Sample data
Phone order · Summit Events

SO-52132

Sent to Xero
Phoned in by Kwame Mensah and keyed once by Hannah on Mon 26 Oct at 11:40, during the 6 minute call. For Mon 2 Nov by DPD next day. Owner Hannah Price. Summit Events, events and leisure, price band B, 2 contract lines.
Website
Portal
Customer file
Phone or email
6 min call, keyed once
Net, ex VAT
£65.70
£85.98 inc VAT, with charges
Margin
39.7%
GP floor 26% a line
Summit Events
Lines at Summit Events’ own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
UC301 Uneek Classic T-shirt, Black
SME301BLK · plain UC301-BLK · Sizes XS to 4XL · Contract Master
6£10.95Contract Master39.7% ✓£65.70
SizeXSSMLXL2XL3XL4XLTotal
Ordered012210006
Blanks free3385167173983171595
On hand331232442601484571861
DecorationSME301BLK: front chest print (SUMMIT EVENTS), back print (SUMMIT EVENTS)
Goods, ex VAT£65.70
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£71.65
VAT at 20%£14.33
Total£85.98
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 39.7% 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
1 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 £9,750 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 11:40
Kwame Mensah, 0121 496 0205answered by Hannah Price
6 minute call. Keyed once while Kwame was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 6UC301 Uneek Classic T-shirt, Black (S 1, M 2, L 2, XL 1)
How it was keyed
  1. 6 x UC301 Uneek Classic T-shirt, Black (S 1, M 2, L 2, XL 1)6 x UC301-BLK
Keyed once while Kwame was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 30 Oct
DeliveryMon 2 Nov
AddressBirmingham B5
Signed forJ. Chapman at 09:01, DPD photo
DPD Next DayDPD
1550 0002 0336 13
Summit Events
FAO Kwame Mensah
Birmingham, B5
Weight2.0 kg, 6 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-42517in Xeronot due yet
Dated2 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£85.98
Sent to Xero at 18:00 on 2 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
SE
Summit Events
C-1016 · Events and leisure · Birmingham · since 2019
PricesBand B, 10% off list, 2 contract lines
Terms30 days end of month
Credit£4,935 of £9,750
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Kwame phoned the order in; Hannah keyed it once (6 min call)
Hannah · 26 Oct 11:40
Priced at Summit Events’ own rates: 1 from the Contract Master
Auto · 26 Oct 11:40
Stock checked by size: every line available or due in next day
Auto · 26 Oct 11:40
Credit checked: within the £9,750 limit
Auto · 26 Oct 11:40
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 26 Oct 11:40
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 Kwame
DPD · 30 Oct 16:30
Delivered by DPD, signed for by J. Chapman. Photo proof from DPD
DPD · 2 Nov 09:01
Invoice INV-42517 sent to Xero from the delivered quantities. Nothing re-typed
Auto · 2 Nov 18:00