PlanIt EPOS · Stock Management

Scan a delivery note to add stock

What does this do?

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.

How to use it

  1. Open the ☰ menu, choose Stock Management and press ⬆ Upload Delivery Note.
  2. Drop the file on 📄 Drop file here, or click to choose. PDF, JPG, PNG, HEIC, XLSX and CSV all work, and several photos count as one note.
  3. Wait for the Goods received review screen. Check the Supplier, Delivery note no., PO number and Delivery date, and whether Prices on document are Ex-VAT or Inc-VAT.
  4. Go down the lines. Fix any Product (PlanIt) match by searching on that line, and check Qty, Unit, Roll W, Roll L, Colour, Batch and Cost £.
  5. Untick Accept on any line you do not want, or use Save as draft to finish later.
  6. Press ✓ Approve & add to stock.
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Related guides

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

Match a supplier's product names to yours

Shops often sell a product under their own name. Recording what the supplier calls it (their description and code) lets a scanned delivery note match your product automatically. These names are only ever used for goods in, never printed on a quote, receipt or website.

Stock Management

Stock counted in pallets and packs (SPC, LVT, laminate)

Boxed floors are stocked the way they are stacked. Set the m² per pack and packs per pallet on the product, and the till counts deliveries, stock and sales in pallets and packs while still showing the m².

Stock Management

Add colours or decors to a product

Supplier price lists price the range, not the shade. When you hold one product in several colours, list them on the product and the till counts each colour separately, asks which one arrived on a delivery and which one was sold.

Products, Suppliers & Price Lists

The AI scanner for price sheets and delivery notes

The AI scanner reads supplier price lists, brochures and delivery notes so you do not have to type them in. It is built in and ready to use; the setting exists only for an advanced override and should normally be left blank.

Settings & Account

Add a member of staff (invite users to your account)

Invite colleagues to your PlanIt account by email as Staff or Super Admin. They sign in with their own login on any till, the estimator or the portal.

Getting Started
Questions this guide answers
  • Can the till read my delivery note?
  • How do I add a delivery to stock from a photo?
  • Why does a delivery line say it cannot be received in pallets?

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