# Tasks & work activities — sales support assistant

Source: O*NET 30.3, occupation 43-4151.00 (Order Clerks).

## Task statements

- **[Core]** Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- **[Core]** Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- **[Core]** Receive and respond to customer complaints.
- **[Core]** Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- **[Core]** Check inventory records to determine availability of requested merchandise.
- **[Core]** Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- **[Core]** File copies of orders received, or post orders on records.
- **[Core]** Compute total charges for merchandise or services and shipping charges.
- **[Core]** Recommend merchandise or services that will meet customers' needs.
- **[Core]** Inspect outgoing work for compliance with customers' specifications.
- **[Core]** Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- **[Supplemental]** Prepare invoices, shipping documents, and contracts.
- **[Supplemental]** Direct specified departments or units to prepare and ship orders to designated locations.
- **[Supplemental]** Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- **[Supplemental]** Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- **[Supplemental]** Adjust inventory records to reflect product movement.
- **[Supplemental]** Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- **[Supplemental]** Recommend type of packing or labeling needed on order.
- **[Supplemental]** Calculate and compile order-related statistics, and prepare reports for management.

## Detailed work activities

- Calculate costs of goods or services.
- Calculate financial data.
- Calculate shipping costs.
- Collect deposits, payments or fees.
- Compile data or documentation.
- Confer with coworkers to coordinate work activities.
- Discuss goods or services information with customers or patrons.
- File documents or records.
- Inspect items for damage or defects.
- Inspect shipments to ensure correct order fulfillment.
- Maintain inventory records.
- Manage clerical or administrative activities.
- Monitor inventories of products or materials.
- Obtain personal or financial information about customers or applicants.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Promote products, services, or programs.
- Provide information to coworkers.
- Provide notifications to customers or patrons.
- Recommend packing or shipping methods.
- Respond to customer problems or complaints.
- Send information, materials or documentation.
- Verify accuracy of financial or transactional data.