Production, Planning, and Expediting Clerks

Coordinate and expedite the flow of work and materials within or between departments of an establishment according to production schedule. Duties include reviewing and distributing production, work, and shipment schedules; conferring with department supervisors to determine progress of work and completion dates; and compiling reports on progress of work, inventory levels, costs, and production problems.

On the job, you would:

Contact suppliers to verify shipment details.
Distribute production schedules or work orders to departments.
Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.

Important Qualities

Communication skills. Material recording clerks are frequently in contact with suppliers, vendors, or managers and need to convey their company’s needs effectively.

Customer-service skills. Material recording clerks may interact with customers in order to respond to problems or complaints.

Detail oriented. Material and product inspecting clerks must pay attention to detail when checking items for defects, some of which are small and difficult to spot.

Math skills. Material recording clerks may need to calculate shipping costs or take measurements.

Personality

A3	Your Strengths	Importance	Characteristics of this Career
		94%	Attention to Detail - Job requires being careful about detail and thorough in completing work tasks.
		93%	Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations.
		89%	Self-Control - Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
		85%	Integrity - Job requires being honest and ethical.
		85%	Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
		85%	Independence - Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
		84%	Adaptability/Flexibility - Job requires being open to change (positive or negative) and to considerable variety in the workplace.
		81%	Stress Tolerance - Job requires accepting criticism and dealing calmly and effectively with high-stress situations.
		81%	Initiative - Job requires a willingness to take on responsibilities and challenges.
		80%	Persistence - Job requires persistence in the face of obstacles.
		75%	Concern for Others - Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
		75%	Achievement/Effort - Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
		75%	Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction.
		73%	Innovation - Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
		68%	Social Orientation - Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
		66%	Analytical Thinking - Job requires analyzing information and using logic to address work-related issues and problems.

A3	Your Strengths	Importance	Strengths
		95%	Conventional - Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or human resources.
		72%	Enterprising - Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertising, finance, management/administration, professional advising, public speaking, politics, or law.

A3	Your Strengths	Importance	Values of the Work Environment
		72%	Independence - Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
		61%	Support - Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
		58%	Working Conditions - Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
		56%	Relationships - Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Aptitude

A3	Your Strengths	Importance	Abilities \| Cognitive, Physical, Personality
		72%	Information Ordering - The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
		72%	Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
		69%	Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
		69%	Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
		66%	Near Vision - The ability to see details at close range (within a few feet of the observer).
		66%	Written Comprehension - The ability to read and understand information and ideas presented in writing.
		63%	Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
		63%	Written Expression - The ability to communicate information and ideas in writing so others will understand.
		60%	Speech Recognition - The ability to identify and understand the speech of another person.
		56%	Selective Attention - The ability to concentrate on a task over a period of time without being distracted.
		53%	Category Flexibility - The ability to generate or use different sets of rules for combining or grouping things in different ways.

A3	Your Strengths	Importance	Skills \| Cognitive, Physical, Personality
		54%	Reading Comprehension - Understanding written sentences and paragraphs in work-related documents.
		52%	Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
		52%	Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Job Details

Responsibilities

Inspect items for damage or defects.

Examine documents to verify adherence to requirements.

Read work orders to determine material or setup requirements.

Confer with coworkers to coordinate work activities.

Schedule operational activities.

Confer with coworkers to coordinate work activities.

Coordinate shipping activities with external parties.

Record production information.

Order materials, supplies, or equipment.

Calculate costs of goods or services.

Provide information to coworkers.

Compile data or documentation.

Coordinate operational activities.

Coordinate shipping activities with external parties.

Maintain operational records.

Coordinate operational activities.

Prepare informational or reference materials.

Compile data or documentation.

Record personnel information.

Maintain operational records.

