PlanIt Estimating · Stock (optional)

Turn on Stock

What does this do?

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.

How to use it

  1. Open ⚙️ Settings from the sidebar.
  2. Choose the 🧩 Optional Features tab.
  3. Switch on 🧰 Stock. PlanIt confirms it has been added to the sidebar under More.
  4. Open More in the sidebar and choose 🧰 Stock. On a phone it is in the More sheet at the bottom of the screen.
  5. To hide it again, switch 🧰 Stock off in the same place. Nothing you have entered is lost.
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Related guides

Turn optional features on or off

Optional Features are extras that stay out of the way until you want them. Turning one on adds it to the sidebar; turning it off hides it again, and nothing you have entered is lost.

Settings, Branding & Account

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)

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)EPOS

Keep track of rolls, remnants and stock (Stock Management)

Stock Management is the owner's view of everything you physically hold: carpet and vinyl rolls with their remaining length, remnants and offcuts, batches and colours, and where each item is kept. Stock starts at zero and builds up as deliveries are approved; selling or cutting a tracked line moves it out again, so the figures stay true without a stock take.

Stock Management

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)

Deduct a job's materials from Stock

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.

Stock (optional)
Questions this guide answers
  • How do I turn on Stock?
  • Where is the Stock screen?
  • Can I track the rolls and remnants in my van?
  • Why can't I see Stock in the menu?

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