Month: April 2012

Importing items into free Purchase Order Software

I recently helped a Free-Procurement customer with importing his items into the Item Master File in SpendMap and I thought a couple of the tips I gave him would be useful for you as well.

What I’m going to outline here applies to importing most of the system’s Master Files, not just items…

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New SpendMap Website – update your free Purchase Order Software

Our new corporate website www.spendmap.com came online yesterday.

Many hyperlinks in your free version of SpendMap will now be broken.  You can wait for the next automatic update (could be up to 7 days) or you can select  HELP > CHECK FOR UPDATES  from the Main Menu to update your system immediately.

In addition to a fresh design and updated content, the new website now incorporates The Free-Procurement Project into our core SpendMap brand.

You can read the press release here.

Thanks for your patience as we make this transition.

I’d like to make a special shout-out to the team at i4 Solutions who I think did a great job on the site and were wonderful to work with during the whole process.  This is the second project we’ve done with i4 and I’d recommend them for website design and web-based application development.

I’d also like to thank Jeremy Miller at Sticky Branding for his advice at the outset of the project (the Free project, not the new website).  While we didn’t formally engage Jeremy on this project, we appreciate his generous advice and encouragement as we set out to learn about social media marketing and organizing large groups of people.  Thanks Jeremy!

D.

We put our money where our mouth is with free Purchase Order Software

It’s fitting, don’t you think, that you pay no money at all for this software that’s used to save you money (i.e. control your spending).

Talk about putting your money where your mouth is.

E-procurement software vs. Purchase Order Software: what’s old is new again

A dear friend recently gave my 7-year-old daughter an Etch A Sketch.  Yup, 50 years later, in this day of handheld video games, they’re still selling those things.

As I held it in my hand and tried to show her how to draw a flower (with a big line through it…I got stuck in a corner), it occurred to me that our old favorite has much in common with today’s handheld video games; compact, portable, small controls requiring dexterity, eye-hand coordination, progression, reward for time invested, etc.

Of course, it got me thinking about how e-procurement software technology has changed over the years.

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Too many options for users in free Purchase Order Software

(or “I don’t want my users seeing that”)

One of the most common topics of discussion we’ve been having in our free system setup/training sessions has been around user profiles and how to restrict users so that…

  1. they can’t do certain things in the system,
  2. they can’t see certain information, or
  3. just to make it easier for users that don’t need access to the entire system.

Most of you seem to be logging into the Evaluation Copy using the user ID with full access to all functionality (the user “FULL”), but this user profile, while convenient for evaluation purposes, would be unusual for a real user account in your Live/Production system.

Rather, you would likely set up restricted user profiles with access to only the areas of the system that each user needs.  This is especially true for “casual” (occasional) users like Requisitioners and Approvers that may have little or no training on the system, so you want to make it as easy as possible for them.

To learn now to customize each user’s profile, check out this video tutorial or read “About User-Definable Menus and Pop-Up Prompts” in the Online Help.