Understanding Product Pick and Ship Views in ConnectWise

In this video, we’re diving deeper into the product pick and ship screen in ConnectWise. If you saw my last video, we covered the basics—now it's time to take it up a notch. I’m going to show you how to build custom views that keep this screen clean and help you stay on top of your shipments. Today, we'll create a view to identify products that have been picked and invoiced but not shipped. I’ll walk you through setting the filter criteria and running the view to ensure everything checks out. Plus, I’ll share some tips for mass actions, like shipping products directly from the screen, and keeping your inventory organized. These views will help you stay efficient by allowing you to tackle everything at once, and I’ll even share another view called “Ready to Ship” for a quick end-of-month check to ensure your physical inventory matches what's in the system. If you're interested in cleaning up your product pick and ship screen or have any products stuck there, drop a comment below, and I’ll help you out. Let’s get into it! #connectwise #connectwisepsa #connectwisehelp #connectwisetroubleshooting #connectwisemanage #connectwiseinvoicing