LIVE DEMO
Phone order · Wharf Physio Clinic

SO-48382

Checked
Phoned in by Simon Mensah and keyed once by Leanne today at 07:55, during the 8 minute call. For Mon 19 Oct on the Derby and west run. Owner Becky Hollis. Wharf Physio Clinic, office and practice, price band C.
Net, ex VAT
£171.55
£205.86 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
2£35.20
£37.45
Band C33.5% ✓£70.40
Multi-surface cleaner, Spray 750ml
MSC-S · 6 bottles · Band C
2£14.90
£15.85
Band C35.6% ✓£29.80
Facial tissues, cube box
FTS · 24 boxes · Band C
2£25.29
£26.90
Band C33.6% ✓£50.58
Blue roll, 2-ply centrefeed 150m
BR2 · 6 rolls · Band C
1£20.77
£22.10
Band C33.6% ✓£20.77
Net, ex VAT£171.55
VAT at 20%£34.31
Total£205.86
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
£4,064 of the £12,500 limit in use with this order.
As it arrived
Keyed once by the order desk during the call; priced and checked as each line is typed
Incoming callToday 07:55
Simon Mensah, 01632 960793answered by Leanne Fox
8 minute call. Keyed once while Simon was on the line; each line priced and checked for stock as it was typed.
  • 2Foam soap cartridge 800ml
  • 2Multi-surface cleaner, Spray 750ml
  • 2Facial tissues, cube box
  • 1Blue roll, 2-ply centrefeed 150m
How it was keyed
  1. 2 x Foam soap cartridge 800ml2 x SOAP-FC
  2. 2 x Multi-surface cleaner, Spray 750ml2 x MSC-S
  3. 2 x Facial tissues, cube box2 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
DeliveryMon 19 Oct
AddressHeanor DE75
Order by 15:00 for the next Derby and west run. The driver’s phone takes the signature and a photo.
Not yet. Once it is signed for, the invoice is made from the delivered quantities and posted to Xero at 18:00 that evening. Nobody re-types it.
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; Leanne keyed it once (8 min call)
Leanne · Today 07:55
Priced at Wharf Physio Clinic’s own rates: 4 Band C
Auto · Today 07:55
Stock checked: every line available and kept for this order
Auto · Today 07:55
Credit checked: within the £12,500 limit
Auto · Today 07:55
On the Derby and west run for Mon 19 Oct
Auto · Today 07:55
Next: picked by route, then out on Van 2 at 07:30 Mon 19 Oct
Planned · Fri 16 Oct 13:00