sales-support-assistant/references/tasks.md

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.