Sample data
Phone order · Pinnacle Roofing

SO-52342

With DPD
Phoned in by Rhys Ellis and keyed once by Hannah on Mon 2 Nov at 11:20, during the 6 minute call. For Mon 9 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
£215.15
£258.18 inc VAT
Margin
41.5%
GP floor 26% a line
Pinnacle Roofing
Lines at Pinnacle Roofing’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
GD057 Gildan Heavy Blend Hoodie, Navy
PNR057NAV · plain GD057-NAV · Sizes S to 3XL · Contract Master
10£15.95Contract Master41.7% ✓£159.50
SizeSMLXL2XL3XLTotal
Ordered13321010
Blanks free210750125
On hand2143452681144
DecorationPNR057NAV: left chest embroidery (PINNACLE ROOFING)
UC101 Uneek Classic Polo, Navy
PNR101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
7£7.95Contract Master40.9% ✓£55.65
SizeXSSMLXL2XL3XL4XLTotal
Ordered012211007
Blanks free000000000
On hand24700070242323234
DecorationPNR101NAV: left chest embroidery (PINNACLE ROOFING)
Blanks UC101-NAV on PO-3330, lands Tue 10 Nov
Goods, ex VAT£215.15
Delivery, DPD next dayFree
Net, ex VAT£215.15
VAT at 20%£43.03
Total£258.18
Free delivery over £100 ex VAT.
Margin 41.5% 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
£4,934 of the £20,250 limit in use with this order.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typed
Incoming call2 Nov 11:20
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.
  • 10GD057 Gildan Heavy Blend Hoodie, Navy (S 1, M 3, L 3, XL 2, 2XL 1)
  • 7UC101 Uneek Classic Polo, Navy (S 1, M 2, L 2, XL 1, 2XL 1)
How it was keyed
  1. 10 x GD057 Gildan Heavy Blend Hoodie, Navy (S 1, M 3, L 3, XL 2, 2XL 1)10 x GD057-NAV
  2. 7 x UC101 Uneek Classic Polo, Navy (S 1, M 2, L 2, XL 1, 2XL 1)7 x UC101-NAV
Keyed once while Rhys was on the line; nothing typed twice.
DPD
DPD Next Day
Collected 16:30 Fri 6 Nov
DeliveryMon 9 Nov
AddressCardiff CF10
DPD windowdue about 11:16
DPD Next DayDPD
1550 0002 0399 77
Pinnacle Roofing
FAO Rhys Ellis
Cardiff, CF10
Weight5.3 kg, 17 garments
LabelWith DPD
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.
Not yet. Once it is signed for, the invoice is made from the delivered quantities and sent to Xero at 18:00 that evening. Nobody re-types it.
Customer
PR
Pinnacle 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
Audit trail
Rhys phoned the order in; Hannah keyed it once (6 min call)
Hannah · 2 Nov 11:20
Priced at Pinnacle Roofing’s own rates: 2 from the Contract Master
Auto · 2 Nov 11:20
Stock checked by size: every line available or due in next day
Auto · 2 Nov 11:20
Credit checked: within the £20,250 limit
Auto · 2 Nov 11:20
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 2 Nov 11:20
Production lots done on the tablet; booked back in and the pick slip released
Dev · Thu 5 Nov 15:20
Picked and packed, checked by size against the pick slip
Tom · Fri 6 Nov 14:10
Collected by DPD at 16:30; DPD label and tracking emailed to Rhys
DPD · Fri 6 Nov 16:30
Plan: DPD one-hour window from about this time
Planned · Today 11:16