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