Built for independent trade merchants
Whether you’re an electrical wholesaler, plumbing merchant, builders merchant or independent trade counter, PlanIt EPOS gives you everything you need to run your business from one platform.
The demo
Two minutes at a working trade counter — a delivery order split into loads, the van board, credit control, purchasing and stock, all as a real merchant runs them.
PlanIt EPOS — the features a builders’ merchant asked for in their first fortnight on the till, shown on the live product.
Shaped by a working merchant
PlanIt EPOS runs a builders’ merchant every day. What their counter, yard and drivers asked for in their first fortnight shipped the same week — and every merchant gets it.
One order, as many deliveries as it needs. Say what goes on each load and its day; the rest becomes its own order — its own picking list, its own delivery note.
A note on every load — the order to do the drops in, a brake test after — printed on the run sheet. At weight? Mark it full and nothing else can be booked on.
The Payment column says on account, paid, or money to collect — so a driver never turns up asking for £898 that is going on an invoice.
Allow an account over its limit once, it is recorded, and the order clears everywhere — picking list, van board, hand-over.
An account customer pays up front by card? Record it against the order. Nothing about the delivery moves; the invoice is settled by it.
Tick the lines you are short of and a purchase order opens filled in — stock on every line, VAT on the total — linked to the order when it is issued.
Link a purchase order to every customer order it covers, from either side. Collecting it yourself? Tick it and it is a stop on the van board.
A product kept in the shop and in the yard gets both bins — and you find it by either.
Type each month’s turnover and profit and Home shows how the month is tracking, with where today falls in it.
Every till shares the login; the to-do list shows whoever signed in their own tasks, with Everyone a tap away.
Switching from Unleashed or anything else? Quotes, orders, invoices and POs start where your old system left off.
Invoices, payments and supplier bills post themselves — and a daily stock journal keeps the accounts at the true stock value.
Every one of these is on the demo above — and in the release notes
One platform, configured for your trade
Industries
The counter is not the same in a wholesaler, a plumbing merchant and a builders yard. PlanIt EPOS is configured to yours during setup, rather than sold as one shape for everybody.
Trade accounts, contract pricing and cable off the drum
Electrical wholesaling lives on account customers, negotiated pricing and getting a spark back out the door quickly. PlanIt EPOS handles the discount structures behind the counter so the right price appears without anyone working it out on paper.
Special orders, click & collect and boiler spares that must be right
Plumbing and heating turns on availability. Half the counter conversation is whether you have it, when you can get it, and whether it is the right part. PlanIt EPOS keeps promises visible so nobody has to remember them.
Account customers, delivery scheduling and bulk pricing that holds
A builders merchant sells on credit, delivers most of it, and prices by volume. PlanIt EPOS is built around that: the account, the load and the price break, rather than a retail basket.
One platform that adapts to almost any trade business
Most trade businesses are not one of the big three. If you sell to trade customers over a counter, from a yard or off a van, PlanIt EPOS configures to your products, your units and your language rather than forcing you into someone else’s.
Categories, units of measure, product attributes and pricing structures are all configurable, so PlanIt EPOS adapts to almost any trade business.
Core features
Six modules that share the same products, the same customers and the same numbers — so a sale updates the stock, the diary, the account and the margin report at the same moment.
PlanIt EPOS is offline-first. Products, prices and customer records are held on the device, so sales carry on being rung through, priced and receipted with no connection at all. When the line comes back, everything synchronises automatically — in order, once each, with no duplicates to unpick.
AI assistance
The tedious parts of merchant admin are pattern-matching problems: reading a price list, matching a product, spotting a line that is about to run out. PlanIt EPOS does that work and then asks you to confirm it.
Send it the price list your supplier actually emailed you — a 40-page PDF, not a tidy spreadsheet — and it reads the pages the way a person would.
Codes, descriptions, pack quantities and costs come out as rows, matched against what you already stock by barcode, supplier code and description.
Review the matches, accept what is right, correct what is not — then apply. Your margins are recalculated as the costs land.
Photograph or upload the delivery note. Every line is read, matched to your products and costed, then the stock is booked in — against the purchase order, and against any customer order waiting on it.
Recent demand and supplier lead times are combined into a reorder point, so a line is flagged before it runs out rather than after.
Ask a question in plain English — what is in bin A3, who still owes for last month, which lines are low — and it answers from your own data and opens the right screen.
Worked example
A supplier emails a price list as a PDF. It is read page by page, products are extracted with their codes, pack quantities and costs, then matched against your catalogue — barcode first, then supplier code, then internal code, then a fuzzy match on description. Every row arrives in a review inbox with a confidence score.
You accept the high-confidence matches in bulk, correct anything that looks wrong, and apply. Only then do costs move and margins recalculate.
How AI is used in PlanIt EPOSAI suggests. You approve. Nothing changes your prices, your stock or your customer records without a person confirming it.
Why PlanIt
Most independents are running something that was modern fifteen years ago. Here is the honest comparison — and why each difference matters on a Tuesday morning.
