Sample data
Phone order · Pinnacle Roofing

SO-52523

In production
Phoned in by Rhys Ellis and keyed once by Hannah on Fri 6 Nov at 12:49, during the 9 minute call. For Fri 13 Nov by DPD next day once decorated. Owner Hannah Price. Pinnacle Roofing, construction and trades, price band C, 3 contract lines.
Website
Portal
Customer file
Phone or email
9 min call, keyed once
Net, ex VAT
£79.50
£102.54 inc VAT, with charges
Margin
40.9%
GP floor 26% a line
Pinnacle Roofing
Lines at Pinnacle Roofing’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, Navy
PNR101NAV · 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.
DecorationPNR101NAV: left chest embroidery (PINNACLE ROOFING)
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
£4,934 of the £20,250 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 12:49
Rhys Ellis, 029 2018 0191answered by Hannah Price
9 minute call. Keyed once while Rhys 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 Rhys was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Thu 12 Nov
DeliveryFri 13 Nov
AddressCardiff CF10
DPD Next DayDPD
1550 0002 0480 80
Pinnacle Roofing
FAO Rhys Ellis
Cardiff, CF10
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
PR
Pinnacle Roofing
C-1014 · Construction and trades · Cardiff · since 2019
PricesBand C, 5% off list, 3 contract lines
Terms30 days end of month
Credit£4,934 of £20,250
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Rhys phoned the order in; Hannah keyed it once (9 min call)
Hannah · Fri 6 Nov 12:49
Priced at Pinnacle Roofing’s own rates: 1 from the Contract Master
Auto · Fri 6 Nov 12:49
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 12:49
Credit checked: within the £20,250 limit
Auto · Fri 6 Nov 12:49
Short sizes ordered for next day on PO-3330; that production lot waits for them
Auto · Fri 6 Nov 12:49
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