PlanIt EPOS · Customer Orders

Create a customer order for items not in stock

What does this do?

When a sale includes something you do not have on the shelf, the till offers to raise a customer order for it as soon as the payment is taken, so nothing sold gets forgotten.

How to use it

  1. Take the payment on the sale as normal.
  2. If any line is not in stock, the Items not in stock prompt appears: "These items are not currently in stock. Create customer orders so they can be ordered in from the supplier?"
  3. Tick the items to order and press Create customer order(s), or No thanks to skip.
  4. The orders appear in Customer Orders as Awaiting Order with the product, supplier and the receipt's deposit and balance filled in.
  5. Once you have placed the order, open it, set the Status to Ordered With Supplier, add the Supplier reference and Expected delivery, and press Save order.
Open PlanIt EPOS Still stuck? Email support

Related guides

Track an order from supplier to fitting

Customer Orders is the list of jobs waiting on something: stock from a supplier, a fitting date, a collection or a delivery. Each order tracks the supplier, when it is expected, its status and the money still owing.

Customer Orders

Fill in the products, supplier and expected delivery on an order

An order holds every product line for the job, the supplier and their reference, when the goods are expected, when they actually arrived, and what the customer still owes. Picking a product from the catalogue fills in the price and supplier for you.

Customer Orders

Set the stock quantity and location on a product

Every product carries a simple Stock quantity and a Location. It is the quick figure shown in the Product database and the starting point for opening stock; once Stock Management is in use, the ledger there is the one that moves.

Products, Suppliers & Price Lists

Take a deposit or part payment

Take part of the money now, set when the rest is due, and the till tracks the balance until it is paid.

Payments & Deposits

Book a delivery in (Goods in)

Goods in books stock in by hand when you have no paperwork to scan, or the delivery is simple. Pick the product, say how much arrived and in what, and the till tells you exactly what it will add before you confirm.

Stock Management

Customer order statuses explained

Every customer order has a status that says where the job is, from not yet ordered to collected or fitted. Moving it along keeps the list honest and tells the whole shop what needs doing next.

Customer Orders
Questions this guide answers
  • What is the 'Items not in stock' prompt after a sale?
  • How do I order a product in for a customer?
  • Can I create the order later if I said no thanks?

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