Menu

Blog

Search

Category

AutoUpdated

Save time updating

Sage 50

Stock/Product Creation
Customer/Supplier Prices
Bill of Material
Project Creation
Location Bins

Sage 200

Simply extract, edit and import

Import from Excel

50 Trans

Nominal Journals
Quotes/Invoices/Orders
Remote Orders
Product/Stock Adjustments
Sales Receipts
Quick OrderPad

200 Trans

Transaction from Manual Input

Multiple Transactions from CSV file

Solve the Puzzle?

Sage 50

Help on every type of import
Demo Video of all functionality
Loads of Examples included
Online Training
We can help too…

Sage 200

Great Customer Satisfaction

Customer Comments

Full Trial with Demo Data
Low cost Subscription
Cancel anytime
From a £1 a day
Saving you hours

Simply extract, edit and import

Power of Excel

Sage 50

Quick Template Creation
Customise with:
    Formula
    Macros
    VBA

Sage 200

To reach your goals quickly

Sage 200 Bins

Sage 200 Warehouse & Bins

Create Sage 200 Bins
Stock Take Bins
Move Bin Stock

Fast, cost effective, easy…

Manufacturing

200 Manufact.

Create BOM Stock Easily
Create Bill of Materials
Labour, Machine, Tools

Complex tasks quicker...

50 BOM

Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

Make life easier...

50 Projects

PostTrans Blog

Why not sign up to recieve news, tips, ideas, training.  Sign up for bi-weekly newsletter.

Blog Search

Sage 200 Stock Discount Groups (Pro Version)

PostTrans can be used to help edit discount groups, Stock Group Discounts and Stock discounts within Sage 200.

The Discount Group structure can be quite a complex beast to manage.  At the top level we have the Discount Group (Assigned to a group of Customers), which is linked to either individual Stock discounts (Qty breaks Discount/Surcharge, Flat Discount, special prices…) or Stock Group Discounts (Qty breaks Discount/Surcharge, Flat Discount)

Discount Group – Assigned to a customer, simple code and name., example "Group Discount List"

Discount Link – This assigns either a Stock Group Discount or a Stock Discount to the Discount Group record.   This allows Stock Group Discount or a Stock Discount to be assigned to multiple Discount Groups.   PostTrans can handle this many to many relationship, but a one to one relationship is easier to manager and understand. example "Discount Link"

Stock Discount - Qty breaks Discount/Surcharge, Flat Discount, special price, etc. example "Stock Discount"

Stock Group Discount - Qty breaks Discount/Surcharge, Flat Discount), example "Stock Group Discount"

PostTrans can optionally automatically update the discount name with a summary of the discount contained in the record.

 
 
    Sage 200 Edit Discount Group using PostTrans:
   1:15 Editing the Group Discount List
   2:30 Extract Stock Discount Group to Discount Group
   4:00 Add Stock Group Discount to Discount Group
   7:50 Add Stock Discount to Discount Group
   11:40 Many Discounts on Many Discount Groups
   16:00 How to find more information and Training
 
 

To use the template, with Sage 200, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.

For example

If we decided the manage our discount with a One to One relationship between to the "Group Discount" and Stock/Group Discounts:

We can create and edit stock discount, or stock group discounts from one spreadsheet:

Categories: | Tags: | Return

Post a Comment

Blog Categories