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Sage 50

Stock/Product Creation
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Transaction from Manual Input

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Multiple Transactions from CSV file

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Sage 200 Bins

Sage 200 Warehouse & Bins

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Archive by category: Sage Line 50Return
Sage 50 order Carriage Charge
Carriage Charge can be posted with an order very easily by simply specifying a few tags in the header of the Sage 50 Order Example: Press Help, on the PostTrans toolbar, then select example “Posting Payment with Order” which is the example discussed below.  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.ExampleSimply open a blank Excel spreadsheet and press Import button.  PostTrans will then offer you all of the ...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:
Viewing Sage 50/200 Ledger from template
The PostTrans tags CuBalance, CuOutOver30Days, CuCreditLimit, CuAvCrdit return the currently selected account  credit and balance figures.  The user can double click on these figures to access the ledger: Having double click you will see:Thus while taking an order, the user can discuss and follow up outstanding Invoices.This requires the Pro version of PostTransTags of interestThe following PostTrans tags allow the above functionality:Tag NameData TypeDescriptionCuBalanceCurrencyCustomer Balance...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:
Sage 50 Payment with Order/Invoice
Payments can be posted with Single/Multiple orders or invoices, see example in next section. Sales Invoice + Payment for Direct Debits paymentsPayments can be imported as SIAT (SI with matching SR for Direct Debit payments), SA (On Account), SR (Sales Receipt) or PR transaction types, shown in the screenshot below.  With optional currency using the PRO version of PostTrans.  Simply press the Help button on the toolbar and search for 'payment" to list examples. PostTrans can even post ...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:
Sage 50 VAT Nominal Journal
Use PostTrans to post VAT Nominal Journal from MS Excel. Great for repetitive journals + add your own calculations.
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Categories: Sage Line 50, Nominal, Transaction Data | Tags: Nominal, Sage Line 50, VAT
Saving template after posting
After posting a transaction, or series of transactions using PostTrans, you may want the template to be saved with the posted data in it. Example: Press Help, on the PostTrans toolbar, then select example “Auto saving template after posting” which is the example discussed below.   You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics. PostTrans has a very flexible method of doing this, which also handles revis...
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Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry | Tags:
How to create a Quick Order Pad for Sage 50 or 200
PostTrans can be used for so many uses, but possibly the most exciting is for Sage 50/200 fast order entry.  A quick order pad can be created, and a short-cut placed on users desktop.  The user then simply double clicks on shortcut to start taking a Sage 50 or 200 Sales Order, Quote or Invoice etc. Example: Press Help, on the PostTrans toolbar, then select example “Quick Order Pad” which is the example discussed below.  You should also have read the "Importing Transactional Dat...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:
Posting into multiple Sage 50/200 Companies - Inter-Company Transfer
PostTrans is very powerful when posting into multiple Sage 50/200 companies, which can be used to create Inter-Company Transfer easily. Pro In the example below we post Sales Order and Purchase Orders into separate companies in one operation.  The following PostTrans transaction types aid inter company stock transfers, by by passing the Order Process system: Type Sage Version Description PIA50/200 Purchase Invoice + Stock Adjustment IN for the stock at cost price specified SIA 200...
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Categories: Sage Line 50, Transaction Data | Tags:
Printing and e-mailing Transaction after posting in Sage 50/200
Printing a Sage 50 (V20 2014 onwards) and 200 Quote, Order or Invoice (Sage 50 only) requires the Pro version of PostTrans.  Out of the box the option to show print options is turned on, thus after posting a transaction PostTrans will show the following print/e-mail option:          Print preview          Print to printer.  Default printer can be set in Setup >> printing tab     &...
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Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry | Tags:
How to Filter Extracted Data
When extracting static data, such as Customers, Products, Prices, Bill of Materials, etc. you can enter values in row 2 to filter the extracted Sage data.   Thus honing in on a particular subset of to Sage data to edit, and import back into Sage 50 or 200. When extracting data, filter criteria can be added in this row in the appropriate column.For example, for customer data, we could:1) in Tax Code column, enter ‘T1’, for All T1 tax customers2) in Balance column, enter ‘>10000’, for all c...
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Categories: Sage Line 50, Sage Line 200, Extract Data, Static Data | Tags: Sage Line 50, Sage Line 200, Static
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