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Automation Squad

Role

AI for Order Clerks

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Receive and process incoming orders for materials, merchandise, classified ads, or services such as repairs, installations, or rental of facilities. Generally receives orders via mail, phone, fax, or other electronic means. Duties include informing customers of receipt, prices, shipping dates, and delays; preparing contracts; and handling complaints.

Order Clerks · O*NET 43-4151.00 · Job Zone 2 · sourced from the U.S. Department of Labor occupation database

Automation coverage

15 of 23tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

36 matched to the tools order clerks use. Showing 24.

The tools this job actually uses

23 documented for this occupation. Showing 23, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Apple Safarihot
  • Intuit QuickBookshot
  • Microsoft Accesshot
  • Microsoft Edgehot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Wordhot
  • Mozilla Firefoxhot
  • SAP softwarehot
  • Automated manifest system software
  • Corel WordPerfect Office Suite
  • Email software
  • IBM Sterling Configure, Price, Quote
  • Inventory management systems
  • Microsoft Dynamics
  • Microsoft System Center
  • Oracle JD Edwards EnterpriseOne
  • Order management software
  • Warehouse management system WMS
  • Web browser software

What this job involves

19 documented tasks, most important first. Showing 19.

  1. Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
  2. Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
  3. Prepare invoices, shipping documents, and contracts.
  4. Recommend merchandise or services that will meet customers' needs.
  5. Inspect outgoing work for compliance with customers' specifications.
  6. Receive and respond to customer complaints.
  7. Check inventory records to determine availability of requested merchandise.
  8. Verify customer and order information for correctness, checking it against previously obtained information as necessary.
  9. Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
  10. Direct specified departments or units to prepare and ship orders to designated locations.
  11. Adjust inventory records to reflect product movement.
  12. Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
  13. Calculate and compile order-related statistics, and prepare reports for management.
  14. Recommend type of packing or labeling needed on order.
  15. Compute total charges for merchandise or services and shipping charges.
  16. Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
  17. File copies of orders received, or post orders on records.
  18. Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
  19. Notify departments when supplies of specific items are low, or when orders would deplete available supplies.