PlanIt Estimating ยท Stock (optional)

Book a delivery in, take stock out or cut a roll

What does this do?

Every change to stock is a movement: a delivery in, an amount out, or a length cut from a roll. Each one is logged under Recent movements with the reason and the job, so you can see where everything went.

How to use it

  1. Open More โ†’ ๐Ÿงฐ Stock in the sidebar.
  2. To book a delivery of a sundry in, press ๏ผ‹ In on the item, enter the Quantity and a Reason, add the Job / customer if it is for one, and press โœ“ Apply.
  3. To take a sundry out, press โˆ’ Out on the item and do the same.
  4. To cut from a roll or remnant, press โœ‚ Cut on that piece, enter the Length to cut off (m) and pick the Reason (Cut for job, Damaged / written off or Stock count correction).
  5. Add the Job / customer and press โœ‚ Cut. For pack materials the button is โˆ’ Use and you enter Packs to use.
  6. Scroll to Recent movements to see the date, item, amount and reason for every change.
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Related guides

Add a roll, remnant, pack or sundry to Stock

Record what you actually have and where it is kept. Flooring goes in as rolls, remnants or packs; gripper, underlay, adhesive and the rest go in as sundries with a quantity on hand.

Stock (optional)

Deduct a job's materials from Stock

Once a job is priced, PlanIt already knows the flooring and sundries it needs. Deduct them from Stock in one go instead of cutting and booking out each item by hand.

Stock (optional)

Set minimum levels so PlanIt tells you what to order

Give each sundry item a minimum level. When the amount on hand drops to that level or below, the item turns red and a Needs ordering banner lists everything you should buy.

Stock (optional)EPOS

See recent stock movements and your stock value

Every delivery, sale, cut, correction and return is written to a stock ledger that is never rewritten. Recent stock movements shows the trail, and the cards at the top value what you hold at cost and at retail.

Stock ManagementEPOS

Cut a length from a roll

A cut is made from the till, so the customer's receipt, the roll's remaining length and the offcut are all recorded in one go. Stock Management then shows the shorter roll and lists the offcut as a remnant.

Stock Management

Turn on Stock

Stock is an optional module that is off until you want it. Turn it on and PlanIt tracks the materials you keep, rolls, remnants, packs and sundries, where each one lives, and what needs ordering.

Stock (optional)
Questions this guide answers
  • How do I book a delivery into Stock?
  • How do I cut a length off a roll?
  • How do I record stock used on a job?
  • Where can I see what went in and out?

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