A3	Your Strengths	Importance	Attributes & Percentage of Time Spent
		98%	Face-to-Face Discussions - How often do you have to have face-to-face discussions with individuals or teams in this job?
		94%	Telephone - How often do you have telephone conversations in this job?
		93%	Work With Work Group or Team - How important is it to work with others in a group or team in this job?
		90%	Freedom to Make Decisions - How much decision making freedom, without supervision, does the job offer?
		89%	Time Pressure - How often does this job require the worker to meet strict deadlines?
		88%	Electronic Mail - How often do you use electronic mail in this job?
		87%	Importance of Being Exact or Accurate - How important is being very exact or highly accurate in performing this job?
		85%	Structured versus Unstructured Work - To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
		82%	Contact With Others - How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
		81%	Indoors, Environmentally Controlled - How often does this job require working indoors in environmentally controlled conditions?
		81%	Frequency of Decision Making - How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
		81%	Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets - How much does this job require wearing common protective or safety equipment such as safety shoes, glasses, gloves, hard hats or life jackets?
		79%	Spend Time Sitting - How much does this job require sitting?
		76%	Impact of Decisions on Co-workers or Company Results - What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?
		64%	Coordinate or Lead Others - How important is it to coordinate or lead others in accomplishing work activities in this job?
		63%	Sounds, Noise Levels Are Distracting or Uncomfortable - How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable?
		62%	Importance of Repeating Same Tasks - How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?
		62%	Deal With External Customers - How important is it to work with external customers or the public in this job?
		60%	Pace Determined by Speed of Equipment - How important is it to this job that the pace is determined by the speed of equipment or machinery? (This does not refer to keeping busy at all times on this job.)
		59%	Responsibility for Outcomes and Results - How responsible is the worker for work outcomes and results of other workers?
		55%	Consequence of Error - How serious would the result usually be if the worker made a mistake that was not readily correctable?
		55%	Spend Time Making Repetitive Motions - How much does this job require making repetitive motions?
		52%	Responsible for Others' Health and Safety - How much responsibility is there for the health and safety of others in this job?
		52%	Frequency of Conflict Situations - How often are there conflict situations the employee has to face in this job?
		86%	Duration of Typical Work Week - Number of hours typically worked in one week.

A3	Your Strengths	Importance	Tasks & Values
		84%	Working with Computers - Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
		82%	Communicating with Supervisors, Peers, or Subordinates - Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
		77%	Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources.
		71%	Processing Information - Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
		69%	Identifying Objects, Actions, and Events - Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
		69%	Monitoring Processes, Materials, or Surroundings - Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
		68%	Making Decisions and Solving Problems - Analyzing information and evaluating results to choose the best solution and solve problems.
		66%	Organizing, Planning, and Prioritizing Work - Developing specific goals and plans to prioritize, organize, and accomplish your work.
		64%	Analyzing Data or Information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
		62%	Documenting/Recording Information - Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
		60%	Evaluating Information to Determine Compliance with Standards - Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
		59%	Scheduling Work and Activities - Scheduling events, programs, and activities, as well as the work of others.
		59%	Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.
		56%	Interpreting the Meaning of Information for Others - Translating or explaining what information means and how it can be used.
		54%	Establishing and Maintaining Interpersonal Relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time.
		52%	Updating and Using Relevant Knowledge - Keeping up-to-date technically and applying new knowledge to your job.
		51%	Performing Administrative Activities - Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
		51%	Thinking Creatively - Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

What Material Recording Clerks Do

Shipping, receiving, and inventory clerks track outgoing and incoming shipments.

Material recording clerks track product information in order to keep businesses and supply chains on schedule. They ensure proper scheduling, recordkeeping, and inventory control.

Duties

Material recording clerks typically do the following:

Keep records of items shipped, received, or transferred to another location
Compile reports on various changes in production or inventory
Organize the assembly, distribution, or delivery of goods to meet production schedules
Prepare materials for shipping by labeling or checking packages
Examine products for damage or defects
Check inventory records for accuracy

Material recording clerks use computers or hand-held devices to keep track of inventory. Sensors and tags enable these electronic tools to automatically detect when and where products are moved, allowing clerks to keep updated reports without manually counting items.

The following are examples of types of material recording clerks:

Production, planning, and expediting clerks manage the flow of information, work, and materials within or among offices in a business. They compile reports on the progress of work and on any production problems that arise. These clerks set workers’ schedules, estimate costs, keep track of materials, and write special orders for new materials. They also do general office tasks, such as entering data or distributing mail. Expediting clerks maintain contact with vendors to ensure that supplies and equipment are shipped on time.

