Account customers
Credit accounts with terms, limits, aged debt and statements, plus site-level contacts so deliveries reach the right person.
Builders merchants
Builders merchant software for independent yards
A builders merchant sells on credit, delivers most of it, and prices by volume. PlanIt EPOS is built around that: the account, the load and the price break, rather than a retail basket.
- Offline-first tills
- No long-term contract
- Onboarding included
app.planitepos.com
In good standing
Credit used£4,182.60 of £7,500
Terms: 30 days netAvailable: £3,317.40
Aged balance
£2,898Current£73030£55460£090+
TransactionsSend statement
Counter sale · Unit 7 KingswayINV-004182 · 24 JulOpen£343.81
Delivery · Bexley siteINV-004160 · 18 JulOpen£1,284.02
Payment received · BACSPAY-000913 · 15 JulAllocated£2,000.00
Counter saleINV-004121 · 02 JulOpen£554.77
What it handles
How PlanIt EPOS works for builders merchants
Each of these is a working part of the platform, not a roadmap item.
Delivery scheduling
Schedule loads by date and vehicle, produce picking lists for the yard, and record proof of delivery against the order.
Branch stock
Stock held and reported per branch and per location within the yard, with transfers recorded as movements rather than guesswork.
Quotations
Quote a full material take-off, hold the price for an agreed period, and convert to an order when the job starts.
Bulk pricing
Quantity breaks and volume pricing applied automatically, so a pallet price is not a favour someone remembers to give.
Invoice management
Consolidate a month of deliveries into one statement, allocate payments against specific invoices, and raise credits with a reason recorded.
On a normal day
Three situations this was designed around
Software for trade is judged on the awkward moments, not the demo path.
A builder orders a full load for Thursday
The order is priced at the volume break, scheduled onto Thursday’s run, picked from the yard against a list, and invoiced to the account on delivery.
Month end arrives
Statements go out to every account with an outstanding balance, showing invoices, credits and allocated payments — without anyone assembling them by hand.
A second yard needs stock
A transfer moves the quantity between branches as a recorded movement, so both locations show a figure you can trust.
Questions
Builders merchants: common questions
Can we run more than one branch?
Yes. Stock, tills and reporting are tracked per branch, and transfers between branches are recorded as stock movements. Group-level reporting rolls the branches up.
How does bulk and volume pricing work?
Products can carry quantity breaks so the unit price steps down at defined quantities, and customers can sit on a trade band or a contract price that overrides the standard breaks.
Does it handle delivery as well as counter sales?
Yes. Lines can be marked for delivery or collection on the same order, scheduled onto a date and vehicle, and picked against a list produced for the yard.
Can we consolidate a month of deliveries into one invoice?
Yes. Deliveries post to the account through the month and the statement presents them together, with payments allocated against the individual invoices they settle.
Read more on this
Other trades we work with
See PlanIt EPOS set up for builders merchants
We will run the demo using your product types, your pricing structure and your account terms — so you are judging it on your own business, not a sample one.
Monthly subscription · No long-term contract · Onboarding included