Getting started
Expensive setup, paid consultancy days and a server in the back office
Getting started
Fast deployment on hardware you already own — onboarding is included
Day-to-day use
Complicated screens built around function keys and a manual
Day-to-day use
Simple screens a new counter hand can follow on their first morning
Technology
Old technology, tied to one PC, updated when an engineer visits
Technology
Modern cloud platform, updated continuously, reachable from anywhere
Training
Complex training, and one person who knows how everything works
Training
Easy to learn, so cover is not a crisis when someone is off
When the internet drops
The till stops and the queue goes to the pub
When the internet drops
Offline-first — sales continue and sync automatically on reconnection
Commitment
Multi-year contracts with annual increases written in
Commitment
Monthly subscription with no long-term contract
Take a look
Till, diary, stock, accounts, buying and reporting — on desktop, tablet and phone, in light or dark mode.
Scan, price and tender a trade sale in seconds — with the customer’s trade price already applied and every sale signed by a PIN.
Integrations
The Integration Store links PlanIt EPOS to the systems a merchant already pays for. Paste in your own key under Menu → Integrations, press Test, and it is on.
XeroAccounting · Accounting Connect add-onInvoices, payments, credit notes, bills and a daily stock journal post themselves; payments recorded in Xero come back.
QuickBooks OnlineAccounting · Accounting Connect add-onThe same rail as Xero — one accounting system at a time, your choice of which.
FireTextMessaging · Included“Your order is leaving the yard, you are drop 2 of 5” — one press on the van board texts every customer on the load.
FleetsmartTracking · IncludedEvery load on the van board shows where the van is, its speed and the road it is on, with a Map button.
DojoPayments · IncludedEmail or text a payment link from an order or invoice; when the customer pays, the payment records itself.Use something that is not here? Three of these were asked for by a merchant one morning and were live by lunchtime. Tell us what you use.
Getting started
A clear path with a person on the end of it. Most merchants are trading on PlanIt EPOS within a fortnight of the demo.
Half an hour, using your products and your pricing — not a generic script.
We configure your branches, tills, VAT, price bands, supplier margins and account terms with you.
Bring your catalogue and supplier price sheets across, including PDFs.
Counter staff are usually serving confidently inside a morning.
Go live on a quiet day, with someone on hand while the first sales go through.
Use margin, stock and customer reporting to make the next decisions.
Why we built it
“We built PlanIt after seeing first-hand how outdated many trade businesses’ software had become. Every feature exists because it solves a real operational problem.”
PlanIt EPOS was created by someone who invested in and operates a real trade business, not by a software company looking for a new vertical. The credit-limit check exists because releasing goods to an account that was already over its limit cost real money. The PDF price-list reader exists because retyping a supplier’s price file is a genuinely miserable way to spend a Sunday.
That is the whole test we apply to a new feature: does it solve something that actually happens on a counter? If not, it does not get built.
Read the full storyWe will show you what the software does today, and tell you plainly what it does not do yet.
When you call about a credit limit or a goods-in query, you are talking to someone who understands it.
Improvements ship regularly and arrive automatically. No upgrade projects, no engineer visit.
Export your products, customers and transactions whenever you want, in a standard format.
Pricing
Priced on the tills and users you need — not a percentage of what you sell. Onboarding is included, so getting set up is not a separate invoice.
Cost depends on how many tills, branches and users you need. Tell us your setup and we will send a straightforward monthly figure — no discovery fee, no obligation.
Questions
PlanIt EPOS is business management software for independent trade merchants. It combines a trade counter till, customer accounts and credit control, stock control across locations, purchasing, quotations, CRM and reporting in one cloud platform, so a merchant does not need separate systems for selling, stock and invoicing.
Independent electrical wholesalers, plumbing and heating merchants, builders merchants and general trade counters — including decorating centres, timber merchants, ironmongers, hardware stores, agricultural merchants, and fixings, workwear and tool suppliers. Products, units of measure and pricing structures are configurable, so it adapts to most trade businesses.
The till keeps trading. Sales are recorded on the device and queued, then synchronised automatically when the connection returns. Prices, products and customer records are held locally so the counter can carry on serving rather than reaching for a duplicate book.
In most cases, yes. PlanIt EPOS runs in a web browser on a Windows PC, a Mac, an iPad or an Android tablet, and works with standard keyboard-wedge barcode scanners, thermal receipt printers and label printers. It sits alongside your existing card terminal.
Data is held in a managed cloud database in the UK region with continuous backup, included in the subscription. There is no server in your back office to maintain, and no nightly backup routine for a member of staff to remember.
It depends on the state of your catalogue more than anything else. Once products and customers are imported and your pricing structure is configured, counter staff are typically serving confidently within a morning. Onboarding is included in the subscription.
PlanIt EPOS is a monthly subscription with a three-month minimum and no long-term contract, priced on the number of tills rather than a percentage of your turnover. Onboarding is included. See the pricing page for the figure, or book a demo and we will run through it on your setup.
Yes. Products, customers, opening balances and supplier price files can be imported from CSV or Excel, and supplier price lists can be imported from PDF. Imports go through a review step so nothing is created or overwritten without approval.
Something not covered here? Ask us directly.
Seven days free, no card, set up in an afternoon. Or book a 30-minute demo with someone who understands trade counters and we will use your products, your pricing and your account customers.
Monthly subscription · No long-term contract · Onboarding included