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.
(CN) AutoCount Bill Remark Plugin Video Guide
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.
How AutoCount Bill Remark Plugin Works
1. Installing the Plug-In
To set up the AutoCount Bill Remark Plugin, navigate to Tools > Plug-In Manager and click Install. Browse for the Remark.app file, review the plugin details in the resulting window, and click Install once more. Finally, confirm the action by clicking Yes when prompted, and a success message will appear to verify the installation is complete.
Go to:
- Tools > Plug-In Manager
- Browse to Remark.app and install
You’ll see it appear once done.
Pro Tip:
Make sure users who need access to this plugin have the proper rights assigned in Access Right Maintenance before heavy use.
2. Remark Maintenance
To maintain your remarks, go to Remark > Remark Maintenance and click Add to create a new entry. Assign a unique Remark Code, select the Type (Master or Detail), and enter your text into the Note box before clicking Save. When creating a document like an Invoice, use the Master button to update the header Note area or the Detail button to autofill an item’s Further Description with your preset templates.
This is where you create and manage your templates:
- Go to Remark > Remark Maintenance
- Click Add
- Enter:
- Remark Code
- Type (Master / Detail)
- Text
- Save
This central repository becomes the library of reusable texts.
Pro Tip:
Use clear codes and group similar remarks (e.g., payment terms, delivery notes) to make them quick to find later
3. Remark Selection in Sales & Purchase Documents
To apply remarks, open a document like an Invoice and click New to fill in the customer or supplier details. For header comments, click Master, select your desired code, and save to update the Note area. To add line-specific remarks, select an item and click Detail, then choose a code and save to populate the Further Description.
When making a document:
- For header messages: click Master
- For item-level comments: click Detail
- Select the code you want
- Plugin populates the text fields automatically
This makes entry much quicker and keeps everything consistent.
Pro Tip:
Start with master remarks for overall comments (e.g., “Payment due within 30 days”) and use detail remarks for item-specific notes.
4. 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.
If you define rules to auto-apply footer remarks:
- The system populates them once the document is created
- No need to remember specific text
- Ensures compliance with company standards
Pro Tip:
Review and tweak your rules periodically as your business or client requirements evolve, so automation stays accurate.
Benefits of Using AutoCount Bill Remark 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.
Context-Aware Footer Remarks
Automatic updating rules adapt remarks based on customer or document type.
Reduced Typing Errors
Using templates minimizes errors common in manual remark entry.
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?
Contact our sales team today to explore pricing options and get started with the perfect solution for you.