All customersAccount C-1102
AB
Trade account · Office and practice
Ashcroft and Booth Estate Agents
Nottingham NG1·account since 2017·Jason Pearce, Office manager·rep Jo Kirk
Sends a PDF purchase order from their buying system, priced at Band C. 66% of its credit limit in use.
Last 3 weeks
Orders51 way in
Delivered£1,044ex VAT
Margin33.0%at their own prices
Owed£2,333nothing overdue
Applied to every order from Ashcroft and Booth Estate Agents
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£2,647 of £4,000£1,353 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, Wednesdays and ThursdaysNext: Wed 21 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
5 orders| Order | Reference | Delivery | Lines | Value | Status |
|---|---|---|---|---|---|
SO-48346 Yesterday 10:11 | PO-025057 | Today City, drop 1 | 6 | £261.09 | Delivered |
SO-48108 7 Oct 07:58 | PO-053683 | 8 Oct City, drop 1 | 5 | £174.62 | Invoiced |
SO-47991 5 Oct 06:24 | PO-019190 | 7 Oct City, drop 1 | 5 | £197.66 | Invoiced |
SO-47886 30 Sep 14:28 | PO-084431 | 1 Oct City, drop 1 | 5 | £232.33 | Invoiced |
SO-47808 29 Sep 07:17 | PO-037467 | 30 Sep City, drop 1 | 4 | £178.01 | Invoiced |
Their prices
What they buy, at their own rate today. Band C on every line.
| Product | Bought | List | Their price | How | Margin |
|---|---|---|---|---|---|
Toilet roll, 2-ply 320 sheet TR2 · 36 rolls | 8 | £24.65 | £23.17 | Band C | 33.5% |
C-fold hand towel, white 2-ply HTC · 2,400 sheets | 7 | £34.40 | £32.34 | Band C | 33.5% |
Hand sanitiser gel 70%, 500ml pump SAN-GP · 12 bottles | 7 | £28.90 | £24.45 | Offer | 28.4% |
Pedal bin liner, white PBL · 1,000 liners | 7 | £18.90 | £17.77 | Band C | 33.6% |
Foam soap cartridge 800ml SOAP-FC · 6 cartridges | 4 | £37.45 | £35.20 | Band C | 33.5% |
Swing bin liner, White SBL-W · 500 liners | 3 | £24.95 | £23.45 | Band C | 33.5% |
Catering foil, 450mm x 75m FOIL-450 · 6 rolls | 1 | £69.00 | £64.86 | Band C | 29.1% |
Sandwich wedge, kraft window, Deep fill SWG-D · 500 wedges | 1 | £52.70 | £49.54 | Band C | 31.4% |
Invoices
Posted to Xero from delivered orders. Tap one for its history.
| Invoice | Order | Total | State |
|---|---|---|---|
INV-35319 15 Oct 2026 | SO-48346 | £313.31 | Posts 18:00 |
INV-35095 8 Oct 2026 | SO-48108 | £209.54 | Due 30 Nov |
INV-35052 7 Oct 2026 | SO-47991 | £237.19 | Due 30 Nov |
INV-34855 1 Oct 2026 | SO-47886 | £278.80 | Due 30 Nov |
INV-34811 30 Sep 2026 | SO-47808 | £213.61 | Due 31 Oct |
INV-34622 24 Sep 2026 | Earlier order | £176.54 | Due 31 Oct |
INV-34578 23 Sep 2026 | Earlier order | £196.34 | Due 31 Oct |
INV-34389 17 Sep 2026 | Earlier order | £196.21 | Due 31 Oct |
INV-34100 9 Sep 2026 | Earlier order | £240.24 | Due 31 Oct |
INV-33898 3 Sep 2026 | Earlier order | £298.28 | Due 31 Oct |
INV-33852 2 Sep 2026 | Earlier order | £286.49 | Due 31 Oct |
INV-33653 27 Aug 2026 | Earlier order | £282.17 | Paid 28 Sep |
INV-33419 20 Aug 2026 | Earlier order | £216.69 | Paid 28 Sep |
INV-33134 12 Aug 2026 | Earlier order | £244.11 | Paid 23 Sep |
INV-32934 6 Aug 2026 | Earlier order | £192.35 | Paid 24 Sep |
INV-32888 5 Aug 2026 | Earlier order | £244.24 | Paid 28 Sep |
INV-32695 30 Jul 2026 | Earlier order | £285.08 | Paid 28 Aug |
INV-32652 29 Jul 2026 | Earlier order | £270.83 | Paid 28 Aug |
INV-32448 23 Jul 2026 | Earlier order | £228.31 | Paid 28 Aug |
INV-32404 22 Jul 2026 | Earlier order | £321.76 | Paid 28 Aug |
INV-32166 15 Jul 2026 | Earlier order | £244.40 | Paid 28 Aug |
INV-31973 9 Jul 2026 | Earlier order | £253.87 | Paid 28 Aug |
Nothing here: every invoice is paid.
Credit and balance
Credit control →£2,333.24
owed on 10 invoices
Current£2,333.24
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£313.31
Credit used (owed plus open)£2,647
Credit limit£4,000
Terms30 days end of month
66% of the limit in use
Chasing and payments
Paid £743.10 by BACS for 3 invoices
28 Sep 15:45 · Bank
Their usual order
6 lines, £202.72 ex VAT at their prices
Toilet roll, 2-ply 320 sheetIn stock, £23.17 a case3 x£69.51C-fold hand towel, white 2-plyIn stock, £32.34 a case1 x£32.34Foam soap cartridge 800mlIn stock, £35.20 a case1 x£35.20Swing bin liner, WhiteIn stock, £23.45 a case1 x£23.45Pedal bin liner, whiteIn stock, £17.77 a case1 x£17.77Hand sanitiser gel 70%, 500ml pumpIn stock, £24.45 a case1 x£24.45
Sent by pdf most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day beforeAshcroft and Booth Estate AgentsNottingham NG1 · 0115 496 0807Nottingham city, Truck 1 (7.5t) · Wednesdays and ThursdaysNextWed 21 Oct
Contact
Orders contactJason Pearce
RoleOffice manager
Phone0115 496 0807
RepJo Kirk
Account since2017
Ways in, 3 weeksPDF