Job Summary
We are seeking a proactive and detail-oriented Order Desk Clerk to join our dynamic team. In this vital role, you will serve as the primary point of contact for processing customer orders, managing order data, and ensuring seamless communication between sales, inventory, and shipping departments. Your energetic approach and organizational skills will help drive efficiency and accuracy in our order fulfillment process. This position offers an excellent opportunity to develop your administrative expertise within a fast-paced environment that values precision and teamwork.
1. Site Measurement Conversion & QBO Order Processing
- Convert customer-provided square footage and site measurements into exact ordering units.
- Create, manage, and convert Estimates, Sales Orders, and Invoices in QuickBooks Online.
2. Inventory & Stock Allocation in QBO
- Monitor real-time QBO quantity-on-hand (QOH) vs. reserved stock to prevent over-promising materials to customers.
- Issue internal pick tickets to the warehouse floor
- Perform regular stock reconciliations to ensure physical warehouse inventory matches QBO system records.
3. Customer Accounts, Payment Processing & Financial Hand-off
- Receive and process customer payments from multiple channels (email, EFT, EMT, cash, cheque, etc.) and accurately apply payments to customer accounts in QBO.
- Collect and apply customer deposits/prepayments in QBO
- Maintain and monitor Accounts Receivable (A/R) to ensure timely collection of outstanding balances.
- Process customer returns and restocking fees, generating corresponding Credit Memos and Inventory Adjustments in QBO according to company return policies.
- Resolve billing or line-item discrepancies directly with customers prior to final invoicing.
4. Delivery & Logistics Coordination
- Schedule delivery company pick-ups for customer drop-offs and communicate timelines to warehouse fulfillment crews.
Qualifications & Requirements
- Software Experience: 1+ years of hands-on experience using QuickBooks Online (QBO) preferred.
- Industry Context: 1–3 years in building materials, flooring, hardware, or retail counter customer service preferred.
- Math Skills: Strong proficiency in practical math—converting site measurements/square footage into final ordering quantities
- Language Skills: Professional fluency in English; bilingual proficiency in Chinese (Mandarin and/or Cantonese) is strongly preferred.
- Attention to Detail: Meticulous tracking of product codes, unit-of-measure conversions, payment processing, and sales order details.
Working Conditions: Standard office/desk environment within a warehouse facility.
Join us as an Order Desk Clerk to be a key contributor in delivering exceptional service through efficient order management. Your enthusiasm for organization combined with your technical skills will help us meet our goals while supporting our customers’ needs every step of the way!
Pay: $19.00-$25.00 per hour
Benefits:
- Dental care
- Extended health care
- On-site parking
- Vision care
Work Location: In person