LIVE DEMO
All customersAccount C-1148
WT
Trade account · Café

Window Tearoom

Oadby LE2·account since 2019·Bev Dixon, Manager·rep Paul Ashby

Phones the order in, priced at Band B. 33% of its credit limit in use.

Last 3 weeks
Orders21 way in
Delivered£1,061ex VAT
Margin26.7%at their own prices
Owed£2,418nothing overdue
Applied to every order from Window Tearoom
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£2,418 of £7,250£4,832 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.
DeliveredLeicester and south, FridaysNext: Fri 16 Oct if ordered by 15:00 today.
If a line is shortSend what is there, back-order the rest
Orders · last 3 weeks and booked ahead, every way in
2 orders
OrderReferenceDeliveryLinesValueStatus
SO-48152
8 Oct 08:25
Phoned by Bev
Fri 9 Oct
Leicester, drop 1
10£456.22Invoiced
SO-47696
24 Sep 13:47
Phoned by Bev
25 Sep
Leicester, drop 1
13£604.29Invoiced
Their prices
What they buy, at their own rate today. Band B on every line.
ProductBoughtListTheir priceHowMargin
Ripple wall hot cup, black, 8oz
CUP-RW-08 · 500 cups
4£51.00£42.19Offer19.4%
2£22.10£19.45Band B29.0%
Kraft SOS bag, Medium
SOS-M · 500 bags
2£30.40£26.75Band B29.0%
2£15.20£13.38Band B31.2%
All-purpose cloths, Blue
CLT-C-B · 50 cloths
1£8.05£7.08Band B35.0%
1£34.40£30.27Band B29.0%
Paper straws 8mm, Kraft
STR-K · 2,500 straws
1£35.70£31.42Band B33.2%
1£61.50£50.87Offer19.4%
Sip lid, white, 8oz
LID-SW-08 · 1,000 lids
1£26.40£23.23Band B29.0%
Wooden cutlery, Spoon
WCT-S · 1,000 pieces
1£28.90£25.43Band B31.2%
Dispenser napkin, 1-ply, White
NAPD-W · 6,000 napkins
none£38.40£33.79Band B29.0%
none£19.85£17.47Band B29.0%
Vinyl gloves, blue, unpowdered, M
GLV-VB-M · 10 x 100 gloves
none£30.25£26.62Band B26.7%
Wooden stirrers 178mm
STW · 10,000 stirrers
none£40.80£35.90Band B33.1%
Invoices
Posted to Xero from delivered orders. Tap one for its history.
InvoiceOrderTotalState
INV-35142
9 Oct 2026
SO-48152£547.46Due 30 Nov
INV-34668
25 Sep 2026
SO-47696£725.15Due 31 Oct
INV-34194
11 Sep 2026
Earlier order£599.45Due 31 Oct
INV-33946
4 Sep 2026
Earlier order£546.21Due 31 Oct
INV-33697
28 Aug 2026
Earlier order£635.97Paid 29 Sep
INV-33221
14 Aug 2026
Earlier order£696.78Paid 2 Oct
INV-32983
7 Aug 2026
Earlier order£624.94Paid 2 Oct
INV-32496
24 Jul 2026
Earlier order£779.99Paid 1 Sep
INV-32256
17 Jul 2026
Earlier order£648.80Paid 28 Aug
INV-32021
10 Jul 2026
Earlier order£499.86Paid 31 Aug
Credit and balance
Credit control →
£2,418.27
owed on 4 invoices
Nothing overdue
Current£2,418.27
1 to 30 days over£0.00
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)£2,418
Credit limit£7,250
Terms30 days end of month
33% of the limit in use
Chasing and payments
Paid £1,321.72 by BACS for 2 invoices
2 Oct 14:51 · Bank
Paid £635.97 by BACS for 1 invoice
29 Sep 08:25 · Bank
Their usual order
14 lines, £556.98 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
Window TearoomOadby LE2 · 0116 496 0229Leicester and south, Van 4 · FridaysNextFri 16 OctFriday's run →
Contact
Orders contactBev Dixon
RoleManager
Phone0116 496 0229
RepPaul Ashby
Account since2019
Ways in, 3 weeksPhone