AutoCount Plugin: AutoCount Bill Remark Plugin User Guide
Understanding AutoCount Bill Remark Plugin
The AutoCount Bill Remark Plugin helps users save time and improve consistency when adding remarks to sales and purchase documents. Instead of typing commonlyused comments repeatedly (like terms, notes, headers, or footers), you can maintain preset remarks and easily select them when creating or editing documents.
What Is The AutoCount Bill Remark Plugin?
AutoCount Bill Remark Plugin
A plugin designed to store frequently used remarks (master and detailed) and enable fast selection of those remarks in sales and purchase entries. It supports automatic remark updates based on predefined rules, helping businesses ensure consistent and accurate document annotations.
Why It Matters?
Typing the same remarks repeatedly in invoices, orders, or purchase documents is time-consuming and increases the risk of inconsistency. With the Bill Remark Plugin, you can:
Save time with ready-to-use remark templates
Maintain remark consistency across documents
Reduce typing errors and improve documentation clarity
Automatically populate footer remarks based on rules
Key Features & Capabilities
Remark Templates (Master & Detail)
Create and manage frequently used remarks for headers, details, or footers.
Quick Remark Selection
Choose preset remarks when entering sales and purchase documents.
Integration with Document Entry Screens
Remarks update immediately in the Note and Further Description areas when selected in documents.
Automatic Remark Updating
Set rules to auto-fill footer remarks depending on document or customer context.
Custom Customer/Supplier Remarks
Customize remarks per customer or supplier if needed.
Setting Up & Using the Plugin
Installing the Plug-In
- Go to Tools > Plug-In Manager in AutoCount.
- Click the Install button.
- Browse to select the Remark.app file.
- A window appears showing plugin details.
- Click Install again to proceed.
- A confirmation prompt appears — click Yes.
- A success message appears once the plugin installs correctly.
Remark Maintenance
- Go to Remark > Remark Maintenance.
- Click Add to create a new remark.
- Enter a unique Remark Code.
- Select Type (“Master” or “Detail”).
- Enter the remark text in the Note box.
- Click Save.
Remark Selection in Sales & Purchase Documents
- Go to Sales > Invoice (or another sales/purchase document).
- Click New to create a new entry.
- Fill in the debtor (customer) or creditor (supplier) information.
- Click on Master remark selection.
- Tick the desired Master Remark Code.
- Save, the master remark updates the Note.
- Select an item line and click Detail.
- Tick the desired Detail Remark Code.
- Click Save, the detail remark updates Further Description.
Automatic Remark Updating
You can set rules so that when you create quotations or sales documents, the system automatically fills footer remarks based on those rules saving time and improving consistency.
Benefits of Using Agent Validation Plugin
Save Data-Entry Time
Quickly reuse often-used remarks instead of typing them repeatedly.
Consistency Across Documents
Ensures remarks for similar documents remain uniform.
Reduced Typing Errors
Using templates minimizes errors common in manual remark entry.
Context-Aware Footer Remarks
Automatic updating rules adapt remarks based on customer or document type.
Better Communication
Standardized remarks improve clarity in sales, purchase, and contract communication.
Conclusion
The AutoCount Bill Remark Plugin simplifies and standardizes how remarks are used in sales and purchase transactions. By maintaining a set of reusable remark templates and automatically applying them based on rules, the plugin improves consistency, saves data-entry time, and enhances document clarity across your AutoCount system.
Frequently Asked Questions
What are Master and Detail remarks?
Master remarks are general comments applied at the document header; Detail remarks are applied for specific item line descriptions.
Can remarks be specific per customer?
Yes. You can customize remarks for individual customers or suppliers.
Do remarks update automatically?
Yes. Footer remarks can be automatically populated based on rules you set.
Where else can I use this plugin?
Remark selection works in all sales and purchase document types (invoice, cash sales, purchase invoice, etc.).
Does this plugin require special user rights?
Yes. Assign access rights via Access Right Maintenance if needed. (Not shown in the guide but available via AutoCount access controls.)
Interested in Getting AutoCount for your Business?
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