Products

Products are what you ring up, stock, price, and report on — every paint can, hardware SKU, and tintable base in your store is a Product record. This page covers adding a product, the detail page (history, inventory, pricing, costs, catalog, settings), duplicating, deactivating, and how alternate units of measure fit in.

In the POS mode, open Products in the left sidebar.

The Products list

The landing view is a filterable table of every active product at your current location. The search input in the top-left matches on name or any ID (Primary ID, additional IDs, barcodes). The Status: Active pill on the control strip limits the view to active products — change it to see deactivated records. Sort, Show/hide, and Filter are the usual list-page knobs; the column-header + buttons add per-column filters on the fly.

The two key actions top-right are Import products (bulk-create or update from a spreadsheet — covered in Product imports) and Add product for one-at-a-time creation. Clicking any row opens that product's detail page on the History tab.

Adding a product

Click Add product in the top-right of the Products list. A modal opens with the fields required to create the record — just the essentials. Everything else (class, fineline, alternate UOMs, custom prices, per-location inventory) lives on the product's detail page and gets set after creation.

Field	What it does	Required?	Default
Primary ID	The product's canonical ID — what cashiers scan or type at POS. Must be unique across the company.	Yes	—
Additional IDs	Extra IDs that should also find this product at the counter — vendor codes, barcodes, alternate SKUs. Click Add to attach each one.	Optional	—
Name	The name that shows in search results, on receipts, and on labels.	Yes	—
Price Tier 1	The price this product rings at for customers on the Tier 1 pricing tier. Other tiers inherit this as a starting point and can be overridden later on the Pricing tab.	Yes	$0.00
Default cost	What you pay for it. Drives margin calculations and flows into inventory valuation.	Optional	$0.00
Select vendor	The default Vendor this product is purchased from. Powers purchase-order suggestions.	Optional	—
Department	Top level of the taxonomy (Department > Class > Fineline). Reports, labels, and sales roll up here.	Yes	Benjamin Moore
Inventory	Starting on-hand count at each of your locations. Zero is fine — you can bring stock in later with an order or a count.	Optional	0

Between Name and Price, an Attach tag button lets you tag the product at create-time — pick existing tags or type a new one to create it. Tags can also be attached later from the product's detail-page header.

Three save buttons sit at the bottom:

• Save & Edit creates the product and drops you on its Settings tab, where the rest of the fields live. Use this when you know you're about to set a Class, a Fineline, or alternate units of measure.

• Save & New creates the product and immediately reopens the Add modal with a blank form. Use this when you're entering five or ten products by hand at the counter — faster than closing and reopening Add product each time, and lighter-weight than firing up Product imports for a small handful.

• Save creates the product and closes the modal. Good when the Add-modal fields are all you need.

The product detail page

Clicking a row in the Products list opens that product's detail page on the History tab. The page header carries the product image, Primary ID, name, default vendor, and one of the additional IDs; an Attach tag link below the header adds a tag for reporting. The action cluster at the top-right holds the page-wide actions (Print label, View mobile label, Attach file, Duplicate, Deactivate).

Under the header, six top tabs split the product's data:

• History — the default view. Every movement of this product: sales, orders, transfers, counts, shipments, vouchers — one row per event, ordered by date. The row of summary tiles up top (Units sold YTD, Margin YTD, Monthly turns, 12 months, 3 months, 1 month) gives the shape of demand at a glance.

• Inventory — on-hand, on-order, committed, and per-location Min / Max thresholds. See Setting min/max reorder points below for the configuration walkthrough.

• Pricing — every pricing tier's price for this product, plus any active promotions, customer-specific overrides, and quantity breaks for this SKU. Quantity breaks are threshold-based discounts (e.g. buy 4, take 10% off) added with Add quantity break on the Pricing tab — each break carries a quantity threshold and a discount percent. Quantity breaks do not stack with each other or with custom prices: if a customer hits two thresholds on the same line, Rundoo applies the better of the two, not the sum. See Pricing tiers and Custom prices for how the tiers and overrides work. The Pricing tab is also where quantity breaks live — the Alternate pricing card on this tab is where you set price breaks at a quantity threshold (buy 12, get 5% off) or per-UOM pricing (different price for a 5-gallon pail vs. a single gallon). Walk-through in Product prices. Quantity breaks don't stack — if you configure 12 units → 5% off and 60 units → 10% off, a cart of 60 units rings at 10% off, not 15%.

• Costs — default cost, last cost paid, and average cost per location. Flows from purchase orders and counts.

