Basket
| Product | Qty | Unit £ | Disc % | Line £ |
|---|
Customer & job details
On account = bill it to a trade account (new or existing) instead of taking payment now.
PlanIt EPOS
Product database
| Supplier | Product | Category | SKU | Unit | Cost £ | Trade M% | Trade £ | Retail M% | Retail £ | VAT % | Stock | Updated |
|---|
Suppliers
Built automatically from your product list| Supplier | Products | Avg retail margin | Last updated |
|---|
✨ Price sheet import
Excel · CSV · PDF · photos · scanned catalogues — one dropzone, routed automaticallyDrop any supplier price list or brochure here
Excel & CSV are read instantly in your browser — free. PDFs, photos and scanned catalogues are read by AI, page by page. Nothing is saved to your products until you review and confirm the preview.
Paste price list text instead
Import history
| Date | File | Supplier | Added | Updated | Skipped |
|---|
Customer book
| Name | Phone | Address | Last used |
|---|
Customer
Diary
Next 14 days
| Date | Time | Type | Customer | Phone | Fitter | Address |
|---|
Add to diary
Move fitting
Customer accounts
| Account | Contact | Balance £ | Limit £ | Unpaid sales | Last transaction | Status |
|---|
Customer orders
| Order | Date | Customer | Product | Qty | Supplier | Status | Expected | Balance £ |
|---|
Fitting calendar
Outstanding balances
Receipts with money still owing| Customer | Number | Gross £ | Paid £ | Balance £ | Due date | Status |
|---|
Sales & profit trend
Sales by category
Sales by supplier
Payment method split
Invoices
| Number | Customer | Raised | Due | Total £ | Paid £ | Outstanding £ | State |
|---|
Quotes
| Number | Status | Date | Customer | Total £ | Sent to |
|---|
Past receipts & quotes
| Number | Type | Date | Customer | Gross £ | Paid £ | Balance £ | Method | Staff |
|---|
Deleted receipts
Removed from sales totals & reports — restore any time| Number | Type | Date | Customer | Gross £ | Deleted |
|---|
Deletion audit history
Deletions cannot be undone without restoring a backup| Date | Action | Supplier | Products | Stock value |
|---|
Company & document settings
Re-applies margins to the trade & retail (and roll) selling prices of products already on the system — no re-import needed. Cost prices are never changed.
Tax rates are standard national rates — a starting point, not tax advice. The default rate lands in the "Default VAT rate" box above; check it and change it there if yours differs.
Uploading a new version never changes documents already raised — each one keeps the version it was sent with.
Invoicing
Automatic invoice remindersCustomer payments
Choose how account customers can pay you through the online portal. You can offer either or both.
Not connected
One-click Stripe connection is coming shortly — customers will be able to pay by card straight from the portal.
Shows these details on the customer portal so they can pay you by transfer. They tap “I’ve paid” and you confirm it against the account.
Export backup
Downloads one JSON file containing all products, settings, receipts and import history. Keep a copy off this device — localStorage is per-browser and can be lost if the browser data is cleared.
Restore backup
Restoring replaces everything currently on this device with the backup file's contents.
Danger zone
Permanently wipes all products, receipts, settings and history from this browser. Cannot be undone.