Order Processing

ClearVista • South Salt Lake, UT

11h • $19 - $27

About The Position

This position is responsible for creating sales orders from approved estimates, generating purchase orders, and sending POs to vendors. The role also manages order processing, including pricing issues, tracking item status and shipping updates, and responding to vendor questions. Performance will be evaluated based on order creation time - the time between receipt of estimate approval (ticket created) and SO creation (ticket closed) as well as response time to vendors, measured by the timeliness of replies to vendor (purchasing) emails.

Order Processing reports to Procurement & Inventory Manager.

Maintain Zoho Orders Desk Tickets - Tracking of order creation time
Approved estimates that are ready for conversion into a Sales Order (SO) will be submitted to the Zoho Order Desk as a ticket. Estimates should be converted to Sales Orders promptly, and within one business day. Once the Sales Order has been created, the ticket may be closed.

Detailed instructions for converting an estimate to a Sales Order and closing the ticket are provided in The ClearVista Way. The process includes: verifying that the customer purchase order (PO) matches the ClearVista estimate, entering the customer PO number on the Sales Order, attaching a copy of the PO to the Sales Order, and sending confirmation with the Sales Order number to both the customer and the account manager.

Maintain Zoho Purchasing Desk - Tracking PO creation and vendor response time
Purchase orders are generated from ClearVista sales orders and emailed to vendors, with a corresponding ticket created in the Zoho Purchasing Desk. All vendor communications are managed through the Purchasing Desk. Estimated ship dates (ESDs) and tracking information received from vendors are recorded on the purchase order and, when applicable, communicated to the customer.

Requirements

• 1-3 years warehouse, logistics, or material handling experience
• Strong attention to detail
• Ability to read BOMs, packing slips, and pick lists
• Basic computer skills (Zoho Inventory/Books, excel)
• Physical ability to lift 50+ lbs
• Valid driver’s license (for deliveries)

Nice To Haves

• AV, IT, or construction materials experience preferred but not required
• Experience with staging AV or IT equipment
• Basic understanding of low-voltage or AV systems
• Familiarity with barcoding or inventory scanning systems
• OSHA 10 Safety Certification

Responsibilities

• Confirm receipt of customer orders
• Create sales orders from approved estimates
• Verify accuracy between customer purchase orders and sales orders
• Create and send ClearVista purchase orders to vendors
• Respond to vendor and PO related questions or issues
• Provide item status updates and tracking information

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Profit sharing
• Competitive salary

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed