Sample data
Phone order · Ironbridge Electrical

SO-52355

Picking
Phoned in by Stuart Lambert and keyed once by Hannah on Mon 2 Nov at 16:29, during the 7 minute call. For Tue 10 Nov by DPD next day. Owner Hannah Price. Ironbridge Electrical, construction and trades, price band B, 3 contract lines.
Website
Portal
Customer file
Phone or email
7 min call, keyed once
Net, ex VAT
£39.75
£54.84 inc VAT, with charges
Margin
29.6%
GP floor 26% a line
Ironbridge Electrical
Lines at Ironbridge Electrical’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
PWVEST Portwest Hi-vis Vest, Yellow
IBEPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
5£7.95Contract Master29.6% ✓£39.75
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered22105
Blanks free7485016175
On hand174198239413
DecorationIBEPWVESTYLW: back print (IRONBRIDGE ELECTRICAL), left chest print (IRONBRIDGE ELECTRICAL)
Blanks PWVEST-YLW on PO-3331, 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 29.6% 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
£4,522 of the £8,000 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 16:29
Stuart Lambert, 01632 960121answered by Hannah Price
7 minute call. Keyed once while Stuart was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5PWVEST Portwest Hi-vis Vest, Yellow (S/M 2, L/XL 2, 2XL/3XL 1)
How it was keyed
  1. 5 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 2, L/XL 2, 2XL/3XL 1)5 x PWVEST-YLW
Keyed once while Stuart was on the line; nothing typed twice.
DPD
DPD Next Day
Collected 16:30 Mon 9 Nov
DeliveryTue 10 Nov
AddressDudley DY1
Pick slipSO-52355, Tom picking now
DPD Next DayDPD
1550 0002 0418 64
Ironbridge Electrical
FAO Stuart Lambert
Dudley, DY1
Weight1.7 kg, 5 garments
LabelPrints 15:00 Mon 9 Nov
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
IE
Ironbridge Electrical
C-1004 · Construction and trades · Dudley · since 2015
PricesBand B, 10% off list, 3 contract lines
Terms30 days end of month
Credit£4,522 of £8,000
Orders byEmail
Short stockring first
RepHannah Price
Audit trail
Stuart phoned the order in; Hannah keyed it once (7 min call)
Hannah · 2 Nov 16:29
Priced at Ironbridge Electrical’s own rates: 1 from the Contract Master
Auto · 2 Nov 16:29
Stock checked by size: every line available or due in next day
Auto · 2 Nov 16:29
Credit checked: within the £8,000 limit
Auto · 2 Nov 16:29
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · 2 Nov 16:29
Production lots done on the tablet; booked back in and the pick slip released
Dev · Fri 6 Nov 15:20
On pick slip PS-52355, released to Tom
Auto · Today 09:30