Customers /

UPA Central West

Active

United Protestant Association of NSW Ltd · ABN 36 000 026 947 · customer since 1998 · Aged Care

Primary contact

Lyn Marchbank

Facilities Coordinator

l.marchbank@upa.org.au

(02) 6362 4477

Veridia rep: Priya Selvaraj

Revenue 10wk

$258.9k

Gross margin

32.8%

Balance

$29,820.00

Credit limit

$42,000.00

71% used

Past 60 days

$0.00

Terms

30 days

MOV $250.00

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.

UPA Orange Bev Antcliff (02) 6362 4477 Complete
UPA Molong Robyn Guest (02) 6362 4477 Complete
UPA Dubbo Craig Ellery (02) 6362 4477 Complete
UPA Forbes Sue Hetherington (02) 6362 4477 Complete

Delivery sites

Site	Location	Branch	Run days	Size	PO	Chemical register
UPA Orange UPA01-01	Orange NSW 2800	Molong	Tue, Fri	84 beds	required	29 products 2 lapsed
UPA Molong UPA01-02	Molong NSW 2866	Molong	Wed	42 beds	-	19 products 2 lapsed
UPA Dubbo UPA01-03	Dubbo NSW 2830	Molong	Thu	76 beds	required	16 products 3 lapsed
UPA Forbes UPA01-04	Forbes NSW 2871	Molong	Wed	58 beds	-	14 products 2 lapsed

Recent orders

7 live of 47

Order	Site	Delivery	Ex GST	Status
SO-26-02579	UPA Orange	Fri 7 Aug	$1,432.80	Picking
SO-26-02573	UPA Orange	Fri 7 Aug	$4,324.90	Picking
SO-26-02568	UPA Dubbo	Thu 6 Aug	$5,240.00	Picking
SO-26-02551	UPA Forbes	Wed 5 Aug	$7,114.10	Confirmed
SO-26-02517	UPA Orange	Tue 4 Aug	$5,372.60	Picking
SO-26-02501	UPA Orange	Tue 4 Aug	$6,191.80	Confirmed
SO-26-02487	UPA Molong	Mon 3 Aug	$8,666.90	Invoiced
SO-26-02438	UPA Orange	Fri 31 Jul	$8,209.10	Closed
SO-26-02430	UPA Dubbo	Thu 30 Jul	$2,062.20	Closed
SO-26-02391	UPA Molong	Wed 29 Jul	$5,889.30	Closed
SO-26-02374	UPA Forbes	Wed 29 Jul	$4,820.90	Closed
SO-26-02343	UPA Orange	Tue 28 Jul	$3,117.20	Closed
SO-26-02321	UPA Orange	Tue 28 Jul	$3,100.30	Closed
SO-26-02288	UPA Orange	Fri 24 Jul	$6,521.80	Closed

Customer P&L

Below median

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

Revenue ex GST: $258,856.80
Cost of goods: $173,937.20
Gross margin: $84,919.60 32.8%
Delivery, 47 drops: -$8,606.00
Funding, 39 debtor days: -$270.83
Net contribution: $76,042.77 29.4%

Cost to serve is 3.43% of revenue. Assumptions are stated on Intelligence and every one of them can be changed.

Price agreement

AGR-UPA01-FY27

5 item codes, in force to 30 Jun 2027. The validation engine checks every line against this.

WJ-1010 Ultraslim Hand Towel 150 sheet $45.20 $48.90
WJ-1030 Toilet Tissue 2ply 400 sheet $51.40 $55.90
HP-3012 Nitrile Glove Powder Free Blue Medium $80.60 $87.90
CH-2214 Multi-Purpose Neutral Detergent 5L $40.70 $44.00
CH-2240 Hospital Grade Disinfectant 5L TGA $89.30 $97.20

Charged above the agreement

Last 90 days. This is what Lyn Marchbank will find when they audit.

$62.90

SO-26-01314 · WJ-1010 $40.70
SO-26-01558 · WJ-1010 $11.10
SO-26-01395 · WJ-1010 $11.10

Invoicing

Invoices raised: 41
Open: 27
Overdue: 5
Quotes: 1

Open invoicing →

Activity

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

4 Aug 2026
Order

SO-26-02579 taken by email

UPA Orange. 3 lines, $1,576.08 inc GST, for 7 Aug 2026.

Priya Selvaraj
4 Aug 2026
Order

SO-26-02573 taken by portal

UPA Orange. 8 lines, $4,757.39 inc GST, for 7 Aug 2026.

Priya Selvaraj
4 Aug 2026
Order

SO-26-02568 taken by rep

UPA Dubbo. 8 lines, $5,764.00 inc GST, for 6 Aug 2026.

Priya Selvaraj
4 Aug 2026
Order

SO-26-02551 taken by rep

UPA Forbes. 9 lines, $7,825.51 inc GST, for 5 Aug 2026.

Priya Selvaraj
3 Aug 2026
Order

SO-26-02517 taken by rep

UPA Orange. 10 lines, $5,909.86 inc GST, for 4 Aug 2026.

Priya Selvaraj
3 Aug 2026
Delivery

Delivered to UPA Molong

SO-26-02487 signed for by Robyn Guest.

Driver
2 Aug 2026
Order

SO-26-02501 taken by portal

UPA Orange. 8 lines, $6,810.98 inc GST, for 4 Aug 2026.

Priya Selvaraj
2 Aug 2026
Order

SO-26-02487 taken by portal

UPA Molong. 11 lines, $9,533.59 inc GST, for 3 Aug 2026.

Priya Selvaraj
1 Aug 2026
Credit

INV-26-9485 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
31 Jul 2026
Delivery

Delivered to UPA Orange

SO-26-02438 signed for by Bev Antcliff.

Driver
30 Jul 2026
Delivery

Delivered to UPA Dubbo

SO-26-02430 signed for by Craig Ellery.

Driver
29 Jul 2026
Order

SO-26-02438 taken by edi

UPA Orange. 5 lines, $9,030.01 inc GST, for 31 Jul 2026.

Priya Selvaraj
29 Jul 2026
Order

SO-26-02430 taken by email

UPA Dubbo. 3 lines, $2,268.42 inc GST, for 30 Jul 2026.

Priya Selvaraj
29 Jul 2026
Delivery

Delivered to UPA Molong

SO-26-02391 signed for by Robyn Guest.

Driver
29 Jul 2026
Delivery

Delivered to UPA Forbes

SO-26-02374 signed for by Sue Hetherington.

Driver
28 Jul 2026
Order

SO-26-02391 taken by phone

UPA Molong. 5 lines, $6,478.23 inc GST, for 29 Jul 2026.

Priya Selvaraj
25 Jul 2026
Credit

INV-26-9364 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
16 Jul 2026
Credit

INV-26-9135 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
15 Jul 2026
Credit

INV-26-9127 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
5 Jul 2026
Credit

INV-26-8901 passed its due date

Terms are 30 days. Followed up with accounts payable.

Tanya Vukovic
30 Jun 2026
Quote

Q-26-0426 expired

Housekeeping trolley & consumables package. 16 lines.

Priya Selvaraj
23 Jun 2026
Call

Stock check

Called Bev Antcliff ahead of the run to check what UPA Orange actually needs. Two lines added, one dropped.

Priya Selvaraj
20 Jun 2026
Visit

Site visit

On site at UPA Molong with Robyn Guest. Walked the store room, checked dispenser condition and took a photo of the chemical shelf for the register.

Priya Selvaraj
31 May 2026
Visit

Training

Ran a short handwash and dilution refresher with the cleaning staff at UPA Forbes. Sue Hetherington 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.