Release notes
What shipped, and when
Improvements go live continuously and arrive automatically for every merchant. There is no upgrade project, no engineer visit and no version you can get stranded on.
- Trading
Full loads, notes for the driver, and what the driver should actually collect
- Mark as full: once a load is at weight or volume, mark it full and nobody can drop another ticket on it — it is tagged FULL, leaves the “Book on…” list and bounces a drag with a message. Open again reverses it; reordering the drops already on it is still fine.
- Notes for the driver on every load: do the drops in this order, brake test after the last one, ring ahead for the crane. Saved when you click away and printed in a box at the top of the run sheet.
- The board’s money column is now Payment and says one of three things — Paid, On account — invoiced, or £x to collect — so a driver no longer arrives on site with a sheet showing a balance the customer will be invoiced for. The run sheet spells it out per drop: “ON ACCOUNT — nothing to collect, get a signature”, “Paid in full”, or “Collect £x — must be paid before the goods are left” only where the order is actually gated.
- Take a payment now on an account order, before or without hand-over; and the owner’s “allow over the limit this time” tick now opens the PAY FIRST gate as well, with Withdraw on the card.
- One purchase order linked to several sales orders, shown on both sides; from the order card, Link a purchase order attaches an existing PO and Order stock for this order ticks the short lines and opens a purchase order for them.
- Reports → Budget vs actual: the owner types a monthly turnover and profit (or margin) budget and sees bars against actual with year-to-date tiles; Home gains a “This month vs budget” tile with a pace line.
- Document pages: Back returns to the screen you came from, and number columns line up under their headings.
- Trading
Split into loads, supplier collections, multiple bins, purchase orders you can amend
- Split into loads: on the order card, Load 1 and Load 2 by default and + Add a load up to twelve, each with its own date and slot and a quantity per line (the last load takes the remainder). Each load becomes a sales order of its own — its own number, place in that day’s pile, picking list, delivery note, hand-over and invoice — with “Other loads of this order” on every card. Reserved stock follows the goods; money is apportioned to the penny; the deposit stays on the first load.
- Supplier collections on the van board: tick “We’re collecting this from the supplier” on an issued purchase order, give it a date, and it appears on Deliveries & vans and in the diary tagged FROM SUPPLIER with the supplier’s address and the lines to load. Book it on a vehicle like any drop; the run sheet prints a SUPPLIER COLLECTION block with a signature line. Booking the goods in completes it.
- Multiple bins per product: a product can be kept in “A3-12, YARD 2, SHED”. Search finds it on any of them, goods-in adds a bin rather than replacing it, and picking lists and stock takes walk the first.
- Edit order on an issued purchase order: change lines and quantities after it has gone to the supplier, never below what has already been received; on-order figures follow and the history records the change. Purchase-order lines now carry the product’s VAT, so POs show VAT and the total including it.
- Payment link as a payment method on the till, orders, accounts, deliveries, reports and cash-up, with its own Xero tender account; invoices post to Xero as Sent to contact (switch it off under Configuration if you would rather they arrive as drafts).
- The Home to-do list follows whoever is PIN’d in — Mine / Everyone chips.
- Platform
Document numbers, the Unit column, and open documents from Unleashed
- Settings → Document numbers: set the next number for quotes, orders, invoices and purchase orders so numbering carries on from your old system rather than starting at one.
- A Unit column on every document line — PDF, emailed copy, on-screen and print, and the public quote page — so a quote for 40 m of cable and 12 boxes of fittings reads as such.
- Open orders, purchase orders and quotes from Unleashed: a second importer for switch-over day takes the Unleashed exports of open documents, matches columns, re-points them at your products and customers, runs “Check first” without writing anything, and can be re-run safely — it keys on the Unleashed number.
- Trading
Lorries & vans, the day’s pile, cash pays before goods go, and returns that need collecting
- Settings → Lorries & vans: name each vehicle once with its type, registration and usual driver. On Deliveries & vans, “Add a vehicle for Monday” offers the fleet, prefills the driver and takes a Load number — a truck that goes out three times becomes DAF 18t · Load 1, Load 2 and Load 3, each its own board. Add every vehicle puts the whole fleet on the day in one press.
