Will “Order Specialist” be Automated?

Core Skills & Abilities

• Verify customer and order information for correctness, checking it against previously obtained information as necessary.

• File copies of orders received, or post orders on records.

• Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.

• Calculate and compile order-related statistics, and prepare reports for management.

• Prepare invoices, shipping documents, and contracts.

• Check inventory records to determine availability of requested merchandise.

• Receive and respond to customer complaints.

• Direct specified departments or units to prepare and ship orders to designated locations.

• Compute total charges for merchandise or services and shipping charges.

• Adjust inventory records to reflect product movement.

• Inspect outgoing work for compliance with customers' specifications.

• Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.

• Notify departments when supplies of specific items are low, or when orders would deplete available supplies.

• Recommend type of packing or labeling needed on order.

• Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.

• Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.

• Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.

• Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.

• Recommend merchandise or services that will meet customers' needs.