All customersAccount C-1132
TS
Trade account · Pub
The Three Swan
Kirkby-in-Ashfield NG17·account since 2018·Stephen Burton, Licensee·rep Nadia Webb
Phones the order in, priced at Band B. 42% of its credit limit in use.
Last 3 weeks
Orders21 way in
Delivered£534ex VAT
Margin28.1%at their own prices
Owed£2,803£1,419 overdue
Applied to every order from The Three Swan
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atBand B, 12% off listNo contract prices. Never below the margin floor.Credit£2,803 of £6,750£3,947 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 byPhoneKeyed once by the order desk during the call; priced and checked as each line is typed.No portal login, and none needed.
DeliveredMansfield and north, TuesdaysNext: Tue 20 Oct if ordered by 15:00 today.
If a line is shortSwap to the agreed alternative
Orders · last 3 weeks and booked ahead, every way in
2 orders| Order | Reference | Delivery | Lines | Value | Status |
|---|---|---|---|---|---|
SO-48208 Fri 9 Oct 10:07 | Phoned by Stephen | Tue 13 Oct Mansfield, drop 3 | 8 | £256.12 | Invoiced |
SO-47954 2 Oct 09:14 | Phoned by Stephen | 6 Oct Mansfield, drop 4 | 8 | £278.07 | Invoiced |
Their prices
What they buy, at their own rate today. Band B on every line.
| Product | Bought | List | Their price | How | Margin |
|---|---|---|---|---|---|
Black refuse sack, Heavy duty SCK-H · 200 sacks | 4 | £27.15 | £23.89 | Band B | 26.7% |
Glasswasher detergent 5L GWD · 2 x 5L | 4 | £24.65 | £21.69 | Band B | 29.0% |
2-ply napkin 33cm, White NAP33-W · 2,000 napkins | 3 | £22.40 | £19.71 | Band B | 29.0% |
Blue roll, 2-ply centrefeed 150m BR2 · 6 rolls | 3 | £22.10 | £19.45 | Band B | 29.0% |
C-fold hand towel, white 2-ply HTC · 2,400 sheets | 2 | £34.40 | £30.27 | Band B | 29.0% |
Catering foil, 300mm x 75m FOIL-300 · 6 rolls | 2 | £49.50 | £43.56 | Band B | 24.2% |
Dishwasher rinse aid, 5L RAI-05 · 2 x 5L | 2 | £23.35 | £20.55 | Band B | 29.0% |
Hand soap, pink pearl 5L SOAP-PP · 2 x 5L | 1 | £16.15 | £14.21 | Band B | 31.0% |
Paper straws 8mm, White STR-W · 2,500 straws | 1 | £35.70 | £31.42 | Band B | 33.2% |
Invoices
Posted to Xero from delivered orders. Tap one for its history.
| Invoice | Order | Total | State |
|---|---|---|---|
INV-35234 13 Oct 2026 | SO-48208 | £307.34 | Due 30 Nov |
INV-35000 6 Oct 2026 | SO-47954 | £333.68 | Due 30 Nov |
INV-34528 22 Sep 2026 | Earlier order | £241.47 | Due 31 Oct |
INV-34046 8 Sep 2026 | Earlier order | £247.89 | Due 31 Oct |
INV-33800 1 Sep 2026 | Earlier order | £253.23 | Due 31 Oct |
INV-33563 25 Aug 2026 | Earlier order | £407.84 | 15 days over |
INV-33325 18 Aug 2026 | Earlier order | £294.49 | 15 days over |
INV-33079 11 Aug 2026 | Earlier order | £310.80 | 15 days over |
INV-32836 4 Aug 2026 | Earlier order | £406.32 | 15 days over |
INV-32116 14 Jul 2026 | Earlier order | £413.00 | Paid 24 Sep |
INV-31872 7 Jul 2026 | Earlier order | £261.40 | Paid 25 Sep |
Nothing here: every invoice is paid.
Credit and balance
Credit control →£2,803.06
owed on 9 invoices
Current£1,383.61
1 to 30 days over£1,419.45
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)£2,803
Credit limit£6,750
Terms30 days end of month
42% of the limit in use
Chasing and payments
Statement emailed showing everything overdue
Yesterday 07:00 · Auto
Reminder emailed with a copy of INV-32836
7 Oct 07:00 · Auto
Paid £261.40 by BACS for 1 invoice
25 Sep 09:42 · Bank
Their usual order
9 lines, £294.18 ex VAT at their prices
2-ply napkin 33cm, WhiteIn stock, £19.71 a case2 x£39.42Glasswasher detergent 5LIn stock, £21.69 a case1 x£21.69Blue roll, 2-ply centrefeed 150mIn stock, £19.45 a case2 x£38.90C-fold hand towel, white 2-plyIn stock, £30.27 a case2 x£60.54Hand soap, pink pearl 5LIn stock, £14.21 a case1 x£14.21Black refuse sack, Heavy dutyIn stock, £23.89 a case1 x£23.89Paper straws 8mm, WhiteIn stock, £31.42 a case1 x£31.42Dishwasher rinse aid, 5LIn stock, £20.55 a case1 x£20.55Catering foil, 300mm x 75mIn stock, £43.56 a case1 x£43.56
Sent by phone most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day beforeThe Three SwanKirkby-in-Ashfield NG17 · 01632 960117Mansfield and north, Van 3 · TuesdaysNextTue 20 Oct
Contact
Orders contactStephen Burton
RoleLicensee
Phone01632 960117
RepNadia Webb, on leave to Mon 19 Oct
Account since2018
Ways in, 3 weeksPhone