Job Responsibilities and Duties
 

• Prepare inbound tallies for invoicing
  • Organize the bills, reports and customer copies to match the sequence on each order
  • Review the tallies for accuracy and completion
  • Prepare the office use sheet write up for each order using the Excel template
  • Properly identify the taxability of items and sales tax jurisdiction/code to be billed on each order
  • Research inventory in Sage 100 ERP
    • Verify availability of product
    • Address any inventory discrepancies or shortages
  • Request signed bills from companies and follow up when needed
  • Adjust the sales order contents or quantities when needed
  • Follow up with salespeople for missing order details
• Process completed write ups to generate invoices in Sage 100 ERP
• Scan checked invoices into designated folders 
• Set up emails for all invoices that must be submitted via email and send once the daily report is approved and updated
• Upload and process completed invoices through third party online platforms where required and address disputed invoices
• Monitor invoices requiring signatures prior to final submission to the customer and ensure timely completion

• Strong organizational skills
• Analytical thinker
• Punctual and excellent attendance record
• Proficient with 10-key data entry
• Able to work proficiently with fine print paperwork
• Solid oral and written communication skills
• Self-motivated
• Positive attitude
• Proficient in MS Office (Excel, Word, Outlook)
• Sage ERP experience a plus
• Basic math/algebra skills
• Associates degree or higher in a related field is preferred