Order Entry Clerk

Trulite Glass and Aluminum Solutions•Lithia Springs, GA

About The Position

The Order Entry Clerk provides order and data entry support for branch operations, processing orders received by telephone, fax, or central workflow systems. The role verifies order information and customer requests for accuracy, responds to new and changed orders, and works with customer service, project teams, production managers, and other branch locations to resolve issues and maintain customer satisfaction. The position also provides receptionist and administrative support, including answering and directing calls, greeting visitors, processing payments and invoices, maintaining order records, and preparing and distributing documents and reports. The employee works independently and makes decisions with limited departmental direction while adhering to departmental key performance indicators and company procedures. Additional responsibilities include supporting continuous improvement and product training, maintaining the Kwik Tag document program, processing samples and replacements, and providing backup support to other functions as assigned.

Requirements

1–2 years of data entry, order entry, administrative, or relevant experience.
High school diploma or equivalent.
Organized, efficient, and accurate work habits.
Self-motivation and a goal-oriented approach.
Excellent written and oral communication, interpersonal, conflict-management, and time-management skills.
Experience using the Microsoft Office 365 suite.
Strong listening and data-collection skills with attention to detail.
Ability to calculate discounts, fractions, percentages, area, circumference, and volume.
Ability to apply basic algebra and geometry concepts.
Confidence in making sound decisions with little guidance.

Nice To Haves

Related glass and aluminum work experience.

Responsibilities

Enter, process, and verify customer orders using internal central workflow systems and customer purchase orders.
Respond to customer requests for new orders and order changes, and communicate changes to the appropriate teams.
Proofread orders and confirm that accurate information is applied before final confirmation.
Collaborate with customer service to ensure orders meet customer expectations and work with other branch and regional locations to resolve problems and improve customer service.
Work with project managers, coordinators, customer service representatives, and production managers on order questions and related needs.
Modify quote status in the ERP system after an order is placed to maintain visibility and consistency in the Sales CRM.
Maintain the Kwik Tag program by scanning and assigning tagged documents to the appropriate orders.
Answer calls according to defined performance indicators and direct callers to the appropriate extension.
Welcome and greet visitors, provide a positive first impression, and assist with initial inquiries.
Support branch department leads and the Customer Service team with administrative and other functions.
Post mail and print daily FedEx/UPS pickup information, if applicable.
Process CIA and COD payments and checks received at the branch in TruAccess.
Invoice orders not captured by auto-invoicing and process sales credits and Return Good Authorizations (RGAs).
Run and enter reports as instructed by management and complete forms according to company procedures.
Review and verify signatures on shipping Proofs of Delivery, then Kwik Tag and scan them.
Review packing slip notes, verify replacements have been processed, and process replacements when needed, including for intercompany orders.
Enter sample orders, create sample labels, manage sample inventory, and export open sample orders.
Prepare and distribute submittal and warranty paperwork for small projects not handled by a Project Coordinator.
Distribute daily truck manifests to branch contacts and sales representatives.
Attend customer service meetings and training, participate in continuous improvement activities and product training, and perform other related duties or backup functions as assigned.
Maintain appropriate working relationships with internal and external contacts and adhere to departmental key performance indicators.