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Are you invoicing each order individually? This module ‘batch invoices’ all the shipments recorded in the U.P.S. or FedEx software throughout the day. Here are the answers to common questions we get asked about this feature:

“How does the freight get on the invoices?

The U.P.S./FedEx Ground features will instantly and electronically transfer the freight amounts from your shipping computer to the appropriate order/invoice in Oak Street (along with the tracking numbers, weights and number of cartons).

”How do the backordered quantities get on the invoices automatically?“

Our Stock Allocation module evaluates your ”on hand“ inventory and then automatically backorders the appropriate quantities. Of course, sometimes your actual inventory may differ from the computer record. Those exceptions are easily corrected before pressing the Auto-Invoice button. Another way that the correct backordered quantities can automatically appear in Oak Street is by using our Order Fulfillment module via barcode scanning. You may even be able to transfer these quantities from a remote or third party warehouse. Also, if you’re using a remote or third party warehouse, the shipped/backordered quantities can be transferred electronically.

”How about credit card authorizations?“

The Credit Card Processing module then kicks in to batch authorize or ‘close out’ pre-authorized orders. This applies, of course, only to those orders that you designated during order entry (or order maintenance). All this happens behind the scenes, effortlessly, yet with the control you might need to handle exceptions (i.e. you can easily ‘un-invoice’ and then re-invoice an individual order).

After all your shipments have been auto-invoiced, you may then elect to batch email or fax Advanced Ship Notices to your customers and/or sales reps. The emails come with links so your customer can simply click a button to track the shipment.

Other Applications

The following applications are designed to work hand-in-hand with Automated Mass Invoicing:

"Automated Mass Invoicing" is part of the Oak Street line of products, developed by Industrious Software.