- The To be booked pile is now the jobs wanted on the day you are looking at, with Overdue and No date asked for underneath; jobs wanted on other days are counted, not listed. The diary’s overdue tile opens a list with a Rebook date per row.
- Split — send part now: the first form of splitting an order; superseded on the 17th by Split into loads, above.
- Cash pays before the goods go: the delivery charge is on the order total the moment Delivery is chosen, a cash customer cannot place a delivery or collect-later order short of the total, a card deposit asks for the auth code, and an order with money on it prints an Order receipt. Lines added to a paid order later show “£x to pay before this goes anywhere” with Take £x now, and the picking list, delivery note and van slot stay locked until it is paid. After Pay now the till asks “taking it now, or a delivery?” so a delivery cannot be completed as a collection (Settings → At the till switches it off). Delivery orders no longer print a picking list at the counter — the van board prints them load by load.
- Returns the way a yard works them: Create return on a completed order or invoice — Handed back here credits immediately; We collect them books a pick-up on the van board and holds the credit until the driver presses Collected. Restocking (10/15/20/25% chips) and collection charges come off the credit, money goes back by cash, card, bank or onto the account, and the pick-up prints a Collection note without prices.
- A load’s Print picking lists prints one sheet per order; the combined whole-load page is a Printing setting, off by default.
- Xero: a completed goods receipt posts as a supplier bill and a credited supplier return as a bill credit note (Configuration → Purchases); payments received in Xero come back and mark the invoice paid here; open invoices in Xero that PlanIt did not raise count in the balance, ageing, credit bar and statement until Xero says they are paid.
- On the till: category chips in two steps (group → subcategories) and owner-picked Quick keys; tap a basket line’s name for a product pop-up with stock, bins and prices; type a new price on a line and “Make £x the new retail price” saves it to the product; Settings → Printing → Receipt paper for an 80 mm roll.
- Quotes: Chase quote sends a follow-up with the PDF and Approve button again; Emails sent listed on quotes, orders and POs; a to-do for a colleague from any quote, order, invoice or PO, with the For box listing every member of staff; sortable Accounts columns.
- Counter
Approve a quote by email, type over a price, and the receipt says who served you
- Quote emails carry an Approve button and the PDF; the customer taps it on a hosted page and the quote is accepted with the time recorded. A Disc column on the PDF where a discount was given.
- Type over any line price on a quote, order or invoice (with ↺ to reset), type over Unit ex VAT on an open purchase order and Save prices, and do sums in any money box — 47.50*1.25 settles when you leave the box.
- Retail less a discount: Settings → Retail & trade pricing can price trade as a percentage off retail instead of cost-plus, across the till, quotes, Products and labels.
- Served by on the till receipt, the printed document and the PDF; the receipt and the yard pick slip print as two jobs, the slip without prices so an account’s collector can be handed it alone; each operator can have their own email so replies to what they send come back to them.
- Moving a delivery in the diary emails the customer the new date, the order carries the customer’s phone for the driver, and a delivery order must have a wanted-by date. A purchase order raised for an order’s short lines is linked to it, with Link / Unlink on the PO page.
- Counter
Credit bar, buy units, alerts, the customer card, PO approval and print automation
- Credit bar on every account sale, hand-over and delivery: what the customer owes, their limit, the headroom, and what this transaction would put on the account — red when it would breach. Staff are stopped at the limit; the owner ticks “Allow over the limit this time” and it is recorded on the document and in the audit trail.
- Buy unit and sell unit: give a product a “Bought as” unit — a box of 72, a drum of 100 m — and purchase orders are written in the supplier’s unit at the supplier’s price (10 Box @ £17.99, 720 on the shelf). Booking in, supplier returns and reorder suggestions follow the same unit; stock, prices and cost stay per sell unit.
