Sample data
Email order · Swift Plumbing and Heating

SO-52276

Sent to Xero
Emailed by Chris Barker on Fri 30 Oct at 07:51, read in 28 s. Headed “Order for Swift Plumbing and Heating”. For Fri 6 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
email, read in 28 s
Net, ex VAT
£50.70
£67.98 inc VAT, with charges
Margin
39.1%
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
3£6.95Contract Master32.4% ✓£20.85
SizeXSSMLXL2XL3XL4XLTotal
Ordered001110003
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
3£9.95Contract Master43.7% ✓£29.85
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered11103
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£50.70
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£56.65
VAT at 20%£11.33
Total£67.98
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 39.1% 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 read.
✓credit
Within the limit
Passed when it landed: inside the £2,500 limit.
As it arrived
Order written in an email; read and matched to Contract Master lines and sizes automatically
How it was read
  1. 3 x navy polo with logo (M 1, L 1, XL 1)3 x UC101-NAV
  2. 3 x yellow hi vis vest with logo (S/M 1, L/XL 1, 2XL/3XL 1)3 x PWVEST-YLW
Read in 28 s; lines under 90% sure wait for a person.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 5 Nov
DeliveryFri 6 Nov
AddressBristol BS1
Signed forC. Barker at 11:09, DPD photo
DPD Next DayDPD
1550 0002 0389 41
Swift Plumbing and Heating
FAO Chris Barker
Bristol, BS1
Weight2.0 kg, 6 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-42681in Xeronot due yet
Dated6 Nov 2026
Due20 Nov 2026 (14 days)
Delivery, DPD£5.95 ex VAT
Total£67.98
Sent to Xero at 18:00 on 6 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
Email received from Chris Barker
Customer · 30 Oct 07:51
Read in 28 s: 2 of 2 lines matched to Contract Master lines with sizes
Auto · 30 Oct 07:52
Priced at Swift Plumbing and Heating’s own rates: 2 from the Contract Master
Auto · 30 Oct 07:52
Stock checked by size: every line available or due in next day
Auto · 30 Oct 07:52
Credit checked: within the £2,500 limit
Auto · 30 Oct 07:52
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 30 Oct 07:52
Production lots done on the tablet; booked back in and the pick slip released
Dev · Wed 4 Nov 15:20
Picked and packed, checked by size against the pick slip
Tom · Thu 5 Nov 14:10
Collected by DPD at 16:30; DPD label and tracking emailed to Chris
DPD · Thu 5 Nov 16:30
Delivered by DPD, signed for by C. Barker. Photo proof from DPD
DPD · Fri 6 Nov 11:09
Invoice INV-42681 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Fri 6 Nov 18:00