PlanIt EPOS

Plumbing merchants

EPOS software for independent 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.

  • Offline-first tills
  • No long-term contract
  • Onboarding included
app.planitepos.com
Stock control
2 below minimum
Stock value£184,920
Lines below min2
On order£12,640
ProductHandOrderMin
1.5mm² Twin & Earth, 100mTE-1.5-100 · Counter3412
2.5mm² Twin & Earth, 100mTE-2.5-100 · Counter94020
MK Logic 13A DP socketMK-K2747 · Yard A268100
15mm copper tube, 3mCU-15-3M · Yard B012060
Wago 221 lever connectorWGO-221-413 · Counter4625

What it handles

How PlanIt EPOS works for plumbing merchants

Each of these is a working part of the platform, not a roadmap item.

01

Stock

Live quantities by location, minimum levels on the fast movers, and a movement history that shows where a discrepancy came from.

02

Customer accounts

Credit accounts for the installers who buy every day, with statements, allocated payments and aged balances you can act on.

03

Quotations

Price a bathroom or a boiler swap as a quote, send it, and convert it to an order when the customer confirms.

04

Click & collect

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.

05

Special orders

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.

06

Purchasing

Raise purchase orders directly from outstanding customer orders and low-stock suggestions, then book the delivery in against the order.

On a normal day

Three situations this was designed around

Software for trade is judged on the awkward moments, not the demo path.

An installer needs a part you do not stock

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.

A bathroom quote turns into an order

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.

A trade counter goes quiet at 4pm

Reporting shows which fittings moved this week and which have not moved for ninety days, so shelf space follows demand.

Questions

Plumbing merchants: common questions

How are special orders handled?

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.

Can customers pay a deposit and collect later?

Yes. Part payments are supported: the balance sits on the customer’s account and the remaining amount is settled on collection.

Does it work for a merchant with a showroom as well as a counter?

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.

See PlanIt EPOS set up for plumbing 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