Sample data
Phone order · Swift Plumbing and Heating

SO-52112

Sent to Xero
Phoned in by Chris Barker and keyed once by Vinay on Mon 26 Oct at 08:33, during the 7 minute call. For Mon 2 Nov by DPD next day. Owner Hannah Price. Swift Plumbing and Heating, construction and trades, price band C, 2 contract lines.
Website
Portal
Customer file
Phone or email
7 min call, keyed once
Net, ex VAT
£60.65
£79.92 inc VAT, with charges
Margin
39.8%
GP floor 26% a line
Swift Plumbing and Heating
Lines at Swift Plumbing and Heating’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
UC101 Uneek Classic Polo, Navy
SPH101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
3£6.95Contract Master32.4% ✓£20.85
SizeXSSMLXL2XL3XL4XLTotal
Ordered001110003
Blanks free000000000
On hand24700070242323234
DecorationSPH101NAV: left chest embroidery (SWIFT PLUMBING)
Blanks UC101-NAV on PO-3330, lands Tue 10 Nov
PWVEST Portwest Hi-vis Vest, Yellow
SPHPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
4£9.95Contract Master43.7% ✓£39.80
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered12104
Blanks free7485016175
On hand174198239413
DecorationSPHPWVESTYLW: back print (SWIFT PLUMBING), left chest print (SWIFT PLUMBING)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£60.65
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£66.60
VAT at 20%£13.32
Total£79.92
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 39.8% on the order; no line under the 26% GP floor.
Checked as it landed
price, stock and credit, before anyone touched it
£price
Priced at their rate
2 from the Contract Master. Contract Master prices as agreed; plain lines clear the 26% GP floor.
▦stock
Stock kept by size
Every size was available or due in next day, and kept for this order as it was keyed.
✓credit
Within the limit
Passed when it landed: inside the £2,500 limit.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typed
Incoming call26 Oct 08:33
Chris Barker, 0117 496 0226answered by Vinay Kenth
7 minute call. Keyed once while Chris was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 3UC101 Uneek Classic Polo, Navy (M 1, L 1, XL 1)
  • 4PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 2, 2XL/3XL 1)
How it was keyed
  1. 3 x UC101 Uneek Classic Polo, Navy (M 1, L 1, XL 1)3 x UC101-NAV
  2. 4 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 2, 2XL/3XL 1)4 x PWVEST-YLW
Keyed once while Chris was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 30 Oct
DeliveryMon 2 Nov
AddressBristol BS1
Signed forE. Webster at 09:22, DPD photo
DPD Next DayDPD
1550 0002 0328 73
Swift Plumbing and Heating
FAO Chris Barker
Bristol, BS1
Weight2.3 kg, 7 garments
LabelDelivered
One DPD consignment per delivery address a day: orders for the same address that day go under one label. DPD collects at 16:30 the working day before delivery and sends the proof of delivery back onto the order.
INV-42520in Xeronot due yet
Dated2 Nov 2026
Due16 Nov 2026 (14 days)
Delivery, DPD£5.95 ex VAT
Total£79.92
Sent to Xero at 18:00 on 2 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
SP
Swift Plumbing and Heating
C-1019 · Construction and trades · Bristol · since 2020
PricesBand C, 5% off list, 2 contract lines
Terms14 days
Credit£1,354 of £2,500
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Chris phoned the order in; Vinay keyed it once (7 min call)
Vinay · 26 Oct 08:33
Priced at Swift Plumbing and Heating’s own rates: 2 from the Contract Master
Auto · 26 Oct 08:33
Stock checked by size: every line available or due in next day
Auto · 26 Oct 08:33
Credit checked: within the £2,500 limit
Auto · 26 Oct 08:33
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 26 Oct 08:33
Production lots done on the tablet; booked back in and the pick slip released
Dev · 29 Oct 15:20
Picked and packed, checked by size against the pick slip
Tom · 30 Oct 14:10
Collected by DPD at 16:30; DPD label and tracking emailed to Chris
DPD · 30 Oct 16:30
Delivered by DPD, signed for by E. Webster. Photo proof from DPD
DPD · 2 Nov 09:22
Invoice INV-42520 sent to Xero from the delivered quantities. Nothing re-typed
Auto · 2 Nov 18:00