PlanIt EPOS · Receipts, Refunds & History
Add a fitting date to a sale that never had one
What does this do?
Flooring often sells before the customer knows when they want it fitted. When they ring back with a date, book it straight onto the original sale. It goes into the Diary and Customer Orders, and you can email the customer the appointment.
How to use it
- From the ☰ menu choose History, find the sale and press View.
- Press Add to diary. On a sale that already has a date the same button reads Move fitting.
- Choose Fitting or Survey / measure, then the Fitting date.
- Under When pick Morning (8–12), Afternoon (12–4), All day or Specific time….
- Choose the Fitting team and add any Notes for the fitter.
- Tick Email the customer the appointment if you want them to receive a confirmation.
- Press Book fitting. The job now shows in the Diary and its customer order moves to Booked for Fitting.
Questions this guide answers
- The customer has finally chosen a fitting date, how do I add it to their sale?
- How do I book a fitting from an old receipt?
- How do I move a fitting to another day?