Sample data
Phone order · Oakmere Security

SO-52208

Sent to Xero
Phoned in by Lee Parkin and keyed once by Vinay on Wed 28 Oct at 11:18, during the 5 minute call. For Wed 4 Nov by DPD next day. Owner Hannah Price. Oakmere Security, security, price band B, 4 contract lines.
Website
Portal
Customer file
Phone or email
5 min call, keyed once
Net, ex VAT
£29.75
£42.84 inc VAT, with charges
Margin
43.7%
GP floor 26% a line
Oakmere Security
Lines at Oakmere Security’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
PWVEST Portwest Hi-vis Vest, Yellow
OAKPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
5£5.95Contract Master43.7% ✓£29.75
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered22105
Blanks free7485016175
On hand174198239413
DecorationOAKPWVESTYLW: back print (SECURITY)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£29.75
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£35.70
VAT at 20%£7.14
Total£42.84
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 43.7% 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 £18,500 limit.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typed
Incoming call28 Oct 11:18
Lee Parkin, 0121 496 0212answered by Vinay Kenth
5 minute call. Keyed once while Lee was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5PWVEST Portwest Hi-vis Vest, Yellow (S/M 2, L/XL 2, 2XL/3XL 1)
How it was keyed
  1. 5 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 2, L/XL 2, 2XL/3XL 1)5 x PWVEST-YLW
Keyed once while Lee was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Tue 3 Nov
DeliveryWed 4 Nov
AddressBirmingham B5
Signed forL. Parkin at 09:11, DPD photo
DPD Next DayDPD
1550 0002 0360 18
Oakmere Security
FAO Lee Parkin
Birmingham, B5
Weight1.7 kg, 5 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-42597in Xeronot due yet
Dated4 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£42.84
Sent to Xero at 18:00 on 4 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
OS
Oakmere Security
C-1017 · Security · Birmingham · since 2020
PricesBand B, 10% off list, 4 contract lines
Terms30 days end of month
Credit£8,379 of £18,500
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Lee phoned the order in; Vinay keyed it once (5 min call)
Vinay · 28 Oct 11:18
Priced at Oakmere Security’s own rates: 1 from the Contract Master
Auto · 28 Oct 11:18
Stock checked by size: every line available or due in next day
Auto · 28 Oct 11:18
Credit checked: within the £18,500 limit
Auto · 28 Oct 11:18
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 28 Oct 11:18
Production lots done on the tablet; booked back in and the pick slip released
Dev · 2 Nov 15:20
Picked and packed, checked by size against the pick slip
Tom · Tue 3 Nov 14:10
Collected by DPD at 16:30; DPD label and tracking emailed to Lee
DPD · Tue 3 Nov 16:30
Delivered by DPD, signed for by L. Parkin. Photo proof from DPD
DPD · Wed 4 Nov 09:11
Invoice INV-42597 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Wed 4 Nov 18:00