Our client is an artisanal creamery in Petaluma providing delicious yogurts and cheeses across the country. We are seeking a Temporary Order Processor to support a leave of absence. This role will be on-site at the creamery Monday through Friday, utilizing QuickBooks heavily. The ideal candidate will have experience working with QuickBooks and a desire to learn. This temporary role is eligible for medical, dental, and vision benefits along with sick time during the assignment.
Daily Operations:
Collect the previous day’s pick report from the warehouse to review completed orders.
Identify any shortages and promptly communicate with the customer to provide updates and solutions.
Create and process the Bill of Lading (BOL) and Fishbowl Pick Ticket specifically for Costco shipments, ensuring accuracy and timeliness.
Regularly monitor and respond to emails from internal teams, distributors, and customers to support smooth day-to-day operations.
Identify and scrap any damaged or unsellable items, maintaining proper records for inventory adjustments.
Review discrepancies reported by distributors, investigate root causes, and escalate or resolve issues accordingly.
Review and accurately enter purchase orders (POs) into the order tracking system (order book), ensuring all information matches corresponding pick tickets and inventory records.
Scan, rename, and organize all BOLs and Pick Reports in digital folders.
Upload documentation to SharePoint for internal visibility and project tracking.
System Updates and Invoicing:
Use Fishbowl to push orders for invoicing and inventory updates.
Generate and send invoices through QuickBooks and SPS Commerce, ensuring timely billing and compliance with customer-specific requirements (e.G., Costco).
Monthly Responsibilities:
Compile and send monthly reports summarizing order activity, shortages, and inventory adjustments to relevant stakeholders.
Identify and close out short POs for the month, updating records to ensure financial and inventory reconciliation.
Upload Costco-related POs into Promomash for promotional tracking and planning, ensuring data accuracy and alignment with marketing and sales schedules.
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