Manpower Hiring for Admin-Order Entry Operator Job at San Jose, CA Full Time

Verify new opportunity has correct and complete bill and ship to information.

If account is new, a credit check verification process will be initiated. This process will end by approving or declining credit terms to customer.

Make sure payment terms on Sales Agreement match with the ones listed in our database.

Make sure a PM is assigned to all orders that require installation.

Make sure all items ordered are in stock. If they are not, then suggest an alternative or permission to do partial shipments.

Make sure date required on site can be attained by UPS Ground Shipping, or inform sales people/customer of the price for express shipping.

Verify correct part number and product description are listed on the Sales Agreement, and contact sales person/customer in case of a discrepancy.

Verify opportunity contains all necessary parts, and contact sales person in case some parts appear to be missing.

Make sure correct price was listed on agreement. Request sales associate correct it or provide manager authorization for special discount in the case of a questionable price.

Make sure correct labor price was added to the opportunity. Verify with service department if needed.

If taxes and shipping was quoted in advance, verify if it matches the actual charges. In case of discrepancy, contact sales person and request a revision.

Get manager approval for all exceptions unless customer is aware of it and/or will cover any extra charges.

Make sure customer authorization is added to the opportunity (e-mail request, signed S/A, Customer PO or Contract).

When applicable, verify a contract is attached to the opportunity and all clauses are approved and signed by both parties.

Request (if not given) a date required on site to the PM. Request payment if customer is under prepaid terms.

Follow any special instructions noted on the Sales agreement like special packing, multiple ship to addresses, special billing requests, etc.

Approve or Reject opportunity depending on the accuracy of the opportunity submission. Assign an invoice number to all approved opportunities.

Create a packing slip for the opportunity and fax it to the warehouse.

Print out shipping records for all submitted packing slips.

Verify orders were shipped on time and by requested shipping method. Find and add sales taxes & shipping cost to final total if applicable.

Add shipping method & tracking number to each order. Print out or print to PDF final Invoices.

Before printing invoices, verify invoice shows correct and complete information on it. After

• verifying everytMng·is correct, submit invoice to customer according to customer requirements.