Sage 200 - PostTrans Importer for Excel - Overview of features
The video below is a great overview of PostTrans for Sage 200. If watched in conjunction with the training video should give a high level of understanding of the product to enable you to implement or sell the software.
This video covers a complete product overview of PostTrans for Sage 200. PostTrans for Sage 200 enhances Microsoft Excel to connect to Sage 200 data, to extract records, edit them in Excel and Import changed records back to Sage 200. Handy for Price updates, managing Bill of Materials, etc…
PostTrans for Sage 200 also allows the user to import Nominal Journals, Sales Order, Invoices etc. both manually entered for from text file. You can utilise the power of Excel to manipulate data before importing into Sage 200.
| Sage 200 - PostTrans Importer for Excel - Overview | |||
| 0:00 | Video Introduction | ||
| 1:30 | Product demo - How to install | ||
| 3:20 | PostTrans Toolbar | ||
| 4:56 | Product and Product Price Extract/Update | ||
| 11:10 | Add extra mappings to Sage 200 | ||
| 17:46 | Creating new stock with locations | ||
| 21:40 | Stock Supplier List Prices | ||
| 25:20 | Edit Customer Discount Qty breaks | ||
| 29:40 | Importing Nominal Contra Journal | ||
| 34:20 | Sage 200 VAT Nominal Journal | ||
| 35:00 | Importing Sales Order (Manual Entry) | ||
| 45:25 | Defining the cursor path in a template | ||
| 49:12 | Sales OrderPad (TeleSales) PRO | ||
| 53:00 | Flip to Purchase Order Order pad PRO | ||
| 38:00 | Convert the Order Pad to a Purchase Order Pad PRO | ||
| 54:30 | How do I know what Pro features I've used? | ||
| 55:15 | Purchase Order with Authorisation PRO | ||
| 56:45 | Import from CSV file | ||
| 1:02:45 | Importing into Multiple Companies from one file PRO | ||
| 1:04:45 | Using two separate sheets PRO | ||
See PostTrans Online Training for more information on how to customise PostTrans Templates