- Below-minimum stock alerts: every morning the products under their minimum with nothing on order go in the bell and on Home, and — if you turn it on — to the owner by email with on hand, min / max, how many to order and the supplier.
- The customer card: a sales person on each account, carried onto every order and sale; named contacts with a role (orders, accounts, site) — statements and reminders go to the accounts contact; and the customer’s usual collect-or-deliver pre-selected on the till. Customers imported from Unleashed had their rep and ordering contact lifted out of the notes.
- Purchase-order approval: let staff raise purchase orders, and set a value above which theirs wait for the owner. A waiting order is numbered but nothing is on order until the owner presses Approve — or sends it back with a reason.
- Print automation: the picking list prints itself when an order is taken, the order when a quote is accepted, and the invoice at counter hand-over. Three boxes under Settings → Company → Printing, off until you tick them.
- Purchasing depth: freight, duty and haulage lines on a purchase order spread into the landed cost per unit; product cost moves to the weighted average as goods land (or last price, or left alone); supplier returns with a reason, an SRN number and the supplier’s credit note recorded; a minimum order value per supplier warned on every PO; the purchase-order PDF now says PURCHASE ORDER.
- Customer prices: a product or a whole category for one customer, a fixed price or a percentage off list, from a minimum quantity, valid between dates — the till marks the line “customer price”. Product rules — minimum sell price, minimum sale quantity, sold in packs of, supplier MOQ — are enforced on the till, in the editor and on purchase orders. Payment terms gain a type: days after invoice, a day of the month following, end of the month following, days after month end.
- Also today: the printed statement carries your logo.
- Trading
The order list a merchant runs the day from
- Customer orders, Unleashed-shaped: the list carries the customer’s reference, phone to ring, who took it, wanted-by in red when late, margin and status; filters for to pick, list not printed, picked, awaiting stock, to collect, deliveries, out for delivery, due in 48 h and overdue; a date range; search across everything; Export CSV.
- Bulk actions: tick orders and print their picking lists or delivery notes, mark them picked, release their stock or cancel them in one go.
- Part hand-over and part delivery: hand over or deliver some lines or quantities now, invoice that part, the rest stays open — tagged PART DELIVERED with “n of m gone”; the next picking list prints only the remainder.
- Release stock (Unleashed’s Deallocate): put reserved stock back on the shelf while the order stays open; Reserve again when it should be held.
- Back-to-back orders: from a customer order, tick the lines and raise a purchase order linked to it and printed DELIVER DIRECT TO SITE with the customer’s address; those lines are not picked in the yard and the order turns Ready when the supplier’s delivery is booked in.
- Picking lists and delivery notes record when they were printed and by whom; a van picking list adds the whole load up by product in bin order; “Picked by” stamps the order; delivery notes carry a review QR and a signature box.
- Clone an order, create a quote from it, raise a PO for its short lines. The customer’s job / PO reference is its own field on every document — “Your reference” on the print — and can be made compulsory per account.
- Platform
Xero Connect, and the price
- Xero Connect: connect PlanIt EPOS to your own Xero, map your sales, takings and VAT accounts once, and invoices, credit notes, payments, refunds and voids post themselves within minutes. A reconciliation view shows every document against its Xero total; earlier history can be sent for a date range. £15 a month on top of the subscription.
- From 10 September the subscription is £149 a month with one till included and £59 a month per extra till, with a three-month minimum from the first payment and monthly rolling after. Everything on this page is in it.
- Price sheet import opens straight from the menu; the app updates itself when the device is idle and nothing is mid-sale.
- Platform
Import from Unleashed
- Moving from Unleashed is now a screen, not a project: Price Sheet Import → "Moving from Unleashed?" takes the four CSVs Unleashed's Import / Export page produces (Products, Customers, Suppliers, Stock On Hand) and brings in products with barcodes, supplier part numbers, categories and units; suppliers with lead times; customers with credit limits, terms and on-stop; and stock on hand as an opening count at your branch.
