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.
Sale / Till
A counter that keeps up with the queue
Type a name, a SKU or a supplier, or scan straight in. The customer’s trade, band or agreed price lands on the line, the product’s own rules (minimum sale quantity, sold in packs of, minimum sell price) are applied as you go, and a trade account’s credit position sits on the sale before you take the money. Every sale is signed by the four-digit PIN of the person who rang it through, and if the broadband drops the till keeps trading and syncs the moment it returns.
- PIN lock: a four-digit code says who is on the till, and it locks again after every sale
- Search by name, SKU or supplier, or scan any barcode; Quick Sale (F4) for a one-off line, or save it as a product for next time
- Retail, trade, price-band and per-customer pricing; whole-sale or per-line discounts
- Product rules enforced at the counter: minimum sale quantity, packs of, minimum sell price — staff are stopped, the owner can override and it is recorded
- Credit bar on every account sale: what they owe, the limit, the headroom, and what this sale would do to it — red when it would breach, with the owner’s recorded override
- Cash, card, bank transfer, deposit or on account — or split across several; card auth code kept on the receipt
- Take as order from the basket: collect or deliver, deposit, wanted-by, job / PO reference, site address
- Payment link as a tender at the till, on orders and on account payments — with its own Xero account
- Hold and recall sales; refunds against the original receipt; edit a sale by voiding and re-ringing
- Cash up and Z report with float, cash in and out
- Offline-first: keeps selling with no connection and syncs when it returns
- Goods
- £318.35
- Discount
- −£31.84
- VAT @ 20%
- £57.30
- Total
- £343.81
Customer orders & diary
Every order, every drop, every date on one page
Take an order at the till with a deposit and the stock is reserved that second. The order list is the one a merchant runs the day from — reference, phone to ring, who took it, wanted-by in red when it is late, margin, status — with picking lists and delivery notes that print themselves, part deliveries, back-to-back orders straight from the supplier to site, and a van diary for the drops.
- The order list: reference, phone (tap to ring), items, wanted date, taken by and rep, total, balance, margin; sort, search and filter; tick rows for bulk picking lists, delivery notes, mark picked, release stock, cancel; export to CSV
- Picking lists and delivery notes per order or per van — bin order, tick boxes, taken by / picked by, signed for on site; every print recorded
- Part deliveries: hand over or deliver some of it now, invoice that part, the rest stays open
- Back-to-back: order lines direct from the supplier to the customer’s site on a purchase order linked to the sales order
- Release stock and reserve again; stock arriving against a purchase order fills waiting orders oldest first
- Confirmation emailed to the customer when a delivery order is taken; the bell says when an order is ready
- Pay-before-delivery gate and the credit bar on hand-over: nothing goes out over the limit without the owner’s tick
- Deliveries & vans: drag drops onto runs, AM/PM slots, load the van, run sheet, van picking list, delivered → invoice
- Split into loads: one order, as many deliveries as it needs — say what goes on each load and its day; every load gets its own picking list and delivery note
- Notes for the driver on every load — printed at the top of the run sheet; Mark as full when the van is at weight and nothing else can be booked on
- The Payment column says what happens at the door: on account (invoiced), paid, or genuinely money to collect — the run sheet says the same
- Over the credit limit? The owner allows it once, it is recorded, and the order clears everywhere — picking list, van, hand-over
- Take a payment now on an account order: paid up front by card, bank or payment link without touching the delivery; the invoice is settled by it
- Supplier collections on the van board: tick “we’re collecting this” on a purchase order and it is a stop on the run, with the run sheet saying what to load
- A colour-coded diary of deliveries, collections, awaiting stock, follow-ups and stock takes
Customers & accounts
Trade credit you can actually control
One customer book for cash and account customers: what they spend, what they owe, the person who looks after them, who to ring for orders and who gets the statements. Terms are the terms a merchant actually gives — 30th of the month following, end of month plus days — and the credit limit is enforced at the till, not discovered at month end.
- Customer book: spend, balance, open quotes and last sale; one page per customer with history, orders, quotes, notes, follow-ups and emails sent
- Sales person on the account, carried onto every order and sale; the customer’s usual collect-or-deliver pre-selected on the till
- Named contacts with a role — orders, accounts, site — the accounts contact receives statements and reminders
- Delivery addresses per customer — sites, yards, plots — offered on the till and on orders; job / PO reference made compulsory per account
- Trade accounts: credit limit, on stop, aged debt (current / 30 / 60 / 90), payment terms by days, day of the month following, end of month following or days after month end
- Credit limit and stop enforced at the point of sale, on hand-over and on delivery
- Account payments allocated to invoices; monthly and on-demand statements with your logo; overdue invoices chased automatically
- Per-customer prices: a product or a whole category, fixed or a percentage off, from a quantity, for a date range
- Merge duplicates; invoices, credit notes, quotes and pro-formas
Stock Management
Know what you have, and where it is
Every movement is a ledger entry, so the quantity on the screen is one you can defend. A supplier delivery note is photographed or uploaded, read by AI, matched to your products and booked in; product cost moves to the true weighted average as goods land; and each morning the lines that have dropped under their minimum with nothing on order are put in front of you.
