Maximize Your Efficiency: Deep Dive into ConnectWise PSA Purchasing Module

In this detailed tutorial, we cover the often underutilized ConnectWise PSA purchasing module, explaining its importance in inventory management and procurement processes. We discuss the product classes that show up in purchasing screens and common reasons why products might not appear as expected. Learn how to properly convert opportunities to billable records, set up and use purchasing approvals, maintain a clean purchasing screen, and effectively manage receiving and product picking/shipping processes. Additionally, we provide tips on improving purchasing workflows and demonstrate best practices for managing purchase orders, inventory, and freight charges to enhance overall efficiency in your organization. Perfect for MSPs, Pro AV vendors, and security companies looking to optimize their ConnectWise PSA system. 00:00 Introduction to ConnectWise Office Hours 00:08 Understanding the Purchasing Module 00:54 Product Classes and Purchasing Process 02:28 Converting Opportunities to Billable Records 04:31 Purchasing Approvals and Best Practices 06:56 Managing Sales Orders and Projects 10:48 Handling Inventory and Special Orders 14:14 Creating and Managing Purchase Orders 16:40 Preferred Vendors and Efficient Purchasing 21:38 Keeping Your Purchasing Screen Clean 23:59 Tracking Purchase Orders and Product Status 28:21 Managing Purchasing Approvals 29:30 Optimizing Purchase Order Statuses 31:05 Handling Cost Changes and Confirmations 35:20 Efficient Receiving Processes 38:06 Adding Freight and Other Charges 44:15 Weekly Purchasing Workflow 46:38 Product Pick and Ship Screen 51:53 Final Tips and Conclusion