ERP Transactional Specialist

ERP Transactional Specialist

Job Overview:

We are seeking a meticulous and proactive ERP transactional specialist to oversee key transactional processes within our system. The ideal candidate will have 1 to 2 years of experience in a similar role, demonstrating a solid understanding of sales and purchase order cycles, invoicing, and payment processing.

This role is crucial for maintaining the accuracy and efficiency of operational data.

Key Responsibilities:

Sales Order Management: Create accurate sales orders based on customer purchase order quotations and sales team input within ERP. Verify customer details, pricing, quantities, and agreed-upon terms. Maintain organized records of all sales orders and follow up on order confirmations. Assist in resolving basic sales order-related queries.

Purchase Order Management: Generate purchase orders in ERP based on approved purchase requisitions or material requirements planning. Ensure accuracy of vendor details, item descriptions, quantities, pricing, and delivery terms. Communicate purchase orders to suppliers and maintain records of acknowledgements. Follow up on open purchase orders and escalate any potential delays.

Sales Invoice Processing: Create accurate and timely sales invoices in ERP based on completed sales orders and delivery confirmations. Ensure correct application of pricing, discounts, and taxes. Generate and send invoices to customers according to established procedures. Assist in addressing basic invoice-related inquiries from customers.

Payment Entry: Accurately record incoming payments from customers in ERP, ensuring proper allocation to corresponding invoices. Maintain organized records of payment receipts. Assist with the reconciliation of payments with bank statements as needed.

Data Accuracy and Integrity: Ensure all data entered into ERP is accurate and complete, adhering to established data entry standards. Identify and report any data discrepancies or inconsistencies.

ERP System Utilization: Develop and maintain a good working knowledge of ERPNext modules relevant to sales, purchasing, and accounting transactions. Utilize ERPNext reports to track the status of orders, invoices, and payments.

Collaboration and Communication: Work effectively with internal teams, including sales, purchasing, and finance, to ensure smooth transactional flow. Communicate clearly and professionally regarding order status, invoice details, and payment information.

Process Adherence: Follow established policies and procedures related to order processing, invoicing, and payment handling.

Required Skills and Qualifications:

- 1 to 2 years of proven work experience in a similar transactional processing role, preferably within an ERP environment.

- Prior experience with ERPNext is highly desirable and will be given preference.

- Strong attention to detail and a commitment to accuracy.

- Basic understanding of sales and purchase order processes and invoicing principles.

- Proficient in basic computer applications, including data entry and potentially spreadsheet software (e.g., Microsoft Excel).

- Good communication and interpersonal skills.

- Ability to follow instructions and work independently with guidance.

A Bachelor's degree in Commerce, Business Administration, or a related field is a plus but not always mandatory depending on relevant experience.