Order Entry Specialist

Customer Service Petaluma, California


Position at Workite

Job Description Summary

The Order Entry Specialist reports to the Customer Service Supervisor. The position is primarily responsible for the timely and accurate entry of all Purchase Orders submitted for processing. 

The duties and responsibilities of a Sales Support Specialist will consist of, but are not limited to, the following:
  • Timely and accurate entry of Purchase Orders received via email or fax
  • Accurate verification of Special Pricing Agreements, SPIFFs and sales codes for orders
  • Work closely with Finance for timely resolution on orders when accounts are on credit hold or are not set up in Syteline ERP system
  • Assign ship dates for standard lead time orders, and/or work with Planning to assign ship dates for expedites and other special requests and provide order verification to customers on a timely basis
  • Work with Engineering on orders in which standard part numbers require setup and follow up for quick resolution and order verification back to customer
  • Route discrepant orders that require communication with sales or customer for resolution and finalization to Customer Service team
  • Route orders for custom product to Customer Service Specialist, Customs for finalization
  • Quality Control (QC) orders entered for accuracy as they are processed and before order verification is provided to customer
  • Participate in process and product training as required
  • Regular and punctual attendance is required
  • Other duties as assigned
  • Customer Service Focused
  • Results, Action Oriented
  • Kind, Curious
  • Displaying Technical Expertise
  • Time Management
  • Problem Solving
  • Detail oriented, Thorough


  • Work Experience: Associates degree or 2-3 years of experience in Customer Service or related field
  • Education: High school diploma or GED Required
  • Computer Skills: Microsoft Office Suite, Windows Operating Systems
  • Organization Skills: Ability to efficiently work in a high paced environment
  • Cross-functional skills: Ability to work with others across the various processes of the line
  • Communication Skills: Must be able to communicate with team members
  • Physical, Mental and Visual Skills: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job; Reasonable accommodations may be made to enable individuals with disability to perform the essential functions; While performing the duties of this job, the employee is regularly required to sit, stand, talk, hear and use fingers and hands
  • Physical Environment: Normal office environment; manufacturing and warehouse environment and exposure to moving equipment
Preferred Requirements:
  • Education: Associates degree
  • Computer Skills: Microsoft Office Word and Excel, Salesforce, and a working knowledge of ERP systems and order management systems Zendesk or equivalent systems

Workrite is a dedicated equal opportunity employer and prohibits discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity and/or expression, national origin, protected veteran status, disability, genetics, or citizenship status (when otherwise legally authorized to work) and will not be discriminated against on the basis of such characteristics or any other status protected by the laws or regulations in the locations where we operate. Workrite encourages applicants of all ages.