Sample data
Phone order · Elmstead Primary School

SO-52133

Sent to Xero
Phoned in by Louise Harper and keyed once by Hannah on Mon 26 Oct at 12:31, during the 8 minute call. For Mon 2 Nov by DPD next day. Owner Hannah Price. Elmstead Primary School, education, price band C, 3 contract lines.
Website
Portal
Customer file
Phone or email
8 min call, keyed once
Net, ex VAT
£119.50
£143.40 inc VAT
Margin
41.4%
GP floor 26% a line
Elmstead Primary School
Lines at Elmstead Primary School’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, Royal
EPS101ROY · plain UC101-ROY · Sizes XS to 4XL · Contract Master
5£7.95Contract Master40.9% ✓£39.75
SizeXSSMLXL2XL3XL4XLTotal
Ordered011210005
Blanks free1528545331440189
On hand1659118125712240415
DecorationEPS101ROY: left chest embroidery (ELMSTEAD PRIMARY)
GD057 Gildan Heavy Blend Hoodie, Navy
EPS057NAV · plain GD057-NAV · Sizes S to 3XL · Contract Master
5£15.95Contract Master41.7% ✓£79.75
SizeSMLXL2XL3XLTotal
Ordered1121005
Blanks free210750125
On hand2143452681144
DecorationEPS057NAV: left chest embroidery (ELMSTEAD PRIMARY)
Goods, ex VAT£119.50
Delivery, DPD next dayFree
Net, ex VAT£119.50
VAT at 20%£23.90
Total£143.40
Free delivery over £100 ex VAT.
Margin 41.4% 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 £8,000 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 12:31
Louise Harper, 0121 496 0170answered by Hannah Price
8 minute call. Keyed once while Louise was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5UC101 Uneek Classic Polo, Royal (S 1, M 1, L 2, XL 1)
  • 5GD057 Gildan Heavy Blend Hoodie, Navy (S 1, M 1, L 2, XL 1)
How it was keyed
  1. 5 x UC101 Uneek Classic Polo, Royal (S 1, M 1, L 2, XL 1)5 x UC101-ROY
  2. 5 x GD057 Gildan Heavy Blend Hoodie, Navy (S 1, M 1, L 2, XL 1)5 x GD057-NAV
Keyed once while Louise was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 30 Oct
DeliveryMon 2 Nov
AddressSolihull B91
Signed forL. Bradley at 09:31, DPD photo
DPD Next DayDPD
1550 0002 0336 50
Elmstead Primary School
FAO Louise Harper
Solihull, B91
Weight3.2 kg, 10 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-42507in Xeronot due yet
Dated2 Nov 2026
Due31 Dec 2026 (30 days end of month)
Total£143.40
Sent to Xero at 18:00 on 2 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
EP
Elmstead Primary School
C-1011 · Education · Solihull · since 2018
PricesBand C, 5% off list, 3 contract lines
Terms30 days end of month
Credit£3,421 of £8,000
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Louise phoned the order in; Hannah keyed it once (8 min call)
Hannah · 26 Oct 12:31
Priced at Elmstead Primary School’s own rates: 2 from the Contract Master
Auto · 26 Oct 12:31
Stock checked by size: every line available or due in next day
Auto · 26 Oct 12:31
Credit checked: within the £8,000 limit
Auto · 26 Oct 12:31
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 26 Oct 12:31
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 Louise
DPD · 30 Oct 16:30
Delivered by DPD, signed for by L. Bradley. Photo proof from DPD
DPD · 2 Nov 09:31
Invoice INV-42507 sent to Xero from the delivered quantities. Nothing re-typed
Auto · 2 Nov 18:00