Understanding Purchase Orders and Customer Links in ConnectWise PSA

In this episode, we explore an essential tip for managing purchase orders in ConnectWise. Learn how to ensure that your purchase orders are linked to customer names, making report pulling easier in the future. We delve into navigating the procurement module, understanding the sales and service information screen, and the importance of purchasing directly to a job. Stay tuned for a follow-up video on how to build a report to link purchase orders back to customer names. 00:00 Introduction and Overview 00:02 Understanding Purchase Orders in ConnectWise 00:53 Navigating the Procurement Module 01:05 Sales and Service Information 01:52 Stock Orders vs. Customer Orders 03:09 Best Practices for Purchasing 03:52 Conclusion and Next Steps #connectwise #connectwisemanage #connectwisepsa