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Sage 200 Examples

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

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Multiple Transactions from CSV file

Xero

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Sage 50

Help on every type of import
Demo Video of all functionality
Loads of Examples included
Online Training
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Sage 200

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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…

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Manufacturing

200 Manufact.

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

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Complex tasks quicker...

50 BOM

Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

Make life easier...

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Sage 200 PostTrans Examples

The following is a list of Example Templates which are included with PostTrans for Sage 200.  Some of these examples are related to blog articles which explain certain features, template design ideas, or provided a template to be used as a starting point for you own customised design.

Examples for Sage 50

To access these examples, download form the links below, or simply press Help on the PostTrans toolbar and select the example from lower part of help window:

Example List

To use the template, with Sage 200, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.


 

*** Test Sage Connection Template ***

Sheet:'Test Sheet'
DO NOT DELETE - Used for testing, or when setup is pressed without PostTrans Sheet
   Help article for *** Test Sage Connection Template ***

Static Data - Customer:

 

Customer Record

Sheet:'Cust Main Address'
Allow Extract/Amend/Import of Customer Address
   More info Sage 200 Customer records Import
   Help article for Customer records Import

 

Customer Delivery Addreses

Sheet:'Cust Delivery'
Allow Extract/Amend/Import of Customer Delivery Address
   More info Sage 200 Customer records Import
   Help article for Customer records Import

 

Customer Contact and Roles

Sheet:'Cust Contact Roles'
Allow Extract/Amend/Import of Customer Contact Roles
   More info Sage 200 Customer records Import
   Help article for Customer records Import

Static Data - Supplier:

 

Supplier Record

Sheet:'Supplier Main Address'
Allow Extract/Amend/Import of Supplier Address
   More info Sage 200 Supplier records Import

 

Supplier Contact and Roles

Sheet:'Supplier Contact Roles'
Allow Extract/Amend/Import of Supplier Contact Roles
   More info Sage 200 Supplier records Import

Static Data - Stock:

 

Stock Records

Sheet:'Stock'
Extract, Add and Amend Stock Records
   More info Sage 200 Stock Records

 

Stock Records Create

Sheet:'Stock Create'
Eminiumum to create Stock Records
   More info Sage 200 Stock Records Create

 

Stock Prices

Sheet:'Stock Prices'
Extract, Add and Amend Stock Records
   Blog Sage 200 Stock Prices

 

Stock Assign Search Category Values (Module: Pro)

Sheet:'Stock Search Cat'
Extract, Add and Amend Stock Search Category Values Records
   Blog Sage 200 Stock Assign Search Category Values (Module: Pro)

 

Stock Warehouse and Bins (Module: Pro)

Sheet:'Stock Locations'
Extract, Add and Amend Stock Locations and Bins Records
   Blog Sage 200 Stock Warehouse and Bins (Module: Pro)

 

Stock Analysis Values (Module: Pro)

Sheet:'Stock Anal'
Extract, Add and Amend Stock Analysis Values Records
   Blog Sage 200 Stock Analysis Values (Module: Pro)

 

Stock Supplier Prices

Sheet:'Stock Suppliers'
Extract, Add and Amend Suppliers Stock Codes
   Blog Sage 200 Stock Supplier Prices

 

Stock Alternative Stock Codes (Module: Pro)

Sheet:'Stock Alt'
Extract, Add and Amend Stock Alternative Stock Codes
   Blog Sage 200 Stock Alternative Stock Codes (Module: Pro)

 

Product Group UOM Records

Sheet:'Stk Group UOM'
Extract, Add and Amend Product Group UOM Records
   Help article for Stk Group UOM

Product Group Records:

 

Location Records

Sheet:'Locations'
Extract, Add and Amend Location Records

Pricing:

 

Customer Band Assignments

Sheet:'Cust Assigned Price List'
Extract, Add and Amend Customer Assigned Price List
   Blog Sage 200 Customer Prices Update

 

Price Band List

Sheet:'Price Lists'
Extract, Add and Amend the Price List at top level
   Blog Sage 200 Price List Update

 

Group Discount List (Module: Pro)

Sheet:'Group Discount List'
Extract, Add and Amend Group Discount List
   More info Sage 200 Customer Prices Update

 

Discount Link (Module: Pro)

Sheet:'Disc Link'
Extract, Add and Amend Stock Discount Link
   More info Sage 200 Customer Prices Update

 

Stock Discount (Module: Pro)

Sheet:'Stock Discount'
Extract, Add and Amend Stock Discount
   More info Sage 200 Customer Prices Update

