Author: free-procurement

Totally FREE software that automates Purchase Orders and a whole lot more.

Getting Unstuck in your Free Purchase Order Software

Scott works in the Adventure Park construction industry and got “stuck” in his PO Work Area while entering some new Purchase Orders in the Free Version of SpendMap.

“I cannot get out of the PO entry screen once I have entered a PO. I click [OK] once I have entered all the items I want on the PO and nothing happens.”

Scott reached out to us for some free tech support and we gave him a leg-up.

Overdoing it with the “Don’t ask me again” Feature

As it turns out, Scott had inadvertently used the “Don’t ask me again” feature to default/hide a pop-up prompt that’s supposed to be displayed when you save a PO.  Since he could no longer see the pop-up message, it seemed like nothing was happening when he clicked the [OK] button to save the PO.

So we advised our adventurous friend to use the following menu option to re-display the hidden pop-up message, so that he could UNselect to checkbox that hides the prompt…
– PURCHASING > User Setup > User prompts > Change prompt mode (show/hide prompts)

Show-prompt

…and he was back to work in a jiffy, processing Purchasing Orders for all the stuff he needs to build his pretty-darn-cool adventure parks.

How can we help you get unstuck today?

adventure

How to change the Delivery Date in your free Purchase Order Software

Ricardo works in the construction industry in Australia and was asking how to change the Delivery Date on a Purchase Order in the Free Version of SpendMap.

Great question, Ricardo.  You can enter the Delivery Date for each new PO in the Delivery field, at the right side of the Line Item Details screen in your PO Work Area.

After that, once the PO is processed, you can change/update the delivery date using…
– PURCHASING > Purchase Orders > Modify a processed PO > Set new delivery date/re-promise

Or you can change ANY FIELD on a processed PO by doing a Change Order. You can learn more about Change Orders in the following section of the Online Help in SpendMap…
– Purchasing (Main Module) > Purchase Orders > Modify a processed PO (About Change Orders).

Finally, you can customize the way that the Deliver Date appears on your PO Form, using the following setting in PO Printing Settings…

purchase-order-form-date-format

Item Catalogs in your Free Purchase Order Software

Most new SpendMap users get pretty jazzed about the Item Master File (item catalog) in SpendMap.  They love that they can put a list of approved items in front of their users.  They love how most of the data entry goes away when entering new Purchase Orders (since item descriptions, pricing, account coding, etc. will default on new POs based on the selected item).  And they love how they can run reports to get accurate spending history by item/part number.

But at some point the reality sets in and then comes the inevitable question, “You mean I have to set up all my items?”.

This post outlines some options for (and alternatives to) maintaining item catalogs in SpendMap…

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Self-Service Error Console in your Free Purchase Order Software

tech-supp-callWe love helping people who are using the Free Version of SpendMap.  Feel free to log a Support Ticket if there’s anything we can do for you.

But for those who prefer to go it alone, in v14.5 of SpendMap we enhanced the system’s Error Management Console to provide better information in the unlikely event that something goes wrong while using SpendMap.

In previous versions, if something went wrong, SpendMap would save all the details to an Error Report and then you had to log a support ticket.  But we’ve found that most errors are for obvious reasons (e.g. a power failure, getting disconnected from the network/server, etc.) and are not actually a problem in SpendMap itself.

So, if you happen to see an error, please review the on-screen information in the new Error Management Console.  In many (most) cases, you can clear the error and get right back to work.  And for those times that you’re just not sure, just click the [Send to SpendMap] button and our Knights in Shining Armor will jump right in to help.

 

Enter vs. Tab Key in your Free Purchase Order Software

Did you know that you can customize how the <Enter> key works in the Free Version of SpendMap?

By default, both the <Enter> and <Tab> keys work the same way in SpendMap; they move you to the next data entry field, or save the screen if you’re on the last data entry field.

Using <Enter> to move through fields seems to be the preference for many users who do a fair bit of data entry.  Maybe this comes from using Excel, where <Enter> moves you down one cell in a spreadsheet.

But if you prefer, you can change the setting at the bottom of the [Settings] Folder in the User Master File, so that <Enter> always saves the screen, leaving only <Tab> to move between fields.

Hope you Like our new System Overview Tutorial

Hey there fellow SpendMappers,

Exciting plans are in the works to expand the Free-Procurement Project and we’ll need to explain what we do to a bunch more nice people like you, so we put together this little System Overview video.

If you have a Google account, please Like the video on YouTube to encourage others to give SpendMap a try.

Thanks for your support.  We hope you like the new System Overview tutorial and the other updated tutorials that we’ve been working on.  Even more coming your way soon.

Hope your day is super so far!

-Stacy

SpendMap System Overview Video

How to Receive Orders in your Free Purchase Order Software (Video Tutorial, v14.5)

Here’s a new video tutorial that shows how to receive products and services in the Free Version of SpendMap…

You can enable the Receiving Module during the Setup Wizard that runs automatically when you log in to your Live Copy of SpendMap for the first time.  If you missed that, just use the check-box at the top of the screen in…
– RECEIVING > Setup system > Receiving options

Please Like and Share our videos to help spread the word about SpendMap.  Thanks!

 

User Accounts in your Free Purchase Order Software (Video Tutorial, v14.5)

Here are some tips for setting up new users in the Free Version of SpendMap.

Your first user account will be created during the Setup Wizard that runs automatically when you log in to your Live Copy of SpendMap for the first time but if you need to add additional users, this new video tutorial is a good place to start…

 

Forms and Documents in your Free Purchase Order Software (Video Tutorial, v14.5)

It’s not quite as good as your Christmas present but here’s a new video tutorial on how to set up your PO form in the Free Version of SpendMap.

We’ll just call it a belated stocking stuffer.  Ho-ho-ho!

A Gift of Free Purchase Order Software for you.

The old software was hung,
The users cried “It’s not fair”.
The Purchasing Manager pulled out,
What was left of his hair.

We can’t take it no more,
This old system’s the pits,
It’s time for a new one,
We’re at the end of our wits.

But we don’t have the money,
The CEO said with chagrin,
We’ll just have to keep waiting,
For more cash to come in.

They were sad and frustrated,
They’d heard so many NOs,
How they longed for new software,
To automate their POs.

But then SpendMap came through,
With PO software for FREE,
And things soon got much better,
Oh, the hope and the glee!

They just couldn’t believe,
It does seem kinda funny,
That their fancy new software,
Didn’t cost any money!

And it works so darn well,
They process POs and receive,
And email orders to vendors,
With no paper and such ease.

But that’s just what we do,
It is how we give back,
It’s our pleasure to give you,
This little gift from SpendMap.

Happy Holidays from your friends at SpendMap and the Free-Procurement Project.