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Trade account · School and academy

Elmtree Primary Academy

West Bridgford NG2·account since 2016·Kevin Moss, Site manager·rep Jo Kirk

Sends a PDF purchase order from their buying system, priced at Band C. 80% of its credit limit in use.

Last 3 weeks
Orders31 way in
Delivered£1,332ex VAT
Margin33.2%at their own prices
Owed£3,395nothing overdue
Applied to every order from Elmtree Primary Academy
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£3,395 of £4,250£856 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 byPDFPurchase order PDF from the customer’s buying system; read automatically, their codes mapped to ours.No portal login, and none needed.
DeliveredNottingham city, 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
3 orders
OrderReferenceDeliveryLinesValueStatus
SO-48207
Fri 9 Oct 09:46
PO-020969
Mon 12 Oct
City, drop 4
9£267.41Invoiced
SO-47923
1 Oct 14:13
PO-043602
5 Oct
City, drop 4
9£480.11Invoiced
SO-47671
24 Sep 08:29
PO-037730
28 Sep
City, drop 3
8£584.59Invoiced
Their prices
What they buy, at their own rate today. Band C on every line.
ProductBoughtListTheir priceHowMargin
7£34.40£32.34Band C33.5%
4£24.65£23.17Band C33.5%
All-purpose cloths, Blue
CLT-C-B · 50 cloths
3£8.05£7.57Band C39.2%
Hand soap, pink pearl 5L
SOAP-PP · 2 x 5L
3£16.15£15.18Band C35.4%
Socket mop head 14oz, Red
MOP-S-R · 10 heads
3£26.75£25.15Band C35.6%
2£27.15£25.52Band C31.4%
2£28.90£24.45Offer28.4%
Vinyl gloves, blue, unpowdered, L
GLV-VB-L · 10 x 100 gloves
2£30.25£28.44Band C31.4%
2£20.50£19.27Band C33.6%
Nitrile gloves, blue, unpowdered, M
GLV-NB-M · 10 x 100 gloves
1£41.25£38.78Band C29.1%
Swing bin liner, White
SBL-W · 500 liners
1£24.95£23.45Band C33.5%
Wooden cutlery, Spoon
WCT-S · 1,000 pieces
1£28.90£27.17Band C35.6%
Invoices
Posted to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-35173
12 Oct 2026
SO-48207£320.89Due 30 Nov
INV-34930
5 Oct 2026
SO-47923£576.13Due 30 Nov
INV-34702
28 Sep 2026
SO-47671£701.51Due 31 Oct
INV-34463
21 Sep 2026
Earlier order£505.11Due 31 Oct
INV-34230
14 Sep 2026
Earlier order£627.86Due 31 Oct
INV-33983
7 Sep 2026
Earlier order£663.00Due 31 Oct
INV-33736
31 Aug 2026
Earlier order£633.64Paid 2 Oct
INV-33501
24 Aug 2026
Earlier order£608.01Paid 30 Sep
INV-33012
10 Aug 2026
Earlier order£387.20Paid 28 Sep
INV-32771
3 Aug 2026
Earlier order£399.69Paid 1 Oct
INV-32530
27 Jul 2026
Earlier order£620.42Paid 28 Aug
INV-32290
20 Jul 2026
Earlier order£630.51Paid 31 Aug
INV-32051
13 Jul 2026
Earlier order£633.71Paid 28 Aug
Credit and balance
Credit control →
£3,394.50
owed on 6 invoices
Nothing overdue
Current£3,394.50
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£0.00
Credit used (owed plus open)£3,395
Credit limit£4,250
Terms30 days end of month
80% of the limit in use
Chasing and payments
Paid £633.64 by BACS for 1 invoice
2 Oct 12:26 · Bank
Paid £399.69 by BACS for 1 invoice
1 Oct 14:28 · Bank
Paid £608.01 by BACS for 1 invoice
30 Sep 11:36 · Bank
Paid £387.20 by BACS for 1 invoice
28 Sep 15:32 · Bank
Their usual order
12 lines, £579.56 ex VAT at their prices
Sent by pdf most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day before
Elmtree Primary AcademyWest Bridgford NG2 · 0115 496 0716Nottingham city, Truck 1 (7.5t) · MondaysNextMon 19 Oct
Contact
Orders contactKevin Moss
RoleSite manager
Phone0115 496 0716
RepJo Kirk
Account since2016
Ways in, 3 weeksPDF