Sample data
All customersAccount C-1014
PR
Trade account · Construction and trades

Pinnacle Roofing

Where
Cardiff CF10
Account since
2019
Contact
Rhys Ellis, Director
Rep
Hannah Price

Phones the order in, priced at Band C with 3 contract prices. 24% of its credit limit in use.

Last 2 weeks
Orders103 ways in
Delivered£569ex VAT
GP41.9%at their own prices
Owed, from Xero£3,418nothing overdue
Applied to every order from Pinnacle Roofing
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atBand C, 5% off list3 Contract Master prices on top. GP floor 26% (profit divided by sell price): lines under it are flagged, not repriced.Credit£4,934 of £20,250£15,316 left before orders hold
Terms30 days end of monthInvoices go to Xero at 18:00 on the delivery day, from what was signed for. Nothing re-typed.
Orders byPhoneKeyed once during the call; priced from the Contract Master and checked by size as each line is typed.No portal login, and none needed.
DeliveredDPD next day once decoratedSent with DPD once production is done, for delivery the next working day.
If a line is shortSend what is there, back-order the rest
Contract Master · 3 bespoke codes, 1 logo
Every order, quote and portal line for Pinnacle Roofing is priced from here.
Open the Contract Master
PNRPWVESTYLWPortwest Hi-vis Vest, Yellow · 175 blanks free
  1. 1Back print PINNACLE ROOFING ART 5115
  2. 2Left chest print PINNACLE ROOFING ART 5116
£9.95GP 43.72%
PNR101NAVUneek Classic Polo, Navy · 0 blanks free
  1. 1Left chest embroidery PINNACLE ROOFING DISK138 204347
£7.95GP 40.88%
PNR057NAVGildan Heavy Blend Hoodie, Navy · 25 blanks free
  1. 1Left chest embroidery PINNACLE ROOFING DISK139 204348
£15.95GP 41.69%
Orders · last 2 weeks and booked ahead, every way in
10 orders
OrderReferenceDeliveryLinesValueStatus
SO-52523
Fri 6 Nov 12:49
Phoned by Rhys
UC101 Uneek Classic Polo Navy: 10 back-ordered
Fri 13 Nov
DPD
1£79.50In production
SO-52515
Fri 6 Nov 10:38
Phoned by Rhys
UC101 Uneek Classic Polo Navy: 9 back-ordered
Fri 13 Nov
DPD
2£167.25In production
SO-52507
Fri 6 Nov 09:43
Quote Q-6132
UC101 Uneek Classic Polo Navy: 24 back-ordered
Fri 13 Nov
DPD
2£475.35In production
SO-52506
Fri 6 Nov 09:27
Order for Pinnacle Roofing
Fri 13 Nov
DPD
1£63.80In production
SO-52436
Wed 4 Nov 11:58
Phoned by Rhys
Wed 11 Nov
DPD
2£207.10In production
SO-52342
2 Nov 11:20
Phoned by Rhys
Today
DPD
2£215.15With DPD
SO-52304
30 Oct 16:45
Phoned by Rhys
Today
DPD
1£55.65With DPD
SO-52263
29 Oct 14:23
Phoned by Rhys
Thu 5 Nov
DPD
2£69.60Sent to Xero
SO-52231
29 Oct 07:32
Order for Pinnacle Roofing
Thu 5 Nov
DPD
1£69.65Sent to Xero
SO-52220
28 Oct 15:02
Order for Pinnacle Roofing
Thu 5 Nov
DPD
3£159.35Sent to Xero
Their prices
What they buy, at their own rate today. 3 contract prices first, GP as on the Contract Master.
ProductSent, 2 wksListTheir priceHowGP
PNR101NAV
Uneek Classic Polo, Navy · plain UC101 · Blank stocked XS to 4XL
22£7.95Contract
40.88%
PNRPWVESTYLW
Portwest Hi-vis Vest, Yellow · plain PWVEST · Blank stocked S/M to 4XL/5XL
14£9.95Contract
43.72%
PNR057NAV
Gildan Heavy Blend Hoodie, Navy · plain GD057 · Blank stocked S to 3XL
16£15.95Contract
41.69%
Invoices
Sent to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-42634
5 Nov 2026
SO-52263£90.66Due 31 Dec
INV-42633
5 Nov 2026
SO-52231£90.72Due 31 Dec
INV-42632
5 Nov 2026
SO-52220£191.22Due 31 Dec
INV-42428
29 Oct 2026
Earlier order£193.82Paid 6 Nov
INV-42284
23 Oct 2026
Earlier order£238.19Due 30 Nov
INV-42247
22 Oct 2026
Earlier order£241.70Due 30 Nov
INV-42205
21 Oct 2026
