51 lines
3.1 KiB
Markdown
51 lines
3.1 KiB
Markdown
# Tasks & work activities — sales support assistant
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Source: O*NET 30.3, occupation 43-4151.00 (Order Clerks).
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## Task statements
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- **[Core]** Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
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- **[Core]** Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
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- **[Core]** Receive and respond to customer complaints.
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- **[Core]** Verify customer and order information for correctness, checking it against previously obtained information as necessary.
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- **[Core]** Check inventory records to determine availability of requested merchandise.
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- **[Core]** Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
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- **[Core]** File copies of orders received, or post orders on records.
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- **[Core]** Compute total charges for merchandise or services and shipping charges.
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- **[Core]** Recommend merchandise or services that will meet customers' needs.
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- **[Core]** Inspect outgoing work for compliance with customers' specifications.
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- **[Core]** Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
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- **[Supplemental]** Prepare invoices, shipping documents, and contracts.
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- **[Supplemental]** Direct specified departments or units to prepare and ship orders to designated locations.
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- **[Supplemental]** Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
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- **[Supplemental]** Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
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- **[Supplemental]** Adjust inventory records to reflect product movement.
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- **[Supplemental]** Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
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- **[Supplemental]** Recommend type of packing or labeling needed on order.
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- **[Supplemental]** Calculate and compile order-related statistics, and prepare reports for management.
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## Detailed work activities
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- Calculate costs of goods or services.
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- Calculate financial data.
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- Calculate shipping costs.
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- Collect deposits, payments or fees.
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- Compile data or documentation.
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- Confer with coworkers to coordinate work activities.
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- Discuss goods or services information with customers or patrons.
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- File documents or records.
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- Inspect items for damage or defects.
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- Inspect shipments to ensure correct order fulfillment.
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- Maintain inventory records.
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- Manage clerical or administrative activities.
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- Monitor inventories of products or materials.
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- Obtain personal or financial information about customers or applicants.
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- Prepare documentation for contracts, transactions, or regulatory compliance.
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- Promote products, services, or programs.
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- Provide information to coworkers.
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- Provide notifications to customers or patrons.
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- Recommend packing or shipping methods.
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- Respond to customer problems or complaints.
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- Send information, materials or documentation.
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- Verify accuracy of financial or transactional data.
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