PlanIt EPOS · Customer Orders

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

What does this do?

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.

How to use it

  1. From the ☰ menu choose Customer Orders and tap the order (or press + New order).
  2. Under Products on this order, add each Product. Choosing one from the catalogue fills Cost each, Price each and Supplier; set the Qty and the Line total works itself out.
  3. Type the Supplier reference from the order confirmation and set the Expected delivery date.
  4. Check Deposit paid and Balance owing. On an order made from a sale these come from the receipt, shown under Linked receipt.
  5. When the goods land, fill in Actual arrival, move the Status on and add any Notes.
  6. 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

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

Manage your suppliers

The Suppliers screen is built from your product list: one row per supplier with a product count and average retail margin. From here you can reprice a whole supplier at once or delete one.

Products, Suppliers & Price Lists

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

Scan a delivery note to add stock

Upload a PDF, photo or scan of the delivery note and the till reads every line, matches it to your products and shows a review screen. Nothing goes into stock until you press approve, so a misread line can be fixed first.

Stock Management

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
  • How do I add several products to one order?
  • Where do I put the supplier's order number?
  • How do I record when the goods arrived?

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