PlanIt EPOS · Getting Started

Find your way around the till (every screen on the menu)

What does this do?

Everything on the till is reached from the ☰ menu top-left. This is what each screen is for, so you know where to go.

How to use it

  1. Press ☰ in the top-left corner to open the menu.
  2. Selling: Sale / Till is the counter. Quotes and Invoices are the quote and invoice books. Customer Orders holds flooring waiting for stock or a fitting date. Diary is the calendar of surveys and fittings.
  3. Customers: Accounts is trade accounts, balances and statements. CRM is the customer book with notes and follow-ups.
  4. Stock and catalogue: Stock Management (rolls, remnants, goods in), Products, Suppliers and Price Sheet Import.
  5. Numbers and records: Reports, History (every sale, to reprint, email, refund or void) and Cash Up / Z Report.
  6. Admin: Settings, Backup, Users (Super Admin only), Fitter portal and Contact PlanIt support.
  7. Top right you will find the ☁ cloud sync button, the notifications bell and the clock. Bottom right is the 💬 Ask PlanIt button.
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Related guides

Make a sale

Build a basket from your catalogue, add the customer if it is a fitted job, choose how they are paying and press PAY NOW. The receipt is saved to History and the basket clears for the next customer.

Making a Sale

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

Cash up at the end of the day

Cash Up tracks the drawer from the morning float to the evening count. It knows every cash payment and cash refund the till took, plus any cash you put in or took out, and tells you what should be in the drawer so the variance is obvious.

Reports & Cash Up

Get help: Ask PlanIt and raise a support ticket

The Ask PlanIt button answers questions about the till and your own data and takes you to the right screen. For a person, send a support ticket from the menu.

Getting Started

Add your company details and logo

Your company name, logo and contact details print on every receipt, quote, invoice and statement, and brand the customer portal. Set them once and every till in the shop uses them.

Settings & Account

Cloud sync, working offline and running two tills

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.

Getting Started
Questions this guide answers
  • Where is everything on the till?
  • What are all the screens on the menu?
  • Where do I find Settings, History or Cash Up?

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