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Trade account · Office and practice

Whitlock and Penn Estate Agents

Sutton-in-Ashfield NG17·account since 2023·Julie Gallagher, Office manager·rep Nadia Webb

Emails the order, priced at Band B. 19% of its credit limit in use.

Last 3 weeks
Orders41 way in
Delivered£678ex VAT
Margin29.3%at their own prices
Owed£1,473nothing overdue
Applied to every order from Whitlock and Penn Estate Agents
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£1,715 of £9,250£7,535 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.
DeliveredMansfield and north, Mondays and ThursdaysNext: Mon 19 Oct if ordered by 15:00 today.
If a line is shortRing them first
Orders · last 3 weeks and booked ahead, every way in
4 orders
OrderReferenceDeliveryLinesValueStatus
SO-48361
Yesterday 11:49
Order for Thursday
Today
Mansfield, drop 1
7£201.92Delivered
SO-48018
5 Oct 10:07
Order for Monday
Mon 12 Oct
Mansfield, drop 1
5£161.83Invoiced
SO-47963
2 Oct 11:06
Order for Monday
5 Oct
Mansfield, drop 1
5£93.68Invoiced
SO-47858
30 Sep 08:38
Order for Thursday
1 Oct
Mansfield, drop 1
7£220.53Invoiced
Their prices
What they buy, at their own rate today. Band B on every line.
ProductBoughtListTheir priceHowMargin
8£24.65£21.69Band B29.0%
6£15.85£13.95Band B31.2%
Pedal bin liner, white
PBL · 1,000 liners
6£18.90£16.63Band B29.0%
Swing bin liner, White
SBL-W · 500 liners
6£24.95£21.96Band B29.0%
2£22.10£19.45Band B29.0%
2£34.40£30.27Band B29.0%
Foam soap cartridge 800ml
SOAP-FC · 6 cartridges
2£37.45£32.96Band B29.0%
Glass cleaner 750ml
GLC · 6 bottles
2£13.55£11.92Band B31.2%
Invoices
Posted to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-35335
15 Oct 2026
SO-48361£242.30Posts 18:00
INV-35192
12 Oct 2026
SO-48018£194.20Due 30 Nov
INV-34950
5 Oct 2026
SO-47963£112.42Due 30 Nov
INV-34873
1 Oct 2026
SO-47858£264.64Due 30 Nov
INV-34481
21 Sep 2026
Earlier order£188.91Due 31 Oct
INV-34249
14 Sep 2026
Earlier order£192.07Due 31 Oct
INV-34003
7 Sep 2026
Earlier order£264.29Due 31 Oct
INV-33914
3 Sep 2026
Earlier order£256.29Due 31 Oct
INV-33757
31 Aug 2026
Earlier order£182.59Paid 1 Oct
INV-33670
27 Aug 2026
Earlier order£226.56Paid 5 Oct
INV-33521
24 Aug 2026
Earlier order£150.83Paid 1 Oct
INV-33438
20 Aug 2026
Earlier order£260.04Paid 2 Oct
INV-33278
17 Aug 2026
Earlier order£157.41Paid 2 Oct
INV-33191
13 Aug 2026
Earlier order£261.29Paid 30 Sep
INV-33032
10 Aug 2026
Earlier order£191.14Paid 30 Sep
INV-32953
6 Aug 2026
Earlier order£204.53Paid 2 Oct
INV-32791
3 Aug 2026
Earlier order£214.37Paid 1 Oct
INV-32710
30 Jul 2026
Earlier order£190.10Paid 3 Sep
INV-32552
27 Jul 2026
Earlier order£183.78Paid 7 Sep
INV-32467
23 Jul 2026
Earlier order£234.16Paid 2 Sep
INV-32312
20 Jul 2026
Earlier order£232.73Paid 1 Sep
INV-31991
9 Jul 2026
Earlier order£231.60Paid 31 Aug
Credit and balance
Credit control →
£1,472.82
owed on 7 invoices
Nothing overdue
Current£1,472.82
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£242.30
Credit used (owed plus open)£1,715
Credit limit£9,250
Terms30 days end of month
19% of the limit in use
Chasing and payments
Paid £226.56 by BACS for 1 invoice
5 Oct 12:30 · Bank
Paid £621.98 by BACS for 3 invoices
2 Oct 11:29 · Bank
Paid £547.79 by BACS for 3 invoices
1 Oct 08:38 · Bank
Paid £452.43 by BACS for 2 invoices
30 Sep 16:33 · Bank
Their usual order
8 lines, £220.79 ex VAT at their prices
Sent by email most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day before
Whitlock and Penn Estate AgentsSutton-in-Ashfield NG17 · 01632 960551Mansfield and north, Van 3 · Mondays and ThursdaysNextMon 19 Oct
Contact
Orders contactJulie Gallagher
RoleOffice manager
Phone01632 960551
RepNadia Webb, on leave to Mon 19 Oct
Account since2023
Ways in, 3 weeksEmail