 

Stock Group Discount (Module: Pro)

Sheet:'Stock Group Discount'
Extract, Add and Amend Stock Group Discount
   More info Sage 200 Customer Prices Update

 

Order Value Discount (Module: Pro)

Sheet:'OVD'
Extract Order Value Discount
   More info Sage 200 Customer Prices Update

Static Data - Accounting:

 

Nominal Report Categories

Sheet:'Nom Report Categories'
Extract, Add and Amend Nominal Report Categories

 

Nominal Accounts

Sheet:'Nominal'
Extract, Add and Amend Nominal Accounts
   More info Sage 200 Nominal Accounts

 

Department

Sheet:'Department'
Extract, Add and Amend Departments

 

Cost Centre

Sheet:'Cost Centre'
Extract, Add and Amend Cost Centre

Static Data - Other:

 

Assets

Sheet:'Assets'
Extract, Add and Amend Asset reocrds
   More info Sage 200 Assets

Transaction Data - Nominal:

 

Nominal Journal - Basic

Sheet:'NOM'
Import a standard Nominal Journal
   More info Sage 200 Nominal Journal - Basic
   Help article for Nominal Journal - Basic

 

Nominal Journal - VAT

Sheet:'NOM VAT'
Import a VAT, with Contra line, Nominal Journal
   More info Sage 200 Nominal Journal - VAT
   Help article for Nominal Journal - VAT

 

Nominal Journal - Contra

Sheet:'NOM Contra'
Import a Contra Nominal Journal
   More info Sage 200 Nominal Journal - Contra

 

Nominal Journal - Contra CC/Dep specified

Sheet:'NOM Contra CC Dep'
Import a Contra Nominal Journal with CC/Dep specified in separate cells
   More info Sage 200 Nominal Journal

 

Nominal Journal - Recurring

Sheet:'NOM Recurring'
Import a Recurring, with Contra line, Nominal Journal
   More info Sage 200 Nominal Journal - Recurring

 

Nominal Journal - Reversing

Sheet:'NOM Reversing'
Import a Reversing, with Contra line, Nominal Journal
   More info Sage 200 Nominal Journal - Reversing

Transaction Data - Sales:

 

Sales Order with Serial and Batch allocation

Sheet:'Sales Order'
Post a Sales Order with Serial and Batch allocation

 

Sales Order

Sheet:'Sales Order'
Post a Sales Order

 

Sales Order Pad Pro

Sheet:'Order Pad'
Post a Sales Order Pad for Fast order entry
   More info Sage 200 Sales Order Pad Pro
   Help article for Sales Order Pad Pro

 

Purchase Order

Sheet:'PO'
Post a Purchase Order

 

Sales Order + Info

Sheet:'Sales Order Info'
Post a Sales Order showing more customer information
   More info Sage 200 Sales Order + Info

 

PO with Project costing and Phase Filter

Sheet:'PO Phase Filter'
Post a Purchase Order

 

Remote Purchase Order

Sheet:'PO Auth'
Post a Purchase Order filled in by remote subsidiary
   Help article for Remote Purchase Order

 

Purchase Order with Authorisation

Sheet:'PO Auth'
Post a Purchase Order with Authorisation

 

Sales Order Additional Chrage

Sheet:'Sales Order Charge'
Post a Sales Order with Additional Chrage expressed on header

 

Sales Order with Payment Pro

Sheet:'Sales Order Pay'
Post a Sales Order with Payment

 

Sales Order in Currency Pro

Sheet:'SO in Currency'
Post a Sales Order in Currency

 

Sales Opening Balance

Sheet:'Sales Opening Balance'
Post a Sales Opening Balance

 

Sales Credit Note

Sheet:'Sales Credit Note'
Post a Sales Credit Note

 

Sales Invoice to Accounts Ledger

Sheet:'Sales Invoice'
Post a Sales Invoice to Accounts Ledger

 

Sales Service Order

Sheet:'Sales Service Order'
Post a Sales Service Order which alows long text and bypasses dispatch routine

 

Sales Invoice to Accounts Ledger with Gross Rounding

Sheet:'Sales Invoice Round'
Post a Sales Invoice to Accounts Ledger with RoundTo a value

 

Sales Invoice (Invoice Ledger)

Sheet:'Sales Invoice INV LEDGER'
Post a Sales Invoice to invoice ledger

 

Multiple Purchase Invoices

Sheet:'PI'
Post a Multiple PI Transactions

 

