In order to enable fast order entry in Sage 50/200, PostTrans allows you to create a MS Excel PostTrans template, to further enable good user experience we can define the path the cursor will take in the template, when enter or tab is pressed.

This can be used to aid fast Order entry, Stock Adjustment or Nominal Journal entry.

Example

For example lets start an new sheet.  Simply open a blank Excel spread sheet and press Import button.  PostTrans will then offer you all of the import tags to create a new PostTrans template.  Double click on the PostTrans tag Sage50Trans. We will then see, with some data filled in:

So in this sheet we may want the user to start at cell C2 and move down column C to cell to C5, then miss out the delivery address because it is set automatically by PostTrans after account selection.   Then move to B30, for the first Product code to be entered into the order.

But if the user moves with the mouse to one of the delivery cells, then the cursor should flow down column F until F7, and then move to B30 for the first product code to be entered into the sheet.

Then within each line we want the user to first enter a product code, skip description since PostTrans will fill that in, and wait for user to enter Qty.  Then move on to Discount.

Next return to column B for the next product code, on the next line.

How to define the Cursor Path

Move the cursor to cell C2 and then press Setup.   Select tab “Cursor Path”.  You may want to move the setup window to enable to see all the cells you want define as cursor path.  Now press record button.

Then move the cursor in the cells you want the cursor to move through.  Press Stop when finished.

So for header C2,C3,C4,C5,B30,f2,f3,f4,f5,f6,f7,B30

This means the cursor will flow down column C and then to B30 for the first product.  But if the user moves to column F2-7, then will flow down column F and end with B30.

Once the cursor reaches row 30 the second definition takes over. 

Defining the cursor path in lines

This is a similar process, of moving the cursor to the first position, for example B30 in above example, and pressing Record button.  

Next move the cursor to D30 using the mouse, followed by F30.

Now press Stop button.

Press OK button on the setup window to commit changes.

This will have defined cursor path to column B,D,F and then back to column B on next line, in the rows in and below row 30.

Pressing Shift + Tab or Shift + Enter will move backwards through this defined path.  Arrow keys or mouse will override this cursor path.