How to Set Up a Scalable Procurement Workflow in ConnectWise

May 26

Growth shouldn’t mean chaos. But if you’re scaling and still doing purchasing manually, you’re probably already feeling the cracks.

Here’s how to build a ConnectWise procurement process that actually works:

Create purchasing statuses that reflect real stages (e.g. “Waiting for Approval,” “Ordered,” “Received”)
Use Purchase Order approval chains with dollar-based thresholds
Link products to tickets, projects, or agreements from the start
Train your team to use the same PO flow every time
Use the Procurement tab to track vendor ETA and invoice matching

A repeatable process not only saves time—it reduces errors and makes your financials easier to trust.

I Was on a Podcast! Let’s Talk Procurement, Mistakes MSPs Make, and Why Spreadsheets Aren’t the Enemy