tutorials

Updated Video Tutorials for your Free Purchase Order Software

We started updating some of the video tutorials on our YouTube Channel to show the 2016 release of SpendMap (v14).

Note the version number in the title of each video.

We plan to update more videos in the coming weeks.  In the meantime, feel free to refer to the older videos, even if you’re using the latest release of SpendMap.  We never take features away, so anything that you see in the older videos will still apply to newer releases of SpendMap, albeit with some differences in the screens.

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New video tutorial – free Purchase Order Software

We updated the video that reviews what you get when you download your free Purchase Order Software.

Feel free to Like and Share.  Thanks!

Popular Videos for Buyers and Purchasing Managers

Our YouTube Channel is approaching 80,000 views.

And the video that reviews our Free Purchase Order Software is about to hit 25,000 views itself.

Aside from helping you implement the free version of SpendMap, our video tutorials are a good way to learn about the benefits of e-procurement software in general.

Thanks for  your time and interest.

– The Free-Procurement Project Team

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New Tutorial: Simple Requisition-to-PO Processing

We added a new feature in the 2014 Release to convert approved Purchase Requisitions into Purchase Orders, as soon as the last approval occurs, so you no longer have to run the Build PO Utility as a separate step.

We had a few requests for this feature from smaller companies that don’t have Purchasing Departments or dedicated Buyers (i.e. the Requisitioners are responsible for placing the orders once their Requisitions are approved).

The Tutorial also reviews a few other related features that are popular with smaller companies (and larger companies that have “end-user Purchasing”), so we rolled it all into this video, which we’re calling “Simple Requisition-to-PO Processing”.

Click the image below to watch the tutorial on YouTube, and don’t forget to visit our Channel to see 20 other video tutorials that will help you get started with the most popular features in your free Purchase Order system…

Tutorial: Simple Requisition-to-PO Processing

Step-by-step Setup Guide for free Purchase Order Software

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…

getting-started with free PO system

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!

Inventory Control Module Video Tutorial

How about some Inventory Control to go along with your free Purchase Order software?

This new video tutorial shows how to manage a consumable inventory such as office supplies, cleaning and maintenance supplies, raw materials for production, and so on.

Click the image below to watch the Inventory Control Software tutorial, and don’t forget to visit our YouTube channel to see 16 other tutorials that will help you get started with the most popular features in SpendMap…

Inventory Control Software Video Tutorial

New Tutorial: Invoice Approval and Accounts Payable Interface Module

This new video tutorial shows you how to quickly and easily approve supplier invoices by matching them to Purchase Orders and Receipts already in SpendMap (three-way matching).

The video also reviews Invoice Discrepancy approval and Non-PO Invoices as well.

Click the image below to watch the tutorial on YouTube, and don’t forget to visit our Channel to see 15 other video tutorials that will help you get started with the most popular features in your free Purchase Order system…

Click to watch Invoice Approval video tutorial

Free Purchase Order Software Video Tutorial

This new video tutorial outlines the free version of SpendMap that automates Purchase Orders and a whole lot more.

Click the image below to watch the video on YouTube…

Watch on YouTube

New Tutorial: Importing items into free Purchase Order Software

We’ve had a few requests for help with importing your items (item catalogs) into the free Purchase Order Software during initial system setup (saves time over keying in all the item details manually).

So to help you out, we put together a new video tutorial on importing items into the Item Master File.

The video actually covers many generic concepts about SpendMap’s built-in integration tools, not just importing items, so it will also be helpful for you when importing other Master Files (suppliers, account codes, assets, etc), as well as setting up transactional interfaces (e.g. exporting approved invoices to your Accounts Payable system, etc.).

TIP: As you’ll see at the end of the tutorial on importing items, we’ve added a sample import configuration to your Evaluation System, along with a sample spreadsheet containing a few sample items that you can use to test the import utility.  If you recently downloaded the free version, you may need to select the menu Help > Check For Updates to get these files.

You can watch all 14 video tutorials to help implement your free Purchase Order Software on our YouTube channel.

Thanks, and please keep the feedback coming!

New YouTube Channel for Tutorials

Last couple weeks we’ve been working on a new YouTube channel  with online software tutorials.  Should be really helpful for new users.  A great compliment to the new Help System (which so far is getting rave reviews).

Six tutorials posted so far…mostly high-level stuff for now…
http://www.youtube.com/user/spendmap

YouTube is fun…feeling like a movie star!

😀