purchase order software

Update/Upgrade for your Free Purchase Order Software

We posted patches for both v14.16 and v14.50 of SpendMap, with a few minor fixes.

If you’re running v14.16, you can now optionally upgrade to v14.50.  When you select the menu Help > Check For Updates, from within SpendMap, the patch will be applied but your system will remain at version 14.16,  You will then see a hyperlink in the Main Menu of SpendMap to learn more about the v14.50 upgrade, which you can apply as a second, optional step.

If you have any questions, please use our free support ticket system.

Upgrade your Free Purchase Order Software

Cool stuff on the way for your Free Purchase Order Software

Howdy SpendMappers,

We’re starting to roll-out version 14.5 of SpendMapNew Version of SpendMap

Some of the features listed on that news announcement are only available in the web-based version of SpendMap but don’t worry; there’s plenty of great new stuff in the free Windows/desktop version too.

Stay tuned for more details and instructions on how to upgrade your system.

And if that wasn’t enough, we’re already hard at work on the next evolution of the Free Version of SpendMap.  There’s some pretty cool stuff coming in 2018.

 

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!

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.

 

Importing Items (parts, products) into your Free Purchase Order Software

Abdul needs to get 9,000 items/parts/products into the free version of SpendMap and he isn’t about to type all that information in manually…

“We have about 9000 products. Do we have option to upload products in bulk?  Because if I add one by one it will take months to finish this task.”

For sure, manually typing in 9,000 items would take way too long!

You can import your items into SpendMap’s Item Master File to save all that data entry. It’s a two-step process as follows…

1) First you need to set up an Import Configuration to tell SpendMap where the specific pieces of information (fields) are in your Excel spreadsheet, TXT or CSV file. Here’s the menu path…
– PURCHASING > Utility > Data Interfaces > Item master file > Item data > Import > Configure import file layout

2) Then, to actually run the import utility and bring in all your items, use this…
– PURCHASING > Utility > Data Interfaces > Item master file > Item data > Import > Import into Item Master File

When you run the import utility (#2 above), it will prompt you to select the Import Configuration that you set up in #1 above, and then you will select your file to import.

But before you get started, may I suggest that you review the following section of the Online Help in SpendMap…
– System-Wide Features and Information > Integration Tools > Overview and General Information

Click the “YouTube” icon at the top of that Help section, to watch a video tutorial on importing data into SpendMap (the video actually uses importing of items in its examples).

Also, as you will see during the video tutorial, in the Evaluation Copy of SpendMap (the one that comes preloaded with sample data), we included a sample Excel spreadsheet with a few sample items to import, and there is an Import Configuration already set up to match that spreadsheet.  So give it a try in your Eval Copy first, to see how it works, before actually importing your items into your Live Copy of SpendMap.

Finally, here are a few other blog posts related to importing data.

Hope that helps.

-FP

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.

When to Use a Change Order in your Free Purchase Order Software

When you need to modify a Purchase Order after it has already been sent to your supplier, you would typically process a Change Order in SpendMap.

In order to communicate to the supplier that this is a modification to an existing order rather than a brand new order, SpendMap will print “Change Order” rather than “Purchase Order” at the top of the form.  You will also see a “revision number” that will increment each time the order is changed (e.g. PO #1000-1, 1000-2, etc.).

What about changes that don’t impact the supplier?

While it’s common to use a Change Order when making changes that will affect your supplier, such as a quantity or price change, there are times when you may not want to bother informing your supplier that an order changed.  For example, it might not make sense to notify your supplier in this way if you just need to change the account coding or other “internal” fields that are of no concern to your supplier.

So, if you’d like to modify a PO without processing a Change Order, without incrementing the PO revision number, etc., just answer [No] to the following prompt, which you will see when you click the [OK] button on the PO Header Screen to save your changes…

To learn more about what happens when you make changes to Purchase Orders that have already been processed, check out the following section of the Online Help in SpendMap…
– Purchasing (Main Module) > Purchase Orders > Modify a processed (About Change Orders)

Multiple Currencies in your Free Purchase Order Software

We’ve had a few requests for a blog post that explains how Currency Conversion (multiple currencies) works in the Free Version of SpendMap, that is, what happens in SpendMap when you place Purchase Orders in currencies other than your own (landed) currency.

In a nutshell, when you set up a new supplier, you can tell SpendMap the currency to use (i.e. the currency the supplier’s Purchase Orders and invoices will be in), and then SpendMap will convert those orders to your local/landed currency for internal reporting purposes.

Here’s how it works…

Step 1 – Your Default/Local/Landed Currency

First things first, you need to set up your local/landed currency.  That’s the currency SpendMap will use for internal reporting.  We’ll use United States Dollars (USD) for this example.

Step 2 – Your Supplier’s Currency

Next, tell SpendMap which currency to use for each supplier.  Let’s say that a Buyer in the USA is ordering something from a supplier in Canada to make the most of the strong US dollar…

Step 3 – Purchase Orders in Your Supplier’s Currency

Now, when you process Purchase Orders for that supplier, the orders will be in the supplier’s currency (Canadian dollars in this example)…

Step 4 – Currency Conversion (Reporting in Landed Currency)

In most cases, orders that are placed in your Supplier’s currency will be converted to your local/landed currency for reporting purposes, so that you can “compare apples to apples”.  For example, your budget reporting, inventory valuation, spend by supplier, and similar reports that might include purchases in many different currencies, will be converted to your local/landed currency for easy comparison.

For example, here’s the Spend by Supplier Report, showing that we just spent US $730.20 (not $1,000) with our friendly Canadian supplier…

I say “in most cases” because there are a few exceptions where you still might want to see your supplier’s currency, in which case SpendMap will ask you whether you want to use your supplier’s currencies or your landed currency.  The PO Listing Report is a good example.

Step 5 – Update Exchange Rates

Since exchange rates between currencies fluctuate all the time, you should update the Rate Field (the exchange rate) for each currency code in SpendMap from time to time.  You can do this manually in the Tax and Exchange Rate Master File, or check out this blog post to learn how to automatically update the exchange rates from Yahoo! Finance.