AI Assistant for Order Clerks

Receive and process incoming orders for materials, merchandise, classified ads, or services such as repairs, installations, or rental of facilities. Generally receives orders via mail, phone, fax, or other electronic means. Duties include informing customers of receipt, prices, shipping dates, and delays; preparing contracts; and handling complaints.

Some Preparation Needed

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Core Responsibilities

  • 1Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.(Core task)
  • 2Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.(Core task)
  • 3Recommend merchandise or services that will meet customers' needs.(Core task)
  • 4Inspect outgoing work for compliance with customers' specifications.(Core task)
  • 5Receive and respond to customer complaints.(Core task)
  • 6Check inventory records to determine availability of requested merchandise.(Core task)
  • 7Verify customer and order information for correctness, checking it against previously obtained information as necessary.(Core task)
  • 8Compute total charges for merchandise or services and shipping charges.(Core task)
  • 9Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.(Core task)
  • 10File copies of orders received, or post orders on records.(Core task)

Top Skills Required

Active Listening
Speaking
Reading Comprehension
Service Orientation
Writing
Critical Thinking
Monitoring
Judgment and Decision Making
Mathematics
Active Learning

Knowledge Areas

Customer and Personal ServiceProduction and ProcessingComputers and ElectronicsEducation and TrainingEnglish LanguageAdministrativeMathematicsSales and Marketing

Technology & Tools Used

In-Demand Technologies

Adobe AcrobatApple SafariIntuit QuickBooksMicrosoft AccessMicrosoft EdgeMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPoint

Other Tools

Automated manifest system softwareCorel WordPerfect Office SuiteEmail softwareIBM Sterling Configure, Price, QuoteInventory management systemsMicrosoft Dynamics

Daily Work Activities

Getting Information
Communicating with Supervisors, Peers, or Subordinates
Monitoring Processes, Materials, or Surroundings
Organizing, Planning, and Prioritizing Work
Processing Information
Performing Administrative Activities
Documenting/Recording Information
Making Decisions and Solving Problems

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