Route Settlement Clerk

Position Summary

The Route Settlement Clerk will work with Driver upon their return to base. They will collect all delivery tickets and all Driver end of day paperwork. Must reconcile Driver Dock sheets, Cash receipts and checks. This position requires an individual with good people skills, capable of effective problem-solving ability and organizational skills.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Driving Company Performance

• Match cases returned on dock sheet to the end of day processes. Work on any discrepancies with the Driver.
• Review final stock reconciliation - Check for missing or extra product to make sure driver did not make an error and product was either over sold, short and invoiced properly.
• Review unserved customers, make sure all stops have been completed. If there stop that has not been done, which you would have more than an unusual product coming back. Question the driver as to why so many stops were not completed.
• Review all customers that must pay COD. Make sure they paid and report any discrepancies to A/R. Fix incorrect payments and payments that were not entered.
• Review route activity log. Re-enter voided invoices or create new sales invoices. Fix or enter payments.
• Check final deposit report. If all cash and checks are entered correctly. View route activity log as a reference. Download driver handheld information.
• Check school tickets to make sure all schools are delivered, and tickets signed. Let Operations know if any school was not done or was short of product.
• Apply sales payments to COD Customers and send charge payments to A/R.
• Occasionally, order office supplies.

Employee Development

• Customer service training to develop excellent communication skills.
• Technical and organization skills.

Qualifications

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions:

This position operates primarily within a controlled office environment. The noise level in the work environment is low to moderate. Employees may experience swings in work-related demands of this position.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel, and talk and hear. The employee frequently is required to stand, sit, and reach with hands and arms. The employee is occasionally required to walk and stoop, kneel, crouch, or bend. The employee occasionally lifts and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The position often requires sitting for long periods of time in front of a computer.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.