Sample data
All customersAccount C-1019
SP
Trade account · Construction and trades

Swift Plumbing and Heating

Where
Bristol BS1
Account since
2020
Contact
Chris Barker, Owner
Rep
Hannah Price

Phones the order in, priced at Band C with 2 contract prices. 54% of its credit limit in use.

Last 2 weeks
Orders122 ways in
Delivered£586ex VAT
GP38.7%at their own prices
Owed, from Xero£545nothing overdue
Applied to every order from Swift Plumbing and Heating
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atBand C, 5% off list2 Contract Master prices on top. GP floor 26% (profit divided by sell price): lines under it are flagged, not repriced.Credit£1,354 of £2,500£1,146 left before orders hold
Terms14 daysInvoices 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 · 2 bespoke codes, 1 logo
Every order, quote and portal line for Swift Plumbing and Heating is priced from here.
Open the Contract Master
SPHPWVESTYLWPortwest Hi-vis Vest, Yellow · 175 blanks free
  1. 1Back print SWIFT PLUMBING ART 5126
  2. 2Left chest print SWIFT PLUMBING ART 5127
£9.95GP 43.72%
SPH101NAVUneek Classic Polo, Navy · 0 blanks free
  1. 1Left chest embroidery SWIFT PLUMBING DISK149 204358
£6.95GP 32.37%
Orders · last 2 weeks and booked ahead, every way in
12 orders
OrderReferenceDeliveryLinesValueStatus
SO-52574
Today 10:20
Order for Swift Plumbing and Heating
UC101 Uneek Classic Polo Navy: 7 back-ordered
16 Nov
DPD
2£118.30Confirmed
SO-52558
Today 09:00
Order for Swift Plumbing and Heating
UC101 Uneek Classic Polo Navy: 7 back-ordered
16 Nov
DPD
2£148.15Confirmed
SO-52516
Fri 6 Nov 10:41
Order for Swift Plumbing and Heating
UC101 Uneek Classic Polo Navy: 10 back-ordered
Fri 13 Nov
DPD
2£119.25In production
SO-52425
Wed 4 Nov 10:13
Phoned by Chris
Wed 11 Nov
DPD
2£81.50In production
SO-52420
Wed 4 Nov 09:24
Order for Swift Plumbing and Heating
Wed 11 Nov
DPD
1£29.85In production
SO-52409
Wed 4 Nov 07:12
Order for Swift Plumbing and Heating
Wed 11 Nov
DPD
1£27.80In production
SO-52334
2 Nov 09:48
Order for Swift Plumbing and Heating
Today
DPD
2£149.10With DPD
SO-52282
30 Oct 09:36
Phoned by Chris
Fri 6 Nov
DPD
1£34.75Sent to Xero
SO-52276
30 Oct 07:51
Order for Swift Plumbing and Heating
Fri 6 Nov
DPD
2£50.70Sent to Xero
SO-52258
29 Oct 12:05
Order for Swift Plumbing and Heating
Thu 5 Nov
DPD
2£135.20Sent to Xero
SO-52243
29 Oct 08:54
Phoned by Chris
Thu 5 Nov
DPD
2£155.10Sent to Xero
SO-52112
26 Oct 08:33
Phoned by Chris
2 Nov
DPD
2£60.65Sent to Xero
Their prices
What they buy, at their own rate today. 2 contract prices first, GP as on the Contract Master.
ProductSent, 2 wksListTheir priceHowGP
SPH101NAV
Uneek Classic Polo, Navy · plain UC101 · Blank stocked XS to 4XL
37£6.95Contract
32.37%
SPHPWVESTYLW
Portwest Hi-vis Vest, Yellow · plain PWVEST · Blank stocked S/M to 4XL/5XL
33£9.95Contract
43.72%
Invoices
Sent to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-42682
6 Nov 2026
SO-52282£48.84Due 20 Nov
INV-42681
6 Nov 2026
SO-52276£67.98Due 20 Nov
INV-42643
5 Nov 2026
SO-52258£162.24Due 19 Nov
INV-42642
5 Nov 2026
SO-52243£186.12Due 19 Nov
