AutoCount Batch Transfer (SO & DO) Plugin
What Is The AutoCount Batch Transfer (SO & DO) Plugin?
The AutoCount Batch Transfer (SO & DO) Plugin is a tool designed to help businesses streamline and automate their bulk document conversion and fulfillment workflows. Instead of manually opening, editing, and transferring individual sales documents one by one, this plugin allows operations and logistics teams to consolidate, filter, and batch-transfer multiple Sales Orders into Delivery Orders or Invoices directly from a single, unified interface.
AutoCount Batch Transfer (SO & DO) Plugin Video Guide
Why You Should Use Batch Transfer (SO & DO) Plugin?
Time-Consuming Manual Work
Standard AutoCount supports partial or full transfers, but if you need to update key information (like shipment info, lorry number, or document date) before posting, you have to open and edit each Sales Order one by one.
Repetitive Operations
Modifying delivery details or shipping notes after a bulk transfer requires updating every single generated document manually.
Operational Bottlenecks
When an operations team gets 50+ Sales Orders a day that need to be grouped by a specific lorry for delivery, doing this manually is highly repetitive and inefficient.
Key Features & Capabilities
On-the-Fly Bulk Metadata Override
Manually update Posting Dates, Shipment Info (e.g., Lorry Number), and Shipment Via (e.g., Road, Courier) for dozens of documents at once before transferring.
LHDN e-Invoicing Compliance Control
Set generated documents to Draft for a safe internal accounting review, or Approved for instant real-time LHDN portal submission.
Flexible Transfer Types
Fully supports both Partial Transfer and Full Transfer workflows depending on current stock availability.
Smart Document Filtering & Protection
Built-in safeguards automatically hide Draft, Expired, or Voided Sales Orders so staff only process active, authorized documents.
Benefits of Using Daily Collection Summary Plugin
This plugin provides various advantages for businesses managing daily collections, including:
Massive Time Savings
Instead of opening and modifying 50 individual Sales Orders one by one just to update a lorry number or change a delivery date, your operations team can do it globally on a single screen.
Eliminates Repetitive & Tedious Data Entry
Solves the headache of having to manually modify shipment info on dozens of generated documents after a bulk transfer has already been completed.
Speeds Up Warehouse & Logistics Routing
When the operations team receives confirmation for a massive batch of daily orders, they can instantly group them by a specific lorry or delivery method and push them out for delivery in seconds.
Prevents Compliancy Mistakes (e-Invoice Safe)
With the new e-Invoicing rules, a bulk mistake could trigger accidental live submissions to LHDN. Saving as Draft gives your accounts team a perfect safety net to review everything before finalizing.
How AutoCount Batch Transfer (SO & DO) Plugin works
1. Open and Configure Plugin Settings
- Navigate to the plugin menu in AutoCount and open the Batch Transfer interface.
Under the Setting section at the top, configure your workflow choices:
Transfer Options: Click the dropdown to select either Sales Order to Delivery Order or Sales Order to Invoice.
Transfer Type: Select either Partial Transfer or Full Transfer depending on your stock availability.
Transfer Method: Choose One to One or Many to One
Document Status: Choose Save as Draft (highly recommended for review/e-Invoice safety) or Approve (for instant LHDN submission upon posting).
Pro Tip:
When transferring directly to Invoices, set the status to Draft first. This lets your accounts team double-check the details before the system triggers a live, irreversible submission to the LHDN portal.
2. Filter and Find Your Sales Orders
Once installed:
Ensure the Sales Orders you want to transfer are already Approved in AutoCount (Note: Draft, expired, or voided documents will not appear in this list).
Use the search criteria fields at the top of the grid to filter your orders:
Type in the Document Number, Date range, or Debtor/Customer Code.
Click Inquiry (or refresh) to pull up the filtered list of pending Sales Orders.
3.Modify Shipment Details in Bulk
- Go to the batch override fields located just above the document list grid.
Fill in or modify the fields you want to change globally for this entire batch:
Posting Date: Change this date if you want the final generated DO/Invoice to carry a specific date (e.g., setting tomorrow’s delivery date).
Shipment Info: Type in your batch details (e.g., entering the specific Lorry/Vehicle Number).
Shipment Via: Click the dropdown to select the delivery method (e.g., Road or Lorry).
Pro Tip:
Use the Posting Date override for advanced planning. If you are packing orders on Friday for a Monday delivery run, change the date to Monday here so your stock ledger perfectly matches actual transport dates.
4. Select and Execute the Batch Transfer
- Look at the list grid and tick the checkboxes next to the specific Sales Orders you want to transfer.
- Once your orders are selected and your batch shipment details are filled, click the Generate button at the bottom of the window.
- The system will process the transfer instantly.
Pro Tip:
Combine the Many-to-One method with the Shipment Via override. If a customer has 5 separate orders going onto the same lorry, tick them all to merge them into 1 single, clean Delivery Order.
5. Verify the Generated Documents
- Close the plugin window and navigate to your standard AutoCount Delivery Order (or Invoice) module.
Open the newly generated document to verify:
If you chose Many to One, you will see multiple Sales Orders neatly consolidated into this single document.
The Shipment Via, Shipment Info, and Document Date will perfectly reflect the bulk changes you made in Step 3.
The document status will be marked as Draft or Approved based on your Step 1 configuration.
Pro Tip:
By routing your transfers to Draft status initially, you can easily catch and edit typos in lorry numbers or delivery dates before finalizing the document posting.
Conclusion
The AutoCount Batch Transfer (SO & DO) Plugin is the ultimate efficiency tool for fast-paced trading, wholesale, and logistics businesses. By transforming a tedious, one-by-one manual entry process into a seamless, single-screen operation, it eliminates costly data-entry bottlenecks and keeps your delivery team moving without delay. Whether you need to merge multiple orders to save paperwork, update lorry numbers in bulk, or safely manage your LHDN e-Invoicing workflows with flexible draft-to-approval controls, this plugin ensures your backend accounting operations move just as fast as your real-world deliveries.
Frequently Asked Questions
Can I choose whether to transfer Sales Orders into a Delivery Order or directly into an Invoice?
toggle the target document setting between SO to DO or SO to Invoice based on your billing workflow.
Can I combine multiple Sales Orders from the same customer?
Yes. Use the Many-to-One method to merge multiple separate Sales Orders into a single, consolidated Delivery Order or Invoice to save paperwork.
How does this plugin handle LHDN e-Invoicing?
You control it via the Document Status setting. Setting it to Draft keeps the document hidden from live validation for safe review. Setting it to Approve triggers an immediate real-time submission to the LHDN portal upon posting.
Does the plugin support partial stock deliveries?
Yes. You can easily toggle between Full Transfer or Partial Transfer depending on your current warehouse stock availability.
Ready to speed up your billing and delivery workflows?
Don’t let manual, one-by-one document editing slow down your daily warehouse and billing operations. Equip your team with the AutoCount Batch Transfer Plugin today