AutoCount Customer Story
Sun Wah Chin (M) Sdn Bhd Customer Story
Sun Wah Chin (M) Sdn Bhd replaced unstructured WhatsApp order submission with TD Order integrated into AutoCount, giving field salespeople a direct ordering tool and giving office administrators a clearer handover for review and confirmation.
No need to reconstruct orders from chat messages.
Business Background
A field-sales process that depended on chat messages.
Salespeople sent customer orders to office administrators through WhatsApp. The office then had to interpret each message, prepare the order and continue with invoice processing.
The Operational Gap
WhatsApp was convenient for communication, but it did not create a structured order record. Important transaction details still had to be interpreted and re-entered before the order could continue through the office workflow.
Unstructured order messages
dministrators had to interpret WhatsApp conversations before preparing customer orders.
Manual re-entry
Field information had to be captured again by the office, creating more work and more room for mistakes.
Limited payment visibility
Salespeople could not easily check customer ageing and overdue balances while visiting customers.
Before and after
Replacing manual interpretation with structured order data.
The key change was not just mobile ordering. It was creating a connected handover between field sales and the office.
Orders submitted through WhatsApp
-
Order details arrived as unstructured messages.
-
Administrators interpreted and reconstructed the order.
-
Field sales had limited payment-status information.
-
Manual communication created gaps between teams.
Orders captured in TD Order and processed in AutoCount
-
Salespeople create customer orders directly in the app.
-
Ageing and overdue balances can be checked in the field.
-
Office administrators receive digitally captured details.
-
Orders can be reviewed and confirmed in AutoCount.
The AutoCount solution
A more direct mobile ordering process for field sales.
Explore the main parts of the integrated TD Order and AutoCount workflow.
TD Order mobile order creation
TD Order was integrated with AutoCount so salespeople could create customer orders directly through the application instead of sending unstructured WhatsApp messages to the office.
- Captures order details digitally at the customer visit.
- Reduces reliance on chat messages for transaction submission.
- Creates a more usable and direct process for the sales team.
Ageing and overdue visibility
Salespeople can review customer ageing and overdue balances while visiting customers, giving them more useful payment information before submitting another order.
- Customer payment status is visible in the field.
- Sales staff can review ageing before confirming an order.
- Supports better-informed decisions during customer visits.
Office review in AutoCount
Orders submitted through TD Order can be reviewed and confirmed by office administrators in AutoCount without rebuilding transaction details from separate messages.
- Customer and product details arrive in a structured format.
- Administrators can review the order before confirmation.
- Reduces repeated data entry in the office.
Clearer sales-to-office handover
The integrated process creates a clearer handover between the field sales team and office administrators, with order information already captured digitally.
- Reduces interpretation of informal chat messages.
- Minimises errors caused by manual reconstruction.
- Creates a more organised order-confirmation process.
Connected workflow
From customer visit to confirmed order.
The key change was not just mobile ordering. It was creating a connected handover between field sales and the office.
Visit the customer
The salesperson meets the customer and prepares the order in the field.
Check payment status
Ageing and overdue balances can be reviewed before proceeding.
Create the mobile order
The transaction is entered through TD Order instead of WhatsApp.
Review in AutoCount
Office administrators receive the captured details for review.
Confirm and continue
The order can continue through the normal office processing workflow.
Business Outcome
A more organised process for both field sales and office teams.
The integrated workflow improved productivity and provided a clearer path from customer visit to order confirmation.
Faster processing
Orders move to the office through a direct mobile process instead of unstructured messages.
Better accuracy
Digitally captured transaction details reduce interpretation and repeated entry.
Payment visibility
Salespeople can review customer ageing and overdue balances during visits.
Clearer coordination
Field sales and office administrators work through a more structured handover.
Summary based on the documented business outcome
The integrated workflow reduced dependence on manual communication and gave both sales and office teams a more organised process from customer visit to order confirmation.
Still receiving sales orders through WhatsApp?
Connect your field-sales process to AutoCount with a structured mobile-order workflow designed around your operational needs.