Mobile Dashboard
Real-Time Business Insights in the Mobile of Your Hand
Gain instant visibility into your business performance anytime, anywhere.
TD Ordering mobile dashboard brings you powerful, simplified analytics designed for fast decision-making and proactive management.
Customer Module
Complete Customer Profile & Credit Monitoring at Your Fingertips
TD Ordering - Customer Module empowers your sales, collection, and support teams with instant access to customer information, credit control, and outstanding balances — all from your mobile device.
Key Features
Customer Overview Dashboard
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View all customers in a scrollable list with quick details such as:
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Credit Limit
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Overdue Amount
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Contact Number
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Latest Update Status
Detailed Customer Profile
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Access full customer records:
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Customer Code & Company Name
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Phone Number, Fax, Email
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Contact Person (Attention)
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Full Address with map integration
Credit Control & Status
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See available credit in real time
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Monitor overdue amounts, last payment date, and total outstanding
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Ensure transactions are within credit terms and prevent over-commitment
Document Access Shortcuts
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Instantly view linked financial documents:
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Aging Report
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Customer Statement
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Outstanding Report
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Price History
Direct Communication Tools
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Call or message customers with one tap
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Integration with phone and messaging apps for faster coordination
App Feature Overview
All-in-One Sales, Payment & Field Management Platform
The TD Ordering Mobile App delivers a complete suite of mobile business tools designed to help sales reps, collectors, and field staff operate efficiently on the go. Below is a summary of its core modules:
Sales Order Module
Create, Track & Manage Orders Anywhere, Anytime
The Sales Order and Inventory modules within AutoCount Mobile provide a seamless way for field teams and sales reps to handle product orders, verify stock availability, and issue accurate transactions — all from their mobile devices.
Key Highlights:
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Instant Order Creation: Quickly create new orders for customers using predefined terms (e.g., Net 30 days), linked addresses, and customer branches.
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Auto-Generated Document No.: Each order is automatically numbered for traceability (e.g., MO-00004).
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Delivery Scheduling: Define both order and expected delivery dates with calendar pickers
- Add Individual or ItemPackage: Insert single items or predefined bundles (Item Package).
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Item Preview: View images of products before selecting, for easier identification in the field.
- Real-Time Calculation: Subtotal, tax, and grand total are calculated instantly upon entry.
Credit Note Module
Seamless Credit Note Management with FIFO Knock-Off Logic
TD Ordering is a powerful third-party plug-in specifically designed for AutoCount Accounting & POS systems, empowering users with real-time Credit Note management and intelligent knock-off application. It is built for high-volume trading, wholesale, and distribution businesses that demand speed, precision, and flexibility in after-sales adjustments.
Payment Module
Streamlined Payment Collection & Real-Time Reconciliation
Payment Module in TD Ordering Mobile allows sales and collection teams to receive payments on-site, apply them instantly to outstanding invoices, and generate up-to-date payment summaries — all from a mobile device.
Receive Payment Instantly
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Accept payments from customers directly on the spot
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Supports multiple payment methods: cash, bank transfer, cheque, etc.
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Example:
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Customer: ACD SDN BHD
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Payment Amount: RM3,000 via AMBANK BERHAD
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Auto Knock-Off: Applied to invoice 2505-001 (RM14,000 outstanding)
Automatic Knock-Off (FIFO Logic)
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System auto-applies the payment to the oldest outstanding invoices
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Manual override available — select any invoice to knock off
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Tracks:
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Original invoice amount
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Outstanding balance
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Amount knocked off
Payment Summary Report
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Real-time generation of payment summary by date, user, or method
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Highlights total transactions, collection type, and total value
Visit Module
Track Site Visits, Client Engagements & Field Activity — All in One Place
Visit Module is a key component of TDOrdering solution, tailored for sales reps, collectors, technicians, and any field-based personnel. It enables teams to track customer visits, document purposes, and log check-in/out activity with precision — improving operational visibility and accountability.
Key Features
Check-In & Check-Out Logging
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Easily check in/out with one tap
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Automatically records timestamp, customer name, and GPS-based location
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Calculates visit duration in seconds
Full Visit History by Customer
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View visit records for each customer
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Helps in sales planning, service tracking, and customer relationship review
Multiple Visit Types
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Supports predefined or custom visit purposes such as:
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Site Visit
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Payment Collection
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Technical Support
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Add notes to explain visit objectives or special cases
Accurate GPS Location Capture
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Auto-fills the address based on real-time location
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Reduces manual input errors and ensures location accuracy
