Job Description Daily Activities Weekly Activities Monthly Activities 1. Order Processing & Documentation 1 .RD Updates 1. Customer Visits Extending Support / Guidance to sales team to get purchase order in line with Vertiv Requirements - HSN Code / Line Items / Product description, Qty / Unit rate / Tax rate / Bill To Ship To address, GST No Etc Update and correct RD (Requested Delivery Date) in Sales Orders as per customer requirements. Visit customer sites for invoice submission and related documentation for Project Orders Execute customer orders and verify PO and all supporting documents for SO processing through OSC across all LOBs. 2.FAT Coordination 2. Demand Planning Coordinate with SS team for SO punching, SO disclosure, and PO/SO validation. Coordinate with factory and customers for scheduling and execution of FAT (Factory Acceptance Testing). Prepare demand sheets for various LOBs (Power, Thermal, Smart, ITMS, PDU).
- SQ & SO Based demand 2. Coordination for PO & DC 3.Tracking & Documentation 3. Maintain Data Follow up with partners/distributors for B2B orders. Maintain trackers for orders, documentation, sales, and receivables to ensure accurate and up-to-date records. Prepare and maintain master data for SAM South covering Order Booking (OB) and Sales. Coordinate with customers, partners, and distributors for dispatch clearance.



4 .Progress Monitoring & Reporting Generate reports sales person–wise and LOB–wise. 3. Dispatch & Delivery Management Monitor order progress and share regular status updates with all stakeholders. Follow up with Logictics team & Collect invoice and dispatch details. 5. Planning & Scheduling Coordinate with transporter and service teams for timely delivery to the customer site. Plan activities, develop schedules, and ensure proper sequencing of orders. Ensure collection of POD (Proof of Delivery). sales demand planning and review with factory and product planning teams weekly. 4. CAS Submission & Approval Submit CAS in the portal (Power / Thermal / Smart categories). / SAF - DPG orders Follow up with the service team for timely CAS approval. 5. Billing & Factory Coordination Follow up with factory for timely billing as per PD. 6. Compliance for Special Orders For STPI & SEZ orders, collect required documents (Form A, SEZ certificates, etc.) 7. Payment & Financial Documentation Submit proforma invoices for advance payment or LC collection as per PO terms. Process bank guarantees (Advance / Performance / Retention) based on order requirements. 8. Invoice Submission & Payment Followup Submit invoices to customers along with all relevant supporting documents as per PO terms and conditions. Daily follow-ups with customers for payment collection.

📌 Deputy Store Manager And Store Head (Pune)
🏢 THE TECH HUB
📍 Pune