Month: June 2012

New Tutorial: Importing items into free Purchase Order Software

We’ve had a few requests for help with importing your items (item catalogs) into the free Purchase Order Software during initial system setup (saves time over keying in all the item details manually).

So to help you out, we put together a new video tutorial on importing items into the Item Master File.

The video actually covers many generic concepts about SpendMap’s built-in integration tools, not just importing items, so it will also be helpful for you when importing other Master Files (suppliers, account codes, assets, etc), as well as setting up transactional interfaces (e.g. exporting approved invoices to your Accounts Payable system, etc.).

TIP: As you’ll see at the end of the tutorial on importing items, we’ve added a sample import configuration to your Evaluation System, along with a sample spreadsheet containing a few sample items that you can use to test the import utility.  If you recently downloaded the free version, you may need to select the menu Help > Check For Updates to get these files.

You can watch all 14 video tutorials to help implement your free Purchase Order Software on our YouTube channel.

Thanks, and please keep the feedback coming!

Need help with your free Purchase Order Software?

We’ve had a few requests for additional assistance to implement the free version of SpendMap. 

While we’ve had pretty much unanimously positive feedback on the video tutorials, the online help system and the other free implementation resources that we’ve provided, free or not there’s still some work that needs to be done to get a new Purchasing System up and running, and who has time these days?

We understand and we’re happy to help.

So we’re now offering “a-la-carte” professional services.  You can buy a block of hours for…

  • phone or web-based training
  • implementation consulting
  • system configuration
  • technical support

…or anything else that you might need help with.  We can help you set up your user accounts and Master Files, import your items and suppliers, or maybe just spend some time discussing your current purchasing processes and how best to improve things with SpendMap.

You can learn more about these stand-alone services, as well as the yearly Service Plan, on this page.

And don’t forget, we also offer a free Setup Session, to point you in the right direction.  Not a replacement for formal training or implementation consulting, but hey, it’s free!

Hope that helps.

Important update for your free Purchase Order Software

If you have successfully installed the free version of SpendMap and the system is able to check for updates when starting up, you can ignore this blog post.
 
As you may know, the free version of SpendMap checks for updates/patches automatically.  When an update is available, it is downloaded automatically and you will receive a message to re-launch the system.  This ability to automatically update/patch the system is absolutely mandatory for a project like this, due to the large number of free systems in use.
 
Unfortunately, we’ve had a few support tickets from people who are not able to activate and/or update the software due to restrictions on their firewalls or proxy servers, so we have redesigned the auto-update utility in the hopes of making it more “firewall friendly”.
 
Like all updates/patches, the updated version will be downloaded and installed automatically the next time you run SpendMap.  However, if you are having trouble connecting to our update server, obviously you won’t get the update.
 
So, if you have SpendMap running but are not able to apply auto-updates, you can download the new version manually with this file…
http://www.spendmap-updates.com/updates/free1164/patch.zip 
 
TIP: If you are not sure if your SpendMap system is able to auto-update, you can test this by selecting the menu option Help > Check for updates – If it is unable to check for updates, you will receive an error message.

Instructions for IT person or System Administrator:  After backing up the system, just unzip the patch.zip file into the root folder of each of your SpendMap systems.  For example, if you’re using both the Evaluation and Live systems, you’ll need to unzip this twice, into both of these folders (the example below assumes that you installed SpendMap into the default folder of C:\FREEPROCUREMENT)…
 
C:\FREEPROCUREMENT\Eval
C:\FREEPROCUREMENT\Live
 
If, however, you were not able to get SpendMap going in the first place, you can just download a new SETUP.EXE (which has the new auto-update feature built-in) and install the system from scratch…
http://www.spendmap.com/Register_Download 
 
For clarity, if you are installing from scratch, there is no need to download and apply the patch.zip file, as its contents are already included in the SETUP.EXE.
 
Finally, if the new update utility does not improve things for you and SpendMap is still not able to check for updates due to restrictions on your firewall or proxy server, as a last resort you can manually download and install the patch.zip file from time to time.  Any new or updated files will be added to the ZIP file accumulatively, so you can download and install the files as often as you like, perhaps once a month, or if we make a post like this in the future about an important update.  To make sure that you are notified about important updates, please follow our blog.