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Trade account · School and academy

Brookside Primary Academy

Retford DN22·account since 2024·Joanne Harper, Site manager·rep Nadia Webb

Phones the order in, priced at Band B. 31% of its credit limit in use.

Last 3 weeks
Orders22 ways in
Delivered£670ex VAT
Margin29.2%at their own prices
Owed£1,494£403 overdue
Applied to every order from Brookside Primary Academy
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£1,494 of £4,750£3,256 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, MondaysNext: 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
2 orders
OrderReferenceDeliveryLinesValueStatus
SO-48199
Fri 9 Oct 08:16
Phoned by Joanne
Mon 12 Oct
Mansfield, drop 9
6£334.83Invoiced
SO-47929
2 Oct 06:19
Order for Monday
5 Oct
Mansfield, drop 8
4£334.84Invoiced
Their prices
What they buy, at their own rate today. Band B on every line.
ProductBoughtListTheir priceHowMargin
18£24.65£21.69Band B29.0%
Z-fold hand towel, Green 1-ply
HTZ-G · 3,600 sheets
8£25.45£22.40Band B29.0%
Thick bleach, 5L
BLE-05 · 2 x 5L
3£10.90£9.59Band B33.3%
2£20.50£18.04Band B29.0%
1£22.10£19.45Band B29.0%
1£17.90£15.75Band B28.9%
Invoices
Posted to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-35193
12 Oct 2026
SO-48199£401.80Due 30 Nov
INV-34951
5 Oct 2026
SO-47929£401.81Due 30 Nov
INV-34004
7 Sep 2026
Earlier order£287.18Due 31 Oct
INV-33758
31 Aug 2026
Earlier order£435.92Paid 13 Oct
INV-33279
17 Aug 2026
Earlier order£425.99Paid 14 Oct
INV-33033
10 Aug 2026
Earlier order£403.4315 days over
INV-32792
3 Aug 2026
Earlier order£457.39Paid 9 Oct
INV-32313
20 Jul 2026
Earlier order£453.33Paid 14 Sep
INV-32069
13 Jul 2026
Earlier order£311.92Paid 17 Sep
Credit and balance
Credit control →
£1,494.22
owed on 4 invoices
£403.43 overdue
Current£1,090.79
1 to 30 days over£403.43
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)£1,494
Credit limit£4,750
Terms30 days end of month
31% of the limit in use
Chasing and payments
Paid £425.99 by BACS for 1 invoice
Yesterday 11:39 · Bank
Statement emailed showing everything overdue
Yesterday 07:00 · Auto
Paid £435.92 by BACS for 1 invoice
Tue 13 Oct 12:41 · Bank
Paid £457.39 by BACS for 1 invoice
Fri 9 Oct 08:06 · Bank
Reminder emailed with a copy of INV-33033
7 Oct 07:00 · Auto
Their usual order
6 lines, £369.33 ex VAT at their prices
Sent by phone most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day before
Brookside Primary AcademyRetford DN22 · 01632 960572Mansfield and north, Van 3 · MondaysNextMon 19 Oct
Contact
Orders contactJoanne Harper
RoleSite manager
Phone01632 960572
RepNadia Webb, on leave to Mon 19 Oct
Account since2024
Ways in, 3 weeksPhone, Email