Phone order · Pinnacle Roofing
SO-52263
Sent to XeroPhoned in by Rhys Ellis and keyed once by Hannah on Thu 29 Oct at 14:23, during the 6 minute call. 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
6 min call, keyed once
Net, ex VAT
£69.60
£90.66 inc VAT, with charges
Margin
42.1%
GP floor 26% a line
Lines at Pinnacle Roofing’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
| Product | Qty | Price | Source | Margin | Line |
|---|---|---|---|---|---|
PWVEST Portwest Hi-vis Vest, Yellow PNRPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master | 3 | £9.95 | Contract Master | 43.7% ✓ | £29.85 |
SizeS/ML/XL2XL/3XL4XL/5XLTotal Ordered11103 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 | 5 | £7.95 | Contract Master | 40.9% ✓ | £39.75 |
SizeXSSMLXL2XL3XL4XLTotal Ordered011210005 Blanks free000000000 On hand24700070242323234 DecorationPNR101NAV: left chest embroidery (PINNACLE ROOFING) Blanks UC101-NAV on PO-3330, lands Tue 10 Nov | |||||
Goods, ex VAT£69.60
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£75.55
VAT at 20%£15.11
Total£90.66
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
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
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 £20,250 limit.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typedIncoming call29 Oct 14:23
Rhys Ellis, 029 2018 0191answered by Hannah Price
6 minute call. Keyed once while Rhys was on the line; each line priced from the Contract Master and checked by size as it was typed.
- 3PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 1, 2XL/3XL 1)
- 5UC101 Uneek Classic Polo, Navy (S 1, M 1, L 2, XL 1)
How it was keyed
- 3 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 1, 2XL/3XL 1)3 x PWVEST-YLW
- 5 x UC101 Uneek Classic Polo, Navy (S 1, M 1, L 2, XL 1)5 x UC101-NAV
Keyed once while Rhys was on the line; nothing typed twice.
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
Weight2.6 kg, 8 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.
Invoice
Invoicing →INV-42634in Xeronot due yet
Dated5 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£90.66
Sent to Xero at 18:00 on 5 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
PRPinnacle 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
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Audit trail
Rhys phoned the order in; Hannah keyed it once (6 min call)
Hannah · 29 Oct 14:23
Priced at Pinnacle Roofing’s own rates: 2 from the Contract Master
Auto · 29 Oct 14:23
Stock checked by size: every line available or due in next day
Auto · 29 Oct 14:23
Credit checked: within the £20,250 limit
Auto · 29 Oct 14:23
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 29 Oct 14:23
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-42634 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Thu 5 Nov 18:00