Features
One platform, six modules, one set of numbers
A sale at the counter reduces stock, posts to the customer’s account, feeds the margin report and shows up in the customer’s history — at the same moment, because it is all one system rather than several bolted together.
EPOS
A counter that keeps up with the queue
Serve a customer in seconds — scan or search, apply their trade price automatically, take any payment type and print or email the receipt. If the broadband drops, the till keeps trading and syncs everything the moment it returns.
- Fast sales built for a busy counter
- Barcode scanning
- Touch screen ready
- Returns and refunds against the original receipt
- Cash management with float, cash in/out and end-of-day
- Multiple payment methods, including split tenders
- Offline-first operation with automatic synchronisation
- Goods
- £318.35
- Discount
- −£31.84
- VAT @ 20%
- £57.30
- Total
- £343.81
Customer accounts
Trade credit you can actually control
Real trade accounts with credit limits enforced at the till, aged balances you can see before you release goods, and statements that go out on time without anyone rekeying them.
- Trade accounts with terms and credit limits
- Limit checks and overrides at the point of sale
- Monthly and on-demand statements
- Account payments with allocation to invoices
- Customer portal for invoices and statements
- Full order history against every account
- Invoices, credit notes and pro-formas
Stock control
Know what you have, everywhere
Every movement is recorded as a ledger entry, so the quantity on the screen is one you can defend. Counter, yard, van or second branch — stock is tracked per location and updated by the sale, not by a nightly job.
- Live stock updated at the moment of sale
- Multiple locations and branches
- Purchase orders
- Goods received, including partial deliveries
- Supplier management and lead times
- Stock adjustments with reasons and an audit trail
- Minimum stock alerts
Purchasing
Buy on evidence, not on memory
Suggested orders come from real demand and lead times. Supplier price files land as a PDF or spreadsheet and come out the other side as matched products with new costs and recalculated margins — after you have reviewed them.
- Supplier ordering with outstanding-quantity tracking
- PDF price list import
- Excel and CSV import
- AI price list reader with a human review step
- Margin calculation on every line
- Bulk price updates by supplier or category
- Cost history so you can see what changed
CRM
The whole relationship, on one screen
Trade is a relationship business. Every quote, call, sale, delivery and statement sits against the customer record, so whoever picks up the phone has the full picture.
- Customer records with sites and contacts
- Lead tracking through to first order
- Notes visible to the whole counter
- Tasks and follow-ups with due dates
- Marketing permissions recorded per contact
- Complete communication history
- Quote QTE-000944 sent — £4,820Today, 09:14
- Call: chasing rewire schedule for BexleyYesterday
- Counter sale £343.81 · 4 lines24 Jul
- Statement emailed to accounts@01 Jul
Reporting
Answers, not exports
The numbers a merchant actually runs on: what sold, what it made, who owes you and which lines are quietly losing money. Ready when you open the screen.
- Sales by day, product, category and branch
- Profit and gross margin
- Margin by customer and by product
- Top customers and best sellers
- VAT summary
- Staff performance and till attribution
- Supplier spend
AI assistance
Cut the admin, not the control
Price lists read from PDFs, products matched automatically, stock shortages predicted from real demand, and invoices searchable in plain English — with a human confirming anything that changes your data.
See how AI is used- PDF price list import
- Automatic product matching
- Margin recalculation
- Quotation building
- Stock shortage prediction
- Natural-language invoice search
- Performance analysis
- Customer insights
Integrations
Works with the kit on your counter
Standard hardware, standard formats, no proprietary lock-in.
- Stripe
- Barcode scanners
- Receipt printers
- Label printers
- Card machines
- Supplier imports
- Cloud backup
See PlanIt EPOS on your own counter
A 30-minute demo with someone who understands trade counters — not a sales script. We will use your product types, your pricing and your account customers.
Monthly subscription · No long-term contract · Onboarding included