AutoCount Shipment Plugin Setup Guide
Understanding AutoCount Shipment Plugin
AutoCount Shipment Plugin streamlines order fulfillment and logistics by consolidating outstanding Sales Orders into structured Pick Orders for warehouse dispatch. Users can configure default transfer workflows to automatically convert picked orders into Sales Invoices or Delivery Orders, maintain active driver names and lorry fleets, filter and select pending order lines with real-time balance tracking, generate comprehensive pick lists and outstanding reports, and enforce strict administrative permissions to safeguard dispatch operations.
Benefits of Using the Shipment Plugin
Consolidates pending Sales Order lines into organized Pick Orders
Automates one-click transfers directly into Invoices or Delivery Orders
Tracks order balance quantities in real time to prevent over-shipping
Maintains driver and lorry registers for streamlined fleet assignment
Safeguards warehouse dispatch operations with role-based access control
How AutoCount Shipment Plugin Works
A. Access Rights
An administrator assigns Shipment Plug-In access rights in AutoCount before a user can open the related menu or perform an action.
1. Open Access Rights and expand SL Plug-In > Shipment Plug-In.
2. For Pick Order users, assign only the required rights: Show, Open, Create, Edit, View, Delete, Cancel or Uncancel, and the required Preview, Print, or Export report rights.
3. For maintenance users, assign Show, Open, Create, Edit, and Delete rights for Lorry No Maintenance or Driver Name Maintenance as appropriate.
4. Save the access-right changes. Users without Show access do not see the corresponding maintenance menu; users without action rights cannot perform that action.
B. Shipment Settings
Shipment Settings selects the document type used when a Pick Order is transferred. The two choices are mutually exclusive.
B.1 Select the transfer document type
1. Open Shipment > Settings.
2. Select Post To Invoice to transfer to an Invoice, or select Post To Delivery Order to transfer to a Delivery Order.
3. Click Save. The plugin displays Shipment setting saved successfully when the selection is stored.
C. Maintain Driver Names
Driver Name Maintenance stores the driver names available for shipment-related selection.
1. Open Shipment > DriverName Maintenance.
2. Click New to add a driver, or select an existing driver and click Edit.
3. Enter Driver Name and Description. Select Active when the driver can be used.
4. Click OK to save the record. Use Delete only for a driver record that should be removed.
D. Maintain Lorry Numbers
Settings determines whether interest is generated through an A/R Debit Note or Sales Invoice, and which descriptions, accounts, and posting options are used for the linked documents.
1. Open Advanced Credit Term > Setting.
Lorry No Maintenance stores the lorry numbers and descriptions available for shipment-related selection.
1. Open Shipment > Lorry No Maintenance.
2. Click New to add a lorry, or select an existing lorry and click Edit.
3. Enter Lorry No and Description. Select Active when the lorry can be used.
4. Click OK to save the record.
E. Create a Pick Order from Sales Orders
Pick Order lets a user select outstanding Sales Order lines for picking. The transfer window shows the original quantity, balance quantity, and proposed new quantity for each selected line.
E.1 Select Sales Order lines
1. Open Shipment > Pick Order and create a new Pick Order.
2. Open the Sales Order transfer action in the Pick Order entry screen.
3. Enter the required filters: Sales Order No, Sales Order Date, Area Code, Location, or Sales Agent, then click Inquiry.
4. Select the required lines. Use Check All or Uncheck All when appropriate. Review New Qty against BalQty before continuing.
- Click Ok to save the form, and A new Pick Order form will appear.
- Click Transfer From Sales Order to choose a sales order for shipping.
- Click ‘Inquiry’ and it will show all the sales orders available.
5. Click OK to add the selected lines to the Pick Order, then save the Pick Order.
F. Transfer a Pick Order
A saved Pick Order can be transferred to the document type selected in Shipment Settings. The selected transfer document determines whether the result is an Invoice or a Delivery Order.
1. Open the saved Pick Order and start the transfer action.
2. Confirm the target document number format when the document-number selection dialog is shown.
3. Review the transferred document and save it. The transfer records the Pick Order reference on the resulting document lines.
4. When the target is a Delivery Order, select the Driver Name and Lorry No from the shipment controls before saving when those details are required.
G. Pick Order Reports
The plugin registers Pick Order Document, Pick Order Listing, Pick Order Detail Listing, Outstanding Pick Order Listing, and Outstanding Pick Order Detail Listing report types.
1. Open the required Pick Order report option.
2. Set the available report criteria and run Inquiry or Preview.
3. Use Preview, Print, or Export only when the matching access right has been granted.
Frequently Asked Questions
What does the Shipment Plugin do?
It allows businesses to convert pending Sales Order lines into organized Pick Orders and transfer them directly into Invoices or Delivery Orders.
Why should I use the Shipment Plugin?
It prevents over-shipping with real-time balance tracking, streamlines warehouse picking, and automates document conversion with linked driver and vehicle information.
How do I create a Pick Order from Sales Orders?
Open Shipment > Pick Order, click New, select Transfer From Sales Order, filter and choose the required sales order lines, and click OK to load them into the pick list.
How do I decide whether Pick Orders convert to Invoices or Delivery Orders?
Go to Shipment > Settings and choose either Invoice or Delivery Order under Default Document to set the automated transfer destination.
How do I assign drivers and lorry numbers to shipments?
Maintain vehicle and personnel registers in Shipment > DriverName Maintenance and Lorry No Maintenance, then select them directly on the Pick Order header before confirming the transfer.
What reports can I generate for shipment and warehouse tracking?
You can preview and print standard outputs including the Pick Order Document, Pick Order Listing, and Outstanding Pick Order Detail Listing.
Start Optimizing Your Shipment Management Today!
This plugin enables us to consolidate pending Sales Orders into organized Pick Orders, automating seamless transfers directly into Invoices or Delivery Orders. We can efficiently track order balance quantities in real time, assign designated drivers and lorries to shipments, eliminate dispatch errors, and maintain total control over fulfillment workflows through role-based access control.