PlanIt Estimating · Stock (optional)

Deduct a job's materials from Stock

What does this do?

Once a job is priced, PlanIt already knows the flooring and sundries it needs. Deduct them from Stock in one go instead of cutting and booking out each item by hand.

How to use it

  1. Open the estimate for the job so it is the one you are working on.
  2. Open More → 🧰 Stock and press 📐 Deduct this estimate's materials.
  3. Check the list. Flooring shows as linear metres to cut off, sundries as amounts used, all taken from the open estimate.
  4. For each flooring line, pick the roll or remnant to cut from.
  5. Adjust any quantity to what actually happened, and untick anything that came from elsewhere.
  6. Press ✓ Deduct from stock. Each line is logged under Recent movements against the job.
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Related guides

Book a delivery in, take stock out or cut a roll

Every change to stock is a movement: a delivery in, an amount out, or a length cut from a roll. Each one is logged under Recent movements with the reason and the job, so you can see where everything went.

Stock (optional)

Add a roll, remnant, pack or sundry to Stock

Record what you actually have and where it is kept. Flooring goes in as rolls, remnants or packs; gripper, underlay, adhesive and the rest go in as sundries with a quantity on hand.

Stock (optional)

Calculate the job and find the best roll width

Calculate All Rooms runs the roll optimiser over every room on the job. It tries each roll width, picks the one with the least waste, and produces the cut list, the cutting plan and the fitter sheet in one go.

Calculate, Roll Optimisation & Cutting Plans

See and print the cutting plan (cut list)

The cutting plan is the picture of the roll with every cut drawn on it, plus the cut list in the order the fitter should work. It comes straight from Calculate All Rooms, so it always matches the quote.

Calculate, Roll Optimisation & Cutting Plans

Set minimum levels so PlanIt tells you what to order

Give each sundry item a minimum level. When the amount on hand drops to that level or below, the item turns red and a Needs ordering banner lists everything you should buy.

Stock (optional)

Turn on Stock

Stock is an optional module that is off until you want it. Turn it on and PlanIt tracks the materials you keep, rolls, remnants, packs and sundries, where each one lives, and what needs ordering.

Stock (optional)
Questions this guide answers
  • How do I take a job's materials out of Stock?
  • Can PlanIt deduct what an estimate used?
  • What happens if the roll is shorter than the estimate needs?

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