- Live stock updated at the moment of sale, per location and per branch, with a bin on every product
- More than one bin per product — A3-12, YARD 2 — searched by any of them; goods in adds the put-away bin to the list
- Upload a delivery note: AI reads it, matches every line and books the stock in; or goods in by hand
- Stock reserved to customer orders as it lands; on order, reserved and free shown per line
- Minimum and maximum levels per product; below-minimum alerts every morning in the bell, on Home and by email
- Weighted-average cost on every receipt, landed cost included — or last price, or leave costs alone
- Buy unit and sell unit: buy by the box of 72, sell each; stock, prices and cost stay per sell unit
- Transfers between locations; adjustments with reasons and an audit trail
- Stock takes: whole branch or one category, blind if you like, several people counting at once, variance at cost before anything is posted
- Ask PlanIt: a built-in assistant that answers from your own stock, bins and customers
Buying & Suppliers
Buy on evidence, not on memory
A supplier book that shows what each one supplies, the margins you make on them and what is on order. Purchase orders in the supplier’s own unit, with their minimum order quantities and minimum order value enforced, freight and haulage spread into the landed cost, approval above a value you set, and returns to the supplier tracked to the credit note.
- Supplier book: products supplied, their codes and costs, average retail and trade margins, on order, last delivery, lead time, minimum order value
- Set margins per supplier and reprice everything they supply in one go; product database with margins edited inline
- Purchase orders: from the supplier, from a customer order’s short lines, or from reorder suggestions; MOQ and minimum order value enforced
- Order stock for this order: tick the lines and how many on a customer order, and a purchase order opens filled in — stock on every line, VAT on the total — linked to the order when it is issued
- One purchase order for several customers’ orders, linked from either side; edit an issued order until it is received; VAT on every purchase order
- Buy units on the order — 10 boxes at the box price, 720 on the shelf — receipts and returns in the same unit
- Approval: purchase orders over a value you set wait for the owner; staff can raise, the owner approves or sends back with a reason
- Costs on the order — freight, duty, haulage — spread by value or quantity into the landed cost per unit
- Book in from a scanned delivery note or by typing; part receipts; waiting customer orders filled automatically
- Supplier returns: goods back with a reason, stock off, credited against their credit note
- Reorder suggestions from real demand, lead times, min/max and MOQ, with a plain-English reason per line
- Price sheet import from PDF, Excel or CSV, read by AI with a human review step; import from Unleashed in an afternoon
Reports & accounting
Answers, not exports
The dashboard a merchant actually runs on — takings, profit, margin, cash, deposits, what is owed and what needs attention — for any period and any branch. Underneath it, the reports, the history of every document and change, and Xero either as an export or connected live so invoices and payments post themselves.
- Home: sales today, this week, this month, this year against the previous period; money owed and ageing; open orders; an attention list of what needs dealing with
- Budget vs actual: type each month’s turnover and profit (or a margin) and Home shows the month against it, with where today falls
- A to-do list that follows whoever signed in with their PIN — Mine by default, Everyone a tap away; tasks assigned from any quote, order or invoice
- Document numbers carried on from your old system — quotes, orders, invoices and purchase orders each start where you say
- Reports: sales, margin, VAT, tender mix, aged debt, refunds, stock valuation with bins, dead stock, movements, purchases, on order, outstanding orders
- Sales by day, product, category, supplier, branch, operator and customer
- Accounting Connect (£15 a month): Xero or QuickBooks Online — invoices, credit notes, payments, refunds, voids and supplier bills post automatically, plus a daily stock journal (cost of sales and adjustments) so the accounts carry the true stock value; or Xero-ready CSV exports, included
- History: every document, receipt, print, edit, approval and change, and who made it
- Cash up / Z report per till, per day
- Print automation: picking list when an order is taken, the order when a quote is accepted, the invoice at hand-over
- Staff logins with owner and staff roles, across as many branches as you run; notifications to the device with the app closed
- Installs as an app on any device, updates itself, works offline
AI assistance
Cut the admin, not the control
Price sheets and delivery notes read for you, products matched automatically, stock shortages predicted from real demand and an assistant that answers from your own data — with a human confirming anything that changes your data.
See how AI is used- PDF price sheet import
- Automatic product matching
- Margin recalculation
- Delivery notes read and booked in
- Stock shortage prediction
- Ask PlanIt: questions answered from your data
- Performance analysis
- Customer insights
Integrations
Works with the kit on your counter
Standard hardware, standard formats, no proprietary lock-in.
- Stripe
- Xero and QuickBooks
- Barcode scanners
- Receipt printers
- Label printers
- Card machines
- Supplier imports
- Cloud backup
Try PlanIt EPOS on your own counter
Seven days free, no card, set up in an afternoon. Or book a 30-minute demo with someone who understands trade counters and we will use your products, your pricing and your account customers.
Monthly subscription · No long-term contract · Onboarding included