We’ve had a few requests for a step-by-step guide or video tutorial for setting up the free version of SpendMap. Mostly we’re seeing that in the responses to the survey that we send out a couple of weeks after people download the free Purchase Order system.
Yes, we thought of that when we were putting together the video tutorials and other resources for the free version of SpendMap. The problem is, each company will take different steps when setting up SpendMap, depending on their specific procurement processes and the features and modules of the system that they plan to use.
For example, some people just want to automate their Purchase Orders, while others want to automate Requisitions and approvals, POs, receiving, supplier invoice approval, and inventory control. And even within each module, there are many features that you may or may not need, depending on how you manage your Purchasing.
In our experience, most people only use 20% or so of the features/functionality in this type of system. The challenge is, the 20% that you need will be different than the 20% that someone else needs.
So unfortunately it just not practical to put together a generic, “one-size-fits-all” getting started guide that would work for everyone.
We did, however, create 20 or so video tutorials for you, which cover the most popular features that most people will likely need.
Also, the Online Help system has a Getting Started section for each of the primary modules, which appears as the first sub-section under each module…
You might also want to take a look at the subsection “Time to Implement” in the Getting Started Documentation that came with your free software…that will point you in the right direction.
Thanks for your input!