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Sage 50

Stock/Product Creation
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Quotes/Invoices/Orders
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Product/Stock Adjustments
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Transaction from Manual Input

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Multiple Transactions from CSV file

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Sage 200

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Sage 200 Bins

Sage 200 Warehouse & Bins

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Archive by category: Sage Line 200Return
Validating Transaction before posting
Before you allow PostTrans to Post a transaction into Sage 50 you may want to do your own validation.  Example: Press Help, on the PostTrans toolbar, then select example “Validating Transaction before 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.Example – Stop Transaction PostingIf we take the standard post a transaction template:We can select cell C7, and add ta...
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Categories: 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:
Setting Cursor Path In PostTrans Template
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.ExampleFor 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 ...
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Categories: Transaction Data, Fast Orders Entry | Tags: sage line 50, sage line 200
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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