Import supplier price lists from PDFs
Send it the price list your supplier actually emailed you — a 40-page PDF, not a tidy spreadsheet — and it reads the pages the way a person would.
AI assistance
The admin gets done. You still decide.
Merchant admin is full of jobs that are tedious for a person and straightforward for a machine: reading a price list, matching a product code, noticing that a line is about to run out. PlanIt EPOS does that work and then asks you to confirm it.
What it does
Eight jobs it takes off your desk
Each one replaces a specific task that a merchant is otherwise doing by hand, usually after hours.
Extract products automatically
Codes, descriptions, pack quantities and costs come out as rows, matched against what you already stock by barcode, supplier code and description.
Update pricing
Review the matches, accept what is right, correct what is not — then apply. Your margins are recalculated as the costs land.
Build quotations
Turn a list of what the job needs into a priced quote on the customer’s own terms, ready to send.
Predict stock shortages
Recent demand and supplier lead times are combined into a reorder point, so a line is flagged before it runs out rather than after.
Search invoices in plain English
“What did Harding buy in June?” finds the documents, instead of you filtering four columns to get there.
Analyse business performance
Ask why margin moved and get the lines and customers behind it, with the figures to check.
Generate customer insights
Spot accounts trading below their usual level, or buying less of a category than they used to.
How an import actually runs
Four steps, and a person at the end of them
This is the price-list pipeline in full. It is deliberately not a single button that changes everything.
- 01
Read
The PDF, spreadsheet or CSV is read page by page. Codes, descriptions, pack quantities and costs are pulled out as structured rows — including from price lists whose layout defeats plain text extraction.
- 02
Match
Each row is matched against your catalogue in a fixed order: barcode, then supplier code, then your internal code, then a fuzzy match on description. Each match carries a confidence score.
- 03
Review
Everything lands in a review inbox. Accept the high-confidence matches in bulk, overrule a wrong match, create a row as a new product, or reject it. Nothing has changed yet.
- 04
Apply
On apply, matched products take the new cost and their margins recalculate; new products are created at cost plus your markup. Supplier price files are updated at the same time.
The rule we do not break
AI suggests; a person approves. Nothing writes to your prices, your stock or your customer records without someone confirming it. A merchant’s margin is not a good place to find out that a model was confident and wrong.
Questions
AI: common questions
Does AI change my prices automatically?
No. Every AI-assisted import lands in a review inbox with a confidence score against each matched product. Costs, prices and margins only move once a person applies the import. You can accept high-confidence matches in bulk, correct individual rows, or reject the whole job.
What happens if it reads a price list wrongly?
You see it before it matters. Each extracted row shows the code, description, pack quantity and cost it read, and what it matched that to. Anything it is unsure about is flagged rather than quietly applied, and a row can be rejected or created as a new product instead.
Is my business data used to train AI models?
No. Your catalogue, customers and transactions are not used to train models. Documents you submit for extraction are processed to return the result and are not retained for training.
Does the stock prediction need a lot of history?
It works from recent demand — around four weeks is enough to be useful — combined with the lead time recorded against the supplier. It is deliberately a straightforward calculation you can check rather than an opaque forecast.
Can I turn the AI features off?
Yes. They are additive. The manual import, manual pricing and manual purchase-order routes all remain, and nothing depends on the AI features being enabled.
See it read one of your own price lists
Bring a supplier PDF to the demo. We will run it through the importer live and you can judge the result on your own products.
Monthly subscription · No long-term contract · Onboarding included