Summary: This is a customer service position which involves all phases of the customer ordering process from receiving order to order entry to set-up of shipment. Along with this the customer service representative may be involved with pricing material for customers, processing quality complaints, issuing credits, tracking down delivery receipts, and active involvement (when called upon) in LEAN events/activities.
Essential Duties and Responsibilities include those listed below. Other duties may be assigned. This position is a full-time (minimum 40 hours per week) on-site position.
- Occasional Weekends required
- Assist customers on the telephone & by email with any questions they may have, check stock and price items requested, handle any customer problems / complaints / requests.
- Enter customer POs into D365 order entry system and monitor orders through production and shipment and afterwards if necessary. This includes but is not limited to:
- Checking prices / or figuring prices
- Ask customer when they need their product
- Checking stock availability / Ask for special promises if required
- Entering orders in D365 order entry system with correct lead times for each item
- Print and check orders for accuracy
- Fill out cancellation sheet when product is changed/ cancelled on an order
- Release orders for shipment/ check schedule to be sure they are set up to be loaded and delivered when they were asked for
- If items are to be purchased from an outside vendor for direct shipment to our customer, create the PO with correct pricing (cost), expected delivery date, correct ship to address and contact information. Give this PO to the Sales Office Manager to sign and email the vendor.
- Issue return goods authorization paperwork and/or write up a customer issue (OFI/RMA)
- Follow up with customer on open invoices if requested to do so.
- Write credit memos when necessary.
- Assist salesperson with any requests they ask of you.
- These should be limited, but they may need assistance with submittals, pricing etc. if they are not in their office or somewhere where they can easily perform the job or are tied up with other customer issues.
- Scan completed orders.
There will be varying functions a an ISR may be asked to perform. Not all ISRs will be asked to do the same thing. They will include but are not limited to:
- Sending Purchase and Ship POs when Sales Office Manager is out
- Prepare various reports when necessary to cover in Sales Office Manager鈥檚 absence
- Checking other ISR鈥檚 orders for accuracy
- Help others obtain information they need- credit, sales, accounting, etc.
- Handle other ISR accounts when they are away from their desk or out of the office for illness, vacations, appointments, etc.
- Help with bi-monthly pipe inventory held on Saturdays.
- Help with yearly pipe and fitting inventory either working with the actual inventory or covering the Sales Office for the other ISRs who are working with the inventory.