Customers /

Forbes Aged Care

Active

Forbes Aged Care · ABN 40 128 660 774 · customer since 2022 · Aged Care

Primary contact

Lisa Mahony

Manager

lisa@forbesagedcare.com.au

(02) 6852 1010

Veridia rep: Priya Selvaraj

Revenue 10wk

$59.8k

Gross margin

33.4%

Balance

$4,440.00

Credit limit

$12,000.00

37% used

Past 60 days

$0.00

Terms

30 days

MOV $200.00

Site contacts

Who we speak to at each site, and what we still do not have on them. Fill anything in as you find it out and the site comes off the list on Intelligence.

Forbes Aged Care Lisa Mahony (02) 6852 1010 Complete

Delivery sites

Site	Location	Branch	Run days	Size	PO	Chemical register
Forbes Aged Care FOR02-01	Forbes NSW 2871	Molong	Thu	1 site	-	21 products 1 lapsed

Recent orders

0 live of 11

Order	Site	Delivery	Ex GST	Status
SO-26-02402	Forbes Aged Care	Thu 30 Jul	$5,238.20	Closed
SO-26-02328	Forbes Aged Care	Mon 27 Jul	$5,425.00	Closed
SO-26-02272	Forbes Aged Care	Thu 23 Jul	$5,286.20	Closed
SO-26-02087	Forbes Aged Care	Thu 16 Jul	$6,317.70	Closed
SO-26-01942	Forbes Aged Care	Thu 9 Jul	$6,097.60	Closed
SO-26-01906	Forbes Aged Care	Thu 9 Jul	$4,409.30	Closed
SO-26-01777	Forbes Aged Care	Thu 2 Jul	$5,776.00	Closed
SO-26-01748	Forbes Aged Care	Thu 2 Jul	$3,142.10	Closed
SO-26-01611	Forbes Aged Care	Thu 25 Jun	$9,137.00	Closed
SO-26-01594	Forbes Aged Care	Thu 25 Jun	$5,696.00	Closed
SO-26-01094	Forbes Aged Care	Thu 4 Jun	$3,270.60	Closed

Customer P&L

Above median

Ten weeks of trading, carried past gross margin into what this account costs to deliver to and to fund.

Revenue ex GST: $59,795.70
Cost of goods: $39,837.20
Gross margin: $19,958.50 33.4%
Delivery, 11 drops: -$2,018.00
Funding, 39 debtor days: -$40.32
Net contribution: $17,900.18 29.9%

Cost to serve is 3.44% of revenue. Assumptions are stated on Intelligence and every one of them can be changed.

Price agreement

No agreement. This account buys at list.

Invoicing

Invoices raised: 11
Open: 8
Overdue: 2
Quotes: 1

Open invoicing →

Activity

Every interaction with this account, from the rows themselves rather than a separate CRM.

1 Aug 2026
Credit

INV-26-9498 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
30 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-02402 signed for by Lisa Mahony.

Driver
28 Jul 2026
Order

SO-26-02402 taken by edi

Forbes Aged Care. 9 lines, $5,762.02 inc GST, for 30 Jul 2026.

Priya Selvaraj
27 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-02328 signed for by Lisa Mahony.

Driver
26 Jul 2026
Order

SO-26-02328 taken by phone

Forbes Aged Care. 10 lines, $5,967.50 inc GST, for 27 Jul 2026.

Priya Selvaraj
23 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-02272 signed for by Lisa Mahony.

Driver
22 Jul 2026
Order

SO-26-02272 taken by phone

Forbes Aged Care. 7 lines, $5,814.82 inc GST, for 23 Jul 2026.

Priya Selvaraj
16 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-02087 signed for by Lisa Mahony.

Driver
16 Jul 2026
Call

Complaint

Lisa Mahony reported a short delivery at Forbes Aged Care. Checked the docket against the pick, one carton missing. Credit raised and replaced on the next run.

Priya Selvaraj
14 Jul 2026
Order

SO-26-02087 taken by portal

Forbes Aged Care. 8 lines, $6,949.47 inc GST, for 16 Jul 2026.

Priya Selvaraj
10 Jul 2026
Call

Complaint

Lisa Mahony reported a short delivery at Forbes Aged Care. Checked the docket against the pick, one carton missing. Credit raised and replaced on the next run.

Priya Selvaraj
9 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-01942 signed for by Lisa Mahony.

Driver
9 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-01906 signed for by Lisa Mahony.

Driver
8 Jul 2026
Order

SO-26-01942 taken by portal

Forbes Aged Care. 8 lines, $6,707.36 inc GST, for 9 Jul 2026.

Priya Selvaraj
6 Jul 2026
Order

SO-26-01906 taken by portal

Forbes Aged Care. 7 lines, $4,850.23 inc GST, for 9 Jul 2026.

Priya Selvaraj
4 Jul 2026
Credit

INV-26-8853 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
2 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-01777 signed for by Lisa Mahony.

Driver
2 Jul 2026
Delivery

Delivered to Forbes Aged Care

SO-26-01748 signed for by Lisa Mahony.

Driver
1 Jul 2026
Order

SO-26-01777 taken by portal

Forbes Aged Care. 8 lines, $6,353.60 inc GST, for 2 Jul 2026.

Priya Selvaraj
30 Jun 2026
Order

SO-26-01748 taken by phone

Forbes Aged Care. 3 lines, $3,456.31 inc GST, for 2 Jul 2026.

Priya Selvaraj
26 Jun 2026
Quote

Q-26-0422 expired

Janitorial equipment replacement. 8 lines.

Priya Selvaraj
23 Jun 2026
Call

Stock check

Called Lisa Mahony ahead of the run to check what Forbes Aged Care actually needs. Two lines added, one dropped.

Priya Selvaraj
3 Jun 2026
Call

Courtesy call

Rang Lisa Mahony at Forbes Aged Care. Happy with service. Flagged that the night staff are going through hand towel faster than the order allows for.

Priya Selvaraj
31 May 2026
Visit

Training

Ran a short handwash and dilution refresher with the cleaning staff at Forbes Aged Care. Lisa Mahony asked for the wall charts to be reprinted.

Priya Selvaraj

Orders, deliveries, quotes and overdue invoices are read off the records themselves, so this cannot drift from the trading. Calls and visits are logged by the rep against the site they were about. Nothing here needs a separate CRM licence to stay in step.