ConnectWise Procurement: Designed for IT Companies By IT People

Making IT Manageable

ConnectWise enables you to manage the product life cycle of your company as equipment, supplies and products move from purchasing to inventory to receiving and installation. Our software provides support for both serialized (products with unique identifiers) and non-serialized products (such as cables).

Your control in these areas extends all the way down to the technician level. This helps ensure accurate inventory as well as building in accountability for where inventory may be at any given time. ConnectWise helps you avoid losses and errors, saving you time and money. It will also track Return Merchandise Authorizations (RMAs) accurately and in a timely manner. And it enables key personnel to be notified of the change in status of inventory items as it tracks your product life cycle.

Features of ConnectWise Procurement include:

• Purchasing
• Receiving
• Inventory Tracking
• Integration

ConnectWise Procurement Benefits >

ConnectWise Procurement: Building A Better Business From The Inside Out

ConnectWise is designed to give you timely answers and accurate information. It leaves you in control of managing the inventory of your business: tracking RMAs; meeting SLAs; and installing the right equipment at the right client site. It helps you excel in every aspect of the Procurement and Inventory process. This means your business not only runs efficiently but also effectively. ConnectWise can help you:

Increase Profits

Tracking purchase orders helps you minimize fulfillment costs, while also ferreting out any hidden costs within your Procurement and Inventory process. Automatic notification of product delivery helps ensure that agreed-upon service levels are met, keeping clients informed and involved. Track your product margins as well as the costs associated with fulfillment activities. Convert orders to invoices with simple clicks. All of this is integrated with popular accounting software, helping to ensure that all client-related product and associated work is billed quickly and correctly.

Delight Clients

ConnectWise automatically pushes products directly into its project management module. This makes scheduling implementations and associated resources a breeze. It also allows for a smooth hand-off to professional services teams because everyone communicates through the same centralized system. Items on back order can be tracked easily and effortlessly, and RMAs can be tracked all the way to close. In addition, alerts can be turned on that notify clients of key tasks, changes in schedules or any other designated conditions. 

Increase Efficiencies

Make Procurement and Inventory work for you and your clients. Allocate purchase orders across multiple projects when appropriate. Use the automated alerts to keep all key parties informed while saving money and time usually allocated to phone calls or email correspondence. Key accounting integration points eliminate duplicate entries and the errors associated with them. Everyone involved receives timely and accurate information on all hardware orders. After all, that is the way Procurement and Inventory should work for an IT business. We know. At ConnectWise, we are IT people designing software systems for IT people.

Build Your Business

Partnering with ConnectWise means more than just working with software. It also means becoming a member of a growing community of ConnectWise Partners. These are people, just like you, who have enjoyed the success and growth ConnectWise helps make possible. And the good news is they have a passion for sharing their individual journeys toward success. They understand that, by working together in a collaborative mode, we can all achieve our objectives.

ConnectWise Procurement 360 Degree View >

ConnectWise Procurement: Enhancing Service Delivery

In the end, the success of your company depends on your ability to deliver service with excellence. This applies to every aspect of what you do, but especially to Procurement and Inventory. These activities can be highly visible to clients and often have a direct impact on client business. ConnectWise helps ensure that nothing falls through the cracks, keeping clients both informed and delighted with the way you conduct business with them. ConnectWise can help you better manage:

Purchasing

Create Purchase Orders quickly and easily with a few simple clicks. Set workflow rules that automate the approval process for Purchase Orders. Be assured that every Purchase Order is automatically closed once all line items have been received and appropriate parties are notified.

Receiving

Again, you set the workflow rules you want and ConnectWise ensures they are followed. Integrate receiving into the ConnectWise Project Management module and simplify resource scheduling upon equipment arrival. And when deliveries arrive, you can opt to receive everything at once, or receive that delivery an item at a time. You are in control.

Inventory Tracking

Built to help you track both serialized and non-serialized equipment, ConnectWise also makes it possible for you to make inventory adjustments resulting from shrinkage. Track RMAs from start to finish, and make inventory transfers from warehouse to warehouse or even down to the employee level. Set ConnectWise to track inventory by FIFO, LIFO or Average Cost, and know inventory information will be accurate and up-to-date.

Integration

ConnectWise Procurement integrates seamlessly with popular accounting and quoting tools. On the accounting side, pass Purchase Order information into Quickbooks to update your Accounts Payable. Automatically make inventory adjustments and receive accurate inventory balances. When it comes to quoting, include up-to-date distributor and product information. Use your client account and contact information to send quotes quickly. Search for products within ConnectWise, and even group them by product classifications.

ConnectWise Procurement and Inventory: Strength In Sharing

In the end, the success of your company depends on your ability to deliver service with excellence. This applies to every aspect of what you do, but especially to Procurement and Inventory. These activities can be highly visible to clients and often have a direct impact on client business. ConnectWise helps ensure that nothing falls through the cracks, keeping clients both informed and delighted with the way you conduct business with them. ConnectWise can help you better manage:

Partner Comments On Profitability, SLAs, Community, Time Entry Videos

Our desire to maintain our place as an industry leader and pacesetter means our work is never done. Part of accomplishing that objective means being sensitive to Partner feedback. Listen to our Partners discuss not only their impressions, but also the results they have experienced since installing ConnectWise.

Quotes / Testimonials

ConnectWise Partners discuss the state of their businesses before ConnectWise and where they are today. Special emphasis is given to how ConnectWise played an integral part in the growth of their companies.

Case Studies

Go in-depth into one Partner's journey to success using our powerful PSA platform. See specific instances of how ConnectWise helped them overcome obstacles and improve their productivity.