PlanIt EPOS · CRM & Customers

Put a saved customer on the current sale

What does this do?

Use in current sale drops a saved customer's name, phone, email and address into Customer & job details on the till, so a repeat customer never has to be typed twice.

How to use it

  1. Start the sale on the till.
  2. From the ☰ menu choose CRM and find the customer.
  3. Tap them and press Use in current sale (it is also on the New customer window).
  4. You are taken back to the till with their details filled in. Carry on with the sale as normal.
Open PlanIt EPOS Still stuck? Email support

Related guides

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

Make a sale

Build a basket from your catalogue, add the customer if it is a fitted job, choose how they are paying and press PAY NOW. The receipt is saved to History and the basket clears for the next customer.

Making a Sale

Find a customer and see who owes you money

CRM is the customer book: every saved customer with what they owe, how many quotes are open and when they last bought. Filter it to see who owes money or who has a quote waiting.

CRM & Customers

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

Put a sale on a trade account

Bill the sale to a trade account instead of taking payment now. The amount goes on the customer's account, where you record payments and print statements.

Payments & Deposits

Add a new customer

New customer saves someone to the book before you have sold to them, so their details are ready to drop onto a sale or quote later.

CRM & Customers
Questions this guide answers
  • How do I put an existing customer on a sale?
  • Do I have to retype a customer's details every time?

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