Shipping, receiving, and inventory clerks keep track of and record outgoing and incoming shipments. Clerks may scan barcodes with handheld devices or use radio frequency identification (RFID) scanners to keep track of inventory. They check to see whether shipment orders were processed correctly in their company’s computer system. They also compute freight costs, prepare invoices, and write inventory reports. Some clerks move goods from the warehouse to the loading dock.

Material and product inspecting clerks weigh, measure, check, sample, and keep records on materials, supplies, and equipment that enters a warehouse. They verify the quantity and quality of items they are assigned to examine, checking for defects and recording what they find. They use scales, counting devices, and calculators. Some decide what to do about a defective product, such as to scrap it or send it back to the factory to be repaired.

Work Environment

Material recording clerks held about 1.3 million jobs in 2022. Employment in the detailed occupations that make up material recording clerks was distributed as follows:

Shipping, receiving, and inventory clerks	862,900
Production, planning, and expediting clerks	396,800
Weighers, measurers, checkers, and samplers, recordkeeping	55,600

The largest employers of material recording clerks were as follows:

Manufacturing	27%
Retail trade	17
Wholesale trade	14
Transportation and warehousing	14
Temporary help services	4

Material recording clerks usually work in an office inside a warehouse or manufacturing plant.

These workers also may spend time on the warehouse or plant floor to handle packages or automatic equipment, such as conveyor systems.

Injuries and Illnesses

Some material recording clerks may need to lift heavy items and to bend frequently, which may lead to injury. Using proper lifting techniques helps to reduce the risk of harm.

Work Schedules

Most material recording clerks work full time. Some work nights and weekends or holidays.

Getting Started

Education:

37%

High School Diploma - or the equivalent (for example, GED)

21%

Some College Courses

How to Become a Material Recording Clerk

Material recording clerks learn on the job from an experienced worker.

Material recording clerks typically need a high school diploma or equivalent and are trained on the job.

Education

Material recording clerks typically need a high school diploma or equivalent.

Some employers prefer to hire production, planning, and expediting clerks who have a college degree.

Training

Material recording clerks usually learn on the job. Training for most material recording clerks lasts up to 1 month. Production, planning, and expediting clerks may train for up to 6 months.

Material recording clerks first may learn to count stock and mark inventory and then move on to more difficult tasks, such as recordkeeping. Production clerks first typically learn how their company operates before they write production and work schedules.

Workers learn safety rules as part of their training. Many of these rules are standardized through the Occupational Safety and Health Administration (OSHA).

Advancement

With additional training or education, material recording clerks may advance to other positions, such as purchasing agent, within their company.

Job Outlook

Overall employment of material recording clerks is projected to decline 4 percent from 2022 to 2032.

Despite declining employment, about 125,300 openings for material recording clerks are projected each year, on average, over the decade. All of those openings are expected to result from the need to replace workers who transfer to other occupations or exit the labor force, such as to retire.

Employment

Projected employment of material recording clerks varies by occupation (see table). As e-commerce continues to grow, companies are expanding their use of automated storage and retrieval tools to meet rising demand for products and for faster delivery. These types of technologies, including radio frequency identification (RFID) tags and collaborative robots, will improve efficiencies of many warehouse operations. Demand for shipping, receiving, and inventory clerks may be limited as use of technology expands and increases productivity of some manual tasks, improving efficiency.

However, employment of production, planning, and expediting clerks is projected to increase because their tasks remain difficult to automate.

Contacts for More Information

For more information about material recording clerks, visit

MHI

Warehousing Education and Research Council

Similar Occupations

This table shows a list of occupations with job duties that are similar to those of material recording clerks.

Occupation	Job Duties	Entry-Level Education	Median Annual Pay, May 2022
General Office Clerks	General office clerks perform a variety of clerical tasks, including answering telephones, typing documents, and filing records.	High school diploma or equivalent	$38,040
Hand Laborers and Material Movers	Hand laborers and material movers manually move freight, stock, or other materials.	See How to Become One	$34,960
Information Clerks	Information clerks perform routine clerical duties, maintain records, collect data, and provide information to customers.	See How to Become One	$38,710

Production, Planning, and Expediting Clerks

Material Recording Clerk

What they do: