AutoCount Plugin: Easy Batch No Entry Plugin User Guide
What Is The Easy Batch No Entry Plugin?
AutoCount Easy Batch No Entry
This Plugin is a tool that simplifies the management of batch numbers for items. It ensures that when you enter purchase invoices or sales invoices, batch numbers are automatically linked to the items. This reduces the need for manual data entry and allows businesses to track inventory, manage expiry dates, and analyze pricing history with ease.
Why This Matters?
For businesses dealing with batch-tracked items, such as pharmaceuticals or manufacturing, managing batch numbers manually can be time-consuming and prone to errors. This plugin:
- Automates batch number creation and assignment.
- Provides detailed batch information such as costs, quantities, and expiry dates.
- Ensures that batch-related information is always up to date, improving inventory management.
Why You Should Use Easy Batch No Entry Plugin?
You should use this plugin because it:
Saves valuable time
No more repetitive batch entry
Improves accuracy
System‑generated batch details reduce errors
Gives you batch insights
Stock analysis and price history give you smarter decision power
Key Features & Capabilities
Batch Number Automation
Automatically generates batch numbers when creating purchase or sales invoices.
Comprehensive Batch Details
View essential batch information like cost, price history, expiry dates, and quantities.
Efficient Invoice Entry
Simplifies entering batch numbers and quantities during purchase and sales invoicing.
Stock Analysis
Track item sales and movements over the last six months to aid inventory decisions.
Price History Tracking
Keep a detailed log of price changes over time for better pricing decisions.
Pre-set Pricing
Schedule and automatically apply price updates based on effective dates.
Who This Plugin is For?
This plugin is perfect for businesses that deal with batch‑controlled products, especially:
Pharmacies & Healthcare Distributors
Businesses that sell medications and healthcare products must track batch numbers and expiry dates precisely.
Manufacturers
Manufacturers producing goods in lots or production runs benefit hugely from batch tracking.
Wholesale & Distribution Businesses
Wholesale operations often deal with large quantities of stock from multiple suppliers.
How the Easy Batch No Entry Plugin Works
1. Installing the Plug-In
Setting up the plugin is a straightforward process within the AutoCount interface. Users navigate to the Tools > Plug-In Manager browse for the specific “.app” file, and complete the installation through a series of simple confirmation prompts.
Activate the plugin so AutoCount can use it.
- Go to Tools > Plug‑In Manager, select the Easy Batch No Entry plugin file, and install it.
Pro Tip:
Always close AutoCount after install plugins to ensure settings apply cleanly
2. Enabling Item Batch Module
Before the plugin can be utilized,Go to Tools > Program Control > Module Setting the core Item Batch module must be activated in the system. This is done via Module Setting in the Program Controls menu, where users simply tick the Item Batch checkbox to enable the functionality.
Before using the plugin, make sure batch control is enabled:
- Go to Tools > Program Control > Module Setting and tick Item Batch.
Pro Tip:
This makes sure your stock items can be tracked by batch number throughout AutoCount
3. Creating Sales Invoice with Batch Control
The plugin allows for flexibility in the sales workflow. Simply go to Sales > Invoice When creating a Sales Invoice, users select their debtor and batch-controlled items as usual.
In Sales > Invoice, choose your items as usual.
- The plugin will prompt you to select which batch numbers you’re selling.
- This makes issuing stock precise and fast, especially when selling multiple batches.
Pro Tip:
If you save first without batch details, use the plugin’s batch update feature afterward to save time on capturing missing batch numbers.
Notably, the system allows you to save the invoice initially even if you don’t have the specific batch details ready at that moment.
- The system allows you to save the invoice even if you don’t have the specific batch details ready at that moment.
4. Stock Item Maintenance
To utilize batch tracking, individual items must be configured accordingly. Go to Stock > Stock Item Maintenance.In the Stock Item Maintenance screen, users select their product and clicked “Edit”. After that, tick the Controlled by Batch No checkbox, ensuring that every unit of that item is tracked by its unique batch identity.Finally clicked the “Ok” button.
- Open Stock > Stock Item Maintenance, pick your item, and tick Controlled by Batch No.
- Now AutoCount knows that this item should use batch numbers in transactions.
Pro Tip:
Set batch control early in item setup — that way every purchase or sale transaction prompts batch entry automatically.
5. Creating Purchase Invoice with Batch Numbers
Go to Purchase > Purchase Invoice when stock arrives, the plugin streamlines the receiving process. While creating a Purchase Invoice, users add their items and directly enter the specific Batch No, quantity, and expiry date into the grid. Saving this invoice immediately updates the batch-level stock records.
When goods arrive,
- Go to Purchase > Purchase Invoice.
- Add your products and enter batch numbers, expiry dates, and quantities directly in the grid.
- If a batch number doesn’t exist yet, the system will create it automatically.
Pro Tip:
Enter accurate expiry dates now — it keeps inventory reporting correct later
6. Updating Batch Number in Sales Invoice
If an invoice was previously saved with an empty batch number, you can easily rectify this by navigating to Sales > Invoice and clicking the “Update Batch No” button. Once the button is clicked, the system will automatically identify and display all eligible items that require a batch number update.
The plugin lets you update batch numbers for previously issued invoices:
- Go to Sales > Invoice.
- Click the plugin’s Update button.
- The system shows eligible invoice lines lacking batch numbers.
- Click Apply to update them.
Pro Tip:
Run this after data imports or bulk sales entries to quickly ensure all sales transactions have appropriate batch data.
To finalize the process, simply click “Apply” within the “Update Empty Batch No” form to link the correct batch details to the items. The system then auto-updates the batch information directly in the sales invoice, and a confirmation message will appear once the batch update is successfully completed.
Benefits of Using the Easy Batch No Entry Plugin
Time Efficiency
Eliminates manual batch number entry, saving valuable time.
Better Inventory Management
Provides detailed information on batch numbers, expiry dates, and stock movement.
Improved Pricing Decisions
Track price history and schedule automatic price updates.
Reduced Errors
Automates batch number creation, reducing manual errors in inventory management.
Conclusion
The AutoCount Easy Batch No Entry Plugin helps businesses that deal with batch-tracked items streamline their operations. By automating batch number creation, tracking stock movements, and offering valuable insights into price history, the plugin simplifies inventory management, making it more efficient and accurate.
Frequently Asked Questions
How do I install the Easy Batch No Entry Plugin?
Go to Tools > Plug-In Manager, click Install, browse for the plugin installation file, and follow the prompts.
How do I enter batch numbers in purchase or sales invoices?
When creating a purchase or sales invoice, the plugin will automatically prompt you to enter batch numbers, expiry dates, and quantities. If a batch number doesn’t exist, the system will create one for you.
Can I view the price history of items?
Yes, the plugin tracks price history over time, allowing you to make better pricing decisions.
How can I track item movement and sales data?
The plugin provides stock analysis, showing sales and item movement over the past six months to help with inventory decisions.
Can I schedule price updates for items?
Yes, the plugin allows you to pre-set and automatically apply price updates based on the effective dates.
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