PlanIt EPOS · Stock Management

Edit, move or remove a roll

What does this do?

A mistyped length, a roll entered twice or a roll that has been damaged can all be put right without breaking the stock history. Changes are recorded as movements, never erased.

How to use it

  1. Open the ☰ menu, choose Stock Management and press Edit on the roll's row.
  2. Correct the Roll number, Colour / dye lot, Width (m), length left or Cost £/m² as needed.
  3. To move it, pick a new Location. The move is booked as a transfer between the two places.
  4. Press Save changes. A changed length is written up as a stock-take correction.
  5. To take the roll out of stock altogether, use Take this roll out of stock: choose a Reason (Entered in error / duplicate, Damaged / unsellable, Returned to supplier, or Used up / no longer have it) and press Remove roll.
  6. Confirm the prompt. The roll stops showing on the till and in stock; past sales cut from it are untouched.
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Related guides

Add a carpet or vinyl roll to stock

Every roll you hold is recorded against the product it belongs to, with its width, length, cost and where it sits. Once it is in, the till can cut from it and Stock Management shows what is left.

Stock Management

Correct a stock count

Adjust puts a stock figure right and records why. Add or remove a quantity, or set the count to what you actually found, and the change is posted as a movement with its reason so the history still adds up.

Stock Management

Set up stock locations (shop, warehouse, van)

Locations are the places stock physically sits. Each roll is held at one, deliveries are booked into one, and the till's roll picker knows which places you would normally cut from.

Stock Management

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 Management

Add a member of staff (invite users to your account)

Invite colleagues to your PlanIt account by email as Staff or Super Admin. They sign in with their own login on any till, the estimator or the portal.

Getting Started

Book a delivery in (Goods in)

Goods in books stock in by hand when you have no paperwork to scan, or the delivery is simple. Pick the product, say how much arrived and in what, and the till tells you exactly what it will add before you confirm.

Stock Management
Questions this guide answers
  • I typed the wrong length on a roll, how do I fix it?
  • How do I remove a roll that was entered twice?
  • How do I move a roll to the warehouse or van?

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