Sage 50 - PostTrans Importer for Excel - Overview of features
The video below is a great overview of PostTrans for Sage 50. 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 50. PostTrans for Sage 50 enhances Microsoft Excel to connect to Sage 50 data, to extract records, edit them in Excel and Import changed records back to Sage 50. Handy for Price updates, managing Bill of Materials, etc…
PostTrans for Sage 50 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 50.
| Sage 50 - PostTrans Importer for Excel - Overview | |||
| 0:00 | Video Introduction | ||
| 1:30 | Product demo - How to install | ||
| 3:00 | PostTrans Toolbar | ||
| 4:00 | Product and Product Price Extract/Update | ||
| 8:20 | Add extra mappings to Sage 50 | ||
| 12:00 | Creating new Products | ||
| 12:40 | Deleting Products | ||
| 14:20 | Customer Price Matrix - Edit/Creation | ||
| 19:17 | Importing Nominal Contra Journal | ||
| 25:00 | Importing Sales Order (Manual Entry) | ||
| 31:00 | Alter Sales Order Template to email conformation | ||
| 33:15 | Defining Cursor Path | ||
| 35:00 | Creating an Order Pad (TeleSales) PRO | ||
| 38:00 | Convert the Order Pad to a Purchase Order Pad PRO | ||
| 38:45 | Purchase Order with Authorisation PRO | ||
| 40:15 | Importing from Customer and Orders from CSV file | ||
| 44:15 | Importing into Multiple Companies from one file PRO | ||
| 45:40 | Posting an Inter-Company Transaction PRO | ||
See PostTrans Online Training for more information on how to customise PostTrans Templates