Sample data
Phone order · Brightside Cleaning Services

SO-52509

In production
Phoned in by Jason Kerr and keyed once by Hannah on Fri 6 Nov at 10:10, during the 4 minute call. For Fri 13 Nov by DPD next day once decorated. Owner Hannah Price. Brightside Cleaning Services, corporate and services, price band B, 3 contract lines.
Website
Portal
Customer file
Phone or email
4 min call, keyed once
Net, ex VAT
£79.50
£102.54 inc VAT, with charges
Margin
40.9%
GP floor 26% a line
Brightside Cleaning Services
Lines at Brightside Cleaning Services’ 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
BCS101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
Short: 0 going, 10 back-ordered on PO-3330
10
0 going
£7.95Contract Master40.9% ✓£79.50
SizeXSSMLXL2XL3XL4XLTotal
Ordered0133210010
Blanks free000000000
On hand24700070242323234
Less on hand than ordered on 2 sizes: the blanks come in next day from the supplier.
DecorationBCS101NAV: left chest embroidery (BRIGHTSIDE CLEANING)
Blanks UC101-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 40.9% 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
1 from the Contract Master. Contract Master prices as agreed; plain lines clear the 26% GP floor.
▦stock
Short, handled
UC101 Uneek Classic Polo, Navy: 0 going now, 10 back-ordered.
✓credit
Within the limit
£5,851 of the £20,500 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 callFri 6 Nov 10:10
Jason Kerr, 0115 496 0135answered by Hannah Price
4 minute call. Keyed once while Jason was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 10UC101 Uneek Classic Polo, Navy (S 1, M 3, L 3, XL 2, 2XL 1)
How it was keyed
  1. 10 x UC101 Uneek Classic Polo, Navy (S 1, M 3, L 3, XL 2, 2XL 1)10 x UC101-NAV
Keyed once while Jason was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 12 Nov
DeliveryFri 13 Nov
AddressNottingham NG1
DPD Next DayDPD
1550 0002 0475 62
Brightside Cleaning Services
FAO Jason Kerr
Nottingham, NG1
Weight3.2 kg, 10 garments
LabelPrints 15:00 Thu 12 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
BC
Brightside Cleaning Services
C-1006 · Corporate and services · Nottingham · since 2016
PricesBand B, 10% off list, 3 contract lines
Terms30 days end of month
Credit£5,851 of £20,500
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Jason phoned the order in; Hannah keyed it once (4 min call)
Hannah · Fri 6 Nov 10:10
Priced at Brightside Cleaning Services’ own rates: 1 from the Contract Master
Auto · Fri 6 Nov 10:10
Stock checked by size: UC101 Uneek Classic Polo, Navy: 0 going now, 10 back-ordered (S 1, M 3, L 3, XL 2, 2XL 1) on PO-3330
Auto · Fri 6 Nov 10:10
Credit checked: within the £20,500 limit
Auto · Fri 6 Nov 10:10
Short sizes ordered for next day on PO-3330; that production lot waits for them
Auto · Fri 6 Nov 10:10
Garments booked in by size; the waiting production lot released to embroidery or print
Tom · Today 08:10
Next: lots done, pick slip released, collected by DPD Thu 12 Nov
Planned · Wed 11 Nov 15:00