Sales2DO Plugin
Sales2DO Plugin
AutoCount Plugin

Sales2DO Plugin

In AutoCount Accounting's standard business workflow, the process typically flows from Delivery Orders (DO) to Sales (Invoices or Cash Sales). However, for companies that operate with a Sales-to-DO workflow, the Sales2DO plugin bridges this gap. It enables users to generate a DO directly from existing Invoices or Cash Sales via integrated "Copy to DO" and "Copy from Invoice / Cash Sale" functions.

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Video Tutorial

See It In Action

3 Ways to Copy a Sales Document

Method 1 — Via Right-Click Menu

The fastest method for processing single documents.

1
Navigate to Sales → Invoice or Cash Sale to open the document listing.
2
Right-click on the specific row you wish to copy and select "Copy to a new Delivery Order".
3
Note: this option is only visible for Approved documents — not Draft or Voided entries.
4
A new Delivery Order entry screen opens with all details pre-filled.
1 / 5— Next: Method 2 — Via the "Copy To" Icon
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Monitoring

Outstanding Delivery Order

Outstanding Delivery Order dashboard

3-tier drill-down dashboard

The Outstanding Delivery Order dashboard provides a real‑time, centralized view of all sales documents that require physical delivery.

Filter Options

  • Date Range: Filter documents by their creation date.
  • Document Type: Choose to view Invoices, Cash Sales, or both simultaneously.
  • Status Tabs: Instantly categorize your view into Pending, Partial Delivery, or Full Delivery status.

The 3-Tier Drill-Down Grid

Expand the + icon on any row to dive deeper.

Tier 1

Master Document (Overview)

  • Displays the source document and its overall Delivery Status.
  • Drill-Down: Double-click any row to open the source Invoice or Cash Sale.
Tier 2

Item Codes (Quantity Breakdown)

  • Net Original Qty: Original Qty - CN Returned Qty.
  • Net Delivered Qty: DO Copied Qty - DR Returned Qty.
  • Outstanding Qty: The final balance pending delivery (Net Original - Net Delivered).
Tier 3

Copied History (Delivery Orders)

  • Expand an item row to see specific Delivery Orders linked to it, including DO Number, Date, and quantities.
  • Drill-Down: Double-click any record here to open the target Delivery Order.
Item Configuration

Preset "Delivery?" in Stock Item Maintenance

Stock Item Maintenance - Delivery? checkbox

User Defined Field - "Delivery?" checkbox

By presetting the "Delivery?" status, the plugin automatically determines which items should be delivered and tracked in the Outstanding Delivery Order dashboard.

1
Navigate to Stock > Stock Item Maintenance.
2
Open a stock item in Edit mode.
3
Click the User Defined Field tab and locate the Delivery? checkbox.
  • Ticked: Item requires a Delivery Order and will be tracked for outstanding quantity.
  • Unticked: Item is treated as a service or non-physical good and will be ignored by the tracking dashboard.

Upon installing Sales2DO, the Delivery? checkbox for all existing items will be automatically ticked.

Configuration

Sales2DO Plugin Settings

To configure, go to Sales2DO > Plugin Settings.

Plugin Settings screen

Sales2DO > Plugin Settings

Transfer Document Remark

Automate the cross-referencing of document numbers for a clear audit trail.

  • Insert DO No. in Sales (Reverse Trace): Automatically writes the generated Delivery Order number back to the source Invoice or Cash Sale.
  • Insert Sales No. in DO (Forward Trace): Copies the original Invoice or Cash Sale number into the newly created Delivery Order.
  • Target Field Configuration: Choose whether to insert these numbers into the Master (Documents) or Details (Item Details) fields (e.g., Remark or Description).
  • Prefix Text: Add custom prefix text (e.g., "Ref:" or "From:") to label the inserted numbers.

Upon installing Sales2DO, the system automatically creates the "Copy To" (for Sales) and "Copy From" (for DO) User Defined Fields (UDFs). These are set as the default target fields automatically.

Invoice & Cash Sale Delivery Settings

Set the default behavior for the "Delivery?" checkbox during data entry.

  • Default "Delivery?" to unchecked: New lines default to "No Delivery", best for "Cash & Carry" workflows.
  • Default "Delivery?" based on Stock Item Preset: Inherits the preset defined in Stock Item Maintenance. Recommended for businesses selling both services and physical goods.
Activation

Activate Plugin License

Pricing

Pricing

  • Account Book-based.
  • 1st Account Book RM600 + 8% SST.
  • Add-ons RM300 + 8% SST.
  • One-time payment, no yearly fees.
  • 1 license covers all PCs per account book network.
Trial

Trial

28-day full trial available.

Transfer

Transfer License

Yes, you can transfer the license to another account book. Please contact the KSLeow Support Team for assistance.

Activation Instructions

License Control - Get Online button

Online Activation - License Control screen

Ensure your device is connected to the internet, then follow these steps:

1
KSL Business Solutions will inform you via WhatsApp or Email once your license is ready.
2
Open AutoCount Accounting and navigate to the Sales2DO plugin from the navigation bar.
3
Go to License Control, then click "Get Online". Your license will be activated automatically.

Contact KSL via WhatsApp at 017-905 2323 or email support@ksleow.com.my once you are ready to activate.

Interested in the Sales2DO plugin?

Contact KSL Business Solutions for pricing, installation, and support across Pahang.

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