PlanIt EPOS · Getting Started
Set up your business the first time you open the till
What does this do?
The first time you sign in, a short welcome form collects your business name, default margins and your operator PIN so the till can price products and record who served each customer.
How to use it
- Sign in for the first time. The Welcome to PlanIt EPOS window opens. You are the Super Admin for this account.
- Type your Business name. If you are VAT registered, add your VAT number and VAT rate %.
- Enter a default Trade margin % and Retail margin %. The till uses these to work out selling prices from supplier cost, and you can change them per supplier or product later.
- Under the operator section, type Your name and Your 4-digit PIN. You enter this PIN before each sale so the till records who served the customer.
- Press Get started. (Or Skip for now and finish in Settings later.)
- If you signed in but see Set up your business instead, your login is not attached to a shop yet: type Your business name and press Set up my business.
Questions this guide answers
- What does the Welcome to PlanIt EPOS screen ask for?
- What margins should I enter when setting up?
- It says my login isn't attached to a business, what now?