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
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


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


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:

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


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

Clear transaction and copy down formula

Pressing the Clear button on the PostTrans toolbar, clears the sheet ready for data entry.

In a transaction based template the Clear button will look at the contents for row 27 and depending on the content of each cell PostTrans will:

       “X” - Delete the content of the column from row 30 onwards.

       Formula -  Copied down the sheet from row 30 onwards.

       Any other value - Copied down the sheet from row 30 onwards.  Thus “0” will copy down the value of 0, or any other default value.

The Tag button, “Current Tag Properties” tab, gives access to window which helps set these settings:


The following discusses how PostTrans stores these settings.   But it is best to use the above “Current Tag Properties” window to edit such settings.

Example: Press Help, on the PostTrans toolbar, then select example “Copy formula down sheet” 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.

Pressing Clear button, on the PostTrans toolbar, will result in:


Stop Header cells being cleared

When the Clear button is pressed on a Transaction it will clear most, but not all of the Header fields.  Be default the Transaction Type is not cleared.

A “!” at the end of the Tag name in the Cell comment, designates the call as not to be cleared when pressing the Clear button.


Example: Adding a margin formula

To add a margin formula to the sheet, to display the Profit margin of each line we use the formula:


First we require the product cost price. This can be added by clicking on the last free column, row 30.  In this case Column K, and adding tag PrCostPrice which gets the product cost price as products are added to the lines:


Next we add the Margin in column F, so lets insert a column in F and move any titles to give:


Now add formula in cell F30:


We can then copy this down the sheet to give, and give title:


This is great but when we press Clear button, the formula will disappear, so now we copy the formula to cell F27:


The formula gives an error #VALUE! because the cells it is calculating on contain PostTrans clear tags, but will be fine when PostTrans copies it down the sheet.

This formula will also be used when the PostTrans

Quick start an Order

The best method to start a new transaction is to simply save the PostTrans template, as an “Excel Template” (.XLT or .XLTX), and then create a shortcut to the template for each user.  The user then simply opens a new sheet based on the saved XLT file, which is very difficult to damage since Excel will not save over the XLT file.

More information on Excel Template files:

Categories: Sage Line 50, Transaction Data, Fast Orders Entry, Sage Line 200, Static Data | Tags: | Return

Post a Comment

Blog Categories