PlanIt EPOS · Making a Sale

Sell a product that comes in several colours or decors

What does this do?

When a product has colours or decors set up, the till asks which one is being sold so the stock comes off the right colour.

How to use it

  1. Tap the product on Sale / Till as normal.
  2. In Which colour?, tap the colour or decor being sold. The line goes in the basket with that colour on it.
  3. Not a colour you track, or selling from the general range? Press No specific colour — take it off the range.
  4. Take payment as normal. The receipt shows the colour and the stock for that colour goes down.
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Related guides

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

Keep track of rolls, remnants and stock (Stock Management)

Stock Management is the owner's view of everything you physically hold: carpet and vinyl rolls with their remaining length, remnants and offcuts, batches and colours, and where each item is kept. Stock starts at zero and builds up as deliveries are approved; selling or cutting a tracked line moves it out again, so the figures stay true without a stock take.

Stock Management

Refund a sale or issue a credit note

A refund gives money back on a sale that has been paid, in full or in part, and records why. It creates a permanent credit note against the original receipt and puts returned goods back into stock if you tell it to.

Receipts, Refunds & History

Add or edit a product

Products are what the till sells. Add each one with its supplier, cost and margins and it appears in the product search on the till, on quotes and in stock. Edit it any time from the Product database.

Products, Suppliers & Price Lists

Add a manual line or a whole-job line to a sale

Two ways to type a line yourself: a manual line for a single priced item, or a job / estimate line that prices a whole job as one figure with a description that prints exactly as typed.

Making a Sale

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
Questions this guide answers
  • Why does the till ask Which colour?
  • How do I sell a specific colour from a range?
  • What does No specific colour do?

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