Sample data
Phone order · Halo Hair and Beauty

SO-52286

Sent to Xero
Phoned in by Megan Lowe and keyed once by Hannah on Fri 30 Oct at 10:21, during the 3 minute call. For Fri 6 Nov by DPD next day. Owner Hannah Price. Halo Hair and Beauty, spa and wellbeing, price band C, 2 contract lines.
Website
Portal
Customer file
Phone or email
3 min call, keyed once
Net, ex VAT
£79.50
£102.54 inc VAT, with charges
Margin
45.3%
GP floor 26% a line
Halo Hair and Beauty
Lines at Halo Hair and Beauty’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
UC301 Uneek Classic T-shirt, Black
HHB301BLK · plain UC301-BLK · Sizes XS to 4XL · Contract Master
10£7.95Contract Master45.3% ✓£79.50
SizeXSSMLXL2XL3XL4XLTotal
Ordered0133210010
Blanks free3385167173983171595
On hand331232442601484571861
DecorationHHB301BLK: front chest print (HALO HAIR)
Goods, ex VAT£79.50
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£85.45
VAT at 20%£17.09
Total£102.54
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 45.3% 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 £1,000 limit.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typed
Incoming call30 Oct 10:21
Megan Lowe, 0121 496 0275answered by Hannah Price
3 minute call. Keyed once while Megan was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 10UC301 Uneek Classic T-shirt, Black (S 1, M 3, L 3, XL 2, 2XL 1)
How it was keyed
  1. 10 x UC301 Uneek Classic T-shirt, Black (S 1, M 3, L 3, XL 2, 2XL 1)10 x UC301-BLK
Keyed once while Megan was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 5 Nov
DeliveryFri 6 Nov
AddressSutton Coldfield B72
Signed forJ. Turner at 15:02, DPD photo
DPD Next DayDPD
1550 0002 0393 11
Halo Hair and Beauty
FAO Megan Lowe
Sutton Coldfield, B72
Weight3.2 kg, 10 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-42685in Xeronot due yet
Dated6 Nov 2026
Due20 Nov 2026 (14 days)
Delivery, DPD£5.95 ex VAT
Total£102.54
Sent to Xero at 18:00 on 6 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
HH
Halo Hair and Beauty
C-1026 · Spa and wellbeing · Sutton Coldfield · since 2023
PricesBand C, 5% off list, 2 contract lines
Terms14 days
Credit£599 of £1,000
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Megan phoned the order in; Hannah keyed it once (3 min call)
Hannah · 30 Oct 10:21
Priced at Halo Hair and Beauty’s own rates: 1 from the Contract Master
Auto · 30 Oct 10:21
Stock checked by size: every line available or due in next day
Auto · 30 Oct 10:21
Credit checked: within the £1,000 limit
Auto · 30 Oct 10:21
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 30 Oct 10:21
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 Megan
DPD · Thu 5 Nov 16:30
Delivered by DPD, signed for by J. Turner. Photo proof from DPD
DPD · Fri 6 Nov 15:02
Invoice INV-42685 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Fri 6 Nov 18:00