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Phone order · Apex Scaffolding

SO-52563

Held for credit
Phoned in by Mick Doherty and keyed once by Hannah today at 09:40, during the 6 minute call. For Mon 16 Nov by DPD next day. Owner Hannah Price. Apex Scaffolding, construction and trades, price band C, 4 contract lines.
Website
Portal
Customer file
Phone or email
6 min call, keyed once
Net, ex VAT
£151.45
£181.74 inc VAT
Margin
29.2%
GP floor 26% a line
Balance, from XeroApex Scaffolding
Held: account on stop
Account on stop: INV-40396 is 70 days overdue and £5,820.24 is past due in all.
The order is kept, priced and its stock held for Mon 16 Nov. It releases the moment Mick’s payment shows in Xero.
Lines at Apex Scaffolding’s own prices
Contract price first, then any promotion, then their band; GP (profit / sell price) flagged when under 26%
Price lists →
ProductQtyPriceSourceMarginLine
R331 Result Softshell Jacket, Black
APX331BLK · plain R331-BLK · Sizes S to 3XL · Contract Master
under 26% GP floor
4£17.95
£20.00
Contract Master22.0%£71.80
SizeSMLXL2XL3XLTotal
Ordered1111004
Blanks free1202442561463810814
On hand16132034019459101084
DecorationAPX331BLK: left chest embroidery (APEX SCAFFOLDING)
UC101 Uneek Classic Polo, Navy
APX101NAV · plain UC101-NAV · Sizes XS to 4XL · Contract Master
Short: 0 going, 3 back-ordered on PO-3330
3
0 going
£7.95Contract Master40.9% ✓£23.85
SizeXSSMLXL2XL3XL4XLTotal
Ordered001110003
Blanks free000000000
On hand24700070242323234
Less on hand than ordered on 2 sizes: the blanks come in next day from the supplier.
DecorationAPX101NAV: left chest embroidery (APEX SCAFFOLDING)
Blanks UC101-NAV on PO-3330, lands Tue 10 Nov
GD057 Gildan Heavy Blend Hoodie, Navy
APX057NAV · plain GD057-NAV · Sizes S to 3XL · Contract Master
4£13.95Contract Master33.3% ✓£55.80
SizeSMLXL2XL3XLTotal
Ordered1111004
Blanks free210750125
On hand2143452681144
DecorationAPX057NAV: left chest embroidery (APEX SCAFFOLDING)
Goods, ex VAT£151.45
Delivery, DPD next dayFree
Net, ex VAT£151.45
VAT at 20%£30.29
Total£181.74
Free delivery over £100 ex VAT.
Margin 29.2% on the order; one Contract Master line sits under the 26% floor at the agreed price, flagged on the Contract Master.
Checked as it landed
price, stock and credit, before anyone touched it
£price
Priced at their rate
3 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, 3 back-ordered.
✓credit
Held: on stop
Account on stop: INV-40396 is 70 days overdue and £5,820.24 is past due in all.
As it arrived
Keyed once during the call; priced from the Contract Master and checked by size as each line is typed
Incoming callToday 09:40
Mick Doherty, 01632 960254answered by Hannah Price
6 minute call. Keyed once while Mick was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 4R331 Result Softshell Jacket, Black (S 1, M 1, L 1, XL 1)
  • 3UC101 Uneek Classic Polo, Navy (M 1, L 1, XL 1)
  • 4GD057 Gildan Heavy Blend Hoodie, Navy (S 1, M 1, L 1, XL 1)
How it was keyed
  1. 4 x R331 Result Softshell Jacket, Black (S 1, M 1, L 1, XL 1)4 x R331-BLK
  2. 3 x UC101 Uneek Classic Polo, Navy (M 1, L 1, XL 1)3 x UC101-NAV
  3. 4 x GD057 Gildan Heavy Blend Hoodie, Navy (S 1, M 1, L 1, XL 1)4 x GD057-NAV
Keyed once while Mick was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 13 Nov, once released
DeliveryMon 16 Nov
AddressWalsall WS1
DPD Next DayDPD
1550 0002 0495 60
Apex Scaffolding
FAO Mick Doherty
Walsall, WS1
Weight2.6 kg, 8 garments
LabelPrints 15:00 Fri 13 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.
Invoice
Invoicing →
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
AS
Apex Scaffolding
C-1023 · Construction and trades · Walsall · since 2022
PricesBand C, 5% off list, 4 contract lines
Terms14 days
Credit£6,002 of £1,500, £5,820 overdue
Orders byPhone
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Mick phoned the order in; Hannah keyed it once (6 min call)
Hannah · Today 09:40
Priced at Apex Scaffolding’s own rates: 3 from the Contract Master
Auto · Today 09:40
Stock checked by size: UC101 Uneek Classic Polo, Navy: 0 going now, 3 back-ordered (M 1, L 1, XL 1) on PO-3330
Auto · Today 09:40
Held: Account on stop: INV-40396 is 70 days overdue and £5,820.24 is past due in all. Stock stays kept for it; Hannah has the task
Auto · Today 09:40