Print and send invoices to customers daily.
Coordinate sales orders with invoices.
File completed orders.
Answer incoming calls.
Data entry of customer purchase orders.
Create Package Stock Replenishment (PSR) for Special Customers
Follow up with customers regarding orders, complaints, etc.
Works with sales representatives to ensure customer satisfaction.
Receives and participates in the resolution of customer complaints.
Coordinates timely shipment of orders by interacting with the Warehouse Supervisor.
Coordinates returning of goods and corrective action.
Call Kerr Lakeside customers for payment when credit limits have exceeded their established credit limit or are in excess of 30 days.
Age receivables daily in PLEX.
Run Balance of Overdue Accounts Report – KERR
Advise Sales Manager of adjustments that have to be made to a customer’s account.
Record daily phone log of collection calls in PLEX.
Apply adjustments in PLEX (debit/credit memos and account balances) when necessary.
Run adjustment report.
Take phone calls from customers who may need an invoice, delivery receipt, etc.
emailed to them.
Answer any questions – Daily.
Communicate with Sales Manager and Plant Manager as to customer’s account status – why they are on hold, place them on hold, remove the hold, etc.
Communicate with the Shipping Department regarding customers on credit hold.
Follow up on problem accounts.
Periodic Responsibilities:
Undertakes special assignments as required to assure satisfactory order handling.
File Screw Machine and Cold Headed Specials quotes in Main Building
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Additional Duties:
Address all issues with a sense of urgency and responsiveness.
Act in the company’s best interest at all times.
Participate in relevant continuing education programs as identified or proposed by executive management.
Comply with all company policies, instructions and directions to fulfill company objectives.
Qualifications:
Education/Experience
High School Diploma
Communication skills
Ability to read and interpret documents.
Ability to write reports and correspondence.
Ability to effectively present information and respond to questions.
Mathematical skills
Ability to add, subtract, multiply and divide.
Ability to work with fractions, percentages, ratios and proportions.
Reasoning ability
Ability to recognize, define and solve problems.
Ability to collect data, establish facts and draw conclusions.
Negotiation skills.
Decision making skills.
Specific requirements
Computer skills – use of in-house software.
Ability to manage and complete multiple tasks.
Ability to use facsimile machine.
Regular attendance.