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.
- 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 missingSee 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.
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