PlanIt EPOS

Customer orders & deliveries

Taking a customer order with a deposit

A customer order is a sale that is not going out today: a bulk order for a site, something you have to get in, or a delivery for next week. It is taken on the till, reserves the stock the moment it is saved, and sits in the diary until it is picked, paid and gone.

Where
Menu → Sale / Till → Take as order; Menu → Customer Orders
Who
Everyone
Time
About 6 minutes
  1. 1

    Build the basket and name the customer

    Add the products as you would for a sale. An order needs a customer: type a name, or press F2 to pick a trade account. Put the site or job reference in Job / reference notes — it prints on every document for the order.

  2. 2

    Press Take as order

    The Customer order card opens. Choose Collect or Deliver, set the Wanted by date, and for a delivery enter the site address and any access notes. Saved delivery addresses for the customer are offered here, and a new one can be kept on the customer for next time.

  3. 3

    Take the deposit

    Enter the Deposit and how it was taken — card, cash or bank transfer. The balance is shown; for a trade account the balance can go on account instead. The customer gets a confirmation email when a delivery order is taken.

    • A delivery charge product set under Settings is added automatically when the goods come under your threshold.
  4. 4

    Stock is reserved straight away

    Each line shows ordered, reserved and short. Lines you have in stock are reserved against this order the second it is saved, so the till cannot sell them to someone else. Short lines wait: when the goods arrive against a purchase order or on a delivery note, they are allocated to this order first.

  5. 5

    Pick it

    Open the order from Customer Orders and print the Picking list — every line with its bin, in bin order, with a box to tick. When the yard has pulled it, press Mark picked with the picker’s name. A collection then shows as ready; a delivery is ready to book on a van.

  6. 6

    Take the balance and hand it over

    On the order card enter the Balance to take and the method. Orders marked PAY FIRST — cash customers, accounts on stop or over their limit — cannot go out until the balance is settled; an owner can override and it is recorded. Leave the box empty on a trade account and the balance is invoiced to the account instead.

Where orders show up

  • Customer Orders lists open orders with their status — awaiting stock, ready, out for delivery, pay first — and the outstanding balance on each.
  • Diary shows each order on the day the customer asked for it, colour-coded, alongside follow-ups and stock takes.
  • Home / Dashboard counts open orders, those awaiting stock, ready, out for delivery and due in the next 48 hours.
  • The order card lets you add or remove lines, change quantities and edit the details until it is complete.

Questions merchants ask

Can I take an order for something I do not stock yet?

Yes. Add it as a manual line, or add the product to the catalogue first if you will sell it again. The line shows as short until stock is booked in, and it is allocated to the order as soon as it lands.

What if the customer changes their mind about part of it?

Open the order and remove or change the line. The reservation is released and the deposit and balance are recalculated.

Not covered here?

Ask PlanIt inside the app answers questions from your own data and opens the right screen. For anything else, support is a message away and goes to someone who understands trade counters.

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