Sample data
Phone order · Summit Events

SO-52295

Sent to Xero
Phoned in by Kwame Mensah and keyed once by Hannah on Fri 30 Oct at 11:38, during the 3 minute call. For Fri 6 Nov by DPD next day. Owner Hannah Price. Summit Events, events and leisure, price band B, 2 contract lines.
Website
Portal
Customer file
Phone or email
3 min call, keyed once
Net, ex VAT
£98.55
£125.40 inc VAT, with charges
Margin
39.7%
GP floor 26% a line
Summit Events
Lines at Summit Events’ 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
SME301BLK · plain UC301-BLK · Sizes XS to 4XL · Contract Master
9£10.95Contract Master39.7% ✓£98.55
SizeXSSMLXL2XL3XL4XLTotal
Ordered013320009
Blanks free3385167173983171595
On hand331232442601484571861
DecorationSME301BLK: front chest print (SUMMIT EVENTS), back print (SUMMIT EVENTS)
Goods, ex VAT£98.55
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£104.50
VAT at 20%£20.90
Total£125.40
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 39.7% 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 £9,750 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 11:38
Kwame Mensah, 0121 496 0205answered by Hannah Price
3 minute call. Keyed once while Kwame was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 9UC301 Uneek Classic T-shirt, Black (S 1, M 3, L 3, XL 2)
How it was keyed
  1. 9 x UC301 Uneek Classic T-shirt, Black (S 1, M 3, L 3, XL 2)9 x UC301-BLK
Keyed once while Kwame was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 5 Nov
DeliveryFri 6 Nov
AddressBirmingham B5
Signed forK. Mensah at 10:31, DPD photo
DPD Next DayDPD
1550 0002 0396 44
Summit Events
FAO Kwame Mensah
Birmingham, B5
Weight2.9 kg, 9 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-42677in Xeronot due yet
Dated6 Nov 2026
Due31 Dec 2026 (30 days end of month)
Delivery, DPD£5.95 ex VAT
Total£125.40
Sent to Xero at 18:00 on 6 Nov from the delivered quantities. Nothing re-typed; Xero is the ledger.
Customer
SE
Summit Events
C-1016 · Events and leisure · Birmingham · since 2019
PricesBand B, 10% off list, 2 contract lines
Terms30 days end of month
Credit£4,935 of £9,750
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Kwame phoned the order in; Hannah keyed it once (3 min call)
Hannah · 30 Oct 11:38
Priced at Summit Events’ own rates: 1 from the Contract Master
Auto · 30 Oct 11:38
Stock checked by size: every line available or due in next day
Auto · 30 Oct 11:38
Credit checked: within the £9,750 limit
Auto · 30 Oct 11:38
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 30 Oct 11:38
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 Kwame
DPD · Thu 5 Nov 16:30
Delivered by DPD, signed for by K. Mensah. Photo proof from DPD
DPD · Fri 6 Nov 10:31
Invoice INV-42677 sent to Xero from the delivered quantities. Nothing re-typed
Auto · Fri 6 Nov 18:00