PO software

SMB Purchasing can be Boo-Scary!

Where is all the money going?  Will we have enough to meet our commitments?  Who bought all this Halloween candy?!?

Get control of your company’s spending and see where the money is going, with SpendMap’s free Purchase Order Management Software.

Happy Halloween everyone!

Unique PO Numbers in your Free Purchase Order Software

Linda works at an Accounting firm in Winnipeg, MB, Canada, and wanted to make sure that the free version of SpendMap will never assign the same PO number to two different Purchase Orders…

“If two people or more are using the software and both attempt to create a Purchase Order at exactly the same time, how does the system number the POs?
It is vital that we never have use the same number (twice)”

Unique PO numbers

Great question, Linda.

No, SpendMap will never assign the same PO number to different orders.  If you only set up one PO Number Set (i.e. only one sequence of PO numbers for everyone to share), each person will get the next sequential PO number for each new order. For example, PO 1000, 1001, 1002, etc.

TIP: You may want to prohibit manual modification of the auto-assigned PO numbers, by UNchecking the option for “Allow user to modify number”, in here…
– PURCHASING > Setup system > Incrementing document number sets > POs

Advanced Option

A more advanced option would be to set up a separate sequence of PO numbers for each user.  While using a separate PO Number Set for each user is not a prerequisite to unique PO numbers, per above, there are some additional benefits to this approach, especially when it comes to reporting.

For example, you might add a unique prefix to the auto-assigned PO numbers to represent the user who created the order, for example, PO number J-1000 for John’s orders, M-1234 for Mary’s orders, and so on.  That way, you’ll know whose order it is just by looking at the number, and you can sort and filter reports by the PO number prefix.

TIP: You can lock/restrict each user so that they can only use one of the PO number Sets, using the “Force” checkbox, just to the right of the Number Set Field, in the [Settings] Folder of the User Master File.

 

Signature Line on PO Form in your Free Purchase Order Software

Garrett wants his manager’s name to appear in the signature line at the bottom of his Purchase Order form, rather than his own name…

“On our current Purchase Orders in the system, it shows my name at the bottom of the PO.  However, we need to have another manager sign-off on POs.  Is it possible to change the name?”

PO Form Signature Line

Yes, SpendMap can do that.  Just select this menu…
– PURCHASING > Setup system> Purchase order settings > PO printing settings > Text-Based Field Positions and Field Settings > Standard

…scroll down to field #85 and in the Title Field, fill in your Manager’s name that you would like to appear in the signature line on your Purchase Orders.

If you leave the Title Field blank, SpendMap will print the name of the person who entered/created the PO in SpendMap but if you fill in the Title, that’s what will print instead.  You can enter someone’s name, or maybe just “Authorized by”, or something like that.

But did you know that SpendMap offers a Requisitions and Approvals Module, that your managers can use to approve/reject orders right in SpendMap, without having to forward a copy of each order manually?  You can learn more here.

Only Open Orders when Receiving in your Free Purchase Order Software

Bruce works at a Credit Union in Oregon and wants to only see open (unreceived) Purchase Orders when receiving products and services in the Free Version of SpendMap…

“Curious if I missed a way to limit the list of items/purchase orders in receiving to only those that have not yet been received”

Yes, there are two separate features that can help you filter-out already received/closed Purchase Orders during the receiving process, so you can focus your attention on the open/pending orders.

Option 1 – Searching for a PO to Receive

When selecting a PO to receive against, you can search for only open/unreceived orders, using SpendMap’s “extended lookup” (advanced search) feature.

When you first go into the Receiving Utility, where it prompts you to enter or select a PO number, just RIGHT-mouse-click on the [?] button to the right of the PO Number field. That will bring you to the Extended Lookup screen. On that screen, use the Document Status filters at the bottom-right, to limit the search to include only Open POs and Late POs. That will give you a list of everything that has not been received yet.

TIP: you can have multiple filters active at once, so select “Open” in one drop box and “Late” in another.

If you like, you can even combine those “status” filters with the other search fields on the screen.  For example, if you enter a specific supplier on that screen as well, you would see a list of open/unreceived Purchase Orders for that one supplier.

Option 2 – On the Receiving Screen Itself

Once you’ve selected a Purchase Order and you’re actually on the Receiving Screen, it is possible that some of the items on the selected PO may have already been received/closed while other items have not been received and remain open.

You can use the [Show/Hide] button at the bottom of that screen to filter-out the received/closed items, leaving only the open/unreceived items visible.

Note how it says “Showing only items ready for receiving” just below [Show/Hide] button when the filter is active.  Click the button again to remove the filter and display all items again.

 

Open Order Warning in your Free Purchase Order Software

Nadine runs a property management company in New York and wants to know if she has any open orders for an item before placing a subsequent order for more of the same…

“Were trying to get organized (using SpendMap) but sometimes the left hand doesn’t know what he right hand is doing.  How does a Buyer know if someone else already ordered something?”

