AutoCount Plugin: Basket Plugin User Guide
Understanding AutoCount Basket Plugin
In wholesale businesses — especially fruit and vegetable trading — keeping track of reusable baskets is important for inventory, cost control, and accurate client records. The AutoCount Basket Plugin lets businesses automate basket tracking and balance calculations across sales and purchase transactions in AutoCount Accounting.
What Is The AutoCount Basket Plugin?
A purpose‑built tool designed for wholesale operations that require tracking of physical baskets used in deliveries or returns. It integrates basket movements into sales, purchase, and debtor/creditor records — automatically calculating quantities and balances to ensure accurate inventory and accounting.
Why This Matters?
For businesses dealing with reusable containers (like baskets), manual tracking can be time‑consuming, inaccurate, and error‑prone. With the Basket Plugin:
Basket quantities are calculated automatically during document entry.
Helps reduce losses and ensures correct billing or return processing.
Users get real time basket balance history in customer and supplier accounts.
Basket balances update based on outgoing, incoming, and adjustment values.
Key Features & Capabilities
Automated Basket Totaling
Auto‑compute basket usage and return quantities within sales and purchase entries.
Basket Update Tool
Adjust basket counts after transactions easily with a dedicated update feature.
Setting Up the Basket Plugin
Calculates the net basket balance based on outgoing, incoming, and adjustment values.
Debtor & Creditor Basket Balances
Maintain ongoing basket balance records per customer or supplier.
New Reporting Features
View detailed basket info across documents via preview or print reports.
Setting Up the Basket Plugin
Installing the Plug In
- Go to Tools > Plug‑In Manager in AutoCount.
- Click Install.
- Browse and select the Basket .app file.
- A window appears with plugin details.
- Click Install again.
- Click Yes when prompted.
- A success message appears once installed correctly.
Assign Access Rights
- Go to General Maintenance > Access Right Maintenance.
- Expand SL Plug‑In.
- Expand Basket.
- Click Basket and choose Set Group Access Rights.
- In the pop‑up, select user group (e.g., Admin).
- Change Don’t Change to Add.
- Click OK to save.
- Click Yes to apply to sub commands.
Basket Setting
- Go to Basket > Basket Setting.
- Ensure Auto Calculate Quantity is ticked.
- Click Save.
Note: Auto Calculation automates basket balance computations during document entry.
Debtor Maintenance
- Go to A/R > Debtor Maintenance.
- Click New.
- Enter debtor info.
- Go to the User Define Field tab.
- Enter a value in Balance Basket.
- Click Save.
Note: Balance Basket shows how many baskets the debtor currently has.
Creditor Maintenance
- Go to A/P > Creditor Maintenance.
- Click New.
- Enter creditor info.
- Go to the User Define Field tab.
- Enter a number in Balance Basket.
- Select a Debtor Code if the creditor also acts as a debtor (for returns).
- Click Save.
Sales & Purchase Documents Entry
Document Types with Basket Info
Documents that include Basket Info controls:
- Delivery Order
- Invoice
- Cash Sales
- Credit Note
- Goods Received Note
- Purchase Invoice
- Cash Purchase
- Purchase Return
Document Entry (Operate)
- Go to Sales and choose the document type.
- Click New.
- Enter debtor (for sales) or creditor (for purchase).
- Add item lines.
- Enter values in KGPerCtn and Ctn.
Note: Qty = KGPerCtn × Ctn. - System auto‑populates Out Basket (when IsBasket is ticked).
- Optionally fill In Basket and Adjustment fields.
- Click Save.
- System recalculates Balance Basket based on all inputs.
Balance Basket is updated based on:
- No In Basket or Adjustment: Last Balance + Out Basket
- With In Basket only: (Last Balance + Out Basket) – In Basket
- With Adjustment only: Last Balance + Out Basket + Adjustment
- With both: (Last Balance + Out Basket) – In Basket + Adjustment
Basket Update
- Go to Sales.
- Choose an existing document.
- Click Basket Update.
- Update In Basket and Adjustment values
- Click Save to update.
Basket Report
- Go to Sales.
- Select a document set.
- Click Preview or Print.
- Choose the New Report option.
- Click OK to view detailed basket movement and balances.
Benefits of Using Basket Plugin
Streamlined Basket Tracking
Automatically records basket movements without manual entry.
Accurate Inventory Management
Ensures basket balances are calculated and updated correctly.
Reduced Errors & Time Savings
Automatic calculations remove manual reconciliation.
Simplified Return Process
Use the Basket Update feature to easily record returned baskets.
Complete Enhanced Transparency
Debtor and creditor basket histories provide clear visibility.
Conclusion
The AutoCount Basket Plugin streamlines inventory tracking of baskets for businesses such as fruit and vegetable wholesalers. It automates basket‑related calculations, updates customer and supplier basket balances accurately, and provides reporting tools that make managing reusable assets easier and more reliable.
Frequently Asked Questions
Which documents support basket tracking?
Basket info appears on Delivery Order, Invoice, Cash Sales, Credit Note, Goods Received Note, Purchase Invoice, Cash Purchase, and Purchase Return.
What if I need to adjust basket counts after saving?
Use the Basket Update feature to adjust In Basket and Adjustment values.
Is the basket balance updated automatically?
Yes — based on Out, In, and Adjustment values once saved.
Can I see basket history for customers?
Yes — Balances are stored on Debtor and Creditor records.
Why is Basket Tracking useful?
It improves inventory accuracy, reduces losses, and ensures contract clarity with clients.