Description:
The Sales & Equipment Support Coordinator reports to and assists the Sales & Equipment Support Supervisor. This includes invoicing, communication with vendors, supplies, and quality assurance. This position works closely with other departments such as Sales, Accounting, IT, and QA.
Responsibilities
- Process the daily sales from the TM's, including back orders, new customers, messages, free products, and when applicable, manual invoice entry. Export GRN's and print daily restock for the warehouse. Print Pepperi daily summary and compare sales to balance. Generate and email daily activity reports for the sales staff as well as the freegoods/ back order/ customer messages to the field
- Monitor department email and follow up on requests which include account transfers, price level changes, account creation, address changes, customer specific pricing, and credit holds. Tablet troubleshooting emails that include issues like missing accounts, incorrect item qty, sync functions not working, deleting invoices, and how to questions. Process route/frequency changes, lost customers, and reactivate applicable accounts. Monitor alerts weekly to ensure all are completed
- Ensure invoice work orders have been generated, billed, and logged. Maintain work order spreadsheet
- Assist sales team with general inquiries regarding accounts or technology support that includes wifi connections or navigating applications like One Drive
- Enter monthly bills for customer leases
- Generate invoices for manual customer leases on a day-to-day basis, bill new leases and close billing of end of contract leases
- Manage tablet equipment and order supplies through the IT department
- Update customer information in Sage 100
- Set up new TM's or TM terminations in Sage 100 and Pepperi
- Enter Credit Memo work order information into Sage 100 and apply to the original invoice
- Write up web orders for credit and rebill to correct account
- Input information from picking tickets for sales orders, create invoices that are shipped from warehouse locations
- Invoice return authorization forms
- Process department mail
- Update batches and settle credit cards in PAYA daily, send total to Accounts Receivable and department with any discrepancies
- Perform additional tasks and functions as needed
Qualifications
- High school diploma required
- Motivated self-starter, flexible, high sense of urgency
- Strong computer skills (Word, Excel)
- Knowledge of Sage 100 is preferred
- Strong attention to detail, accuracy of work