Sample data
Phone order · Elmstead Primary School

SO-52479

In production
Phoned in by Louise Harper and keyed once by Hannah on Thu 5 Nov at 12:08, during the 7 minute call. For Thu 12 Nov by DPD next day once decorated. Owner Hannah Price. Elmstead Primary School, education, price band C, 3 contract lines.
Website
Portal
Customer file
Phone or email
7 min call, keyed once
Net, ex VAT
£79.50
£102.54 inc VAT, with charges
Margin
43.1%
GP floor 26% a line
Elmstead Primary School
Lines at Elmstead Primary School’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, Royal
EPS101ROY · plain UC101-ROY · Sizes XS to 4XL · Contract Master
5£7.95Contract Master40.9% ✓£39.75
SizeXSSMLXL2XL3XL4XLTotal
Ordered011210005
Blanks free1528545331440189
On hand1659118125712240415
DecorationEPS101ROY: left chest embroidery (ELMSTEAD PRIMARY)
UC301 Uneek Classic T-shirt, Navy
EPS301NAV · plain UC301-NAV · Sizes XS to 4XL · Contract Master
5£7.95Contract Master45.3% ✓£39.75
SizeXSSMLXL2XL3XL4XLTotal
Ordered011210005
Blanks free481513921052
On hand417333520610116
DecorationEPS301NAV: front chest print (ELMSTEAD PRIMARY)
Blanks UC301-NAV on PO-3330, lands Tue 10 Nov
Goods, ex VAT£79.50
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£85.45
VAT at 20%£17.09
Total£102.54
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 43.1% 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
£3,421 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 callThu 5 Nov 12:08
Louise Harper, 0121 496 0170answered by Hannah Price
7 minute call. Keyed once while Louise was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5UC101 Uneek Classic Polo, Royal (S 1, M 1, L 2, XL 1)
  • 5UC301 Uneek Classic T-shirt, Navy (S 1, M 1, L 2, XL 1)
How it was keyed
  1. 5 x UC101 Uneek Classic Polo, Royal (S 1, M 1, L 2, XL 1)5 x UC101-ROY
  2. 5 x UC301 Uneek Classic T-shirt, Navy (S 1, M 1, L 2, XL 1)5 x UC301-NAV
Keyed once while Louise was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Wed 11 Nov
DeliveryThu 12 Nov
AddressSolihull B91
DPD Next DayDPD
1550 0002 0464 52
Elmstead Primary School
FAO Louise Harper
Solihull, B91
Weight3.2 kg, 10 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
EP
Elmstead Primary School
C-1011 · Education · Solihull · since 2018
PricesBand C, 5% off list, 3 contract lines
Terms30 days end of month
Credit£3,421 of £8,000
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Louise phoned the order in; Hannah keyed it once (7 min call)
Hannah · Thu 5 Nov 12:08
Priced at Elmstead Primary School’s own rates: 2 from the Contract Master
Auto · Thu 5 Nov 12:08
Stock checked by size: every line available or due in next day
Auto · Thu 5 Nov 12:08
Credit checked: within the £8,000 limit
Auto · Thu 5 Nov 12:08
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Thu 5 Nov 12:08
Next: lots done, pick slip released, collected by DPD Wed 11 Nov
Planned · Tomorrow 15:00