Stock
Live quantities by location, minimum levels on the fast movers, and a movement history that shows where a discrepancy came from.
Plumbing merchants
Plumbing and heating turns on availability. Half the counter conversation is whether you have it, when you can get it, and whether it is the right part. PlanIt EPOS keeps promises visible so nobody has to remember them.
What it handles
Each of these is a working part of the platform, not a roadmap item.
Live quantities by location, minimum levels on the fast movers, and a movement history that shows where a discrepancy came from.
Credit accounts for the installers who buy every day, with statements, allocated payments and aged balances you can act on.
Price a bathroom or a boiler swap as a quote, send it, and convert it to an order when the customer confirms.
Take the order, reserve the goods, and mark it ready. The customer gets a message; the counter sees exactly what is waiting and who it belongs to.
Order-in lines are tracked from customer request through to purchase order, delivery and collection, so a promised part is never a note on the desk.
Raise purchase orders directly from outstanding customer orders and low-stock suggestions, then book the delivery in against the order.
On a normal day
Software for trade is judged on the awkward moments, not the demo path.
It is raised as a special order against their account, placed on a purchase order, and marked ready for collection when it arrives — with the customer told automatically.
The quote converts to a sales order with every line and price intact, stock is reserved, and the balance sits on the customer’s account until collection.
Reporting shows which fittings moved this week and which have not moved for ninety days, so shelf space follows demand.
Questions
A special order line is raised against the customer, linked to the purchase order it will be fulfilled by, and tracked through delivery to collection. The counter can see at a glance which customer orders are waiting on which supplier delivery.
Yes. Part payments are supported: the balance sits on the customer’s account and the remaining amount is settled on collection.
Yes. Quotations, reservations and click & collect cover the showroom side, while the trade counter runs the fast till workflow. Both draw on the same stock and the same customer records.
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