Sample data
Phone order · The Copper Pan Restaurant

SO-52287

Sent to Xero
Phoned in by Carys Bennett and keyed once by Hannah on Fri 30 Oct at 10:22, during the 5 minute call. For Fri 6 Nov by DPD next day. Owner Hannah Price. The Copper Pan Restaurant, hospitality, price band C, 2 contract lines.
Website
Portal
Customer file
Phone or email
5 min call, keyed once
Net, ex VAT
£39.75
£54.84 inc VAT, with charges
Margin
40.9%
GP floor 26% a line
The Copper Pan Restaurant
Lines at The Copper Pan Restaurant’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, Black
CPR101BLK · plain UC101-BLK · Sizes XS to 4XL · Contract Master
5£7.95Contract Master40.9% ✓£39.75
SizeXSSMLXL2XL3XL4XLTotal
Ordered011210005
Blanks free1619353217540128
On hand1968136145822540479
DecorationCPR101BLK: left chest embroidery (COPPER PAN)
Blanks UC101-BLK on PO-3330, lands Tue 10 Nov
Goods, ex VAT£39.75
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£45.70
VAT at 20%£9.14
Total£54.84
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 40.9% 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 £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 call30 Oct 10:22
Carys Bennett, 0131 496 0261answered by Hannah Price
5 minute call. Keyed once while Carys was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5UC101 Uneek Classic Polo, Black (S 1, M 1, L 2, XL 1)
How it was keyed
  1. 5 x UC101 Uneek Classic Polo, Black (S 1, M 1, L 2, XL 1)5 x UC101-BLK
Keyed once while Carys was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 5 Nov
DeliveryFri 6 Nov
AddressEdinburgh EH1
Signed forC. Bennett at 13:36, DPD photo
DPD Next DayDPD
1550 0002 0393 48
The Copper Pan Restaurant
FAO Carys Bennett
Edinburgh, EH1
Weight1.7 kg, 5 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-42683in Xeronot due yet
Dated6 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£54.84
Sent to Xero at 18:00 on 6 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
CP
The Copper Pan Restaurant
C-1024 · Hospitality · Edinburgh · since 2022
PricesBand C, 5% off list, 2 contract lines
Terms30 days end of month
Credit£1,077 of £2,500
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Carys phoned the order in; Hannah keyed it once (5 min call)
Hannah · 30 Oct 10:22
Priced at The Copper Pan Restaurant’s own rates: 1 from the Contract Master
Auto · 30 Oct 10:22
Stock checked by size: every line available or due in next day
Auto · 30 Oct 10:22
Credit checked: within the £2,500 limit
Auto · 30 Oct 10:22
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 30 Oct 10:22
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 Carys
DPD · Thu 5 Nov 16:30
Delivered by DPD, signed for by C. Bennett. Photo proof from DPD
DPD · Fri 6 Nov 13:36
Invoice INV-42683 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Fri 6 Nov 18:00