File Import:Multiple Sales Order from CSV

Sheet:'Sales Order'
Post a Multiple Sales Order Transactions

 

File Import:Multiple Sales Invoice from CSV

Sheet:'Invoice'
Post a Multple Sales Invoices

 

File Import:Multiple Types from single CSV

Sheet:'MultiType'
Post a Multple Transaction Types from single CSV files

 

File Import:Multiple Types activated by VBA button

Sheet:'MultiType'
Post a Multple Transaction Types

 

File Import:Multiple Types from multiple CSV

Sheet:'Multiple Trans multi file'
Post a Multple Transaction Types from multiple CSV files

 

File Import:Sales Invoice with Project from CSV

Sheet:'SI'
Post a Sales Invoices to Projects

 

File Import:Purchase Invoice with Project from CSV

Sheet:'PI'
Post a Purchase Invoices to Projects

 

File Import:Sales Orders with Project from CSV

Sheet:'SO'
Post a Sales Orders to Projects

 

File Import:Purchase Orders with Project from CSV

Sheet:'PO'
Post a Purchase Orders to Projects

 

File Import:Orders from CSV with Payment, Rounding and Extra Lines

Sheet:'Order and Payment CSV'
Post a Sales Order with Payment using total line value from Web Cart system

 

File Import:Sales/Purchase Invoices with Project from CSV

Sheet:'Mixed'
Post a Sales/Purchase Invoices to Projects

 

File Import:Direct Debit payments posted as SI and Receipt with Currency

Sheet:'Direct Debit'
Post a Direct Debit payments posted as SI and Receipt with Currency

 

File Import:Receipts with Currency

Sheet:'Receipts'
Post a Receipts with Currency

 

Transaction - Inter Company in 1 sheet (Module: Pro)

Sheet:'All In One'
Post an inter company transaction from one sheet
   Help article for Transaction - Inter Company

 

Transaction - Inter Company in 2 sheets SO/PO (Module: Pro)

Sheet:'Sales'
Post an inter company transaction, one sheet posting a SO, than another to post mirror but PO

 

Transaction - Inter Company in 2 sheets SIA/PIA (Module: Pro)

Sheet:'Sales'
Post an inter company transaction, one sheet posting a SIA, than another to post mirror but PIA (invoice with adjustment)

 

Import into Multiple Companies from CSV

Sheet:'Multi in one sheet'
Post a Multple Companies

 

Import and match receipts from FILE (Module: Extras)

Sheet:'Receipts from File'
Import Receipts

 

List outstanding Invoices, manual receipt and allocation (Module: Extras)

Sheet:'Receipts'
Import Receipts

Transaction Data - Purchase:

 

Expenses + Mileage

Sheet:'Expense demo'
Posting a Expenses + Mileage in as a Purchase invoice
   Help article for Expenses + Mileage

 

Expenses iPhone/Android or Web via ExpenseIn

Sheet:'Import Expenses'
Import expenses into Sage 50 via IPhone, Android etc. with authorisation
   Help article for Import Expenses

 

Purchase Invoice

Sheet:'Purchase Invoice'
Post a Purchase Invoice

 

Purchase Service Order

Sheet:'Purchase Service Order'
Post a Purchase Service Order which alows long text and bypasses dispatch routine

Transaction Data - Stock Adjustments:

 

Stock Adjustment Free of Charge

Sheet:'Free Of Charge'
Issues Stock Free of Charge
   More info Sage 200 Stock Adjustment Free of Charge

 

Stock Adjustment Goods Return

Sheet:'Goods Return'
Issues Stock Free of Goods Return

 

Stock Adjustment OUT

Sheet:'OUT'
Post a Stock adjustment to bring stock OUT

 

Stock Adjustment IN

Sheet:'IN'
Post a Stock adjustment to bring stock IN

 

Stock Adjustment OUT with no Bins

Sheet:'OUT No Bins'
Post a Stock adjustment to bring stock OUT with no Bins Specified

 

Stock Adjustment Write Off

Sheet:'Write Off'
Issues Stock Free of Write Off

 

Stock Adjustment IN with Batch and Serial

Sheet:'Batches IN'
ADJ IN Product with Batches and Serial Nos
   More info Sage 200 Stock Adjustment Batches and Serial IN

 

Stock Adjustment OUT with Batch and Serial

Sheet:'Batches OUT'
ADJ OUT Product with Batches and Serial Nos
   More info Sage 200 Stock Adjustment Batches and Serial IN

Bins:

 

