Sample data
Phone order · Oakmere Security

SO-52520

In production
Phoned in by Lee Parkin and keyed once by Hannah on Fri 6 Nov at 11:20, during the 5 minute call. For Fri 13 Nov by DPD next day once decorated. Owner Hannah Price. Oakmere Security, security, price band B, 4 contract lines.
Website
Portal
Customer file
Phone or email
5 min call, keyed once
Net, ex VAT
£67.60
£88.26 inc VAT, with charges
Margin
33.7%
GP floor 26% a line
Oakmere Security
Lines at Oakmere Security’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, Black
OAK101BLK · plain UC101-BLK · Sizes XS to 4XL · Contract Master
5£9.95Contract Master30.2% ✓£49.75
SizeXSSMLXL2XL3XL4XLTotal
Ordered011210005
Blanks free1619353217540128
On hand1968136145822540479
DecorationOAK101BLK: left chest embroidery (OAKMERE SECURITY), back print (SECURITY)
Blanks UC101-BLK on PO-3330, lands Tue 10 Nov
PWVEST Portwest Hi-vis Vest, Yellow
OAKPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
3£5.95Contract Master43.7% ✓£17.85
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered11103
Blanks free7485016175
On hand174198239413
DecorationOAKPWVESTYLW: back print (SECURITY)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£67.60
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£73.55
VAT at 20%£14.71
Total£88.26
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 33.7% 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
£8,379 of the £18,500 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 11:20
Lee Parkin, 0121 496 0212answered by Hannah Price
5 minute call. Keyed once while Lee was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 5UC101 Uneek Classic Polo, Black (S 1, M 1, L 2, XL 1)
  • 3PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 1, 2XL/3XL 1)
How it was keyed
  1. 5 x UC101 Uneek Classic Polo, Black (S 1, M 1, L 2, XL 1)5 x UC101-BLK
  2. 3 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 1, L/XL 1, 2XL/3XL 1)3 x PWVEST-YLW
Keyed once while Lee 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 0479 69
Oakmere Security
FAO Lee Parkin
Birmingham, B5
Weight2.6 kg, 8 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
OS
Oakmere Security
C-1017 · Security · Birmingham · since 2020
PricesBand B, 10% off list, 4 contract lines
Terms30 days end of month
Credit£8,379 of £18,500
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Lee phoned the order in; Hannah keyed it once (5 min call)
Hannah · Fri 6 Nov 11:20
Priced at Oakmere Security’s own rates: 2 from the Contract Master
Auto · Fri 6 Nov 11:20
Stock checked by size: every line available or due in next day
Auto · Fri 6 Nov 11:20
Credit checked: within the £18,500 limit
Auto · Fri 6 Nov 11:20
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Fri 6 Nov 11:20
Next: lots done, pick slip released, collected by DPD Thu 12 Nov
Planned · Wed 11 Nov 15:00