Job Description

Order Management:

  • Convert approved quotes and specifications into accurate customer orders and purchase orders.
  • Enter and process orders using ProjectSpec and/or Khameleon as primary tools.
  • Ensure timely PO placement and track orders from submission to acknowledgment and shipment.

Specification & Project Documentation:

  • Maintain organized project folders containing POs, acknowledgments, submittals, approvals, and change orders.
  • Update internal systems (Khameleon, CORE, Acumatica, etc.) with updated order data, shipping details, and changes.
  • Support designers and project managers by reviewing line items for completeness and accuracy prior to ordering.

Vendor & Dealer Coordination:

  • Communicate with manufacturers, reps, and vendors regarding pricing, availability, lead times, and shipping.
  • Resolve discrepancies between POs and order acknowledgments, including pricing, quantities, finishes, and model numbers.
  • Track orders through the full lifecycle: quote → PO → acknowledgment → shipping → delivery.

About Bold Business

Bold Business is a US-based global business process outsourcing (BPO) firm with over 25 years of experience and $7B+ in client engagements.

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