AutoCount Batch Transfer SO DO Plugin Features Explained
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AutoCount Batch Transfer SO/DO User Guide

What is AutoCount Batch Transfer SO/DO Plugin?

The AutoCount Batch Transfer SO/DO Plugin helps businesses convert multiple Sales Orders into Delivery Orders or Invoices, and Delivery Orders into Invoices, within AutoCount Accounting. With support for Full Transfer, Partial Transfer, One-to-One and Many-to-One processing, businesses can handle large volumes of sales documents without transferring them individually. For businesses looking for a Sales Order to Delivery Order Plugin, this solution simplifies order processing, reduces repetitive work, and improves document management efficiency.

AutoCount Batch Transfer SO / DO Plugin Video Guide

  • AutoCount Batch Transfer SO / DO Plugin (EN)

Batch Transfer SO / DO Plugin Setup

  • AutoCount Batch Transfer SO / DO Plugin (CN)

批量转移 SO / DO 插件设置

Why Use AutoCount Batch Transfer SO/DO Plugin?

Processing numerous Sales Orders and Delivery Orders individually can be time-consuming, especially for businesses handling high transaction volumes.

The AutoCount Batch Transfer SO/DO Plugin simplifies document conversion while providing greater flexibility in daily order processing.

Process Multiple Documents Faster

Convert multiple Sales Orders or Delivery Orders in batches to reduce the time required for daily document processing.

Reduce Repetitive Manual Work

Minimize repeated document transfers and manual data entry when preparing Delivery Orders and Invoices.

Support Flexible Transfer Workflows

Choose full or partial transfers and suitable document consolidation methods according to business requirements.

Improve Doccument Processing Accuracy

Transfer selected information from existing documents to reduce unnecessary re-entry and support more consistent document preparation.

Key Features of AutoCount Batch Transfer SO/DO Plugin

Batch Sales Order to Delivery Order Transfer

Generate Delivery Orders from multiple selected Sales Orders through a centralized batch transfer function.

Batch Invoice Generation

Generate Invoices directly from selected Sales Orders or Delivery Orders using the supported transfer workflows.

Full, Partial & Consolidated Transfers

Transfer complete documents or selected quantities, with One-to-One and Many-to-One processing options where applicable.

Flexible Document Processing Controls

Manage document filters, posting details, transfer settings, generated document status, and user access permissions.

Who Should Use AutoCount Batch Transfer SO/DO Plugin?

Sales Administration Teams

Ideal for employees handling large numbers of customer Sales Orders and regularly preparing Delivery Orders.

Warehouse & Delivery Teams

Suitable for businesses that need to prepare Delivery Orders efficiently from existing customer orders.

Billing & Accounts Departments

Helps finance personnel prepare multiple Invoices from eligible Sales Orders or Delivery Orders.

Wholesale & Distribution Businesses

Useful for businesses processing high volumes of customer orders, deliveries, and invoices every day.

How AutoCount Batch Transfer SO/DO Plugin Works

A. Access Rights

The Batch Transfer SO/DO access rights control which batch-transfer functions and settings a user can open.

  1. Open Access Rights and expand SL Plug-In > Batch Transfer SO/DO.
  1. Assign Show Batch Transfer Sales Order to users who transfer Sales Orders.
  2. Assign Show Batch Transfer Delivery Order to users who transfer Delivery Orders.
  3. Assign Show Setting only to users who configure default transfer behavior.
  1. Save the access-right changes.

B. Configure Batch Transfer Settings

Setting defines the destination, transfer type, transfer method, and generated-document status used by the batch transfer windows.

  1. Open Batch Transfer SO/DO > Setting.
  1. Choose Transfer To: Sales Order to Delivery Order or Sales Order to Invoice.
  2. Choose Transfer Type: Full Transfer or Partial Transfer.
  3. Choose Transfer Method: One to One or Many To One.
  4. Choose Document Status: Draft or Approved.
  5. Click Save. The selected settings are used by the batch transfer functions.

C. Run a Full Sales Order Transfer

Batch Full Transfer Sales Order transfers complete selected Sales Orders. The generate button changes between Generate Delivery Order and Generate Invoice according to Transfer To.

