Current RMS

Matthew James Finkel

Managing availability and resources along with task and activity management

Planning and Scheduling

Find out about availability, where you can find it, and how Current handles shortages.

What is availability?

An overview of all of the ways that your availability is impacted.

How is availability calculated?

An overview of how your stock is adjusted when added to an inquiry, draft, quotation, and order.

How do the stages of an opportunity impact product availability?

Availability and Resource planner

Head to Resources > Availability to see how much stock you have across your stores.

Get an overview of availability across your company

Use the Product Bookings screen to see which opportunities a product is booked on and which assets have been allocated.

View availability for a particular product

Stay on top of availability for a particular opportunity by using the opportunity stock screen.

Check availability for an opportunity

Product availability

Learn about how Current RMS empowers you to deal with your shortages.

View and deal with shortages in Current RMS

Use the “Convert to open ended” setting to automatically set overdue opportunities to open-ended rentals.

Automatically change availability for products that haven’t been checked-in

Use the “Auto return serialized rental stock” setting to automatically check-in gear from previous jobs when you scan on a new one.

Automatically check-in assets on prior opportunities

The availability period is at the base of all availability calculations in Current. It determines the unit of availability in your system.

Change your availability period for products

Turn on “enforce stock availability” to prevent Current RMS from letting you book more stock than you hold of a product or serialized asset.

Prevent overbooking of products

Prevent Current RMS from notifying you where you don’t have sufficient bookable resources to fulfil a service booking.

Turn off shortage tracking for services

Customise availability

See a calendar of all of your bookable resources any opportunities with unallocated services with the Resource Planner.

🎞️ What is the Resource Planner?

See what all of your staff, vehicles, and venues are booked in for and easily allocate service bookings to them on the planner.

Allocate staff, vehicles, or venues using the Resource Planner

Resource planner

Set reminders or to-dos for you or colleagues using activities.

What’s an activity?

See a list of all pending activities across your system.

The Activities main screen

Set reminders or to-dos for you or colleagues using activities, then use activities to see a full history of interaction with a customer or colleague.

Activities and Calendars

Create reminders, to-dos, or appointments where they’re most pertinent.

Where can you create activities?

Schedule activities for you and your team to set appointments or reminders.

🎞️ Create an activity

Create an activity

Make custom types of activity for your business.

Set up new activity types

Use custom fields in Current RMS to add any other fields you need on an activity screen.

Add additional fields to your activity screen

Customize activities

Put reminders and to-dos into your colleagues’ calendars.

Assign activities to other people

Mark an activity as completed to record the outcome and remove it from your Pending Activity lists.

Complete, follow up, or reschedule an activity

Work with activities

Find out the differences between the activities calendar, Resource Planner, and Job Planner.

What are the different types of calendar in Current RMS?

See all of your activities or activities for your colleagues on a daily, weekly, or monthly calendar.

View all activities on a calendar

Subscribe to activities in your own calendar.

Get an iCal feed for activities

Specify periods when your staff members, vehicles, or venues are unavailable by recording a period of unavailability.

Record a period of unavailability on the Resource Planner

Calendars

Choose what information you see in Activities.

Filter the view in your activities

Send people calendar entries so they can add it to their own calendars with ease.

Download calendar entries

See all of your activities at-a-glance on your Dashboard.

Activities on the Dashboard

Get a PDF of activities for a particular contact, user, organization, venue, or vehicle.