- "Check first" runs the whole import without writing anything and reports what would be added and what is already here. The import only ever adds — by product code, customer code, supplier and barcode — so it is safe to run again after a stop, or a second time with a fresh stock export on switch-over day.
- Obsolete and "TO BE REMOVED" products are skipped, with a tick-box to bring in the ones that still show stock on the shelf. Price tiers, templates and nominal codes are not brought over, and the screen says so.
- Counter
The PIN screen, a new icon, and the two-minute demo
- The till lock is now the full-screen PIN pad: the business name, four dots and a keypad. Your four-digit PIN alone says who you are — there is no name to pick first — and the till locks again after every sale, so every sale, order and change is signed by the person who made it. Two people sharing a PIN are asked which they are; anyone without a PIN yet gets a link and a nudge to Settings → Operators.
- Buying / Suppliers, as on the flooring EPOS: a supplier book with products supplied, average retail and trade margins, what is on order, last delivery and last updated; Set margins reprices everything from one supplier in one go; one page per supplier with their products, purchase orders and goods received.
- A new app icon: the four-tile PlanIt mark on navy, on the home screen, the browser tab and planitepos.com.
- A new two-minute demo on planitepos.com/overview covering the PIN screen, the sale, customer orders with a deposit, the diary and vans, customers and accounts, delivery notes read by AI, buying and suppliers, the product database, price-sheet import, the reports dashboard and offline selling.
- AI
Ask PlanIt
- A chat button bottom right on every screen. Ask where something lives, how many are left, who a customer is, or how a screen works, and it answers from your own catalogue, stock, bins and customers on this device — nothing is guessed.
- Ask it to open a screen ("open the diary", "take me to stock takes") and it does; owner-only screens stay owner-only.
- It knows the app as it is today — the till, customer orders, deliveries, the diary, customers and accounts, stock management, stock takes, products, buying, price sheet import, pricing, trading, history, cash up, reports, accounting and settings — and says so when something is not there.
- Stock
Bin locations
- Every product can carry a bin or shelf location per branch. Set it from the Stock screen, the product page or a stock-levels import (a file of just SKU and bin is fine); it is upper-cased so A3-12 and a3-12 are one bin, and every change is recorded in the audit log in the operator's name.
- The till shows the bin beside each search result and on the category tiles, so the counter can send someone straight to the right shelf.
- Stock takes list products in shelf order (bin, then category), the search box finds a bin, and the printed count sheet leads with the bin column.
- Goods-in shows a Put away column against each purchase order line; the customer-order detail shows which bin to pick from; the Products list and the stock valuation report both carry the bin.
- On the Stock screen: a Bin column, a "No bin set" filter and count, search by bin, and a "walk the shelves" order.
- Platform
Deliveries, emailed documents, staff logins and the free trial
- Editable customer orders: open an order from Customer Orders, from any diary entry or from the next-14-days list and it pops up in front of you. Change the wanted-by date, switch collection and delivery, fix the address or notes, add a line, change a quantity or take a line off — stock reservations and totals follow.
- A shorter menu: the app opens straight on the till, and Diary and Deliveries are one page — the Diary tab for everything with a date on it, the Deliveries & vans tab for booking drops onto vans.
- Product database, as on the flooring EPOS: supplier and manufacturer, category, SKU, unit, cost, trade and retail margins you type straight into the list with the price updating as you leave the box, VAT, stock and last updated, with category and supplier filters and Export CSV. The product form collects the same details as the flooring one, including the supplier's own code so goods-in matches their delivery notes, and each product can carry its own trade price.
- Stock Management, as on the flooring EPOS: Upload delivery note reads a PDF or photo of the supplier's note, matches every line to your products and shows Goods received — review before adding to stock, so nothing lands until you approve it; Goods in books stock by hand; anything a customer is waiting for is reserved to their order the moment it lands. Stock takes now sit on the same page, and Locations are your branches and yards with a bin on every product.
- Diary: a new page with one month of everything dated — deliveries, collections due, customer follow-ups and stock takes under way — colour-coded, with the next 14 days as a list.