  1. Open Batch Full Transfer Sales Order.
  1. Set filters such as Document No, Document Date, Debtor Code, and Sort By.
  2. Set Posting Date and Posting Doc No.
  3. Select any User Posting Detail values that apply, including Ship Via and Shipping Info.
  4. Click Inquiry to load eligible Sales Orders.
  1. Select the required rows using Check.
  2. Click Generate Delivery Order or Generate Invoice, according to the configured transfer destination.
  1. Review the generated document status, which follows the Draft or Approved setting.

D. Run a Partial Sales Order Transfer

Batch Partial Transfer Sales Order lets the user transfer selected quantities from Sales Order detail lines.

  1. Open Batch Partial Transfer Sales Order.
  2. Set Document No, Document Date, Debtor Code, Delivery Date, Item Code, and Sort By as required.
  3. Click Inquiry to load eligible Sales Order detail lines.
  1. Select the required lines using Check.
  2. Enter New Qty for each selected line and review Bal. Qty and Org. Qty.
  3. Click Generate Delivery Order or Generate Invoice, according to the configured transfer destination.
  1. Review the generated document and its status.

E. Run a Full Delivery Order Transfer

Batch Full Transfer Delivery Order transfers complete selected Delivery Orders to invoices.

  1. Open Batch Full Transfer Delivery Order
  1. Set Document No, Document Date, Debtor Code, and Sort By as required.
  2. Set Posting Date and Posting Doc No.
  3. Click Inquiry to load eligible Delivery Orders.
  1. Select the required rows using Check.
  2. Click Generate Invoice.
  1. Review the generated invoice and its Draft or Approved status.

F. Run a Partial Delivery Order Transfer

Batch Partial Transfer Delivery Order transfers selected quantities from Delivery Order detail lines to invoices.

  1. Open Batch Partial Transfer Delivery Order.
  1. Set the available filter values and Posting Date and Posting Doc No.
  2. Click Inquiry to load eligible Delivery Order detail lines.
  1. Select the required lines using Check.
  2. Enter New Qty and review Bal. Qty and Org. Qty before continuing.
  1. Click Generate Invoice
  1. Review the generated invoice and its status

Benefits of AutoCount Batch Transfer SO/DO Plugin

Faster Sales Document Processing

Generate multiple Delivery Orders or Invoices in batches instead of processing each source document individually.

Reduced Manual Data Entry

Transfer information from existing Sales Orders and Delivery Orders to reduce repeated document preparation work.

Greater Workflow Flexibility

Support complete transfers, selected quantities, and applicable document consolidation methods according to business requirements.

Better Document Processing Control

Maintain clearer control over transfer settings, document statuses, posting details, and authorized system users.

Conclusion

The AutoCount Batch Transfer SO/DO Plugin provides businesses with a practical solution for processing multiple Sales Orders, Delivery Orders, and Invoices more efficiently.With batch document generation, Full and Partial Transfer options, flexible document transfer methods, and configurable processing controls, businesses can reduce repetitive administrative work.

For companies looking for a Sales Order to Delivery Order Plugin, this AutoCount add-on helps streamline daily order processing and support more organized sales document management.

Frequently Asked Questions

Can the plugin convert multiple Sales Orders into Delivery Orders?

Yes. The plugin supports batch Sales Order to Delivery Order processing, allowing users to select multiple eligible Sales Orders and generate the relevant Delivery Orders.

Yes. Businesses can configure the Sales Order transfer destination to generate Invoices directly instead of Delivery Orders.

Yes. The plugin supports batch Delivery Order to Invoice transfers through its dedicated Delivery Order processing function.

Full Transfer processes the complete eligible quantities of selected documents. Partial Transfer allows users to select specific document detail lines and quantities for transfer.

 

Yes. Partial Sales Order transfer allows businesses to transfer selected quantities into Delivery Orders when only part of an order is ready for delivery.

Many-to-One processing is intended for compatible documents. Source documents generally need to satisfy the applicable customer and transfer conditions, so businesses should not assume unrelated customers’ orders can be combined.

Simplify Your Sales Order & Delivery Order Processing Today!

Still transferring Sales Orders and Delivery Orders one by one?

With the AutoCount Batch Transfer SO/DO Plugin, your business can generate multiple Delivery Orders and Invoices, manage partial transfers, and simplify document processing through a centralized workflow.

Whether you manage sales administration, warehouse deliveries, or customer billing, this plugin helps reduce repetitive work and improve processing efficiency.

Looking for a faster Sales Order to Delivery Order solution in AutoCount?

Contact SL Software Solutions Sdn. Bhd. to learn how the Batch Transfer SO/DO Plugin can support your business.

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