PlanIt EPOS · CRM & Customers

See everything about one customer in one place

What does this do?

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

How to use it

  1. From the ☰ menu choose CRM and tap the customer.
  2. The top panel shows Phone, Email, Address and Customer since, with Edit details and Use in current sale.
  3. Notes & follow-ups keeps dated notes and tasks for this customer.
  4. If they hold a trade account, the Trade account panel shows the balance, credit limit and terms, with Open account.
  5. History shows quoted, outstanding, overdue and paid totals, then every document and payment.
  6. Below that are Customer orders, Fittings & surveys and Emails sent.
  7. Press ← CRM to go back to the list.
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Related guides

Find a customer and see who owes you money

CRM is the customer book: every saved customer with what they owe, how many quotes are open and when they last bought. Filter it to see who owes money or who has a quote waiting.

CRM & Customers

Add a note or follow-up to a customer

Notes keep a dated record of what was said. Follow-ups are the same but with a due date, and they show up on the till the day they are due so nobody forgets to ring back.

CRM & Customers

Check which emails a customer has received

Emails sent lists every email the shop has sent this customer from the till, with when it went, the address, the document and whether it succeeded or failed.

CRM & Customers

Put a saved customer on the current sale

Use in current sale drops a saved customer's name, phone, email and address into Customer & job details on the till, so a repeat customer never has to be typed twice.

CRM & Customers

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

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
Questions this guide answers
  • How do I see a customer's full history?
  • Where are a customer's past receipts and quotes?
  • How do I get back to the customer list?

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