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Oak Street is a fully integrated package. You get all you need to run your entire operation.

Simply put, the program knows what you need, and puts everything where it's supposed to go.

• Complete transaction detail history goes back as far as you wish
• Transactions may be reviewed in Invoice # order or Date order
• Aging considers Customer Terms in the calculation
• Detailed aging reports display all the transactions of each invoice
• No need to manually `write off' unpaid finance charges
• When trying to find an invoice to pay off, you may use many lookup keys (even by invoice amount)
• Suppress printing of factored receivables
• Over 25 system reports for sales, profit, cash receipts, freight, tax, etc.
• Easily accommodates:
  • Refunds
  • Various types of discounts
  • Finance Charges
  • Bounced Checks
  • Overpayments
  • Partial payments
• Check Credit Adjustments
• Supports EOM terms
• Supports holiday or fixed date terms
• Supports discount date and automatic discount
• Supports post dated checks

Features

• Obtain instant access to a customer's account, as well as past transactions
• Print late notices, statements, and aging reports to keep your receivables low
• Quickly process your customer's checks and credits for returns
• Know how much money is outstanding, broken down into `current', 30, 60, 90 day periods
• Accurately forecast cash receipts for any future period
• Helps keep receivables low by:
  • printing statements of account to customers who have unpaid invoices
  • printing notices to accounts that are late in paying
  • including messages that correspond to how late the account is
  • selecting the period of lateness for which to print delinquent notices
  • printing late notices directly on a self-mailer form so you don't have to stuff envelopes.
  • creating a list of delinquent customers to telephone
• Prints daily sales journals and cash journals.
• Prints customer credit reports to meet credit reference requests.
• Streamlines check posting by:
  • providing customer account access by name, invoice number, or invoice balance
  • eliminating the need to "write-off" unpaid finance charges
  • eliminating the need to post the dollar amount of the check for paid-in-full invoices
• Easily displays customer's invoices, payments, credits, etc.
• Accesses a customer's transaction history as far back as you require.
• Produces an account list of everyone who owes you money, `aged' into 30 day periods. Considers the customer terms when `aging' the account.
• Forecasts revenue by evaluating each customer's open invoices, and average time to pay.
• Compares sales, receipts, returns, freight, and sales tax by month and year.

Customer Credit Management

• Order entry shows complete payment history, aging of open invoices and numerous calculations to describe the customer's credit rating
• Link to the Manufactures Credit Cooperative database during order entry
• Credit limit warnings take dollars of unshipped orders into consideration
• Can prevent credit hold orders from printing
• Credit release based on user specifiable parameters can be automatic
• Credit reference letter to meet requests by industry colleagues is available
• Automated credit hold letter during order entry to customer is available

Phone Conversation Logging

• Maintain unlimited notes about customers, vendors and prospects
• Maintain different records for different topics (e.g. sales, customer service, returns)
• Stamps time, date, and user name on conversations
• Access the log from wherever you are in the software

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