PlanIt EPOS guides
161 step-by-step guides, one for every feature. Pick a topic or search across both products. Measuring and quoting? PlanIt Estimating guides.
Getting Started
Signing in, the setup wizard, operators, users, installing the till and cloud sync.
- Add a member of staff (invite users to your account)
- Add operators and PINs (who is standing at the till)
- Cloud sync, working offline and running two tills
- Find your way around the till (every screen on the menu)
- Get help: Ask PlanIt and raise a support ticket
- Install the till as an app on this device (works offline)
- Reset a forgotten password
- See your notifications (the bell)
- Set up your business the first time you open the till
- Sign in to the till (or create your account)
- The till isn't on your plan: moving to Business
- Update the till to the latest version
- Use the Getting Started checklist
Making a Sale
The till screen — basket, quick sale items, cutting from a roll, customer and job details.
- Add a manual line or a whole-job line to a sale
- Add the customer and job details to a sale
- Charge retail or trade prices on a sale
- Clear a sale and start again
- Cut a length from a roll at the till
- Give a discount on a line or the whole sale
- Make a sale
- Mark a sale as CIS or VAT reverse charge
- Print a receipt or a quote straight from the till
- Record who served the customer (Operative and PIN)
- Ring up a one-off item that isn't in your catalogue (Quick Sale Item)
- Sell a product that comes in several colours or decors
- Sell boxed floors by the pack (m² rounded up to whole packs)
- Turn VAT on or off for a sale
Payments & Deposits
Payment methods, deposits and part payments, putting a sale on account.
Quotes
Quick and full quotes, sending them, online acceptance, follow-ups and converting to invoice.
- Add fitting labour and CIS or reverse charge to a quote
- Edit, void or delete a quote
- Follow up quotes that have gone quiet
- Print a quote or save it as a PDF
- Quote a job where the customer pays the fitter direct
- See whether a quote was opened or accepted
- Send a quote for the customer to accept online
- Turn an accepted quote into an invoice
- Use standard messages on a quote and add your own
- Work with a quote sent over from PlanIt Estimating
- Write a full itemised quote from the catalogue
- Write a quick quote
Invoices & Getting Paid
Raising invoices, automatic chasing, statements and recording payment.
Customer Orders
Orders awaiting stock or fitting, statuses from ordered to delivered, outstanding balances.
- Create a customer order for items not in stock
- Customer order statuses explained
- Fill in the products, supplier and expected delivery on an order
- Find a completed, collected, delivered or cancelled order
- Flooring sold without a fitting date (Awaiting Customer Response)
- See which receipts still have money owing
- Track an order from supplier to fitting
Diary & Fitting Teams
Surveys and fittings on the calendar, time slots, teams and confirmations.
Trade Accounts
Account customers, balances, credit limits, payments, statements and portal logins.
CRM & Customers
The customer book, the customer page, notes and follow-ups.
- Add a new customer
- Add a note or follow-up to a customer
- Check which emails a customer has received
- Edit a customer's details or CIS treatment
- Find a customer and see who owes you money
- Put a saved customer on the current sale
- See everything about one customer in one place
- See today's follow-ups on the till
Stock Management
Rolls, remnants, goods in, delivery notes, adjustments, locations and pallet stock.
- Add a carpet or vinyl roll to stock
- Book a delivery in (Goods in)
- Bring in your existing stock figures (opening stock)
- Correct a stock count
- Cut a length from a roll
- Edit, move or remove a roll
- Keep track of rolls, remnants and stock (Stock Management)
- Match a supplier's product names to yours
- Print the cut list for the cutting bench
- Put leftover materials from a job back in stock
- Scan a delivery note to add stock
- See recent stock movements and your stock value
- See your remnants and roll ends
- Set up stock locations (shop, warehouse, van)
- Stock counted in pallets and packs (SPC, LVT, laminate)
Products, Suppliers & Price Lists
The catalogue, margins, packs and colours, suppliers and importing price sheets.
- Add colours or decors to a product
- Add or edit a product
- Export and import products as a CSV
- Import a supplier price list
- Manage your suppliers
- Price a carpet or vinyl by the roll
- Product codes, SKUs and barcodes
- Put a product on your website
- Recalculate every selling price from your margins
- Set the stock quantity and location on a product
- Set up a product sold in packs (SPC, LVT, laminate)
- Set your margins and selling prices
Receipts, Refunds & History
Finding a sale, reprinting, emailing, refunds, voids, edits and the deleted list.
- Add a fitting date to a sale that never had one
- Correct a mistake on a receipt
- Email a receipt, invoice, quote or statement
- Find an old receipt, quote or invoice
- Refund a sale or issue a credit note
- Reprint a receipt
- Restore a deleted receipt
- See who changed a quote, invoice or receipt
- Send a receipt or quote by WhatsApp
- Void a sale
Reports & Cash Up
Sales and profit reports, the Z report, cash up, CSV and Xero exports.
Settings & Account
Company details, VAT and margins, region, terms, payments, invoicing, WhatsApp, backup and plan.
- Add your bank details for customer payments
- Add your company details and logo
- Add your terms and conditions and receipt footer
- Back up the till and restore from a file
- Change the VAT rate and default margins
- Choose how WhatsApp opens on this computer
- Clear all data on this till
- Invite a fitter and set the job portal rules
- Set up automatic invoice chasing and monthly statements
- Set your country, currency and tax name
- The AI scanner for price sheets and delivery notes
- The Updated Terms & Conditions screen at sign-in
- Turn quote follow-up reminders on or off
- Your plan, free trial and billing for the till
Customer Portal
What your customers see — quotes to accept, invoices to pay, documents, messages and returns.
- Choose which portal sections a customer can see
- Documents, orders, payments and statements in the portal
- How customers accept a quote online
- How customers pay an invoice online
- How customers request a return
- How customers sign in and reset their password
- Invite a customer to the portal (and what they receive)
- Messages from customers through the portal
- What your customers see in the portal
- Your logo and branding on the portal
Fitter App
Giving fitters their own app — jobs, progress, photos and notes back to the shop.
- A fitter starting their own PlanIt account
- A fitter's first sign-in and installing PlanIt Fitter
- Get before and after photos from your fitter
- Invite a fitter to the fitter app
- Make after photos optional, recommended or mandatory
- Notes from the fitter back to the shop
- Pause or remove a fitter's access
- Send a job to a fitter (Publish to fitter)
- Set your own job statuses for fitters
- The fitter app on poor signal
- What the fitter sees on a job and how they update progress