Sample data
Phone order · Greenacre Nottingham

SO-52522

In production
Phoned in by Maureen Holmes and keyed once by Hannah on Fri 6 Nov at 12:10, during the 7 minute call. For Fri 13 Nov by DPD next day once decorated. Owner Hannah Price. Greenacre Care Homes, healthcare and care, price band B, 3 contract lines.
Website
Portal
Customer file
Phone or email
7 min call, keyed once
Net, ex VAT
£83.40
£107.22 inc VAT, with charges
Margin
29.5%
GP floor 26% a line
Greenacre Care Homes
Lines at Greenacre Care Homes’ 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
GCH6WHT · plain SS6-WHT · Sizes S to 3XL · Contract Master
12£6.95Contract Master29.5% ✓£83.40
SizeSMLXL2XL3XLTotal
Ordered23421012
Blanks free92417112366
On hand5310511264193356
DecorationGCH6WHT: left chest embroidery (GREENACRE CARE)
Goods, ex VAT£83.40
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£89.35
VAT at 20%£17.87
Total£107.22
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
Margin 29.5% 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
£6,343 of the £29,000 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 callFri 6 Nov 12:10
Maureen Holmes, 0115 496 0117answered by Hannah Price
7 minute call. Keyed once while Maureen was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 12SS6 Fruit of the Loom Polo, White (S 2, M 3, L 4, XL 2, 2XL 1)
How it was keyed
  1. 12 x SS6 Fruit of the Loom Polo, White (S 2, M 3, L 4, XL 2, 2XL 1)12 x SS6-WHT
Keyed once while Maureen was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 12 Nov
DeliveryFri 13 Nov, Greenacre Nottingham
AddressNottingham NG1
DPD Next DayDPD
1550 0002 0480 43
Greenacre Nottingham, Greenacre Care Homes
FAO Maureen Holmes
Nottingham, NG1
Weight3.8 kg, 12 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
GC
Greenacre Care Homes
C-1003 · Healthcare and care · 2 sites · since 2014
PricesBand B, 10% off list, 3 contract lines
Terms30 days end of month
Credit£6,343 of £29,000
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Maureen phoned the order in; Hannah keyed it once (7 min call)
Hannah · Fri 6 Nov 12:10
Priced at Greenacre Care Homes’ own rates: 1 from the Contract Master
Auto · Fri 6 Nov 12:10
Stock checked by size: every line available or due in next day
Auto · Fri 6 Nov 12:10
Credit checked: within the £29,000 limit
Auto · Fri 6 Nov 12:10
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Fri 6 Nov 12:10
Next: lots done, pick slip released, collected by DPD Thu 12 Nov
Planned · Wed 11 Nov 15:00