PlanIt EPOS · Diary & Fitting Teams

Add a fitting date to a sale that had none

What does this do?

When flooring was sold without a fitting date and the customer rings back with one, you can book it straight onto the original sale. The booking goes in the Diary and Customer Orders and can email the customer their appointment.

How to use it

  1. From the ☰ menu choose History and open the sale.
  2. Press Add to diary.
  3. Set the Fitting date, a time slot and the Fitting team.
  4. Tick Email the customer the appointment if you want them to get a confirmation.
  5. Press Book fitting. The sale now shows in the Diary and its Customer Order moves to Booked for Fitting.
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Related guides

Add a fitting date to a sale that never had one

Flooring often sells before the customer knows when they want it fitted. When they ring back with a date, book it straight onto the original sale. It goes into the Diary and Customer Orders, and you can email the customer the appointment.

Receipts, Refunds & History

Flooring sold without a fitting date (Awaiting Customer Response)

Flooring sold to a named customer with no fitting date is a job still waiting on the customer, not a finished sale. The till parks it in Customer Orders as Awaiting Customer Response so it can be chased, and when they choose a date it goes in the Diary.

Customer Orders

Move a fitting to another day

Move fitting changes the date, slot or team on a fitting that came from a sale, and can email the customer the new appointment. Manual diary bookings are edited straight from the calendar.

Diary & Fitting Teams

Find an old receipt, quote or invoice

History keeps every sale, quote and invoice the till has ever raised, so you can find one months later, see whether it was paid, and reprint, email, refund or void it from the same screen.

Receipts, Refunds & History

Track an order from supplier to fitting

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.

Customer Orders

Add a fitting team

Fitting teams are your crews. Each team gets its own colour, and every fitting booked to that team shows in that colour on the Diary and the fitting calendar, so you can see who is out where.

Diary & Fitting Teams
Questions this guide answers
  • The customer has now chosen a date, how do I add it to their sale?
  • How do I book a fitting onto an old receipt?

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