immediately set the the UPC as the primary with no confirmation.

Print Label

The Print Label action allows users to print the retail label and includes a preview option before printing. Additionally, users can set a print default for the retail item label.

 

Price Change Scoreboard

Scoreboard Display

The Price Change scoreboard displays the number of scheduled price changes related to the item. 

 
 

Price Change Filters

Use the dropdown to filter the Price Change window by Scheduled Prices, Current Prices, Historical Prices, and All Prices.

Adjust the filter to "All Prices" to see all prices associated with the item.

 
 

Schedule Pricing Change

The Schedule Pricing Change function is used for the user to schedule price changes associated to the item. 

Steps to Schedule Price Changes

  1. Click the Schedule Pricing Change.
  2. Fill in the required fields: POS System, Unit, Sale Price, Effective Date and Category. 
    1. Note: 
      1. The “Effective Date” is automatically selected as the next day. 
      2. Clicking on "Category" allows the user to view outlets where they can set pricing rules. They can apply the price rule across all relevant outlets.
  3. Select SAVE NEW RULE.
  4. Once the process is completed, the user will receive a completion notification stating “New Price Rule successfully created

NOTE: Users can schedule multiple price changes per unit across various categories (price levels in Infogenesis).

 
 

Search Here

The Price Changes scoreboard includes smart contextual searching capabilities in the Search Here field that include:

  • Category 
  • Price Adjustment
  • Unit
 
 

Details

The Price Change information bar will adjust according to the filter selected. 

Filtered by Scheduled Changes and Current Prices includes:

  • Effective Date
  • POS System
  • Category
  • Price Adjustment
  • Price
  • Created By
  • Notes
  • Actions

Filtered by Historical Prices & All Prices: Effective Date, POS System, Category, Price Adjustment, Price, Removed ON, Created By, Notes

 
 

Actions

There are 2 actions displayed in the Price Changes scoreboard. Unlike the SKU and UPC actions, deleting a price rule removes it from the system entirely.

Delete Pricing Rule

The Delete action allows the user to quickly remove the price rule.

Edit Pricing Rule

The Edit Pricing Rule action allows the user to modify the price rule for the selected line item.

 

 

Recent Sales Scoreboard

Scoreboard Display

The Recent Sales scoreboard displays all sales transaction related to the item. 

 
 

Search Here

The Recent Sales scoreboard includes smart contextual searching capabilities in the Search Here field that include:

  • Departments: Code or Name
  • Meal Period
  • Unit
 
 

Details

The Recent Sales information bar includes:

  • Sales Date
  • Department Code
  • Department Name
  • Meal Period
  • Imported On (Date)
  • Quantity
  • Unit
  • Cost
  • Sale Price
  • Amount
 
 

Recent Errors Scoreboard

Scoreboard Display

The Recent Errors scoreboard displays all sold exceptions related to the item. 

 
 

Search Here

The Recent Errors scoreboard includes smart contextual searching capabilities in the Search Here field that include:

  • Departments
  • Error Message
 
 

Details

The Recent Errors information bar includes:

  • Error Date
  • Department Code
  • Department Name
  • Error No. 
  • Error Message
  • Quantity
  • Sale Price
 
 

Recent Exports Scoreboard

Scoreboard Display

The Recent Exports scoreboard displays all exports related to the item. 

 
 

Search Here

The Recent Exports scoreboard includes smart contextual searching capabilities in the Search Here field that include:

  • POS System
  • SKU
  • Unit
  • Record Type
 
 

Details

The Recent Exports information bar includes:

  • Exported On (Date)
  • POS System
  • SKU
  • Unit
  • Record Type
    • N: NEW
    • R: RE-ENABLED
    • C: CHANGED
    • U: UNCHANGED
    • D: DELETED
  • Price Changed
 
 

Current Pricing

Add New SKU

The Add New SKU feature in the current pricing window resembles the SKU scoreboard. It is conveniently located here to expedite the process of adding a new SKU for the item.

Follow the steps in the SKU Scoreboard - Add New SKU Tab if adding a SKU to an item.

 
 

Schedule Pricing Change

The Schedule Pricing Change feature in the current pricing window mirrors the Price Changes scoreboard. It is conveniently placed here to facilitate scheduling price adjustments for the item quickly.

Follow the steps in the Price Change Scoreboard - Schedule Pricing Change Tab if scheduling a price change. 

NOTE: When scheduling a price adjustment, it’s crucial to consider the timing of any scheduled job runs to ensure a more effective and seamless price adjustment process.

 
 

Details

The Current Pricing information bar includes:

  • POS System
  • SKU
  • Category
  • Price
  • Actions
 
 

Actions

There are 3 actions displayed in the Current Pricing window.

View All Details

The View All Details action enables the current pricing to expand, revealing more information related to the line item.

Schedule New Price Change

Similar to the "Schedule Pricing Change" feature mentioned above, the Schedule New Price Change Action is conveniently placed on each line item for easier access to complete the process.

Print Label

The Print Label action allows users to print the retail label and includes a preview option before printing. Additionally, users can set a print default for the retail item label.

 

Retail Insights

Filter by Data Type

Use the Data Type dropdown to filter by Total Amount Sold. Use the Apply Filter feature to apply the filters selected.

 
 

Filter by Period

Use the Period Filter dropdown to filter by This Week, This Month, This Quarter, Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days, or Last 365 Days. Use the Apply Filter feature to apply the filters selected.

 
 

Filter by Related Items

Use the Related Items filter dropdown to filter by Commodity, Brand, Collection, Color, Style, Parent Commodity or Manufacturer SKU. Use the Apply Filter feature to apply the filters selected.

 
 

Filter by Details

Use the Details filter dropdown to filter by This Item or Related Items. Use the Apply Filter feature to apply the filters selected.

 
 

Graph Filters

After selecting the "Apply Filter" button, users can filter the graph by the Current Period, Previous Period, and/or Average of Related Items.

 
 

Toggle Chart

Users have the option to select "Toggle Chart" to remove the graph and display only the chart information.

 
 

Details

The Insights information bar includes:

  • Sale Date
  • Department
  • QTY
  • Unit
  • Amount

NOTE: Insights data will appear once sales information for the item becomes available.

 
 

POS Systems

Details

POS system attributions per item refer to the specific details or characteristics assigned to each individual product or item within a Point of Sale (POS) system.

The Insights information bar includes:

  • Override
  • Attribute
  • Inherited Value
  • Export Value
  • Action
 
 

Actions

The POS system offers one available action: the override action.

If the user chooses the override action, they need to specify a pos export value before selecting the Update Action. Alternatively, they can opt for the cancel action if they decide not to override the attribute.

 

POS Exports - Line Item

POS Exports by Item

The POS Export Values can be modified by item by following the steps below.

  1. Navigate to Items, Item Editor page.
  2. Go to the Point of Sale Tab and select POS Systems.
  3. Locate the Attribute you want to override.
  4. Click the action icon on the line item.
  5. Update the export value as needed.
  6. Select the check to save your changes.