Customers /

Halcyon Retirement Living

Active

Halcyon Retirement Living · ABN 34 610 964 725 · customer since 2013 · Aged Care

Primary contact

Cheryl Napier

Manager

c.napier@halcyonliving.com.au

(07) 5665 6600

Veridia rep: Grant Whitely

Revenue 10wk

$25.6k

Gross margin

33.1%

Balance

$3,960.00

Credit limit

$22,000.00

18% 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.

Halcyon Retirement Living Cheryl Napier (07) 5665 6600 Complete

Delivery sites

Site	Location	Branch	Run days	Size	PO	Chemical register
Halcyon Retirement Living HAL01-01	Pimpama QLD 4209	Brisbane	Wed	1 site	-	8 products

Recent orders

0 live of 4

Order	Site	Delivery	Ex GST	Status
SO-26-02218	Halcyon Retirement Living	Wed 22 Jul	$6,674.30	Closed
SO-26-02067	Halcyon Retirement Living	Wed 15 Jul	$3,935.00	Closed
SO-26-01601	Halcyon Retirement Living	Wed 24 Jun	$8,935.70	Closed
SO-26-01052	Halcyon Retirement Living	Wed 3 Jun	$6,037.00	Closed

Customer P&L

Top quartile

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

Revenue ex GST: $25,582.00
Cost of goods: $17,110.60
Gross margin: $8,471.40 33.1%
Delivery, 4 drops: -$496.00
Funding, 39 debtor days: -$35.97
Net contribution: $7,939.43 31.0%

Cost to serve is 2.08% 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: 4
Open: 3
Overdue: 1
Quotes: 1

Open invoicing →

Activity

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

24 Jul 2026
Credit

INV-26-9353 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
23 Jul 2026
Call

Stock check

Called Cheryl Napier ahead of the run to check what Halcyon Retirement Living actually needs. Two lines added, one dropped.

Grant Whitely
22 Jul 2026
Delivery

Delivered to Halcyon Retirement Living

SO-26-02218 signed for by Cheryl Napier.

Driver
21 Jul 2026
Quote

Q-26-0427 sent

Multi-site consumables tender response. 15 lines.

Grant Whitely
20 Jul 2026
Order

SO-26-02218 taken by portal

Halcyon Retirement Living. 9 lines, $7,341.73 inc GST, for 22 Jul 2026.

Grant Whitely
20 Jul 2026
Visit

Site visit

On site at Halcyon Retirement Living with Cheryl Napier. Walked the store room, checked dispenser condition and took a photo of the chemical shelf for the register.

Grant Whitely
15 Jul 2026
Delivery

Delivered to Halcyon Retirement Living

SO-26-02067 signed for by Cheryl Napier.

Driver
14 Jul 2026
Order

SO-26-02067 taken by email

Halcyon Retirement Living. 7 lines, $4,328.50 inc GST, for 15 Jul 2026.

Grant Whitely
30 Jun 2026
Visit

Training

Ran a short handwash and dilution refresher with the cleaning staff at Halcyon Retirement Living. Cheryl Napier asked for the wall charts to be reprinted.

Grant Whitely
24 Jun 2026
Delivery

Delivered to Halcyon Retirement Living

SO-26-01601 signed for by Cheryl Napier.

Driver
23 Jun 2026
Order

SO-26-01601 taken by rep

Halcyon Retirement Living. 10 lines, $9,829.27 inc GST, for 24 Jun 2026.

Grant Whitely
7 Jun 2026
Call

Price query

Cheryl Napier queried a line on the last invoice against the agreement. Checked the agreement, the rate was right, sent the comparison through.

Grant Whitely
3 Jun 2026
Delivery

Delivered to Halcyon Retirement Living

SO-26-01052 signed for by Cheryl Napier.

Driver
31 May 2026
Order

SO-26-01052 taken by rep

Halcyon Retirement Living. 11 lines, $6,640.70 inc GST, for 3 Jun 2026.

Grant Whitely

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.