Earlier order£173.40Due 30 Nov
INV-42167
20 Oct 2026
Earlier order£131.33Due 30 Nov
INV-42129
19 Oct 2026
Earlier order£179.41Due 30 Nov
INV-42089
16 Oct 2026
Earlier order£180.58Due 30 Nov
INV-42047
15 Oct 2026
Earlier order£230.99Due 30 Nov
INV-42008
14 Oct 2026
Earlier order£143.99Due 30 Nov
INV-41970
13 Oct 2026
Earlier order£143.33Due 30 Nov
INV-41931
12 Oct 2026
Earlier order£209.57Due 30 Nov
INV-41896
9 Oct 2026
Earlier order£173.14Due 30 Nov
INV-41856
8 Oct 2026
Earlier order£146.78Due 30 Nov
INV-41818
7 Oct 2026
Earlier order£215.91Due 30 Nov
INV-41777
6 Oct 2026
Earlier order£171.85Due 30 Nov
INV-41743
5 Oct 2026
Earlier order£154.12Due 30 Nov
INV-41703
2 Oct 2026
Earlier order£141.76Due 30 Nov
INV-41665
1 Oct 2026
Earlier order£169.13Due 30 Nov
INV-41626
30 Sep 2026
Earlier order£139.34Paid 2 Nov
INV-41589
29 Sep 2026
Earlier order£150.61Paid 30 Oct
INV-41551
28 Sep 2026
Earlier order£242.94Paid 2 Nov
INV-41511
25 Sep 2026
Earlier order£225.53Paid 26 Oct
INV-41472
24 Sep 2026
Earlier order£216.82Paid 29 Oct
INV-41430
23 Sep 2026
Earlier order£214.42Paid 29 Oct
INV-41389
22 Sep 2026
Earlier order£242.52Paid 30 Oct
INV-41349
21 Sep 2026
Earlier order£150.69Paid 28 Oct
INV-41311
18 Sep 2026
Earlier order£174.42Paid 27 Oct
INV-41269
17 Sep 2026
Earlier order£220.19Paid 29 Oct
INV-41228
16 Sep 2026
Earlier order£134.25Paid 30 Oct
INV-41190
15 Sep 2026
Earlier order£146.11Paid 30 Oct
INV-41152
14 Sep 2026
Earlier order£211.34Paid 29 Oct
INV-41113
11 Sep 2026
Earlier order£165.56Paid 26 Oct
INV-41077
10 Sep 2026
Earlier order£175.69Paid 27 Oct
INV-41038
9 Sep 2026
Earlier order£148.79Paid 30 Oct
INV-41001
8 Sep 2026
Earlier order£241.75Paid 30 Oct
INV-40963
7 Sep 2026
Earlier order£191.36Paid 30 Oct
INV-40922
4 Sep 2026
Earlier order£209.35Paid 26 Oct
INV-40885
3 Sep 2026
Earlier order£139.79Paid 27 Oct
INV-40853
2 Sep 2026
Earlier order£163.35Paid 29 Oct
INV-40810
1 Sep 2026
Earlier order£209.85Paid 29 Oct
INV-40774
31 Aug 2026
Earlier order£151.66Paid 28 Sep
INV-40736
28 Aug 2026
Earlier order£157.36Paid 25 Sep
INV-40695
27 Aug 2026
Earlier order£144.54Paid 2 Oct
INV-40657
26 Aug 2026
Earlier order£215.21Paid 1 Oct
INV-40618
25 Aug 2026
Earlier order£228.50Paid 29 Sep
INV-40579
24 Aug 2026
Earlier order£203.93Paid 1 Oct
INV-40539
21 Aug 2026
Earlier order£131.25Paid 2 Oct
INV-40500
20 Aug 2026
Earlier order£229.45Paid 29 Sep
INV-40459
19 Aug 2026
Earlier order£183.08Paid 25 Sep
INV-40421
18 Aug 2026
Earlier order£142.12Paid 25 Sep
INV-40387
17 Aug 2026
Earlier order£241.53Paid 28 Sep
INV-40347
14 Aug 2026
Earlier order£133.08Paid 29 Sep
INV-40307
13 Aug 2026
Earlier order£185.17Paid 30 Sep
INV-40268
12 Aug 2026
Earlier order£172.37Paid 25 Sep
INV-40231
11 Aug 2026
Earlier order£235.37Paid 29 Sep
Balance, from Xero
read only
£3,417.78
owed on 20 invoices, as Xero has it
Nothing overdue in Xero
Open orders, not yet invoiced£1,516.56
Credit used (owed plus open)£4,934
Credit limit£20,250
Terms30 days end of month
24% of the limit in use. An order that goes over holds for Hannah; chasing and payments stay in Xero.
Logos on file · 1
Held once, used on every line and reorder.
Disk and design numbers from the Contract MasterOpen the Contract Master →
Their usual order
3 lines, £236.95 ex VAT at their prices
Sent by phone most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day before
Pinnacle RoofingCardiff CF10 · 029 2018 0191DPD next dayNextTue 10 NovTuesday's DPD →
Contact
Orders contactRhys Ellis
RoleDirector
Phone029 2018 0191
RepHannah Price
Account since2019
Ways in, 2 weeksPhone, Quote, Email