Overview
PlanIt EPOS in two minutes
One working merchant, shown on the live product — the features their counter, yard and drivers asked for, without a sales call first.
What it covers
Eleven sections, two minutes
The order a sale travels through the business.
- 0:00The counterA trade order taken at the till: stock and bin on every line, the account’s credit position live, and their saved sites one tap away.
- 0:16Split into loadsOne order, as many deliveries as it needs — say what goes Monday and the rest becomes its own order for Tuesday, with its own picking list and delivery note.
- 0:27The van boardA note for the driver on every load, printed on the run sheet. The Payment column says what happens at the door — on account, paid, or money to collect. At weight? Mark it full.
- 0:50Over the credit limitThe owner allows it once, it is recorded, and the order clears everywhere — picking list, van, delivery.
- 0:57Paid up frontAn account customer pays by card before delivery: the payment goes against the order, nothing about the delivery moves, nothing goes to the account.
- 1:06Order stock for this orderTick the lines you are short of and a purchase order opens filled in — stock on every line, VAT on the total — linked to the order the moment it is issued.
- 1:17The purchase orderCollecting it from the supplier yourself? Tick it and it is on the van board. One purchase order can cover several customers’ orders.
- 1:26BinsA product kept in more than one place gets more than one bin — and you find it by any of them.
- 1:31HomeThe month against your budget, and a to-do list that follows whoever signed in with their PIN.
- 1:36Document numbersSwitching from another system? Carry your document numbers straight on.
- 1:40Get startedSeven-day free trial, no card. £149 a month including one till.
After the demo
What happens next
No surprises, no discovery fee, and nothing to sign before you have seen it work on your own products.
- 01
Book a demo
Half an hour, using your products and your pricing — not a generic script.
- 02
Setup
We configure your branches, tills, VAT, price bands, supplier margins and account terms with you.
- 03
Import products
Bring your catalogue and supplier price sheets across, including PDFs.
- 04
Train staff
Counter staff are usually serving confidently inside a morning.
- 05
Start selling
Go live on a quiet day, with someone on hand while the first sales go through.
- 06
Grow your business
Use margin, stock and customer reporting to make the next decisions.
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