Receive and process incoming orders for materials, merchandise, classified ads, or services such as repairs, installations, or rental of facilities. Duties include informing customers of receipt, prices, shipping dates, and delays; preparing contracts; and handling complaints.
Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge
1) Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
2) Prepare invoices, shipping documents, and contracts.
3) Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
4) Receive and respond to customer complaints.
5) Verify customer and order information for correctness, checking it against previously obtained information as necessary.
6) Direct specified departments or units to prepare and ship orders to designated locations.
7) Check inventory records to determine availability of requested merchandise.
8) Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
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9) Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
10) File copies of orders received, or post orders on records.
11) Compute total charges for merchandise or services and shipping charges.
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12) Confer with production, sales, shipping, warehouse, or common carrier personnel in order to expedite or trace shipments.
13) Recommend merchandise or services that will meet customers' needs.
14) Adjust inventory records to reflect product movement.
15) Collect payment for merchandise, record transactions, and send items such as checks or money orders for further processing.
16) Inspect outgoing work for compliance with customers' specifications.
17) Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
18) Recommend type of packing or labeling needed on order.
19) Calculate and compile order-related statistics, and prepare reports for management.
Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge
"Order Clerk" Holland / RIASEC Career Code: C-E-S SOC: 43-4151.00
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See the Future Outlook and Educational Requirements for "Order Clerk"