- Deposit on the till: choose Deposit as the payment method, enter what the customer is paying now, and the till takes it and raises the customer order for the rest with the deposit already applied.
- Delivery diary: book orders onto a van for a day, put the drops in order, load the van, print the run sheet and mark each drop delivered — the invoice is raised on the doorstep.
- Delivery diary: the Deliveries page opens on a month calendar of every delivery, coloured by whether it is booked on a van, out on the van, delivered, awaiting stock, must be paid first or not booked yet, with a next-14-days list to read in the morning. Click a day to plan its vans.
- Follow-ups on the till and a colour-coded diary: a customer follow-up appears on the till the day it is due, with Open and Done; the Customer orders diary colours every entry — delivery, collection, awaiting stock, out on a van, must be paid first — with a legend.
- Customers: the customer book — every customer with outstanding balance, open quotes, last sale and last used, filters for who owes money or has an open quote, and one page per customer with their details, notes and follow-ups, trade account, history, customer orders and every email sent. Use in current sale puts them straight on the till.
- Accounts: one account card for creating and editing a trade account — phone, email, address, credit limit, payment terms and notes, with the balance, available credit, Record account payment, the sales ledger, statements to print, export or email, and Delete or Close. The accounts table lists every trade account.
- Till lock: the till now asks who is serving, with their 4-digit PIN, when the app opens and again after every sale, refund, order or quote, so every action is recorded against the right person. A Served-by chip in the top bar locks it by hand. Accounts also gains a + New account button.
- Reports dashboard: pick Today, Yesterday, this or last week, this or last month or a custom range; filter by supplier, category, operative, customer, payment method or status; see gross and net sales, VAT, cost, profit and margin, transactions, deposits, balances outstanding, voids and refunds at a glance, with best and quietest day, biggest sale, top supplier and top category, four charts, and every report below honouring the same filters.
- Order confirmations and billing to account: every delivery order emails the customer a confirmation as it is taken, showing the deposit, the balance and whether it must be paid before delivery or goes to their trade account. The Customer order dialog offers "Add to account" for trade customers, and a manual line item can be added from the job notes.
- Customer orders and a diary: a KPI strip (awaiting action, ready, out for delivery, must be paid before delivery, outstanding balances), a searchable orders table and a month diary of when orders are wanted or booked on a van. Payment before delivery: an order for a cash customer, an account on stop or one over its credit limit is flagged PAY FIRST, cannot be loaded on a van or handed over until the balance is taken (owners can override, and it is recorded), and the ready notification says so.
- Import stock levels: a price list gives the till its products; this gives the shelves their numbers. Upload a spreadsheet of SKU or barcode and quantity (cost optional), see exactly what will change against what is recorded, then set or add stock for the branch in one step.
- Push notifications: open the bell and turn on notifications for this device to get a ping when an order is ready or goods arrive, even with the app closed.
- Notifications: the bell in the top bar tells you when an order becomes ready, goods arrive against a purchase order, a stock take is posted or the chasing run has gone out. The sync pill shows the time of the last successful sync, and turns amber when changes are queued or red when offline.
- A new look across the app: a navy header with a Menu button, grouped into Counter, Stock and Business; your logo and business name up top; branch, till, sync status and the clock on the right. Same panels, colours and type as the flooring product it grew out of.
- A clearer till: basket in the middle with customer and job details beneath it, totals and payment on the right, products on the left. New Retail / Trade switch prices the whole sale from the trade or retail margin you set in Settings; picking a trade account switches automatically.
- Install as an app: the dashboard and Settings now offer a one-tap install where the browser supports it, and step-by-step instructions for iPhone, iPad, Android, Chrome, Edge and Safari where it does not. Installed, PlanIt EPOS opens full screen from its own icon and keeps trading offline.
- Stock takes: count everything or one category, by scanning or typing, with counts saved as you go so several people can count at once. Review the differences valued at cost, then post them to the stock ledger in one step. Blind counts and printable count sheets included.
