Sample data
Phone order · Summit Events

SO-52514

In production
Phoned in by Kwame Mensah and keyed once by Hannah on Fri 6 Nov at 10:36, during the 7 minute call. For Fri 13 Nov by DPD next day once decorated. Owner Hannah Price. Summit Events, events and leisure, price band B, 2 contract lines.
Website
Portal
Customer file
Phone or email
7 min call, keyed once
Net, ex VAT
£84.75
£108.84 inc VAT, with charges
Margin
40.7%
GP floor 26% a line
Summit Events
Lines at Summit Events’ own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
GD057 Gildan Heavy Blend Hoodie, Black
SME057BLK · plain GD057-BLK · Sizes S to 3XL · Contract Master
5£16.95Contract Master40.7% ✓£84.75
SizeSMLXL2XL3XLTotal
Ordered1121005
Blanks free65410117
On hand1835372171119
DecorationSME057BLK: left chest print (SUMMIT EVENTS)
Goods, ex VAT£84.75
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£90.70
VAT at 20%£18.14
Total£108.84
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 40.7% 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
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
£4,935 of the £9,750 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 10:36
Kwame Mensah, 0121 496 0205answered by Hannah Price
7 minute call. Keyed once while Kwame was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5GD057 Gildan Heavy Blend Hoodie, Black (S 1, M 1, L 2, XL 1)
How it was keyed
  1. 5 x GD057 Gildan Heavy Blend Hoodie, Black (S 1, M 1, L 2, XL 1)5 x GD057-BLK
Keyed once while Kwame was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 12 Nov
DeliveryFri 13 Nov
AddressBirmingham B5
DPD Next DayDPD
1550 0002 0477 47
Summit Events
FAO Kwame Mensah
Birmingham, B5
Weight1.7 kg, 5 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
SE
Summit Events
C-1016 · Events and leisure · Birmingham · since 2019
PricesBand B, 10% off list, 2 contract lines
Terms30 days end of month
Credit£4,935 of £9,750
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Kwame phoned the order in; Hannah keyed it once (7 min call)
Hannah · Fri 6 Nov 10:36
Priced at Summit Events’ own rates: 1 from the Contract Master
Auto · Fri 6 Nov 10:36
Stock checked by size: every line available or due in next day
Auto · Fri 6 Nov 10:36
Credit checked: within the £9,750 limit
Auto · Fri 6 Nov 10:36
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Fri 6 Nov 10:36
Next: lots done, pick slip released, collected by DPD Thu 12 Nov
Planned · Wed 11 Nov 15:00