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

Xero

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

Image Alt TextImage Alt Text

Multiple Transactions from CSV file

Xero

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

Image Alt Text

Xero

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

Sage 200 Bins

Sage 200 Warehouse & Bins

Create Sage 200 Bins
Stock Take Bins
Move Bin Stock

Fast, cost effective, easy…

Image Alt TextImage Alt Text

Manufacturing

200 Manufact.

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

Image Alt Text

Complex tasks quicker...

50 BOM

Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

Make life easier...

Image Alt Text50 Projects

PostTrans Blog

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

Blog Search

Sage 50 Pricing

This article explains how PostTrans selects pricing from Sage 50.

Having selected the account, PostTrans will find the Customer/Supplier price from Sage 50, using the appropriate discounts and price specified in Sage just the same as enter manually in Sage.

From sage 50 2017 V24.1 - Unit Price can be negative.

Account Price List

Example: Press Help, on the PostTrans toolbar, then select example “Shows Customer Price List on header” 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.

For example, if we create the standard order entry template, and enter figures based on the demo data, KEY001 has a standard price of £20.   But if we enter account ABS001, are on price band TRADEB, and thus receive 20% discount:

image

Over typing the TLUnitPrice columns (col E in above example) will allow the price to be overridden.  The default template layout also has tag TLDiscPerc in column F, which allows extra discount % to be specified.  Tag TLDiscValue allows value off TLUnitPrice.

On change of Qty, Unit price, Discount etc. PostTrans recalculates the price in associated lines

PostTrans flexibility allows the user to specify the minimum of Product code and Qty.  PostTrans will look up all other values:

image

Thus we can import a file containing simply Product code and Qty, although very un-likely we would have such a file, it nether the less shows the power of PostTrans.

Tags of interest

The following PostTrans tags allow the above functionality:

Tag Name

Data Type

Description

TLUnitPrice

Text

Unit Price for each item. If cell is blank then PostTrans will lookup customer price on change of Qty, or adding a product. If option is on to override the price, in System setup >> Lookups >> Switches, then the customers price will overwrite any value already in cell, on change of Qty. Price will be after customer discount. PRO - If multi-currency is ON will be in account currency.

TLQty

Text

Quantity. PRO - If switch 'Iignore ZERO qty' ignores any lines with zero qty. This allows a long product list to be listed, and user simply edit a qty to book IN/OUT

TLTotNet

 

Text

Total Net value

TLTaxAmount

Text

Tax Amount

TLTaxCode

Text

Tax Code

TLDiscPerc

Text

Additional Discount Percent to be applied to TLUnitPrice, Value should be specified in TLDiscValue OR TLDiscPerc but not both cells. Note TLUnitPrice has already had any system discount applied on account record.

TLDiscValue

Text

Additional Discount Value to be applied to TLUnitPrice, Value should be specified in TLDiscValue OR TLDiscPerc but not both cells. Note TLUnitPrice has already had any system discount applied on account record.


With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a lookup field (Popup search), delete ^ at end of tag, to turn off lookup search

Categories: Sage Line 50, Transaction Data | Tags: | Return

Post a Comment

Blog Categories