• Catalog — vendor-catalog metadata that powers search richness (long description, color family, product imagery).

• Settings — every editable field on the product (see Editing a product below).

Setting min/max reorder points

Min and Max are how Rundoo decides when to suggest reordering a product. They live on the Inventory tab of the product detail page — one row per location, since the right stocking level for a slow store and a busy one is rarely the same.

Each row carries seven fields:

• Location — one row per location you operate.

• Bin — the shelf or aisle tag for this product at this location (free text; printed on shelf labels and pick lists).

• On hand — current physical count at this location. Adjusted by sales, orders, transfers, and Inventory counts.

• On order — units already on an open purchase order to this location.

• Committed — units allocated to open sales (drafts, quotes, will-calls).

• Min — the reorder trigger. When On hand + On order drops below this number, the product is flagged for reorder when you click Generate order on a PO.

• Max — the target stock level. Generate order proposes enough units to bring the location back up to Max.

Click any row to open the Edit inventory modal — Bin location, On hand (Unit), Min (Unit), and Max (Unit). Set the numbers and click Save; the row updates immediately.

How Generate order consumes these numbers — and the per-vendor choice between the Predictive and Min/Max algorithms — lives in Purchase orders. The "at min" vs "below min" trigger toggle lives in Product settings.

For bulk-setting Min/Max across hundreds of products, the Min and Max columns are exposed in the Products import template — see Product imports.

Editing a product

The Settings tab is where the product's fields live, grouped into sections. Each section has its own Cancel and Save — saving one doesn't commit changes in another.

The sections, in order on the page:

• Product Information — Primary ID, Product name, and any Additional IDs (vendor codes, barcodes, alternate SKUs that should also find this product at the counter). Also where Tags attach to the product — search/report tags created at Admin > Product, surfaced as filterable chips on the Products list and in custom reports.

• Categorization — Department, Class, and Fineline. The full taxonomy lives here, and this is the only place Class and Fineline can be set (they aren't on the Add modal). See Units of measure for how UOMs interact with taxonomy.

• Additional charges — per-product surcharges (e.g. core charges, bottle deposits, environmental fees) that add to the line at POS.

• Checkout — flags controlling how the product behaves at the counter. The main one for paint stores is Tintable — flip it on for any base that needs a color picked at the register (Regal Select, Aura, ben, etc.), and every time a cashier rings that product, Rundoo opens the Add line item modal with the tint picker so they can search a Benjamin Moore code before the line drops into the cart. See Sales for the cashier-side walkthrough of the tint modal. Other flags in this section cover age-verification prompts, non-discountable lines, and similar counter behavior.

• Notes — a free-text area for staff-visible notes about the product (application instructions, vendor-specific quirks).

• Units of measure — alternate UOMs (gallons, quarts, pints for paint; boxes vs. each for hardware) so the same product can ring in different pack sizes without creating separate SKUs. Also where Case Quantity lives — the minimum order multiple. If your vendor only ships in cases of 4 but you sell singles, set Case Quantity to 4 and Rundoo rounds purchase-order quantities up to the nearest case while still letting cashiers ring single units at POS. Covered end-to-end in Units of measure.

Tintable products

For paint stores, the Tintable flag is the most important product-level setting — it's how Rundoo knows to prompt the cashier for a color when the product hits the cart. Flip it on for every base SKU that gets tinted at the counter (Regal Select, Aura, ben, etc.). Don't flip it on for ready-mixed cans, primers, or non-paint hardware.

Turning Tintable on

1. Open the product on the Products list (POS > Products).

2. Click the Settings tab.

3. Scroll to the Checkout section.

4. Toggle Tintable on.

5. Click Save for that section.

The next time the product is rung into a sale, the Add line item modal opens with the tint picker before the line drops into the cart.

What happens at the counter

With Tintable on, a cashier scanning or searching the product gets the Add line item modal instead of a direct line add. The modal includes:

• Tint toggle: Search vs Custom — Search looks up Benjamin Moore codes (or whatever color library is configured); Custom lets the cashier type a free-text color ("customer match: 1995 Honda Accord rust").

• Receipt note — prints on the customer's receipt. Use this for the color name or the formula reference.

• Internal note — doesn't print on the receipt. Use this for tinting machine notes ("tint in-house, can chipped at the bottom").

Click Add to drop the tinted line into the cart. The line carries the tint information through the sale, the receipt, and into history — a re-tint a year later can pull the original formula from the past sale.

