Step-by-step of How to Use this Plug-in.

Main Page → Sales Order Deposit

After installing the plug-in, re-open Autocount Accounting; you'll see a new button on the tab above.

Setting

1. OR Knock Off based on:
   • Sales Order:
     • The payment can only be used to settle invoices created from the selected Sales Order.
     • If the payment amount is more than those invoices, the extra amount will stay unapplied.
     • It will not be used to pay other invoices.
   • Debtor:
     • The system first applies the payment to invoices from the selected Sales Order.
     • If there is extra payment, it will automatically be used to pay other outstanding invoices of the same debtor (customer).
2. Minimum Sales Order Payment:
   • Allows you to set a minimum deposit percentage (%) that must be received before processing the Sales Order.
3. Sales Order Deposit Document Flow:
   • SO → Invoice: Invoice is created directly from the Sales Order — best for services or businesses billing immediately without a delivery stage.
   • SO → DO → Invoice: Goods are delivered first (DO), then invoice is generated — best for physical goods.
4. Sales Order Deposit Flow Document’s Location:

   Used when the system has multiple locations. When converting SO → DO / Invoice, the system needs to know where to put the document. It will be based on:

   • Created User’s Default Location:
     • Uses the home location of the employee currently logged in and processing the transfer.
     • Uses the location assigned to the user who creates the document.
   • Sales Order Location:
     • Sticks to the location originally specified when the order was first created, regardless of who is processing it now.
     • Uses the location specified in the SO itself.

Create New Sales Order

First, create a new sales order.

Receive Payment / Direct Save

Add the items, then click "Save".

System will prompt ask to receive payment / direct Save the document.

Click "Yes" and go to Payment Tab

If click "Yes", system will auto prompt to Payment Tab and record the payment received here.

Key in details

Fill in the OR date, Payment Method, Payment Amount, cheque / credit card number, and other required fields.

Click Close

After done, click the "Close" button and back to Sales Order Tab

Click Save

Click "Save". An OR will be generated and system will prompt to print SO and OR.

Official Receipt

Official Receipt: OR-000011 is created.

Print SO

Prompt to print SO

Select SO Report

Print OR

Prompt to print OR

Select OR Report

Stock Delivered (Issue Invoice)

SO → DO / Invoice

When stock is ready, transfer into Sales Invoice and generate invoice from SO.

Choose Full Document Transfer / Partial Item Transfer

Choose Full Document Transfer / Partial Item Transfer, and select the document you want to transfer.

Knock Off Prompt

After transfer, click "Save".

Auto knock off confirmation

System will automatically knock off the deposit amount received previously.

BalQty & DelredQty

Then, the stock quantity will be updated in SO (DelredQty column locked).