Sure Nadine, now that all your Buyers are using SpendMap, it’s easy for them to check on each other’s work and eliminate duplicate orders.  Here are a few options to consider…

  1. Check before you start:  You can always use View PO Status or View Item History to see the orders that are out there, before going into your PO Work Area to create a new order…
    – PURCHASING > Status & Inquiries > PO Status > Current POs
    – PURCHASING > Status & Inquiries > Item History
  2. Check while you’re at it:  Better yet, while adding new items to Purchase Orders in your PO Work Area, you can also use the [History] button at the bottom of the PO Line Item Details screen, to see the complete purchase history of the item.  If you click to see the [Details] of a recent purchase, you will see both the original order quantity, as well as the quantity on-order.
  3. Let SpendMap check for you:  Even better yet, to make sure that your Buyers are aware of any open orders, without them having to proactively look for that information, you can use the Open Order Warning feature in SpendMap, to actively warn them if they attempt to create a duplicate order…

Open Order Warning

If you like the sound of #3 above, you can enable the feature by selecting an option for “Open Order Warning Option”, in here…
– PURCHASING > Setup system> Purchase Order settings > PO entry settings

Then, if Buyers try to create a new Purchase Order for an item that is already on an open (unreceived) order, they will get a warning message like this…

Open Order Warning in Free Purchase Order Software

 

Move your Free Purchase Order Software to another computer

John runs a small pest control business in the UK and has been using the Free Version of SpendMap on his laptop but now wants to move it to his desktop computer.

“Can I move SpendMap from my laptop to a desktop PC?”

Sure John, the steps are pretty much the same as moving it to a network server, so please start by taking a look at the section “Network Installation Instructions”, in the Getting Started Documentation that come with your free PO software.

Only you can ignore Step 2, as those registry settings only apply when installing it on a server.

And regarding Step 3, you most likely already have full access/rights to all folders on your own C: drive, so you can probably skip this step too.  That said, it is possible that you don’t have full access/rights on the new PC, in which case Step 3 would apply.

As always, if you have any trouble at all, you can reach us on our free support ticket system, by selecting “Free Online Support”, under the Help menu in SpendMap.

How to over-receive a PO in your Free Purchase Order Software

To receive more than the quantity ordered, go to the Receiving Screen and double-click on the line item or use the button [Receive line in details mode] to get to the Receiving “Details” Screen.  Enter the quantity, then check the box immediately to the right called “Override PO quantity and close“.

NOTE: In order to over-receive Purchase Orders, the setting “Allow users to over receive Purchase Orders?” must be enabled for the user in the [Permissions] folder of the User Master File.

TIP: Another alternative would be to do a Change Order, that is, you could also modify the quantity of the PO before receiving.  You can learn more in the following section of the Online Help in SpendMap…
– Purchasing (Main Module) > Purchase Orders > Modify a processed PO (About Change Orders)

Life Hack: Save time by adding items to a processed PO without doing a Change Order

As you may know, you can use the Advanced Purchase Order Modification Utility to reload an already processed Purchase Order back into your PO Work Area, where you can modify the order in any way (i.e. add new items to the PO, delete items, or modify/edit existing items).  This is the most common way, but not the only way, to process Change Orders in SpendMap.

But did you know that there is a faster way to add items to your processed Purchase Order?  Just enter a new PO directly into your PO Work Area, as you would any other new PO, and use the same supplier and PO number as the original PO that you want to add to.

When you process the new PO, SpendMap will add a page to the existing (already processed) PO with the new items, and it will increment the PO Revision Number (e.g. PO#1000 will become PO #1000-1 or 1000-A, depending on your settings).

That said, there are additional features and options in the Advanced Purchase Order Modification Utility, so please try both methods to see which one works best for you.

You can learn all about Change Orders, in this section of SpendMap’s Online Help…
– Purchasing (Main Module) > Purchase Orders > Modify a Processed PO (About Change Orders)

change-order-spendmap

Archiving Old Purchase Orders for a Cleaner View

Archive Closed Purchase OrdersPeter works in a state agency in Louisiana and was asking about removing old Purchase Orders from his Open PO list…

“Once a PO is received and closed it should come off the list.”

You can remove received/closed POs from the Open PO list by moving them to the Closed PO Archive, using…
– PURCHASING > Utility > Purge and Archive History > Archived Purchase Orders > Archive closed POs

…or you can use the applicable setting in the [Permissions] folder of the User Master File, to be prompted from time-to-time to archive your close POs when logging into SpendMap.

This will reduce the number of POs that you see in the Look-up List in View PO Status, when printing PO-related reports, etc., making it easier to focus your attention on the remaining (still open) orders.

Please note, however, that running this utility may leave some closed Purchase Orders behind (ie. they will remain in the Open PO list), per the setting “Number of days before closed POs are moved to the Closed PO Archive“, which you can find at the bottom of the screen in here…
– PURCHASING > Setup system> Purchase order settings > PO processing settings

That is, this setting will keep received/closed POs in the Open PO area for the number of days that you specify, as you may have need to access recently closed orders.  Most SpendMap customers set this to between 30 and 90 days.  Peter – set yours to zero (0).

While you can always access your old/closed Purchase Orders even after they have been archived, and while you can even unarchive/restore a PO back into the Open PO area, it may be more convenient for you to just keep, say, a month or two worth of old POs front-and-center, again, if you need to refer to recently closed POs as a regular course of business.