Sample data
Email order · Pinnacle Roofing

SO-52231

Sent to Xero
Emailed by Rhys Ellis on Thu 29 Oct at 07:32, read in 24 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 24 s
Net, ex VAT
£69.65
£90.72 inc VAT, with charges
Margin
43.7%
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
7£9.95Contract Master43.7% ✓£69.65
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered23207
Blanks free7485016175
On hand174198239413
DecorationPNRPWVESTYLW: back print (PINNACLE ROOFING), left chest print (PINNACLE ROOFING)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£69.65
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£75.60
VAT at 20%£15.12
Total£90.72
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 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. 7 x yellow hi vis vest with logo (S/M 2, L/XL 3, 2XL/3XL 2)7 x PWVEST-YLW
Read in 24 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
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-42633in Xeronot due yet
Dated5 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£90.72
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 · 29 Oct 07:32
Read in 24 s: 1 of 1 line matched to Contract Master lines with sizes
Auto · 29 Oct 07:33
Priced at Pinnacle Roofing’s own rates: 1 from the Contract Master
Auto · 29 Oct 07:33
Stock checked by size: every line available or due in next day
Auto · 29 Oct 07:33
Credit checked: within the £20,250 limit
Auto · 29 Oct 07:33
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 29 Oct 07:33
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-42633 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Thu 5 Nov 18:00