Sample data
Phone order · Brightside Cleaning Services

SO-52253

Sent to Xero
Phoned in by Jason Kerr and keyed once by Hannah on Thu 29 Oct at 10:40, during the 3 minute call. For Thu 5 Nov by DPD next day. Owner Hannah Price. Brightside Cleaning Services, corporate and services, price band B, 3 contract lines.
Website
Portal
Customer file
Phone or email
3 min call, keyed once
Net, ex VAT
£31.80
£45.30 inc VAT, with charges
Margin
38.4%
GP floor 26% a line
Brightside Cleaning Services
Lines at Brightside Cleaning Services’ own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
SS6 Fruit of the Loom Polo, White
BCS6WHT · plain SS6-WHT · Sizes S to 3XL · Contract Master
4£7.95Contract Master38.4% ✓£31.80
SizeSMLXL2XL3XLTotal
Ordered1111004
Blanks free92417112366
On hand5310511264193356
DecorationBCS6WHT: left chest embroidery (BRIGHTSIDE CLEANING)
Goods, ex VAT£31.80
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£37.75
VAT at 20%£7.55
Total£45.30
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 38.4% 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
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 £20,500 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 10:40
Jason Kerr, 0115 496 0135answered by Hannah Price
3 minute call. Keyed once while Jason was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 4SS6 Fruit of the Loom Polo, White (S 1, M 1, L 1, XL 1)
How it was keyed
  1. 4 x SS6 Fruit of the Loom Polo, White (S 1, M 1, L 1, XL 1)4 x SS6-WHT
Keyed once while Jason was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Wed 4 Nov
DeliveryThu 5 Nov
AddressNottingham NG1
Signed forJ. Kerr at 08:31, DPD photo
DPD Next DayDPD
1550 0002 0380 90
Brightside Cleaning Services
FAO Jason Kerr
Nottingham, NG1
Weight1.4 kg, 4 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-42623in Xeronot due yet
Dated5 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£45.30
Sent to Xero at 18:00 on 5 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
BC
Brightside Cleaning Services
C-1006 · Corporate and services · Nottingham · since 2016
PricesBand B, 10% off list, 3 contract lines
Terms30 days end of month
Credit£5,851 of £20,500
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Jason phoned the order in; Hannah keyed it once (3 min call)
Hannah · 29 Oct 10:40
Priced at Brightside Cleaning Services’ own rates: 1 from the Contract Master
Auto · 29 Oct 10:40
Stock checked by size: every line available or due in next day
Auto · 29 Oct 10:40
Credit checked: within the £20,500 limit
Auto · 29 Oct 10:40
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 29 Oct 10:40
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 Jason
DPD · Wed 4 Nov 16:30
Delivered by DPD, signed for by J. Kerr. Photo proof from DPD
DPD · Thu 5 Nov 08:31
Invoice INV-42623 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Thu 5 Nov 18:00