Document orders received from Sales Team or directly from customers through phone or email.
Check material availability in IMS Stock Report and confirmation with the store.
If material is not available contact purchase to find out expected date of availability
Send confirmation call / mail to customer about status of material (available / expected time of availability).
Update customers about material availability status on a daily basis.
Obtain approval for shipment from Sales Head / CEO to proceed for invoicing.
Prepare & send a proforma invoice in case of orders where the customer is on advance payment terms.
Prepare a Daily shipment plan and inform the invoicing team to raise invoice, Check the invoice, and confirm to invoicing team for processing shipment.
Obtain dispatch details from Warehouse and inform Customer (including Transporter / courier details)
Track delivery status and inform customers on a daily basis.
Confirm delivery with Customer.
Resolving Customer complaints Material not received on time, leakage, material short. Advising accounts to issue Credit Note where required.
Make YTD calls contact customers who have not placed orders for a long time and attempt to rebuild the relationship and obtain orders.
Payment follow up
Follow up with customers for payment as per credit terms.
Send reminder mail 2/3 days before payment is due.
Call customers & send a reminder mail on the due date.
Follow up with customers based on the payment schedule given by the customer.
Obtain all customers account statement for account reconciliation
Transporter Coordination
In case of new customers finalise transporter & terms of delivery (Godown delivery / Door delivery, Paid by NTCB & to be billed to customer or to be borne by customer).
Inform new transporters of shipments to be sent on that day.
Decide Transporter / Freight Forwarder to be used for shipment of material.
Resolve issues pertaining to transportation of material in case there is any issue (no service or transporter office not open or payment required or payment charge issue).
Verify Transporter bills / Lorry Receipt & give to Purchase for raising indent. Send to accounts along with indent for payment.
Other Tasks
Update Payment follow up status on MIS dashboard
Complete KYC of new customers Customer contact, Billing details, gst details etc in coordination with sales person.
Carry out weekly validation of Customer Master Data cross check data filled by Sales Coordinator and update missing details or changes.
Experience & Qualification Required:
B.com or M.com with 4 to 6 years of Experience in the field of CRM or Accounts.
Skills Required: MS Excel-Tally (Knowledge of Tally ERP is must)