- Multi-branch: add a second yard or shop under Settings, each with its own tills, stock, orders and deliveries. Every device picks its branch and till; a login can be given a home branch; stock moves between branches from the Stock screen; reports switch between one branch and all of them.
- Accounting exports: sales invoices, credit notes and contacts in Xero's own import templates, plus a takings file to reconcile cash, card and transfer payments against the bank. Account code and VAT rate names are matched to your chart under Accounting.
- Automatic chasing: overdue invoices get a reminder at the intervals you set (one email per customer listing everything owed, the last one worded as final), and every trade account can receive a monthly statement — switch it on under Settings, preview before it sends, or email a statement from the account page any time.
- Email any document from its page: quotes, order confirmations, invoices, receipts, credit notes and purchase orders, with an optional personal note. Every send is logged against the document.
- Staff logins: invite counter staff by email. Owners see everything; staff see the till, orders, deliveries, stock, customers and cash up.
- Voiding a paid sale now records the cash handed back against the till session, so the cash-up balances and no phantom credit is left on the account.
- Self-serve 14-day free trial with no card, £99 a month with one till included, £29 a month per extra till. Forgotten-password link on sign in.
- Counter
Counter improvements and business settings
- Line-level and order-level discounts, applied together, with the margin effect shown before the sale is committed.
- A no-VAT toggle that switches on automatically for businesses that are not VAT registered.
- Job references and notes recorded against a sale and printed on the receipt.
- Category chips and tap tiles for the lines that never get scanned.
- Bank transfer added as a tender type.
- Tendered-amount entry with change calculation, and part payments — where less than the full amount is taken, an invoice is issued with the balance carried on the account.
- A settings area for business name, address, VAT number and registration status, accent colour and logo, applied to the interface and to printed documents.
- Counter
Held sales, returns and printing
- Hold and recall a sale, so a customer who has forgotten something does not block the queue.
- Return mode at the till, raising a credit note with the correct stock movement and either a refund or account credit.
- Print and PDF for any document, with a print layout that drops the application interface and renders a clean document with your business header and a VAT summary.
- AI
Reading supplier price lists from PDF
- Price lists can now be uploaded as PDFs. Pages are read and turned into structured rows — code, description, barcode, cost and pack quantity — including price lists whose layout defeats plain text extraction.
- Extracted rows go through the same matching and review process as spreadsheet imports, so nothing is applied without approval.
- Verified on a real 18-page supplier price list: 173 rows extracted for review.
- Buying
Suggested reorders
- Reorder points calculated from demand over the last 28 days, the supplier’s lead time and a safety margin.
- Suggested order quantities sized to a defined period of cover, priced from the preferred supplier’s cost.
- Each suggestion explains its reasoning in plain English so it can be judged rather than trusted.
- Selected suggestions can be turned into draft purchase orders, grouped by supplier.
- Buying
Purchase orders and goods received
- Purchase orders with costs drawn from the supplier’s price file.
- Goods received against the order, including repeated partial deliveries, each recorded as its own goods-received note.
- Outstanding quantities tracked across deliveries, so an order stays visibly part-received until it is complete.
- An on-order column on the product list.
- Trading
Quotes, orders and invoices as one pipeline
- Quotations convert to sales orders on acceptance with every line and price carried across.
- Fulfilling a sales order raises the invoice and posts the stock movements together.
- Payments recorded against invoices with allocation, including partial settlement.
- Document numbers assigned centrally so sequences stay gapless per document type.
- Stock
Product import with a review inbox
- CSV and Excel import with automatic column mapping.
- Rows matched against the catalogue by barcode, then supplier code, then internal code, then a fuzzy match on description — each with a confidence score.
- A review inbox where matches can be accepted in bulk above a confidence threshold, overruled individually, or rejected.
- On apply, matched products take the new cost and new products are created at cost plus markup.
Something you need that is not here?
We build from what merchants actually run into. If there is a job your business does that PlanIt EPOS does not handle yet, tell us what it is and how it works today — that is how most of this list got written.
Tell us what is missingTry PlanIt EPOS on your own counter
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