PlanIt EPOS · Customer Orders

Flooring sold without a fitting date (Awaiting Customer Response)

What does this do?

Flooring sold to a named customer with no fitting date is a job still waiting on the customer, not a finished sale. The till parks it in Customer Orders as Awaiting Customer Response so it can be chased, and when they choose a date it goes in the Diary.

How to use it

  1. Ring the sale through as normal with the customer's name and no Required / fitting date. The till says it has been added to Customer Orders as Awaiting Customer Response.
  2. When the customer rings back, from the ☰ menu choose Customer Orders and tap the order.
  3. Set the Status to Booked for Fitting.
  4. Fill in the fitting date and choose a Fitting team, then press Save order. The fitting appears in the Diary.
  5. Alternatively open the sale in History and press Add to diary, which does the same thing from the receipt.
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Related guides

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

Add a fitting date to a sale that never had one

Flooring often sells before the customer knows when they want it fitted. When they ring back with a date, book it straight onto the original sale. It goes into the Diary and Customer Orders, and you can email the customer the appointment.

Receipts, Refunds & History

Add the customer and job details to a sale

Customer & job details record who the sale is for, what the job is and when it is needed. A fitting date puts the job straight in the Diary; flooring with no date waits in Customer Orders.

Making a Sale

See what's booked in the Diary

The Diary is a month calendar of every survey and fitting the shop has booked, with a Next 14 days list underneath so you can see at a glance who is going where, when and with which fitter.

Diary & Fitting Teams

Book a survey or fitting

Add to diary books a survey or a fitting by hand, with a date, a time slot and a fitting team. Use it for jobs that did not come through the till, such as a measure before you have quoted.

Diary & Fitting Teams

Create a customer order for items not in stock

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.

Customer Orders
Questions this guide answers
  • Why has a sale appeared in Customer Orders?
  • The customer didn't book a date at the till, how do I add one later?
  • Why don't counter sales create an order?

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