Sending tinted products from COLORx to a new sale

If you use COLORx for color-matching, you can push a tinted formula directly into a sale on Rundoo:

1. In COLORx, tint and dispense the formula as usual.

2. Open Rundoo to the New sale screen.

3. Below the Search and add product box, a X tinted products button appears showing the count of formulas waiting to be sent over from COLORx. Click it.

4. Pick the matching tinted product and click Add to sale. The line drops in with the color and formula already attached.

This path keeps the formula from being re-typed at the counter and avoids transcription mistakes. See COLORx for the COLORx-side setup.

Sale notes and reminders

Sale notes are popups that take over the screen during a sale to make sure a particular detail isn't missed — "Ask for the customer's PO number," "Mention the new Color of the Year," "Confirm they want the 5-gal pail." Unlike static notes that get ignored, sale notes block the sale until the cashier clicks Confirm, hits Esc, or clicks outside the modal.

Where to set them

Notes live in two places, depending on whether they should fire on the customer or the product:

• Per-customer: open the customer, go to Settings > Notes > Sale reminders.

• Per-product: open the product, go to Settings > Notes > Sale reminders.

Type the reminder text and save. The next sale that includes that customer or product will trigger the popup.

How they look at checkout

When a customer with a sale note is added to a sale, the popup appears immediately. The cashier reads it and dismisses with Confirm, Esc, or a click outside. After dismissal, the note stays visible as a persistent banner on the checkout screen — a second reminder while the cashier is finalizing the cart. The same flow applies when a product with a sale note hits the cart.

Single-use taxation

Some contractor customers pay tax only on goods they can re-use (a sprayer, brushes, ladders) but not on goods that get consumed on a job (paint, primer, caulk). This is common for contractors whose end customers are tax-exempt — government buildings, churches, schools — because the consumed materials become part of an exempt project, while the tools the contractor keeps remain taxable.

Rundoo handles this with a single-use tax designation that combines a product flag and a customer flag. Both have to be on for tax to be skipped on a given line.

Step 1: Mark single-use taxable products

On each product that should be tax-exempt for single-use customers (paint, primer, consumables), open the product, go to the Settings tab, and turn on the Single-use taxable flag. Save.

Leave the flag off for products that contractors keep and re-use (sprayers, brushes, hardware, equipment) — those stay taxable.

Step 2: Mark single-use taxable customers

On each customer who qualifies, open the customer, go to their Settings tab, and fill in the Single-use tax exemption number. Ideally this is their state-issued single-use tax certificate number, but Rundoo accepts any non-empty value as the marker that this customer is single-use exempt. Save.

Step 3: Ring a sale

When the cashier attaches the single-use-exempt customer to a cart and adds a single-use taxable product, that line rings with no sales tax. Lines for products not marked single-use taxable (the sprayer, the brushes) still ring with full tax. Both kinds of lines can sit on the same sale — Rundoo evaluates the flags per line.

Duplicating a product

Click Duplicate in the action cluster at the top-right of a product's detail page. Rundoo creates a copy with every field carried over — name, price, cost, vendor, department, class, fineline, UOMs — and drops you on the new record's Settings tab so you can tweak what makes this one different. Good for adding a new color of an existing paint, a new size of an existing SKU, or a seasonal variant of a staple.

Product images and UPCs

Product images show up everywhere a line appears — at POS, on orders, on transfers, on the mobile POS app, and on the customer app. Images aren't uploaded one at a time; Rundoo matches your products to a master product database on their UPC (the 12-digit barcode) and pulls the image from there.

That means two reasons a product might not have an image:

• No UPC on the product. Add a UPC on the product's Settings tab under Additional IDs and the image usually appears after the next catalog refresh.

• UPC exists, but no image in the master database yet. Rundoo is continuously enriching image coverage, especially for high-volume SKUs. Message Rundoo Support if an image is missing on a product you sell frequently.

Deactivating a product

Click Deactivate in the action cluster at the top-right of a product's detail page to retire it. Deactivation is a soft archive — the product keeps its history (past sales, orders, counts, and transfers all still reference it), but it stops appearing in product search at POS or in the default Products list. Useful for discontinued SKUs, vendor-specific products when you change suppliers, or seasonal items you'll bring back later.

---

Recommended Rundocs

• Units of measure — alternate UOMs (gallons, quarts, pints) on the same SKU.

• Pricing tiers — how the Tier 1 price set on Add maps to the prices other customer tiers see.

• Product imports — bulk-creating or updating products from a spreadsheet.

• Product prices — managing per-tier pricing on the product's Pricing tab.