Phone order · Pickering and Rowntree Accountants
SO-48218
InvoicedPhoned in by Gemma Wilkinson and keyed once by Becky on Fri 9 Oct at 11:58, during the 7 minute call. For Mon 12 Oct on the Newark and east run. Owner Tom Ridley. Pickering and Rowntree Accountants, office and practice, price band C.
Net, ex VAT
£237.17
£284.60 inc VAT
Margin
33.5%
floor 12% a line
Lines at Pickering and Rowntree Accountants’s own prices
Contract price first, then any promotion, then their band; never under cost plus 12%
| Product | Qty | Price | Source | Margin | Line |
|---|---|---|---|---|---|
Toilet roll, 2-ply 320 sheet TR2 · 36 rolls · Band C | 2 | £23.17 £24.65 | Band C | 33.5% ✓ | £46.34 |
C-fold hand towel, white 2-ply HTC · 2,400 sheets · Band C | 1 | £32.34 £34.40 | Band C | 33.5% ✓ | £32.34 |
Foam soap cartridge 800ml SOAP-FC · 6 cartridges · Band C | 1 | £35.20 £37.45 | Band C | 33.5% ✓ | £35.20 |
Pedal bin liner, white PBL · 1,000 liners · Band C | 2 | £17.77 £18.90 | Band C | 33.6% ✓ | £35.54 |
Kitchen roll, 2-ply KTR · 24 rolls · Band C | 1 | £16.40 £17.45 | Band C | 33.5% ✓ | £16.40 |
Facial tissues, cube box FTS · 24 boxes · Band C | 2 | £25.29 £26.90 | Band C | 33.6% ✓ | £50.58 |
Blue roll, 2-ply centrefeed 150m BR2 · 6 rolls · Band C | 1 | £20.77 £22.10 | Band C | 33.6% ✓ | £20.77 |
Net, ex VAT£237.17
VAT at 20%£47.43
Total£284.60
Margin 33.5% 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
7 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 £4,250 limit.
As it arrived
Keyed once by the order desk during the call; priced and checked as each line is typedIncoming callFri 9 Oct 11:58
Gemma Wilkinson, 01632 960653answered by Becky Hollis
7 minute call. Keyed once while Gemma was on the line; each line priced and checked for stock as it was typed.
- 2Toilet roll, 2-ply 320 sheet
- 1C-fold hand towel, white 2-ply
- 1Foam soap cartridge 800ml
- 2Pedal bin liner, white
- 1Kitchen roll, 2-ply
- 2Facial tissues, cube box
- 1Blue roll, 2-ply centrefeed 150m
How it was keyed
- 2 x Toilet roll, 2-ply 320 sheet2 x TR2
- 1 x C-fold hand towel, white 2-ply1 x HTC
- 1 x Foam soap cartridge 800ml1 x SOAP-FC
- 2 x Pedal bin liner, white2 x PBL
- 1 x Kitchen roll, 2-ply1 x KTR
- 2 x Facial tissues, cube box2 x FTS
- 1 x Blue roll, 2-ply centrefeed 150m1 x BR2
Keyed once while Gemma was on the line; nothing typed twice.
Delivery
R5
Newark and east
Van 5, FP24 BNE, Wayne
DeliveryMon 12 Oct
AddressGrantham NG31
Drop5 of 7
Signed forG. Wilkinson at 10:03, photo taken
Order by 15:00 for the next Newark and east run. The driver’s phone takes the signature and a photo.
Invoice
Invoicing →INV-35170in Xeronot due yet
Dated12 Oct 2026
Due30 Nov 2026 (30 days end of month)
Total£284.60
Posted to Xero at 18:00 on 12 Oct from the delivered quantities. Nothing re-typed; Xero stays the ledger.
Customer
PaPickering and Rowntree Accountants
C-1080 · Office and practice · Grantham · since 2015
PricesBand C, 6% off list
Terms30 days end of month
Credit£1,614 of £4,250
Orders byEmail
Short stockpart-ship and back-order
RepNadia Webb
Timeline
Gemma phoned the order in; Becky keyed it once (7 min call)
Becky · Fri 9 Oct 11:58
Priced at Pickering and Rowntree Accountants’s own rates: 7 Band C
Auto · Fri 9 Oct 11:58
Stock checked: every line available and kept for this order
Auto · Fri 9 Oct 11:58
Credit checked: within the £4,250 limit
Auto · Fri 9 Oct 11:58
On the Newark and east run for Mon 12 Oct, drop 5
Auto · Fri 9 Oct 11:58
Picked by Liam, checked by Dean
Warehouse · Fri 9 Oct 15:20
Loaded on Van 5 (FP24 BNE)
Liam · Mon 12 Oct 07:00
Delivered, signed for by G. Wilkinson. Photo on the driver’s phone
Wayne · Mon 12 Oct 10:03
Invoice INV-35170 posted to Xero from the delivered quantities. Nothing re-typed
Auto · Mon 12 Oct 18:00