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Account STO015National account contractcustomer since 07/08/2022
Replaces: rules split across the portal, BC customer cards and spreadsheets
All companies
Company recordWhat this company is, and who governs it. Every change is attributed
Company nameAccount referenceThree letters then three digits. Changing it moves every screen to the new address.Contract typeGoverned byThe MSC account manager who owns this account.Buying-list policyOff-list items cannot be ordered; the request routes to an approver.Account statusOn hold stops new orders at the basket and shows the reason to their people.
Reason, if you are putting the account on hold
Saved changes are recorded against your name and the time, and show on the record history below.
Archive this companyArchiving takes the company out of the working book and the company switcher. Nothing is deleted: its orders, sites, people and history stay, and Restore brings it back. 
Ordering rulesWhat governs every basket
Approved buying listOff-list items cannot be ordered; the request routes to an approver.
List enforcementWhen enforced, an off-list request routes to an approver instead of the basket.
Eco preferenceEco-labelled alternatives are surfaced first in the shop.
Changes to these rules take effect in the shop the moment they are saved. There is no sync to run.
Budget periodsPer site, from the budgets grid
Basingstoke Head OfficeQuarterly · started 01/08/2026 · no rolloverAdvisory
Camberley DepotMonthly · started 01/08/2026 · no rolloverEnforced
Crawley DepotQuarterly · started 01/08/2026 · no rolloverAdvisory
Newbury Main KitchenMonthly · started 01/08/2026 · no rolloverAdvisory
Allocations and floors are edited in Budgets.
Account and invoicingCommercial facts on record
Payment termsProforma
Invoice when fully shippedA partially shipped order holds its invoice until the last line leaves.
Account statusTrading normally.Active
Account managerDermot Ollerton
Invoices and the Xero flow live in Invoicing; the statement and reminders in Credit control.
NotificationsWho hears about what
Held ordersThe named approver is told the moment an order is held, with the reason.
Budget thresholdSite administrators hear at 80% of any category, before the stop, not after.
Delivery outcomesSite contacts hear when a delivery lands, is short or fails.
Today the equivalent notification job in BC has been dead since June 2025; here it is part of the record.