CONFIRMATION CLERK

Stance Health Solutions
Irvine, CA

Job Description

Job Description

Description:

Confirmation Clerk

Position Overview:

This position is responsible for performing and overseeing the tasks involved in the order confirmation of Sales Orders in Brightree ERP. The activities include resolving issues with inventory, serial numbers, delivery process steps, auto confirmation failures, and similar challenges. This person works closely with branch personnel (drivers, rehab techs, inventory teams) as well as the Purchasing team, to identify and resolve issues holding up the processing of sales orders. He/She may also perform inventory control, cycle count, data entry, report generation and reconciliation process improvement and implementation.

Essential Job Functions:

· Perform Sales Order Delivery Confirmation with Brightree ERP system

· Resolve any serial/lot or insufficient quantity issues with sales order confirmation

· Front loads all serialized items into BT prior to delivery to ensure auto confirmation

· Resolve any serial/lot, insufficient quantity for sales order confirmation

  • Communicate with Manager, and other teams, verbally and in writing, concerning the delivery confirmation status of sales orders
  • Coordinate with other teams to identify and resolve issues holding up the sales order delivery confirmation
  • Identify and implement process improvements to increase efficiency and accuracy.
  • Verify Serial Numbers with branch personnel and patients
  • Verify inventory levels with branch personnel
  • Any other tasks as required fulfilling Stance Health Solutions needs.
Requirements:

Minimum Qualifications:

• Brightree Delivery Confirmation Experience Strongly Preferred

• Associate's degree or 3-5 Years Relative Experience Preferred.

• Microsoft Office Certification Preferred

• Possess strong math skills and lot number recognition

• Must be able to read, write and comprehend the English language.

• Must be able to clearly understand material tracking documents and communicate verbally with line personnel on a daily basis.

Must be able to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence

Physical Demands and Working Environment

The conditions herein 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 disabilities to perform the essential job functions.

Environment: Standard office setting; tasks are regularly performed without exposure to adverse environmental conditions; frequent interaction with staff and the general public.

Physical: Incumbents require sufficient mobility to work in an office setting; stand or sit for prolonged periods of time; operate office equipment including use of a computer keyboard; light lifting, carrying, reaching, pushing and pulling; ability to verbally communicate to exchange information.

. Strength Aspects: Frequently required to stand and lift objects from 1” to 36” high with

. Body Position and Flexibility Elements:

. Frequently required to climb stairs on average ranging from 3”-10” in height,

. Occasionally required to climb ladders up to 10’ high, in general.

. Frequently required to bend down at the waist to a torso level of 24” above the floor.

. Frequently required to reach, on average, 20” away from the body.

. Occasionally required to kneel on one or both knees and squat to perform many of the above tasks.

Vision: See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents; and to operate assigned equipment.

Hearing: Hear in the normal audio range with or without correction.

Posted 2025-07-29

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