Sample data
Phone order · Swift Plumbing and Heating

SO-52425

In production
Phoned in by Chris Barker and keyed once by Hannah on Wed 4 Nov at 10:13, during the 4 minute call. For Wed 11 Nov by DPD next day once decorated. Owner Hannah Price. Swift Plumbing and Heating, construction and trades, price band C, 2 contract lines.
Website
Portal
Customer file
Phone or email
4 min call, keyed once
Net, ex VAT
£81.50
£104.94 inc VAT, with charges
Margin
37.9%
GP floor 26% a line
Swift Plumbing and Heating
Lines at Swift Plumbing and Heating’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, Navy
SPH101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
6£6.95Contract Master32.4% ✓£41.70
SizeXSSMLXL2XL3XL4XLTotal
Ordered012210006
Blanks free000000000
On hand24700070242323234
Less on hand than ordered on 2 sizes: the blanks come in next day from the supplier.
DecorationSPH101NAV: left chest embroidery (SWIFT PLUMBING)
Blanks UC101-NAV on PO-3330, lands Tue 10 Nov
PWVEST Portwest Hi-vis Vest, Yellow
SPHPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
4£9.95Contract Master43.7% ✓£39.80
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered12104
Blanks free7485016175
On hand174198239413
DecorationSPHPWVESTYLW: back print (SWIFT PLUMBING), left chest print (SWIFT PLUMBING)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£81.50
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£87.45
VAT at 20%£17.49
Total£104.94
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 37.9% 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
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
£1,354 of the £2,500 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 callWed 4 Nov 10:13
Chris Barker, 0117 496 0226answered by Hannah Price
4 minute call. Keyed once while Chris was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 6UC101 Uneek Classic Polo, Navy (S 1, M 2, L 2, XL 1)
  • 4PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 2, 2XL/3XL 1)
How it was keyed
  1. 6 x UC101 Uneek Classic Polo, Navy (S 1, M 2, L 2, XL 1)6 x UC101-NAV
  2. 4 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 2, 2XL/3XL 1)4 x PWVEST-YLW
Keyed once while Chris was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Tue 10 Nov
DeliveryWed 11 Nov
AddressBristol BS1
DPD Next DayDPD
1550 0002 0444 54
Swift Plumbing and Heating
FAO Chris Barker
Bristol, BS1
Weight3.2 kg, 10 garments
LabelPrints 15:00 Tue 10 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
SP
Swift Plumbing and Heating
C-1019 · Construction and trades · Bristol · since 2020
PricesBand C, 5% off list, 2 contract lines
Terms14 days
Credit£1,354 of £2,500
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Chris phoned the order in; Hannah keyed it once (4 min call)
Hannah · Wed 4 Nov 10:13
Priced at Swift Plumbing and Heating’s own rates: 2 from the Contract Master
Auto · Wed 4 Nov 10:13
Stock checked by size: every line available or due in next day
Auto · Wed 4 Nov 10:13
Credit checked: within the £2,500 limit
Auto · Wed 4 Nov 10:13
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Wed 4 Nov 10:13
Next: lots done, pick slip released, collected by DPD Tue 10 Nov
Planned · Today 15:00