PlanIt EPOS · Stock Management

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

What does this do?

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.

How to use it

  1. Sign in to cloud sync (the button top right) and open the ☰ menu.
  2. Choose Stock Management. It is owner-only, so staff will not see it.
  3. The cards at the top show Products tracked, In stock, Units in stock, Stock value (cost), Est. retail value, Low stock and Out of stock.
  4. Use the filters to narrow the table by category, by in stock / low / out, or by location.
  5. Every product row has ⊕ In to book a delivery and Adjust to correct a count. Roll products also list each roll with its Remaining length and m² left.
  6. Scroll down for Remnants, Recent stock movements and the buttons Add roll, ⊕ Goods in, ⬆ Upload Delivery Note, 🏷 Supplier names, 📍 Locations and 🧾 Cut list.
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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

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

Add a carpet or vinyl roll to stock

Every roll you hold is recorded against the product it belongs to, with its width, length, cost and where it sits. Once it is in, the till can cut from it and Stock Management shows what is left.

Stock Management

Correct a stock count

Adjust puts a stock figure right and records why. Add or remove a quantity, or set the count to what you actually found, and the change is posted as a movement with its reason so the history still adds up.

Stock Management

Cut a length from a roll at the till

Sell a length off a tracked roll and the till takes it off that roll, keeps the remnant and puts the fitter's sizes on the receipt.

Making a Sale

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
  • What is Stock Management?
  • How does the till know how much stock I have?
  • Why can't my staff see Stock Management?
  • Where do I see what is left on a roll?

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