PlanIt EPOS · Making a Sale

Add the customer and job details to a sale

What does this do?

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.

How to use it

  1. On Sale / Till, in Customer & job details, start typing the Customer name. Pick a saved account from the list, or keep typing to add a new customer.
  2. New name and you want a trade account for them? Press + Create account for "…" under the name.
  3. Fill in Phone, Email and Address.
  4. Type Job / reference notes (printed on the document), for example "Fit lounge + hall w/c 22 June, ref JOB-1041".
  5. Set the Required / fitting date. The job appears in the Diary on that day and drives the cut list.
  6. Choose a Fitting team if you have them. It colours the diary entry.
  7. Flooring sold without a fitting date goes to Customer Orders as Awaiting Customer Response so the customer can be chased for a date.
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Related guides

Add a fitting date to a sale that had none

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.

Diary & Fitting Teams

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

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

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

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

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
Questions this guide answers
  • How do I add a customer to a sale?
  • How do I book a fitting date from the till?
  • Where do job notes print?
  • Why is my sale in Customer Orders?

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