Invoicing Clerk

A. JOB PURPOSE

The Invoicing Clerk is responsible for the processing of dealer's orders promptly through Invoicing in the

system (BMS) and increases the daily Basket Size through cross and upselling.

B. KEY RESPONSIBILITIES

● Order and Payment Processing and Management

o Performs order processing in compliance to the standard operating procedures including

requirements for Authority to Purchase (ATP) and Voluntary Surety (VS).

o Receives and processes payments, and ensures accurate issuance of collection receipt

(CR).

o Assists in the checking and monitoring of maturing and delinquent accounts.

o Performs suggesting and upselling to increase basket size

o Performs processing of Monthly Complementary Products (MCP) for branch employees.

o Establishes the correct identity of the transacting dealers prior to processing orders.

● Branch Fund Management

o Deposits cash collections through assigned payment channels.

o Manages branch revolving funds and ensures proper and timely liquidation of expenses.

o Performs end-of-day (EOD) cash count of branch collections and preparation of Daily

Collection Deposit Analysis (DCDA) report.

● Branch Management

o Ensures the safety and security of the branch (i.e. CCTV, secured branch access, etc.)

o Ensures that all items in the Upkeep Governance checklist are fulfilled and in order, and

implements 5S within the branch.

o Ensures that all branch facilities are well maintained and in good working condition.

o Ensures the proper filing and safekeeping of branch documents.

o Resolves branch issues and concerns within the capacity of the GLS Invoicing Clerk.

o Escalates complex or recurring issues to the immediate superior when necessary.

● Product Delivery Monitoring and Management

o Assists in receiving and verifying delivered products as against delivery Stock Transfer

Report (STR).

o Assists in inspecting the product for damage or breakage.

o Assists and ensures efficient documentation and filing of received documents.

o Assists in encoding details of delivery (STR) in the branch system (e.g.PCIS).

● Inventory Management

○ Conducts timely and quality Daily Cycle Count in the absence of WC.

○ Assists in Wall-to-Wall inventory count.

○ Analyze sources of variance based on the inventory report.

● Repeat Purchase Order

o Performs the Repeat Purchase Order (RPO) Heart-to-Heart (H2H) calls.

o Analyzes maturing accounts to be converted to RPO.

● Customer Service

o Observes friendly, respectful, and professional behavior towards dealers.

● Dealer Management

o Assists in the registration of the new recruits in the branch system (e.g. BMS)

o Supports in resolving dealer concerns and issues.

o Assists in releasing dealer-related reports as needed.