PlanIt EPOS · Getting Started

Cloud sync, working offline and running two tills

What does this do?

Cloud sync backs up every sale, keeps products, prices and settings the same on every till, and powers the customer portal. The till carries on working offline and catches up when it reconnects.

How to use it

  1. The ☁ button top right shows the sync state. Press it to open Cloud sync.
  2. If it shows a sign-in form, type your Email and Password and press Sign in. Sync starts straight away.
  3. Press Sync now to push and pull changes immediately, for example after ringing a sale you want to see on the other till.
  4. Press Reload from cloud after a big change made elsewhere, such as a bulk customer import or a price-sheet import on another till. It pulls everything down fresh.
  5. If the internet drops, keep selling. The button reads ☁ Offline, and everything syncs when you are back. If the till asks, choose Keep working offline or Sign in now.
  6. Running two tills: sign in with the same PlanIt account on the second device. Products, prices, settings, customers and sales are shared between them.
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Related guides

Install the till as an app on this device (works offline)

Install the till as an app so it opens full screen from its own icon and keeps trading when the internet drops. Sales sync to the cloud when you are back online.

Getting Started

Sign in to the till (or create your account)

One PlanIt login opens the till, the estimator and the customer portal. Sign in on any till device with your email and password, or create an account if you are new.

Getting Started

Back up the till and restore from a file

Cloud sync backs the till up continuously, but you can also download a complete copy of this till's data as a single file and restore it on the same or another device. Restoring replaces everything on that device with the file's contents.

Settings & Account

Find an old receipt, quote or invoice

History keeps every sale, quote and invoice the till has ever raised, so you can find one months later, see whether it was paid, and reprint, email, refund or void it from the same screen.

Receipts, Refunds & History

See your notifications (the bell)

The bell in the top bar collects things that happen to your quotes, such as a customer opening or accepting one. Every till in the shop sees the same list.

Getting StartedEstimating

Auto-save and syncing between devices

There is no save button for an estimate. Everything you type is saved on the device as you go and sent to your account in the background, so the same job appears on your phone, tablet and shop computer.

Getting Started
Questions this guide answers
  • Does the till work without internet?
  • Why can't I see a sale from the other till?
  • What does Reload from cloud do?
  • How do I run two tills in one shop?

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