PlanIt EPOS

Knowledge base

How every part of it works

Step-by-step guidance for the people actually using PlanIt EPOS, organised by module. Written for a counter, not for an IT department.

Trade counter

Everything that happens at the till.

  • Taking a sale: scanning, searching and tiles
  • Applying line and order discounts
  • Price overrides and who can make them
  • Cash, card, account and split tenders
  • Part payments and deposits
  • Holding and recalling a sale
  • Returns and refunds against a receipt
  • Float, cash in and out, and end-of-day

Customer accounts

Credit, statements and getting paid.

  • Opening an account and setting terms
  • Setting and reviewing credit limits
  • What happens when a limit is reached
  • Allocating a payment to invoices
  • Producing and sending statements
  • Raising a credit note
  • Giving a customer portal access

Stock control

Keeping the number on the screen true.

  • How the stock ledger works
  • Locations, branches and transfers
  • Minimum levels and reorder points
  • Adjustments and reasons
  • Selling in units you did not buy in
  • Stock valuation and reporting

Purchasing

Buying, receiving and costing.

  • Raising a purchase order
  • Suggested orders and how they are calculated
  • Receiving goods, including partial deliveries
  • Importing a supplier price list from PDF
  • Importing from Excel or CSV
  • Reviewing and applying an import
  • Margin calculation and bulk price updates

Customers and CRM

The relationship, on one screen.

  • Customer records, sites and contacts
  • Notes, tasks and follow-ups
  • Tracking a lead through to first order
  • Recording marketing permissions
  • Quotations and converting them to orders
  • Customer orders, click & collect and special orders

Reporting and setup

Numbers, users and configuration.

  • Sales, margin and profit reports
  • VAT summary and aged debt
  • Staff performance and till attribution
  • Users, roles and permissions
  • Branches, tills and price bands
  • Company details, VAT registration and branding

Article pages are published alongside each release

We write the guidance for a module as it ships rather than in a batch afterwards, so the knowledge base matches what is actually in the software. Merchants using PlanIt EPOS get in-app help on every screen, and support is a message away if a topic is not covered yet.

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See PlanIt EPOS on your own counter

A 30-minute demo with someone who understands trade counters — not a sales script. We will use your product types, your pricing and your account customers.

Book a demoSee pricing

Monthly subscription · No long-term contract · Onboarding included