Sample data
Phone order · Brookline Leicester yard

SO-52570

Confirmed
Phoned in by Gavin Pearce and keyed once by Vinay today at 10:05, during the 9 minute call. For Mon 16 Nov by DPD next day once decorated. Owner Hannah Price. Brookline Construction, construction and trades, price band B, 4 contract lines.
Website
Portal
Customer file
Phone or email
9 min call, keyed once
Net, ex VAT
£89.55
£114.60 inc VAT, with charges
Margin
43.7%
GP floor 26% a line
Brookline Construction
Lines at Brookline Construction’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
BRKPWVESTYLW · plain PWVEST-YLW · Sizes S/M to 4XL/5XL · Contract Master
9£9.95Contract Master43.7% ✓£89.55
SizeS/ML/XL2XL/3XL4XL/5XLTotal
Ordered33219
Blanks free7485016175
On hand174198239413
DecorationBRKPWVESTYLW: back print (BROOKLINE CONSTRUCTION), left chest print (BROOKLINE CONSTRUCTION)
Blanks PWVEST-YLW on PO-3331, lands Tue 10 Nov
Goods, ex VAT£89.55
Delivery, DPD next day£5.95 ex VAT
Net, ex VAT£95.50
VAT at 20%£19.10
Total£114.60
Under £100 ex VAT, so £5.95 DPD delivery is added to the invoice that goes to Xero.
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. 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
£28,379 of the £85,250 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 callToday 10:05
Gavin Pearce, 0116 496 0145answered by Vinay Kenth
9 minute call. Keyed once while Gavin was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 9PWVEST Portwest Hi-vis Vest, Yellow (S/M 3, L/XL 3, 2XL/3XL 2, 4XL/5XL 1)
How it was keyed
  1. 9 x PWVEST Portwest Hi-vis Vest, Yellow (S/M 3, L/XL 3, 2XL/3XL 2, 4XL/5XL 1)9 x PWVEST-YLW
Keyed once while Gavin was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 13 Nov
DeliveryMon 16 Nov, Brookline Leicester yard
AddressLeicester LE1
DPD Next DayDPD
1550 0002 0498 19
Brookline Leicester yard, Brookline Construction
FAO Gavin Pearce
Leicester, LE1
Weight2.9 kg, 9 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
BC
Brookline Construction
C-1007 · Construction and trades · 3 sites · since 2016
PricesBand B, 10% off list, 4 contract lines
Terms30 days end of month
Credit£28,379 of £85,250, £6,727 overdue
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Gavin phoned the order in; Vinay keyed it once (9 min call)
Vinay · Today 10:05
Priced at Brookline Construction’s own rates: 1 from the Contract Master
Auto · Today 10:05
Stock checked by size: every line available or due in next day
Auto · Today 10:05
Credit checked: within the £85,250 limit
Auto · Today 10:05
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Today 10:05
Next: lots done, pick slip released, collected by DPD Fri 13 Nov
Planned · Thu 12 Nov 15:00