Sample data
Phone order · Castlegate Lettings

SO-52444

In production
Phoned in by Tony Gibson and keyed once by Hannah on Wed 4 Nov at 15:21, during the 8 minute call. For Thu 12 Nov by DPD next day once decorated. Owner Hannah Price. Castlegate Lettings, corporate and services, price band C, 4 contract lines.
Website
Portal
Customer file
Phone or email
8 min call, keyed once
Net, ex VAT
£239.10
£286.92 inc VAT
Margin
32.7%
GP floor 26% a line
Castlegate Lettings
Lines at Castlegate Lettings’ own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
SS6 Fruit of the Loom Polo, White
CGL6WHT · plain SS6-WHT · Sizes S to 3XL · Contract Master
10£7.95Contract Master38.4% ✓£79.50
SizeSMLXL2XL3XLTotal
Ordered13321010
Blanks free92417112366
On hand5310511264193356
DecorationCGL6WHT: left chest embroidery (CASTLEGATE LETTINGS)
R331 Result Softshell Jacket, Black
CGL331BLK · plain R331-BLK · Sizes S to 3XL · Contract Master
8£19.95
£20.00
Contract Master29.8% ✓£159.60
SizeSMLXL2XL3XLTotal
Ordered1231108
Blanks free1202442561463810814
On hand16132034019459101084
DecorationCGL331BLK: left chest embroidery (CASTLEGATE LETTINGS)
Goods, ex VAT£239.10
Delivery, DPD next dayFree
Net, ex VAT£239.10
VAT at 20%£47.82
Total£286.92
Free delivery over £100 ex VAT.
Margin 32.7% 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
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
£3,825 of the £9,500 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 15:21
Tony Gibson, 0113 496 0107answered by Hannah Price
8 minute call. Keyed once while Tony was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 10SS6 Fruit of the Loom Polo, White (S 1, M 3, L 3, XL 2, 2XL 1)
  • 8R331 Result Softshell Jacket, Black (S 1, M 2, L 3, XL 1, 2XL 1)
How it was keyed
  1. 10 x SS6 Fruit of the Loom Polo, White (S 1, M 3, L 3, XL 2, 2XL 1)10 x SS6-WHT
  2. 8 x R331 Result Softshell Jacket, Black (S 1, M 2, L 3, XL 1, 2XL 1)8 x R331-BLK
Keyed once while Tony was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Wed 11 Nov
DeliveryThu 12 Nov
AddressLeeds LS1
DPD Next DayDPD
1550 0002 0451 57
Castlegate Lettings
FAO Tony Gibson
Leeds, LS1
Weight5.6 kg, 18 garments
LabelPrints 15:00 Wed 11 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
CL
Castlegate Lettings
C-1002 · Corporate and services · Leeds · since 2012
PricesBand C, 5% off list, 4 contract lines
Terms30 days end of month
Credit£3,825 of £9,500
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Tony phoned the order in; Hannah keyed it once (8 min call)
Hannah · Wed 4 Nov 15:21
Priced at Castlegate Lettings’ own rates: 2 from the Contract Master
Auto · Wed 4 Nov 15:21
Stock checked by size: every line available or due in next day
Auto · Wed 4 Nov 15:21
Credit checked: within the £9,500 limit
Auto · Wed 4 Nov 15:21
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Wed 4 Nov 15:21
Next: lots done, pick slip released, collected by DPD Wed 11 Nov
Planned · Tomorrow 15:00