Locations and Bins

Sheet:'Bins'
This sheet allows the user to extract/amend/delete/create Warehouse Bin records
   More info Sage 200 Locations and Bins
   Help article for Locations and Bins

 

Stock Take Locations and Bins with Serial and Batches

Sheet:'Bins Stock Take Batch Serial'
Stock Take Bins in the same or different Warehouses with Serial and Batches
   More info Sage 200 Bins Stock Take

 

Stock Take Locations and Bins

Sheet:'Bins Stock Take'
Stock Take Bins in the same or different Warehouses.
   More info Sage 200 Bins Stock Take
   Help article for Bins Stock Take

 

Stock movement between Locations and Bins

Sheet:'Bins Movement'
Move Stock items between Bins in the same or different Warehouse
   More info Sage 200 Bins Movement
   Help article for Bins Movement

Project Accounting:

 

Phase/Groups (Module: Projects)

Sheet:'Groups'
Allow Extract Phase/Groups
   More info Sage 200 Phase/Groups
   Help article for Phase/Groups

 

Project Items (Module: Projects)

Sheet:'ProjectItem'
Allow Extract Project Items
   Help article for Project Items

 

Project Structure and Budgets (Module: Projects)

Sheet:'Project Structure'
Allow Extract/Amend/Import Project and Budgets
   More info Sage 200 Project Structure and Budgets
   Help article for Project Structure and Budgets

 

Project Template for Project Manager to fill in (Module: Projects)

Sheet:'INPUT'
Allow Extract/Amend/Import Project additional fileds and Budgets. Plus add customer and quoted price which optional sets revenue budget
   Help article for Template for Project Manager to fill in

 

Project Cost Adjustments

Sheet:'Cost Adj'
Allow Import Project Cost Adjustments

 

Project Revenue Adjustments

Sheet:'Rev Adj'
Allow Import Project Revenue Adjustments

 

Project Cost Opening Balance

Sheet:'Cost OB'
Allow Import Project Cost Opening Balance Adjustments

 

Project Revenue Opening Balance

Sheet:'Cost OB'
Allow Import Project Revenue Opening Balance Adjustments

 

TimeSheets with Phase Filter (Module: Projects)

Sheet:'TimeSheet List Phase Filter'
Import TimeSheets

 

TimeSheets from List (Module: Projects)

Sheet:'TimeSheet List'
Import TimeSheets

 

TimeSheets for each Day of Week (Module: Projects)

Sheet:'TimeSheet Days'
Import TimeSheets

 

Project Expenses (Module: Projects)

Sheet:'Expenses'
Import Expenses

 

Project Expenses with Phase Filter (Module: Projects)

Sheet:'Expenses Phase Filter'
Import Expenses

 

Project Expenses By Resource (Module: Projects)

Sheet:'Expenses Entry'
Import Expenses

 

Project Expense Items(Module: Projects)

Sheet:'ExpenseItems'
Extract Expenses Items

Bill of Materials:

 

Bill of Material Version (Module: Manufacturing)

Sheet:'BOM'
Import/Extract Bill of Material Versions
   Help article for BOM Items with Versions

 

Bill of Material Items (Module: Manufacturing)

Sheet:'BOM Items'
Import/Extract Bill of Material Items
   Help article for BOM Items

 

Stock Import with Bill of Material (Module: Manufacturing)

Sheet:'Stock'
Import/Extract Stock with Bill of Material Location and Type
   Help article for Stock Import with Bill of Material

 

Stock Location and Bins Records

Sheet:'Stk Bins'
Import/Extract Stock Location/Bin Records

Manufacturing:

 

Labour (Module: Manufacturing)

Sheet:'Labour'
Import/Extract Labours
   Help article for Labour

 

Labour Group (Module: Manufacturing)

Sheet:'LabourGrp'
Import/Extract Labour Groups

 

Tool (Module: Manufacturing)

Sheet:'Tool'
Import/Extract Tools

 

Tool Group (Module: Manufacturing)

Sheet:'ToolGrp'
Import/Extract Tool Groups
   Help article for Tool Group

 

Machine (Module: Manufacturing)

Sheet:'Machine'
Import/Extract Machines

 

Machine Group (Module: Manufacturing)

Sheet:'MachineGrp'
Import/Extract Machine Groups

 

Operation (Module: Manufacturing)

Sheet:'Operation'
Import/Extract Operations
   Help article for Operations

 

Operation Resources (Module: Manufacturing)

Sheet:'Operation Resources'
Import/Extract Operation Resources
   Help article for Operation Resources