Sample data
Phone order · Elmstead Primary School

SO-52573

Confirmed
Phoned in by Louise Harper and keyed once by Hannah today at 10:15, during the 8 minute call. For Mon 16 Nov by DPD next day once decorated. Owner Hannah Price. Elmstead Primary School, education, price band C, 3 contract lines.
Website
Portal
Customer file
Phone or email
8 min call, keyed once
Net, ex VAT
£79.50
£102.54 inc VAT, with charges
Margin
40.9%
GP floor 26% a line
Elmstead Primary School
Lines at Elmstead Primary School’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, Royal
EPS101ROY · plain UC101-ROY · Sizes XS to 4XL · Contract Master
10£7.95Contract Master40.9% ✓£79.50
SizeXSSMLXL2XL3XL4XLTotal
Ordered0133210010
Blanks free1528545331440189
On hand1659118125712240415
DecorationEPS101ROY: left chest embroidery (ELMSTEAD PRIMARY)
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
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
£3,421 of the £8,000 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 callToday 10:15
Louise Harper, 0121 496 0170answered by Hannah Price
8 minute call. Keyed once while Louise was on the line; each line priced from the Contract Master and checked by size as it was typed.
  • 10UC101 Uneek Classic Polo, Royal (S 1, M 3, L 3, XL 2, 2XL 1)
How it was keyed
  1. 10 x UC101 Uneek Classic Polo, Royal (S 1, M 3, L 3, XL 2, 2XL 1)10 x UC101-ROY
Keyed once while Louise was on the line; nothing typed twice.
Delivery
DPD
DPD Next Day
Collected 16:30 Fri 13 Nov
DeliveryMon 16 Nov
AddressSolihull B91
DPD Next DayDPD
1550 0002 0499 30
Elmstead Primary School
FAO Louise Harper
Solihull, B91
Weight3.2 kg, 10 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
EP
Elmstead Primary School
C-1011 · Education · Solihull · since 2018
PricesBand C, 5% off list, 3 contract lines
Terms30 days end of month
Credit£3,421 of £8,000
Orders byEmail
Short stockpart-ship and back-order
RepHannah Price
Audit trail
Louise phoned the order in; Hannah keyed it once (8 min call)
Hannah · Today 10:15
Priced at Elmstead Primary School’s own rates: 1 from the Contract Master
Auto · Today 10:15
Stock checked by size: every line available or due in next day
Auto · Today 10:15
Credit checked: within the £8,000 limit
Auto · Today 10:15
Blanks on the shelf, kept for this order by size; production lots ready for embroidery and print
Auto · Today 10:15
Next: lots done, pick slip released, collected by DPD Fri 13 Nov
Planned · Thu 12 Nov 15:00