Sample data
Email order · Pinnacle Roofing

SO-52220

Sent to Xero
Emailed by Rhys Ellis on Wed 28 Oct at 15:02, read in 17 s. Headed “Order for Pinnacle Roofing”. For Thu 5 Nov by DPD next day. Owner Hannah Price. Pinnacle Roofing, construction and trades, price band C, 3 contract lines.
Website
Portal
Customer file
Phone or email
email, read in 17 s
Net, ex VAT
£159.35
£191.22 inc VAT
Margin
42.1%
GP floor 26% a line
Pinnacle Roofing
Lines at Pinnacle Roofing’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
PNRPWVESTYLW · 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
DecorationPNRPWVESTYLW: back print (PINNACLE ROOFING), left chest print (PINNACLE ROOFING)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
UC101 Uneek Classic Polo, Navy
PNR101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
3£7.95Contract Master40.9% ✓£23.85
SizeXSSMLXL2XL3XL4XLTotal
Ordered001110003
Blanks free000000000
On hand24700070242323234
DecorationPNR101NAV: left chest embroidery (PINNACLE ROOFING)
Blanks UC101-NAV on PO-3330, lands Tue 10 Nov
GD057 Gildan Heavy Blend Hoodie, Navy
PNR057NAV · plain GD057-NAV · Sizes S to 3XL · Contract Master
6£15.95Contract Master41.7% ✓£95.70
SizeSMLXL2XL3XLTotal
Ordered1221006
Blanks free210750125
On hand2143452681144
DecorationPNR057NAV: left chest embroidery (PINNACLE ROOFING)
Goods, ex VAT£159.35
Delivery, DPD next dayFree
Net, ex VAT£159.35
VAT at 20%£31.87
Total£191.22
Free delivery over £100 ex VAT.
Margin 42.1% 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
3 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 read.
✓credit
Within the limit
Passed when it landed: inside the £20,250 limit.
As it arrived
Order written in an email; read and matched to Contract Master lines and sizes automatically
How it was read
  1. 4 x yellow hi vis vest with logo (S/M 1, L/XL 2, 2XL/3XL 1)4 x PWVEST-YLW
  2. 3 x navy polo with logo (M 1, L 1, XL 1)3 x UC101-NAV
  3. 6 x navy hoodie with logo (S 1, M 2, L 2, XL 1)6 x GD057-NAV
Read in 17 s; lines under 90% sure wait for a person.
Delivery
DPD
DPD Next Day
Collected 16:30 Wed 4 Nov
DeliveryThu 5 Nov
AddressCardiff CF10
Signed forR. Ellis at 10:43, DPD photo
DPD Next DayDPD
1550 0002 0368 69
Pinnacle Roofing
FAO Rhys Ellis
Cardiff, CF10
Weight4.1 kg, 13 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-42632in Xeronot due yet
Dated5 Nov 2026
Due31 Dec 2026 (30 days end of month)
Total£191.22
Sent to Xero at 18:00 on 5 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
PR
Pinnacle Roofing
C-1014 · Construction and trades · Cardiff · since 2019
PricesBand C, 5% off list, 3 contract lines
Terms30 days end of month
Credit£4,934 of £20,250
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Email received from Rhys Ellis
Customer · 28 Oct 15:02
Read in 17 s: 3 of 3 lines matched to Contract Master lines with sizes
Auto · 28 Oct 15:03
Priced at Pinnacle Roofing’s own rates: 3 from the Contract Master
Auto · 28 Oct 15:03
Stock checked by size: every line available or due in next day
Auto · 28 Oct 15:03
Credit checked: within the £20,250 limit
Auto · 28 Oct 15:03
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 28 Oct 15:03
Production lots done on the tablet; booked back in and the pick slip released
Dev · Tue 3 Nov 15:20
Picked and packed, checked by size against the pick slip
Tom · Wed 4 Nov 14:10
Collected by DPD at 16:30; DPD label and tracking emailed to Rhys
DPD · Wed 4 Nov 16:30
Delivered by DPD, signed for by R. Ellis. Photo proof from DPD
DPD · Thu 5 Nov 10:43
Invoice INV-42632 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Thu 5 Nov 18:00