PlanIt EPOS · Customer Orders

Track an order from supplier to fitting

What does this do?

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.

How to use it

  1. From the ☰ menu choose Customer Orders.
  2. Each row shows Order, Date, Customer, Product, Qty, Supplier, Status, Expected and Balance. Use the search box to find a customer, product or number.
  3. Tap a row to open the order, change its Status, add the Supplier reference or Expected delivery, and press Save order.
  4. Orders are created for you from till sales and out-of-stock items. To add one by hand, press + New order.
  5. Below the list, the Fitting calendar shows booked fittings and Outstanding balances lists receipts with money still owing.
  6. Once an order is Collected, Delivered, Completed or Cancelled it moves out of the list into Filed away.
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Related guides

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

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

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.

Customer Orders

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

See what's booked in the Diary

The Diary is a month calendar of every survey and fitting the shop has booked, with a Next 14 days list underneath so you can see at a glance who is going where, when and with which fitter.

Diary & Fitting Teams

See everything about one customer in one place

Opening a customer shows one page with their contact details, notes and follow-ups, trade account, money history, orders, bookings and every email you have sent them.

CRM & Customers

Find a completed, collected, delivered or cancelled order

Orders marked Collected, Delivered, Completed or Cancelled file themselves out of the day-to-day list so it only shows live jobs. Nothing is deleted: the Filed away view keeps every one.

Customer Orders
Questions this guide answers
  • What is the Customer Orders screen for?
  • How do I see what is on order from suppliers?
  • How do I add an order by hand?

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