Sample data
Email order · Oakmere Security

SO-52565

Waiting for a person
Emailed by Lee Parkin today at 09:47, read in 22 s. Headed “Jackets for the door team”. For Mon 16 Nov by DPD next day. Owner Hannah Price. Oakmere Security, security, price band B, 4 contract lines.
Website
Portal
Customer file
Phone or email
email, read in 22 s
Net, ex VAT
£35.70
£49.98 inc VAT, with charges
Margin
43.7%
GP floor 26% a line
Oakmere Security
Waiting for a person
“6 x the black jackets with our logo, same as the door team”: two products match
Lee’s last 10 jacket orders were 8 fleece and 2 softshell. Pick the one he means; it is priced at Oakmere Security’s own rate.
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
PWVEST Portwest Hi-vis Vest, Yellow
OAKPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
6£5.95Contract Master43.7% ✓£35.70
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered22116
Blanks free7485016175
On hand174198239413
DecorationOAKPWVESTYLW: back print (SECURITY)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
“6 x the black jackets with our logo, same as the door team”
Two products match, waiting for a person
6not yetTo confirmnot yetwaiting
SizeSMLXL2XL3XLTotal
Ordered1221006
Blanks free133026171289
On hand35717543132239
DecorationOAK620BLK: left chest embroidery (OAKMERE SECURITY)
Goods, ex VAT£35.70
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£41.65
VAT at 20%£8.33
Total£49.98
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
The unsure line is not counted until it is matched. Margin 43.7% 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. 1 line waits for a person before it is priced. 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 read.
✓credit
Credit next
Checked once the unsure line is confirmed. £8,379 of the £18,500 limit is in use now.
As it arrived
Order written in an email; read and matched to Contract Master lines and sizes automatically
How it was read
  1. 6 x yellow hi vis vest with logo (S/M 2, L/XL 2, 2XL/3XL 1, 4XL/5XL 1)6 x PWVEST-YLW
  2. 6 x the black jackets with our logo, same as the door teamwaiting for a person
Read in 22 s; lines under 90% sure wait for a person.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 13 Nov, once confirmed
DeliveryMon 16 Nov
AddressBirmingham B5
DPD Next DayDPD
1550 0002 0496 34
Oakmere Security
FAO Lee Parkin
Birmingham, B5
Weight3.8 kg, 12 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.
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
Email received from Lee Parkin
Customer · Today 09:47
Read in 22 s: 1 of 2 lines matched to Contract Master lines with sizes, 1 unsure
Auto · Today 09:48
Priced at Oakmere Security’s own rates: 1 from the Contract Master
Auto · Today 09:48
Stock checked by size: every line available or due in next day
Auto · Today 09:48
Waiting for a person: "6 x the black jackets with our logo, same as the door team"
Auto · Today 09:48