1. Analyze and update the previous day’s forklift operation log sheets in the ERP system on a daily basis with proper attachments.
2. Prepare forklift delivery challans and record asset movement in the ERP system, including generation of e-way bills, and hand over documents to the transport vehicle driver.
3. Plan and coordinate forklift dispatches and transport vehicle scheduling.
4. Hand over all required forklift documents to the driver, including RC, Form 11, Insurance, PUC, Checklist, and Log Sheet.
5. Maintain both soft and hard copies of all essential documents such as Sales Orders (SO), Form 11, PUC, Insurance, RC, permits, and log sheets.
6. Maintain hard copies of delivery challans in properly organized files (Open & Closed).
7. Submit all forklift-related documents to customers on time during contract renewals.
8. Manage, track, and schedule renewal-related documents.
9. Generate sales invoices from approved sales orders by submitting verified timesheets in the ERP system.
10. Strictly adhere to defined billing cycles and obtain customer acknowledgements.
11. Collect customer ledger statements and debit notes, obtain necessary approvals, and submit them to the Accounts department.
12. Maintain records of customer complaints, customer debit notes, operator complaints, and forklift breakdowns.
13. Maintain an Excel tracker for forklift breakdowns and related details.
14. Complete and maintain new operator joining forms and related records.
15. Maintain records of employee expense claims and advance salary entries.
16. Apply for leave at least one week in advance as per company policy.
17. Implement and maintain 1S, 2S, 3S, and 5S practices at the workstation.
18. Maintain polite, professional, and positive behavior with internal teams, customers, and suppliers.
19. Carry out additional assignments and responsibilities as assigned from time to time.