INV-42520
2 Nov 2026
SO-52112£79.92Due 16 Nov
INV-42432
29 Oct 2026
Earlier order£113.39Paid 6 Nov
INV-42362
27 Oct 2026
Earlier order£118.68Paid 3 Nov
INV-42331
26 Oct 2026
Earlier order£108.04Paid 4 Nov
INV-42291
23 Oct 2026
Earlier order£92.61Paid 6 Nov
INV-42212
21 Oct 2026
Earlier order£83.44Paid 4 Nov
INV-42173
20 Oct 2026
Earlier order£108.35Paid 30 Oct
INV-42135
19 Oct 2026
Earlier order£86.06Paid 28 Oct
INV-42095
16 Oct 2026
Earlier order£128.98Paid 27 Oct
INV-42054
15 Oct 2026
Earlier order£97.03Paid 30 Oct
INV-42015
14 Oct 2026
Earlier order£89.71Paid 23 Oct
INV-41938
12 Oct 2026
Earlier order£89.79Paid 23 Oct
INV-41901
9 Oct 2026
Earlier order£84.66Paid 23 Oct
INV-41861
8 Oct 2026
Earlier order£105.03Paid 23 Oct
INV-41784
6 Oct 2026
Earlier order£84.30Paid 16 Oct
INV-41749
5 Oct 2026
Earlier order£112.13Paid 21 Oct
INV-41710
2 Oct 2026
Earlier order£84.58Paid 9 Oct
INV-41633
30 Sep 2026
Earlier order£91.21Paid 16 Oct
INV-41596
29 Sep 2026
Earlier order£102.54Paid 14 Oct
INV-41558
28 Sep 2026
Earlier order£143.98Paid 7 Oct
INV-41519
25 Sep 2026
Earlier order£122.40Paid 5 Oct
INV-41479
24 Sep 2026
Earlier order£134.99Paid 6 Oct
INV-41435
23 Sep 2026
Earlier order£111.16Paid 6 Oct
INV-41396
22 Sep 2026
Earlier order£90.73Paid 5 Oct
INV-41355
21 Sep 2026
Earlier order£94.00Paid 6 Oct
INV-41277
17 Sep 2026
Earlier order£128.33Paid 25 Sep
INV-41236
16 Sep 2026
Earlier order£133.39Paid 25 Sep
INV-41196
15 Sep 2026
Earlier order£78.78Paid 30 Sep
INV-41119
11 Sep 2026
Earlier order£144.15Paid 25 Sep
INV-41083
10 Sep 2026
Earlier order£143.66Paid 25 Sep
INV-41046
9 Sep 2026
Earlier order£80.44Paid 24 Sep
INV-40969
7 Sep 2026
Earlier order£79.82Paid 23 Sep
INV-40929
4 Sep 2026
Earlier order£125.16Paid 18 Sep
INV-40892
3 Sep 2026
Earlier order£128.95Paid 16 Sep
INV-40816
1 Sep 2026
Earlier order£117.60Paid 11 Sep
INV-40780
31 Aug 2026
Earlier order£100.47Paid 15 Sep
INV-40701
27 Aug 2026
Earlier order£110.99Paid 8 Sep
INV-40665
26 Aug 2026
Earlier order£111.71Paid 4 Sep
INV-40626
25 Aug 2026
Earlier order£98.68Paid 4 Sep
INV-40586
24 Aug 2026
Earlier order£100.15Paid 8 Sep
INV-40507
20 Aug 2026
Earlier order£131.81Paid 2 Sep
INV-40464
19 Aug 2026
Earlier order£90.58Paid 3 Sep
INV-40428
18 Aug 2026
Earlier order£143.24Paid 1 Sep
INV-40393
17 Aug 2026
Earlier order£134.95Paid 31 Aug
INV-40355
14 Aug 2026
Earlier order£132.48Paid 28 Aug
INV-40313
13 Aug 2026
Earlier order£117.46Paid 21 Aug
INV-40273
12 Aug 2026
Earlier order£108.57Paid 21 Aug
INV-40237
11 Aug 2026
Earlier order£114.03Paid 21 Aug
Balance, from Xero
read only
£545.10
owed on 5 invoices, as Xero has it
Nothing overdue in Xero
Open orders, not yet invoiced£808.74
Credit used (owed plus open)£1,354
Credit limit£2,500
Terms14 days
54% 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
2 lines, £118.30 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
Swift Plumbing and HeatingBristol BS1 · 0117 496 0226DPD next dayNextTue 10 NovTuesday's DPD →
Contact
Orders contactChris Barker
RoleOwner
Phone0117 496 0226
RepHannah Price
Account since2020
Ways in, 2 weeksEmail, Phone