To manage order processing, coordinate between departments, handle payment tracking, debit/credit notes, and support account reconciliation.
Key Responsibilities
Order Processing
Receive enquiries and prepare quotations.
Generate Sales Orders in ERP.
Coordinate with Production for scheduling.
Track order status from approval to dispatch.
Inform clients about dispatch details.
Payment Tracking & Collection Support
Maintain customer outstanding report.
Share ageing report with Sales Head.
Follow up with clients for payment reminders.
Update payment receipt details in ERP.
Coordinate with Accounts for receipt confirmation.
Debit & Credit Note Handling
Maintain record of debit and credit notes.
Coordinate with Accounts for preparation of notes.
Share debit/credit note copies with client.
Track adjustment in customer ledger.
Maintain proper documentation for audit compliance.
Account Reconciliation
Coordinate with Accounts department for monthly customer ledger reconciliation.
Share statement of accounts with client.
Resolve mismatch issues (short payment, deduction, tax difference).
Maintain reconciliation records for audit purpose.
Reporting & Documentation
Prepare Daily / Weekly / Monthly Sales MIS.
Maintain proper filing of POs, quotations, invoices.
Maintain CRM data and customer database.