Sales Order Processor ACSP

Definition

The Accounting Department is responsible for developing and implementing “best practice” policies and processes to provide the Company with accurate and timely financial statements and management reports relevant to decision making. The Sales Order Processor is responsible for reviewing customer orders, processing work orders, entering sales order into Business Central and invoicing the customer after order shipment. This position is also responsible for other tasks including communicating with customers, cross‑departmental team members and inventory management.

• Order Processing:
  Review orders received from customers against inventory balances prior to warehouse preparing for shipments, process sales orders received from warehouses and ensure all information is complete and accurate, including customer details, products, pricing, and delivery instructions.
• Customer Communication:
  Interact with customers to confirm order details, clarify any discrepancies, and provide updates on order status or delivery timelines.
• Data Entry and Record‑Keeping:
  Accurately enter sales orders into the company’s order management system and maintain up‑to‑date records.
• Inventory Coordination:
  Coordinate with the inventory or warehouse team to ensure stock availability for orders, manage backorders and provide customers with updates regarding any delays.
• Billing and Invoicing:
  Generate invoices for sales orders and verify billing information for accuracy.
• Cross‑Department
  
  Collaboration:
  
  Collaborate with sales, shipping, and customer service teams to ensure timely and accurate order fulfillment.
• Reconciliation:
  Resolve order‑related issues.
• Reporting:
  Provide regular reports on order status and shipping updates to management.

• Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
• Customer Service – Manages difficult customer situations; responds promptly to customer needs; solicits customer feedback to improve service; meets commitments.
• Quality Management – Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
• Teamwork – Balances team and individual responsibilities.
• Ethics – Keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.
• Judgment – Exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision‑making process; makes timely decisions.
• Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration; accepts responsibility for own actions; follows through on commitments.
• Adaptability – Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; deals with frequent change, delays, or unexpected events.
• Dependability – Takes responsibility for own actions; keeps commitments.
• Innovation – Meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas.

• Analytical – Collects and researches data.
• Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
• Customer Service – Manages difficult customer situations; responds promptly to customer needs; solicits customer feedback; meets commitments.
• Teamwork – Balances team and individual responsibilities.
• Change Management – Develops workable implementation plans; communicates changes effectively; builds commitment; overcomes resistance; prepares and supports those affected by change; monitors transition and evaluates results.
• Quality Management – Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
• Business Acumen – Understands business implications of decisions.
• Ethics – Keeps commitments; inspires trust; works with integrity; upholds organizational values.
• Organizational Support – Follows policies and procedures and supports organization’s goals and values.
• Judgment – Exhibits sound and accurate judgment; supports and explains…