All customersAccount C-1200
HD
Trade account · Nursery
Hedgehogs Day Nursery
Netherfield NG4·account since 2024·Lisa Tate, Nursery manager·rep Jo Kirk
Phones the order in, priced at Band C. 39% of its credit limit in use.
Last 3 weeks
Orders31 way in
Delivered£842ex VAT
Margin32.9%at their own prices
Owed£2,051nothing overdue
Applied to every order from Hedgehogs Day Nursery
Whatever way it arrives, each line is priced, checked and routed by these rules before anyone touches it.
Priced atBand C, 6% off listNo contract prices. Never below the margin floor.Credit£2,051 of £5,250£3,199 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.
DeliveredNottingham city, WednesdaysNext: Wed 21 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
3 orders| Order | Reference | Delivery | Lines | Value | Status |
|---|---|---|---|---|---|
SO-48277 Tue 13 Oct 08:00 | Phoned by Lisa | Yesterday City, drop 11 | 9 | £318.72 | Invoiced |
SO-48074 6 Oct 09:16 | Phoned by Lisa | 7 Oct City, drop 13 | 6 | £299.97 | Invoiced |
SO-47821 29 Sep 09:21 | Phoned by Lisa | 30 Sep City, drop 17 | 4 | £223.04 | Invoiced |
Their prices
What they buy, at their own rate today. Band C on every line.
| Product | Bought | List | Their price | How | Margin |
|---|---|---|---|---|---|
Vinyl gloves, blue, unpowdered, M GLV-VB-M · 10 x 100 gloves | 10 | £30.25 | £28.44 | Band C | 31.4% |
Wet wipes, unscented 80 WIPE-W · 12 packs | 5 | £18.80 | £17.67 | Band C | 35.5% |
Black refuse sack, Heavy duty SCK-H · 200 sacks | 4 | £27.15 | £25.52 | Band C | 31.4% |
C-fold hand towel, white 2-ply HTC · 2,400 sheets | 4 | £34.40 | £32.34 | Band C | 33.5% |
Food-safe sanitiser, Spray 750ml FSS-S · 6 bottles | 3 | £19.85 | £18.66 | Band C | 33.5% |
Hand soap, pink pearl 5L SOAP-PP · 2 x 5L | 3 | £16.15 | £15.18 | Band C | 35.4% |
Compostable caddy liner 10L CDL · 500 liners | 2 | £30.25 | £28.44 | Band C | 33.5% |
Kitchen roll, 2-ply KTR · 24 rolls | 2 | £17.45 | £16.40 | Band C | 33.5% |
Toilet roll, 2-ply 320 sheet TR2 · 36 rolls | 2 | £24.65 | £23.17 | Band C | 33.5% |
Invoices
Posted to Xero from delivered orders. Tap one for its history.
| Invoice | Order | Total | State |
|---|---|---|---|
INV-35299 14 Oct 2026 | SO-48277 | £382.46 | Due 30 Nov |
INV-35067 7 Oct 2026 | SO-48074 | £359.96 | Due 30 Nov |
INV-34831 30 Sep 2026 | SO-47821 | £267.65 | Due 31 Oct |
INV-34597 23 Sep 2026 | Earlier order | £422.96 | Due 31 Oct |
INV-34364 16 Sep 2026 | Earlier order | £344.34 | Due 31 Oct |
INV-34124 9 Sep 2026 | Earlier order | £273.60 | Due 31 Oct |
INV-33630 26 Aug 2026 | Earlier order | £410.67 | Paid 25 Sep |
INV-33397 19 Aug 2026 | Earlier order | £403.12 | Paid 25 Sep |
INV-33154 12 Aug 2026 | Earlier order | £269.23 | Paid 25 Sep |
INV-32908 5 Aug 2026 | Earlier order | £419.91 | Paid 25 Sep |
INV-32669 29 Jul 2026 | Earlier order | £285.89 | Paid 28 Aug |
INV-32185 15 Jul 2026 | Earlier order | £303.85 | Paid 28 Aug |
INV-31949 8 Jul 2026 | Earlier order | £405.49 | Paid 26 Aug |
Nothing here: every invoice is paid.
Credit and balance
Credit control →£2,050.97
owed on 6 invoices
Current£2,050.97
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)£2,051
Credit limit£5,250
Terms30 days end of month
39% of the limit in use
Chasing and payments
Paid £1,502.93 by BACS for 4 invoices
25 Sep 08:00 · Bank
Their usual order
9 lines, £330.38 ex VAT at their prices
Wet wipes, unscented 80In stock, £17.67 a case3 x£53.01Vinyl gloves, blue, unpowdered, MIn stock, £28.44 a case3 x£85.32Toilet roll, 2-ply 320 sheetIn stock, £23.17 a case1 x£23.17C-fold hand towel, white 2-plyIn stock, £32.34 a case2 x£64.68Food-safe sanitiser, Spray 750mlIn stock, £18.66 a case1 x£18.66Hand soap, pink pearl 5LIn stock, £15.18 a case1 x£15.18Black refuse sack, Heavy dutyIn stock, £25.52 a case1 x£25.52Kitchen roll, 2-plyIn stock, £16.40 a case1 x£16.40Compostable caddy liner 10LIn stock, £28.44 a case1 x£28.44
Sent by phone most weeks; read and priced like this without anyone re-typing it.
Delivery
cut-off 15:00 the working day beforeHedgehogs Day NurseryNetherfield NG4 · 0115 496 0593Nottingham city, Truck 1 (7.5t) · WednesdaysNextWed 21 Oct
Contact
Orders contactLisa Tate
RoleNursery manager
Phone0115 496 0593
RepJo Kirk
Account since2024
Ways in, 3 weeksPhone