All customersAccount C-1080
PR
Trade account · Office and practice
Pickering and Rowntree Accountants
Grantham NG31·account since 2015·Gemma Wilkinson, Office manager·rep Nadia Webb
Emails the order, priced at Band C. 38% of its credit limit in use.
Last 3 weeks
Orders42 ways in
Delivered£629ex VAT
Margin33.7%at their own prices
Owed£1,413nothing overdue
Applied to every order from Pickering and Rowntree Accountants
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atBand C, 6% off listNo contract prices. Never below the margin floor.Credit£1,614 of £4,250£2,636 left before orders hold
Terms30 days end of monthInvoices post to Xero at 18:00 on the delivery day, from what was signed for. Nothing re-typed.
Orders byEmailOrder written in the email body; read and matched automatically.No portal login, and none needed.
DeliveredNewark and east, MondaysNext: Mon 19 Oct if ordered by 15:00 today.
If a line is shortSend what is there, back-order the rest
Orders · last 3 weeks and booked ahead, every way in
4 orders| Order | Reference | Delivery | Lines | Value | Status |
|---|---|---|---|---|---|
SO-48385 Today 08:19 | Order for Monday | Mon 19 Oct Newark | 7 | £167.32 | Checked |
SO-48218 Fri 9 Oct 11:58 | Phoned by Gemma | Mon 12 Oct Newark, drop 5 | 7 | £237.17 | Invoiced |
SO-47935 2 Oct 07:30 | Order for Monday | 5 Oct Newark, drop 5 | 6 | £189.13 | Invoiced |
SO-47729 25 Sep 09:52 | Order for Monday | 28 Sep Newark, drop 7 | 7 | £202.66 | Invoiced |
Their prices
What they buy, at their own rate today. Band C on every line.
| Product | Bought | List | Their price | How | Margin |
|---|---|---|---|---|---|
Facial tissues, cube box FTS · 24 boxes | 6 | £26.90 | £25.29 | Band C | 33.6% |
Toilet roll, 2-ply 320 sheet TR2 · 36 rolls | 5 | £24.65 | £23.17 | Band C | 33.5% |
Blue roll, 2-ply centrefeed 150m BR2 · 6 rolls | 4 | £22.10 | £20.77 | Band C | 33.6% |
Kitchen roll, 2-ply KTR · 24 rolls | 4 | £17.45 | £16.40 | Band C | 33.5% |
Washing up liquid concentrate 5L WUL · 2 x 5L | 4 | £15.20 | £14.29 | Band C | 35.6% |
Foam soap cartridge 800ml SOAP-FC · 6 cartridges | 3 | £37.45 | £35.20 | Band C | 33.5% |
Pedal bin liner, white PBL · 1,000 liners | 3 | £18.90 | £17.77 | Band C | 33.6% |
C-fold hand towel, white 2-ply HTC · 2,400 sheets | 2 | £34.40 | £32.34 | Band C | 33.5% |
Vending cup 7oz, white CUP-VN · 3,000 cups | 2 | £52.80 | £49.63 | Band C | 33.5% |
Invoices
Posted to Xero from delivered orders. Tap one for its history.
| Invoice | Order | Total | State |
|---|---|---|---|
INV-35170 12 Oct 2026 | SO-48218 | £284.60 | Due 30 Nov |
INV-34926 5 Oct 2026 | SO-47935 | £226.96 | Due 30 Nov |
INV-34700 28 Sep 2026 | SO-47729 | £243.19 | Due 31 Oct |
INV-34459 21 Sep 2026 | Earlier order | £299.07 | Due 31 Oct |
INV-34228 14 Sep 2026 | Earlier order | £175.29 | Due 31 Oct |
INV-33980 7 Sep 2026 | Earlier order | £184.35 | Due 31 Oct |
INV-33732 31 Aug 2026 | Earlier order | £287.58 | Paid 28 Sep |
INV-33497 24 Aug 2026 | Earlier order | £273.40 | Paid 25 Sep |
INV-33254 17 Aug 2026 | Earlier order | £170.92 | Paid 2 Oct |
INV-33008 10 Aug 2026 | Earlier order | £173.81 | Paid 2 Oct |
INV-32767 3 Aug 2026 | Earlier order | £223.45 | Paid 29 Sep |
INV-32526 27 Jul 2026 | Earlier order | £184.15 | Paid 28 Aug |
INV-32288 20 Jul 2026 | Earlier order | £215.25 | Paid 31 Aug |
INV-32049 13 Jul 2026 | Earlier order | £306.58 | Paid 4 Sep |
Nothing here: every invoice is paid.
Credit and balance
Credit control →£1,413.46
owed on 6 invoices
Current£1,413.46
1 to 30 days over£0.00
31 to 60 days£0.00
61 to 90 days£0.00
Over 90 days£0.00
Open orders, not yet invoiced£200.78
Credit used (owed plus open)£1,614
Credit limit£4,250
Terms30 days end of month
38% of the limit in use
Chasing and payments
Paid £344.73 by card for 2 invoices
2 Oct 11:15 · Bank
Paid £223.45 by BACS for 1 invoice
29 Sep 16:06 · Bank
Paid £287.58 by BACS for 1 invoice
28 Sep 12:01 · Bank
Paid £273.40 by BACS for 1 invoice
25 Sep 13:29 · Bank
Their usual order
9 lines, £234.86 ex VAT at their prices
Toilet roll, 2-ply 320 sheetIn stock, £23.17 a case1 x£23.17C-fold hand towel, white 2-plyIn stock, £32.34 a case1 x£32.34Foam soap cartridge 800mlIn stock, £35.20 a case1 x£35.20Vending cup 7oz, whiteIn stock, £49.63 a case1 x£49.63Pedal bin liner, whiteIn stock, £17.77 a case1 x£17.77Kitchen roll, 2-plyIn stock, £16.40 a case1 x£16.40Facial tissues, cube boxIn stock, £25.29 a case1 x£25.29Washing up liquid concentrate 5LIn stock, £14.29 a case1 x£14.29Blue roll, 2-ply centrefeed 150mIn stock, £20.77 a case1 x£20.77
Sent by email most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day beforePickering and Rowntree AccountantsGrantham NG31 · 01632 960653Newark and east, Van 5 · MondaysNextMon 19 Oct
Contact
Orders contactGemma Wilkinson
RoleOffice manager
Phone01632 960653
RepNadia Webb, on leave to Mon 19 Oct
Account since2015
Ways in, 3 weeksEmail, Phone