PlanIt EPOS · Customer Orders

Customer order statuses explained

What does this do?

Every customer order has a status that says where the job is, from not yet ordered to collected or fitted. Moving it along keeps the list honest and tells the whole shop what needs doing next.

How to use it

  1. From the ☰ menu choose Customer Orders and tap the order.
  2. Choose the Status. In order they are: Awaiting Order, Ordered With Supplier, Supplier Confirmed, In Transit, Arrived In Store, Customer Notified, Awaiting Collection, Awaiting Customer Response, Booked for Fitting, Collected, Delivered, Completed, Cancelled.
  3. Use Awaiting Customer Response for flooring sold with no fitting date yet, and Booked for Fitting once a date is agreed. A Booked for Fitting order appears in the Diary.
  4. Press Save order.
  5. Collected, Delivered, Completed and Cancelled finish the order: it files itself out of the day-to-day list but is never deleted.
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Related guides

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

Find a completed, collected, delivered or cancelled order

Orders marked Collected, Delivered, Completed or Cancelled file themselves out of the day-to-day list so it only shows live jobs. Nothing is deleted: the Filed away view keeps every one.

Customer Orders

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

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

Create a customer order for items not in stock

When a sale includes something you do not have on the shelf, the till offers to raise a customer order for it as soon as the payment is taken, so nothing sold gets forgotten.

Customer Orders
Questions this guide answers
  • What do the order statuses mean?
  • What order should I move a job through?
  • Which statuses put a job in the Diary?

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