Ideal Candidate Profile Bachelor’s degree in Commerce / Business / Accounting
Minimum 4 year experience in Sales Support, Dispatch, or Commercial Operations
Familiarity with ERP systems, GST compliance, and documentation workflows
Robust discipline in documentation and professional communication budget - 35-40k location - bhiwandi Key Responsibilities: Prepare job costings using Zoho Creator and coordinate approvals
Issue Proforma Invoices, Sales Orders, and Final Invoices
Coordinate with production for job readiness and dispatch scheduling
Prepare and verify dispatch documents (Invoice, LR, E-Way Bill, Packing List)
Record sales and receipts in Tally / Zoho Books
Handle payment follow-ups, outstanding reminders, and balance confirmations
Manage marine insurance declarations for dispatches
Prepare Import & Export documents including BOE and Shipping Bill submission to bank
Maintain proper filing of sales, dispatch, and audit documents *Job Responsibilities *1. Costing & Job Management Prepare accurate job costings using Zoho Creator.
Ensure costing approvals before issuing sales documents.
Coordinate with sales and production teams for job confirmation. *2. Sales Documentation & Order Processing Prepare and issue Proforma Invoices for client approval.
Generate Sales Orders after confirmation of job costing and receipt of client PO.
Coordinate approved jobs with production and track readiness for dispatch. *3. Dispatch Operations Prepare, generate, and verify dispatch documents including:
Final Tax Invoice
Lorry Receipt (LR)
E-Way Bill
Packing List (PL)




Ensure accuracy and compliance before dispatch.
Share dispatch documents with clients, logistics partners, and internal teams in a timely manner.
Track dispatch status and coordinate delivery follow-ups. *4. Sales Entry & Audit Filing Record sales invoices and receipts in Tally / Zoho Books.
Ensure proper posting of GST, ledger entries, and outstanding balances.
Maintain organized digital and physical filing of invoices, dispatch documents, and records for audits. *5. Marine Insurance Handling Maintain marine insurance records for all applicable shipments.
Ensure timely insurance declarations for each dispatch.
Verify invoice value, transport mode, and shipment details for insurance compliance. *6. Other Accounting Activities Send balance payment requests to clients.
Prepare and send outstanding payment reminder emails.
Share balance confirmation emails with clients periodically.
Coordinate with accounts team for payment follow-ups and closures. *Business Process Knowledge Required Complete understanding of the order-to-cash cycle:
Inquiry → Proforma Invoice → Sales Order → Production → Dispatch → Invoicing → Payment Follow-up
Coordination between sales, production,



logistics, and accounts teams.
Awareness of dispatch timelines and production readiness. *Document & Regulatory Knowledge GST Rules & Taxation
GST applicability, HSN codes, tax calculations, and invoice structure.
E-Way Bill Rules
Applicability, required details, validity, and portal usage.
Dispatch Documentation
Invoice, Packing List, LR, E-Way Bill requirements.
Marine Insurance Basics
Insurance declarations and document requirements.
Basic Accounting Knowledge
Sales entries, receipt entries, credit/debit notes, and ledger tracking. *System & Tool Knowledge Zoho Creator – Job costing, forms, and approvals
Tally / Zoho Books – Sales, receipts, ledgers, reports
GST & E-Way Bill Portals
Excel / Google Sheets – Trackers, formulas, reporting
Document Filing Systems – Digital and physical record management *Communication & Coordination Skills Professional email drafting for:
Dispatch updates
Invoice sharing
Payment follow-ups
Clear coordination with:
Internal teams (Sales, Production, Accounts)
Logistics vendors and transporters
Ability to provide timely and accurate client updates. Requirements *Technical Skills
Zoho Creator
Tally / Zoho Books
Excel (Basic to Intermediate)
E-Way Bill & GST Portals *Operational Skills
Sales documentation
Dispatch coordination
Payment follow-ups
IMPEX documentation *Soft Skills
Strong attention to detail
Time management
Ownership and accountability
Problem-solving mindset

📌 Account Executive (Bhiwandi)
🏢 r3 Consultant
📍 Bhiwandi