Order Entry Customer Account Representative

National Beverage•Gainesville, GA

3d•Onsite

About The Position

The Order Entry Customer Account Representative is responsible for managing and processing customer purchase orders (POs) received through various channels including Excel, EDI, and the company’s online portal. This role ensures accurate and timely order entry, monitors order status through fulfillment and billing, and collaborates with cross-functional teams including Credit, Logistics, and Production to ensure seamless order-to-cash execution.

Requirements

2+ years of experience in order entry, customer service, or supply chain operations.
Familiarity with ERP systems (e.g., APPX) and EDI processes.
Strong attention to detail and ability to manage multiple order channels.
Proficiency in Excel and order tracking/reporting tools.
Excellent communication and cross-functional collaboration skills.
Experience with eCommerce platforms and customer portals.
Knowledge of logistics coordination and billing processes.
Understanding of credit and collections workflows.
Ability to read, analyze, and interpret common information, reports, and other documents.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or company representatives.
Ability to effectively present information to management.

Responsibilities

Manually enter customer orders received via Excel (such as no-charge samples, employee orders).
Process orders submitted via EDI or directly through the customer portal.
Ensure all orders are accurately entered into APPX and process as OEI/ISO documents.
Verify pricing, weight, and order details in coordination with Sales and PMFs.
Monitor order status through release status (1-OE, 2-Credit, 3-Production) collaboration with Credit Department as needed.
Coordinate with Logistics for delivery appointments or customer pick-up (e.g., Walmart, Target).
Ensure shipping confirmation and BOL signing triggers OEI/ISO billing process.
Validate pricing across PO, PMG, APPX OE, and pending OEI before issuing invoice.
Issue J&P for invoice posting upon confirmation.
Handle direct billing for non-production charges (e.g., freight, bottle deposits, over shipments).
Ensure all changes are supported by revised POs.
Run and analyze reports such as: Open Orders to identify overdue orders, missing invoice dates, or orders stuck in status 1 or 2.
Run and analyze Customer Aging to review customer transactions and balances.
Remove transfers and flag orders exceeding lead times / overdue.