LIVE DEMO
Phone order · Wharf Physio Clinic

SO-48040

Invoiced
Phoned in by Simon Mensah and keyed once by Becky on Mon 5 Oct at 13:52, during the 3 minute call. For Thu 8 Oct on the Derby and west run. Owner Becky Hollis. Wharf Physio Clinic, office and practice, price band C.
Net, ex VAT
£96.16
£115.39 inc VAT
Margin
33.9%
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
Foam soap cartridge 800ml
SOAP-FC · 6 cartridges · Band C
1£35.20
£37.45
Band C33.5% ✓£35.20
Multi-surface cleaner, Spray 750ml
MSC-S · 6 bottles · Band C
1£14.90
£15.85
Band C35.6% ✓£14.90
Facial tissues, cube box
FTS · 24 boxes · Band C
1£25.29
£26.90
Band C33.6% ✓£25.29
Blue roll, 2-ply centrefeed 150m
BR2 · 6 rolls · Band C
1£20.77
£22.10
Band C33.6% ✓£20.77
Net, ex VAT£96.16
VAT at 20%£19.23
Total£115.39
Margin 33.9% 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
4 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 call5 Oct 13:52
Simon Mensah, 01632 960793answered by Becky Hollis
3 minute call. Keyed once while Simon was on the line; each line priced and checked for stock as it was typed.
  • 1Foam soap cartridge 800ml
  • 1Multi-surface cleaner, Spray 750ml
  • 1Facial tissues, cube box
  • 1Blue roll, 2-ply centrefeed 150m
How it was keyed
  1. 1 x Foam soap cartridge 800ml1 x SOAP-FC
  2. 1 x Multi-surface cleaner, Spray 750ml1 x MSC-S
  3. 1 x Facial tissues, cube box1 x FTS
  4. 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
DeliveryThu 8 Oct
AddressHeanor DE75
Drop6 of 8
Signed forP. Simpson at 10:41, photo taken
Order by 15:00 for the next Derby and west run. The driver’s phone takes the signature and a photo.
INV-35094in Xeronot due yet
Dated8 Oct 2026
Due30 Nov 2026 (30 days end of month)
Total£115.39
Posted to Xero at 18:00 on 8 Oct 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 (3 min call)
Becky · 5 Oct 13:52
Priced at Wharf Physio Clinic’s own rates: 4 Band C
Auto · 5 Oct 13:52
Stock checked: every line available and kept for this order
Auto · 5 Oct 13:52
Credit checked: within the £12,500 limit
Auto · 5 Oct 13:52
On the Derby and west run for Thu 8 Oct, drop 6
Auto · 5 Oct 13:52
Picked by Jade, checked by Dean
Warehouse · 7 Oct 13:40
Loaded on Van 2 (FN21 HZT)
Liam · 8 Oct 07:00
Delivered, signed for by P. Simpson. Photo on the driver’s phone
Dave · 8 Oct 10:41
Invoice INV-35094 posted to Xero from the delivered quantities. Nothing re-typed
Auto · 8 Oct 18:00