PostTrans for Sage 200 Features
Sage 200 PostTrans is an extremely powerful Excel extraction and import tool. Using its power, you can reduce the time taken to enter Quotes, Invoices, Orders, Stock/Products, Prices, etc, manually or from CSV files. Using Excel formulas, VLookups, Data Queries, Marcos or VBA, you can use PostTrans' exceptional power to deliver cost-effective solutions to your business while achieving a quick return on your investment. See Customer Comments below.
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Download PostTrans for Sage 200 and MS Excel for PC |
Transaction Importation
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Transactional Importation
New transactions can be posted, these include:
- Sales/Purchase Order/Invoice
- Stock adjustment
- Nominal Journals
- Purchase Order with authorisation
- Sales Receipts
- Cashbook Transactions
- Inter-Company Transactions
- Copy Transactions
- Edit Transactions
- Expenses
- Quick order pads
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Features
This can include Printing and emailing, Ledger drill down and Postcode Address Lookup plus posting into Multiple Companies in the PRO version of the software.
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Ideal for
Importing transactions from file, sending out order requests to customers, reducing retyping of data.
Extract, Amend or Import Static Data
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Extract, Amend or Import Static Data
PostTrans for Sage 200 will allow the user Extract/Edit/Import:
- Asset, Customer
- Suppliers, Stock
- Warehouse Bins (including Stock Take)
- BOM's and Manufacturing
- Alternate Stock Codes
- Stock Analysis Search Values
- Price Matrix
- Price Price Bands
- Supplier Prices
- Locations
- Nominal Accounts
- Projects Structure inc Title, Budgets
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Ideal for
Setting up system, general house keeping, price management for both customers and suppliers, creating new products and editing bill of materials and other time saving routines.
Data Flow
= Post to Multiple Companies from one Spreadsheet
Unattended/Automatic Sage 200 Import
The PostTrans XML API for Sage 200 provides an easy-to-understand XML interface for the Sage 200 API, built on the PostTrans engine. It gives an XML interface to try and tested PostTrans for Excel. It is a standalone program that automatically imports customer and transaction data into Sage 200 or with a button. Each transaction is submitted in a single XML file to a designated folder, SFTP site, or an IMAPI e-mail account (in the body of a plain text e-mail or as multiple attachments).
More info on PostTrans XML API for sage 200 unattended import
Import
Import file from FTP/email to Sage 200.
Invoices/Credits with payments
PostTrans for Sage 200 Features
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Full Evaluation
PostTrans can be easily evaluated with Sage 200 Demonstration data for free. Download for Sage 200
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Online Training
For Sage 200 we have a series of comprehensive PostTrans Training Videos for Sage 200
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In-Cell Searching
Look up associated Xero values such as Products, Customers, Nominal Accounts codes with in cells for easy data entry.
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Data Entry
Data entry can be manual entry, utilising In-Cell Searching, for quick Order entry. Or by file import and using Excel formula, macro or VBA code to manipulate or enhance data entry.
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Easy Licensing
Simple licensing, pay per month, per user. Basic and Pro version. Subscription can be cancelled in online account. Price for PostTrans for Sage 200 Price.
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Any other questons?
Contact us with question
If its that good, show me... Quick Order Pad
| 0:00 | Video Introduction | |
| 1:10 | Taking an order in 30 seconds | |
| 2:08 | Rewind for a slower explanation of process | |
| 4:00 | Adding another product to Order Pad | |
| 6:50 | Posting the Sales Order into Sage 50 | |
| 8:00 | How to find more information and Training |
Customer Comments
Our customers say great things about PostTrans
Customised Order Entry - We have used PostTrans as our primary data-entry system for over 5 years. It is reliable and fast; allowing our team to process orders through our own customised Excel interface straight into Sage, I developed with additional functionality not available within our core accounts system.
Alex - Krome Ltd
Price Updates - We use PostTrans to update our price matrix in Excel. We simply extract the existing customer special price data, amend using excel formula, and post back into our Sage system, saving many hours, and reducing mistakes.
Toni - Tri Star Packaging
Sales Order Pad with Back to Back Purchase Order - We have a whole order entry system written using the power of Excel and PostTrans. We simple pop the customer details in an order pad, then take credit card payment, and then press a button to import a sales order for our services, followed by a purchase order to a specific supplier, very quickly.
Ben - AMA Waste Management
Monthly Payments - We use PostTrans to post our monthly Pension Payments, to those on our Pension scheme. It makes life so easy, simply managing all payments in one spread sheet, then every month simply posting the payments into our accounts system for processing, as purchase invoices against suppliers.
Laurence - Caterpillar Pensions
Management of Bill Of Materials - We use PostTrans to manage our complex bill of materials in Excel and push changes to Sage. Being able to extract, amend and then re-import into our accounts system, saves us load of time.
John - PHL Manufacturing
Initial System Setup - PostTrans was invaluable when first setting up our accounts system. It was far easier to use than traditional CSV importers, as it warns of any data which is being truncated, and removes hidden characters, and highlights errors as it imports. They can quickly be edit and the process can carry on from where it left off… Top Marks…
Tim - Salvesens