Managing quotation requests, generating quotes in ERP, and forwarding quotes to clients.
To assign project numbers, view work files, execute orders, and create job numbers.
After receiving confirmation of the client's request, coordinate with the internal department to carry it out.
Email correspondence and communication with the client regarding delivery instructions and readiness
Delivery orders are issued, and SCM is contacted for pickup and delivery.
Time management and coordination skills are essential for any task that the business manager or sales manager assigns.
Creating shipment documentation and communicating with a shipping/forwarding company in order to export goods
Send purchase requisition forms (PRs) to the supply chain division so that the supplier can receive a purchase order.
Verify the supplier's invoice for payment, close the necessary job files that were anticipated for the month, and print the quotation and job costing sheet for the sales manager to evaluate.
Make sure all vendor invoices are filed in job files and submitted for payment processing.
Maintain a record of every project milestone and send the appropriate invoice to the client.
Prior to the actual billing invoice being sent to the customer, the drafting specification of the invoice must be prepared with all required printouts, such as the quotation, customer purchase order, email confirmation, onsite timesheet, and general expenses, for the sales manager and business manager to review and approve.
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