PlanIt EPOSFlooring EPOS
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Basket

ProductQtyUnit £ DiscLine £
Basket is empty — search or tap a product on the left to add it.

Customer & job details

On account = bill it to a trade account (new or existing) instead of taking payment now.

PlanIt EPOS

Items0
Goods£0.00
Line discounts−£0.00
Net total£0.00
VAT£0.00
Gross total£0.00
Balance due£0.00

Product database

SupplierProductCategorySKUUnit Cost £Trade M%Trade £ Retail M%Retail £ VAT %StockUpdated

Suppliers

Built from your product list
SupplierProductsAvg retail marginLast updated

⚖ Compare suppliers

? Guide
What you pay each supplier (your costs from their price lists), like with like: pack against pack, per kg or litre when the pack sizes differ, cut against cut and roll against roll. A product shows here once two suppliers price it. ✕ on a price says it isn't the same product; Link products joins two that are.

✨ Price sheet import

Excel · CSV · PDF · photos · scanned catalogues — one dropzone, routed automatically

Drop 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.

Give suppliers a template — these columns map automatically, no manual mapping needed:

Comparing suppliers? A sheet with your products down the side and your suppliers across goes in through Compare Suppliers → Import a comparison sheet.

Paste price list text instead

Import history

DateFileSupplier AddedUpdatedSkipped

CRM — your customer book: every sale, quote, note and follow-up

NamePhone Outstanding £ Open quotes Last saleLast used

Diary

Next 14 days

DateTimeTypeCustomerPhoneFitterAddress

Customer accounts

AccountContactBalance £Limit £Unpaid salesLast transactionStatus

Customer orders

OrderDateCustomerProductQty SupplierStatusExpectedBalance £

Fitting calendar

Outstanding balances

Receipts with money still owing
CustomerNumberGross £Paid £ Balance £Due dateStatus

Sales & profit trend

Sales by category

Sales by supplier

Payment method split

Budget vs actual

Type a monthly turnover and profit target; the bars show how each month is doing against it, and Home shows this month's pace.

Report:

Invoices

NumberCustomerRaisedDue Total £ Paid £ Outstanding £ State

Quotes

NumberStatusDateCustomer Total £Sent to

History

NumberTypeDateCustomer Gross £Paid £Balance £MethodStaff

Deleted receipts

Removed from sales totals & reports — restore any time
NumberTypeDateCustomerGross £Deleted

Deletion audit history

Deletions cannot be undone without restoring a backup
DateActionSupplierProductsStock value
📲 PlanIt EPOS app on this device
Install for full screen and offline use — iPhone / iPad: tap Safari's Share button, then “Add to Home Screen”. Android / Chrome: browser menu → Install app. Already installed? Open it from your home screen icon.
📍 Stock locations
Where stock physically sits — shop, warehouse, van, lock-up. Add yours here and they fill the Location dropdown whenever you add a product or a roll.
🧾 Labour & Extras
Your standing charges — door cutting, hall, stairs & landing, edging, a minimum fit. Set the prices once and they are one tap away on the till and in every quote. The same list as PlanIt Estimating.

Company & document settings

No logo
Primary header, menu, document headings
Secondary hover states
Accent main buttons, the open tab, highlights
Background page background
Preset themes

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.

Leave blank for no limit. Measured against the whole document, so line discounts and a total discount are judged together.

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.

Choose Address if you file jobs by the property. Lists show the address with the name beneath, a quote or invoice leads with the address, and a booking or quote only needs an address — the name is optional. Searching by address works either way.

Uploading a new version never changes documents already raised — each one keeps the version it was sent with.

WhatsApp on this device

How shares open on this computer — each till remembers its own answer

WhatsApp Web needs linking to your phone once (the QR screen) and then works for good. The app option needs WhatsApp installed and the browser allowed to open it. Phones and tablets always use the WhatsApp app directly. Saved instantly, for this device only.

Quote follow-ups

A reminder to chase each quote you send

Invoicing

Automatic invoice reminders

Customer payments

Choose how account customers can pay you through the online portal. You can offer either or both.

Card payments (Stripe)
Not connected

One-click Stripe connection is coming shortly — customers will be able to pay by card straight from the portal.

Adds a Pay now by card button to the page your customer opens from an invoice link. It stays off unless you turn it on: Stripe takes a fee from every card payment, out of what you receive.

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.

Integration

Integration Store

Connect an app once and it stays connected. Each app has its own page: an overview, configuration, a place to send existing records, an export log that reads back what the other system holds, and a connection log.

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