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Order Processing Coordinator

2 months ago


Wixom, Michigan, United States PTG Full time

Overview

The Client Order Management Specialist plays a crucial role in overseeing and executing client portal requests, order entries, and updates regarding equipment orders. This position requires proficiency in PTG's ERP system, Q360, and Service Channel platforms to guarantee prompt order handling, precise tracking, and efficient communication with both external clients and internal teams.

Key Responsibilities

  • Service Channel Oversight:

-- Monitor and address client service channel requests within a 24-48 hour timeframe.

-- Diagnose and resolve issues as necessary or escalate to appropriate internal resources.

-- Update request statuses and maintain communication with the requesting party, typically support services, via email.

  • Order Management:

-- Input new orders and requests into Q360, ensuring accurate data entry and referencing the client's specific store details.

-- Utilize Service Channel request numbers as purchase order identifiers in Q360, ensuring orders are prefixed with R-XXXXXXXXX for differentiation.

-- Process orders through Q360, encompassing confirmation, authorization, submission, and approval stages while ensuring the ship-release date is accurately entered for the next business day.

-- Oversee orders in the shipping queue and collaborate with the warehouse to ensure timely fulfillment.

  • Status Monitoring and Reporting:

-- Track outstanding requests and update their statuses in Service Channel.

-- Generate reports from Q360 and Service Channel, cross-referencing tracking numbers and updating request statuses as needed.

-- Manage special cases requiring approval or disapproval from the client's team and provide daily updates to the client with necessary information.

  • Inventory and Warranty Oversight:

-- Monitor client inventory levels and notify the team of potential backorder situations.

-- Process warranty claims for equipment within the warranty period through the Purchasing Request system, coordinating with the RMA department for warranty processing and addressing vendor portal requests.

-- Collaborate with the purchasing team to track inventory and ensure adequate stock levels.

  • Invoicing Support:

-- Assist in the monthly invoicing process for clients by extracting all relevant orders from Q360 with purchase order numbers beginning with R for the Accounting department.

  • Additional Responsibilities:

-- Ensure all open requests are resolved or closed within a 30-day period if there has been no response from the client.

-- Conduct routine cross-referencing and updates as necessary.

-- Generate and provide reporting as required.

  • Other duties as assigned.

Qualifications

  • Proven experience in order management and ticket handling, preferably in a similar industry.
  • Exceptional written and verbal communication skills.
  • Ability to manage multiple priorities and effectively meet deadlines.
  • Strong computer proficiency, including Internet, Excel/Word/Outlook; familiarity with Q360 and Service Channel is a plus.
  • High level of accuracy and attention to detail in data entry and ticket management.
  • Familiarity with inventory management and reporting tools is advantageous.