Resources
Everything you need to get the most out of it
Practical material for merchants evaluating PlanIt EPOS and for the counters already running on it.
Getting started
Set up in an afternoon: company details, products, customers, the till, and what happens when the trial ends.
OpenKnowledge base
Eighteen step-by-step guides, module by module — from taking a sale to connecting Xero.
OpenVideos
Short walkthroughs of the counter, accounts, stock, purchasing and reporting.
OpenCase studies
How merchants are using PlanIt EPOS, in their own words.
OpenGuides and industry insights
Long-form guides on choosing and running merchant software.
OpenRelease notes
What shipped, and when. Updated as changes go live.
OpenSupport centre
Get help from someone who understands trade counters.
OpenPopular guides
In-depth pieces on the decisions merchants have to make when replacing an ageing system.
- Electrical
Electrical wholesaler EPOS software
Electrical wholesaling has a shape that generic retail EPOS never quite fits: most customers are on account, almost none of them pay list price, and half the catalogue is sold in units the box was not packed in. This guide explains what an electrical wholesaler actually needs from an EPOS system, and how PlanIt EPOS handles each part.
Read the guide - Builders merchants
Builders merchant software
A builders merchant sells on credit, delivers most of what it sells, and prices by volume. That combination puts different demands on software than a shop till does. This guide covers what independent yards need from a system, and how PlanIt EPOS handles accounts, loads, branch stock and month-end.
Read the guide - Plumbing
Plumbing merchant EPOS software
Plumbing and heating merchanting runs on availability and promises. Most counter conversations come down to whether you have it, when you can get it, and whether it is the right part. This guide covers what a plumbing merchant needs from an EPOS system, with particular attention to special orders and click & collect.
Read the guide - Trade counter
Trade counter software
Not every trade business is an electrical wholesaler or a builders merchant. If you sell to trade customers over a counter, from a yard or off a van, you need the same fundamentals — accounts, pricing, stock, paperwork — configured to your products rather than someone else’s. This guide explains what trade counter software has to get right, and how a configurable system differs from a vertical one.
Read the guide - Stock
Merchant stock control software
Stock control in a merchant business fails in a specific way: the number on the screen slowly stops matching the number in the racking, and once nobody trusts it, everyone works around it. This guide explains why that happens, what a ledger-based approach does differently, and how stock control works in PlanIt EPOS.
Read the guide - CRM
Merchant CRM
Most trade merchants do not need a CRM in the sales-pipeline sense. They need to know who a customer is, what they buy, what was promised to them and who spoke to them last — without asking three people. This guide explains what CRM means in a merchant business and why a separate CRM product usually fails at it.
Read the guide
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