PlanIt EPOS · Making a Sale

Add a manual line or a whole-job line to a sale

What does this do?

Two ways to type a line yourself: a manual line for a single priced item, or a job / estimate line that prices a whole job as one figure with a description that prints exactly as typed.

How to use it

  1. On Sale / Till, below the product list, press + Add manual line item for a single item. Fill in Description, Quantity, Unit, Unit price £ and VAT rate %, then press Add to basket.
  2. For a whole job priced as one figure, press + Add job / estimate line instead.
  3. In Job / estimate line, check the Customer details (they are carried across from the sale) and type the Job title / first line, for example the property address.
  4. Type the Description with one item per line. It prints exactly as typed, so list the rooms and what is included.
  5. Enter the Price £ (ex VAT) and check the VAT rate %. Add a Reference if you want one printed.
  6. Press Add to sale.
Questions this guide answers
  • How do I add a free-text line to a sale?
  • How do I put a whole supply-and-fit job on the till as one price?
  • What is the job / estimate line for?

Last updated 2026-09-03 · Direct link for this feature