Sample data
Phone order · Swift Plumbing and Heating

SO-52243

Sent to Xero
Phoned in by Chris Barker and keyed once by Hannah on Thu 29 Oct at 08:54, during the 6 minute call. For Thu 5 Nov by DPD next day. Owner Hannah Price. Swift Plumbing and Heating, construction and trades, price band C, 2 contract lines.
Website
Portal
Customer file
Phone or email
6 min call, keyed once
Net, ex VAT
£155.10
£186.12 inc VAT
Margin
39.7%
GP floor 26% a line
Swift Plumbing and Heating
Lines at Swift Plumbing and Heating’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, Navy
SPH101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
8£6.95Contract Master32.4% ✓£55.60
SizeXSSMLXL2XL3XL4XLTotal
Ordered012311008
Blanks free000000000
On hand24700070242323234
DecorationSPH101NAV: left chest embroidery (SWIFT PLUMBING)
Blanks UC101-NAV on PO-3330, lands Tue 10 Nov
PWVEST Portwest Hi-vis Vest, Yellow
SPHPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
10£9.95Contract Master43.7% ✓£99.50
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered342110
Blanks free7485016175
On hand174198239413
DecorationSPHPWVESTYLW: back print (SWIFT PLUMBING), left chest print (SWIFT PLUMBING)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£155.10
Delivery, DPD next dayFree
Net, ex VAT£155.10
VAT at 20%£31.02
Total£186.12
Free delivery over £100 ex VAT.
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
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 £2,500 limit.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typed
Incoming call29 Oct 08:54
Chris Barker, 0117 496 0226answered by Hannah Price
6 minute call. Keyed once while Chris was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 8UC101 Uneek Classic Polo, Navy (S 1, M 2, L 3, XL 1, 2XL 1)
  • 10PWVEST Portwest Hi-vis Vest, Yellow (S/M 3, L/XL 4, 2XL/3XL 2, 4XL/5XL 1)
How it was keyed
  1. 8 x UC101 Uneek Classic Polo, Navy (S 1, M 2, L 3, XL 1, 2XL 1)8 x UC101-NAV
  2. 10 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 3, L/XL 4, 2XL/3XL 2, 4XL/5XL 1)10 x PWVEST-YLW
Keyed once while Chris was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Wed 4 Nov
DeliveryThu 5 Nov
AddressBristol BS1
Signed forC. Barker at 10:31, DPD photo
DPD Next DayDPD
1550 0002 0377 20
Swift Plumbing and Heating
FAO Chris Barker
Bristol, BS1
Weight5.6 kg, 18 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-42642in Xeronot due yet
Dated5 Nov 2026
Due19 Nov 2026 (14 days)
Total£186.12
Sent to Xero at 18:00 on 5 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
SP
Swift Plumbing and Heating
C-1019 · Construction and trades · Bristol · since 2020
PricesBand C, 5% off list, 2 contract lines
Terms14 days
Credit£1,354 of £2,500
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Chris phoned the order in; Hannah keyed it once (6 min call)
Hannah · 29 Oct 08:54
Priced at Swift Plumbing and Heating’s own rates: 2 from the Contract Master
Auto · 29 Oct 08:54
Stock checked by size: every line available or due in next day
Auto · 29 Oct 08:54
Credit checked: within the £2,500 limit
Auto · 29 Oct 08:54
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 29 Oct 08:54
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 Chris
DPD · Wed 4 Nov 16:30
Delivered by DPD, signed for by C. Barker. Photo proof from DPD
DPD · Thu 5 Nov 10:31
Invoice INV-42642 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Thu 5 Nov 18:00