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

📌 Sales Operations (Pune)
🏢 Vertiv Group
📍 Pune