LIVE DEMO
Phone order · Wharf Physio Clinic

SO-47736

Invoiced
Phoned in by Simon Mensah and keyed once by Becky on Fri 25 Sep at 10:43, during the 5 minute call. For Mon 28 Sep on the Derby and west run. Owner Becky Hollis. Wharf Physio Clinic, office and practice, price band C.
Net, ex VAT
£245.15
£294.18 inc VAT
Margin
33.8%
floor 12% a line
Wharf Physio Clinic
Lines at Wharf Physio Clinic’s own prices
Contract price first, then any promotion, then their band; never under cost plus 12%
Price lists →
ProductQtyPriceSourceMarginLine
Toilet roll, 2-ply 320 sheet
TR2 · 36 rolls · Band C
3£23.17
£24.65
Band C33.5% ✓£69.51
Foam soap cartridge 800ml
SOAP-FC · 6 cartridges · Band C
2£35.20
£37.45
Band C33.5% ✓£70.40
Swing bin liner, White
SBL-W · 500 liners · Band C
1£23.45
£24.95
Band C33.5% ✓£23.45
Pedal bin liner, white
PBL · 1,000 liners · Band C
2£17.77
£18.90
Band C33.6% ✓£35.54
Glass cleaner 750ml
GLC · 6 bottles · Band C
2£12.74
£13.55
Band C35.6% ✓£25.48
Blue roll, 2-ply centrefeed 150m
BR2 · 6 rolls · Band C
1£20.77
£22.10
Band C33.6% ✓£20.77
Net, ex VAT£245.15
VAT at 20%£49.03
Total£294.18
Margin 33.8% on the order; every line clears the 12% floor.
Checked as it landed
price, stock and credit, before anyone touched it
£price
Priced at their rate
6 at Band C. Every line clears the 12% margin floor.
▦stock
Stock kept
Every line was available and kept for this order as it was keyed.
✓credit
Within the limit
Passed when it landed: inside the £12,500 limit.
As it arrived
Keyed once by the order desk during the call; priced and checked as each line is typed
Incoming call25 Sep 10:43
Simon Mensah, 01632 960793answered by Becky Hollis
5 minute call. Keyed once while Simon was on the line; each line priced and checked for stock as it was typed.
  • 3Toilet roll, 2-ply 320 sheet
  • 2Foam soap cartridge 800ml
  • 1Swing bin liner, White
  • 2Pedal bin liner, white
  • 2Glass cleaner 750ml
  • 1Blue roll, 2-ply centrefeed 150m
How it was keyed
  1. 3 x Toilet roll, 2-ply 320 sheet3 x TR2
  2. 2 x Foam soap cartridge 800ml2 x SOAP-FC
  3. 1 x Swing bin liner, White1 x SBL-W
  4. 2 x Pedal bin liner, white2 x PBL
  5. 2 x Glass cleaner 750ml2 x GLC
  6. 1 x Blue roll, 2-ply centrefeed 150m1 x BR2
Keyed once while Simon was on the line; nothing typed twice.
Delivery
R2
Derby and west
Van 2, FN21 HZT, Dave
DeliveryMon 28 Sep
AddressHeanor DE75
Drop10 of 12
Signed forS. Mensah at 12:25, photo taken
Order by 15:00 for the next Derby and west run. The driver’s phone takes the signature and a photo.
INV-34705in Xeronot due yet
Dated28 Sep 2026
Due31 Oct 2026 (30 days end of month)
Total£294.18
Posted to Xero at 18:00 on 28 Sep from the delivered quantities. Nothing re-typed; Xero stays the ledger.
Customer
WP
Wharf Physio Clinic
C-1100 · Office and practice · Heanor · since 2016
PricesBand C, 6% off list
Terms30 days end of month
Credit£4,064 of £12,500, £315 overdue
Orders byPhone, has a portal login
Short stockswap to the agreed alternative
RepPaul Ashby
Timeline
Simon phoned the order in; Becky keyed it once (5 min call)
Becky · 25 Sep 10:43
Priced at Wharf Physio Clinic’s own rates: 6 Band C
Auto · 25 Sep 10:43
Stock checked: every line available and kept for this order
Auto · 25 Sep 10:43
Credit checked: within the £12,500 limit
Auto · 25 Sep 10:43
On the Derby and west run for Mon 28 Sep, drop 10
Auto · 25 Sep 10:43
Picked by Ryan, checked by Dean
Warehouse · 25 Sep 15:20
Loaded on Van 2 (FN21 HZT)
Liam · 28 Sep 07:00
Delivered, signed for by S. Mensah. Photo on the driver’s phone
Dave · 28 Sep 12:25
Invoice INV-34705 posted to Xero from the delivered quantities. Nothing re-typed
Auto · 28 Sep 18:00