Job Aids
Sets of clear, step-by-step instructions for people doing specific jobs
Accounts Payable Officer
- Processing Supplier Documents
- Processing Payments to Suppliers
- Processing Prepayments
- Reviewing Accounts Payable Reports
Shipping Officer
- Processing Transfer Orders (Shipping Officer)
- Entering Sales Orders
- Shipping Orders
- Preparing Invoices
- Processing Sale Without Shipment
- Printing Documents and Labels (Shipping Officer)
Accounts Receivable Officer
- Processing Invoices
- Processing Customer Payments
- Processing Deposits
- Reviewing Financial Statements and Accounts Receivable Reports
Sales Consultant
- Managing Opportunities
- Managing Leads, Contacts, and Business Accounts
- Managing Quotes, Sales Orders, and Invoices