excel

Adding Fields to Excel Reports in your Free Purchase Order Software

Colton works in the agriculture industry and called to ask if he could add additional fields/columns to the PO Listing Report spreadsheet.

By default, that particular report/spreadsheet includes only the supplier code/ID for each Purchase Order but not the supplier name or other contact information.

So, we showed him how he can add any field from the Supplier Master File and within seconds, he had modified his spreadsheet to show the missing information.

Want to see how he did it?  Check out this video tutorial for all the details…

Excel Report Fix for your Free Purchase Order Software

Excel Reports BustedWith the help of some of our friends in the Free-Procurement Community, we found and corrected a couple problems in the Free Version of SpendMap related to exporting reports to Excel.  Thanks Cathy and Therina, for helping us track this down!

Depending on your version of Windows and Excel, SpendMap might exit and/or produce a Runtime Error when it tries to create the spreadsheet, after generating the report.

Please select the menu HELP > CHECK FOR UPDATES within SpendMap to update your system.  This is a “patch” only (i.e. not a version upgrade), so it will not change any features and your system will remain at version 14.

Sorry for the inconvenience, folks.  If you have any questions, you can reach us via our free support ticket system.

3 Ways to Export Data from you Free Purchase Order Software

Melonie wants to give the Free Version of SpendMap a try but she doesn’t know what the future may hold for her startup company…

“I ran across your free procurement system and I am wondering how easy it is to get the data back out of the system if the company decides to change systems down the road.  Is it possible to easily dump the data into excel and switch systems?”

Sure thing Melonie.  We hope you stick with us but you can get all your information out of SpendMap anytime you want.  You can export your data to Excel and other types of files too (e.g. ASCII, TXT, CSV).

First off, any of the reports in SpendMap can be exported to Excel.  Think Purchase Order history, department spend history, item history, etc…

po-software-excel-report

 

There are also many dedicated export utilities for common things like Master File data (suppliers, items, users, account codes, etc.).  Check out the options under the Utility > Data Interfaces section of each module.

Finally, in the unlikely event that you need something that isn’t included in the reports or dedicated exports, you can get at anything else using Utility > Data Interfaces > Export Any Table.

Growing with SpendMap

Please also keep in mind that, as your company grows, SpendMap can grow along with you.

As your needs expand, you can upgrade from the Free Version of SpendMap to our paid/commercial version at any time to get access to additional modules/functionality, more advanced technology (e.g. web-based, mobile support, etc.), and we have a full line of Professional Services that larger companies will appreciate, like training and implementation consulting, custom programming, and so on.

When you upgrade from the Free Version to our paid/commercial version, we can bring all your information forward, including all your Purchase Order and other history, master files, configuration settings, etc.

 

Cool New Stuff Coming to your Free Purchase Order Software

We’re getting ready to roll out the 2016 release of SpendMap, version 14.

Don’t miss any of the important announcements – follow our Blog using the field on the right side of this page.  You can unsubscribe any time.

There’s lots of cool new stuff coming your way soon, including new Excel-based reports that you can add additional fields/columns to, new and improved budget tracking features, attachment capability to complement the internal notes in the Item and Supplier Master Files, and much more.

We can’t wait either!

 

Exporting Data to Excel from your Free Purchase Order Software

Aaron in California was looking for a report showing both the Base Unit of Measure as well as the Purchasing Unit of Measure for each item.

Since we don’t have a report like that, we pointed him to the following utility, where he can export his Item Master File (or any other data) to Excel, including whatever fields he needs…
– PURCHASING > Utility > Data Interfaces > Export any table

Aaron replied with “Yes this was helpful. I see how I can create an endless number of reports using this“, which got us thinking that this would be a good topic for a blog post.  Thanks for the inspiration, Aaron.

So while we put that utility under the “Interfaces” section (since it’s a “data extract” utility), by all means feel free to use Export Any Table for ad-hoc reporting if there’s something that you’re looking for that isn’t on one of the system’s 100+ built-in reports.

Export Any Table in PO Software