Current RMS

Matthew James Finkel

Charlotte Price

Purchase Orders and Supplier Management along with Creating and manging projects.

Operations and Logistics

Create purchase orders linked to opportunities, or create manual purchase orders.

How does purchasing work in Current RMS?

See all of the purchase orders on your system that need your attention, as well as old purchase orders.

Filter the view in Purchase Orders

Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.

Purchase orders

Create purchase orders for your sub-rentals, sub-contract services, and freelance staff directly from the opportunity costs view.

Create purchase orders from an opportunity

Generate a blank purchase order that you can add items to and customize information on.

Create a manual purchase order

Create purchase orders

Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.

Customize your purchase order items list

Set how your purchase order numbers should look, your address, and change other settings.

Change your default purchase order numbering and other settings

Customize purchase orders

See a list of purchase orders awaiting authorization and authorize them

Authorize a purchase order

Use the options under the Print heading to send your purchase order to your customer. Mark as sent when you’re done.

Print, download, or send a purchase order and mark as sent

If goods are going to arrive sooner or later than anticipated, set an expected arrival date and notes.

Set expected arrival information for a purchase order

Complete a purchase order to mark as done; cancel a purchase order that’s no longer going ahead.

Complete or cancel a purchase order

After you’ve completed a purchase order in Current RMS, it’s just one click to post to Xero.

Post purchase orders to Xero

Work with purchase orders

Group multiple opportunities together and quote for them all at once using a project.

What is a project?

See all projects on your system using the Projects main screen.

The projects main screen

Projects

Start organizing larger events or jobs by creating a project.

Create a project

Create new opportunities directly from a project page.

Add a new opportunity to a project

Has a job grown more complex? Transition to a project by adding the opportunity to a new project.

Add an existing opportunity to a project

Bring gear from opportunities across a project back into stock using the project detail view.

Check-in items across opportunities in a project

Close a project to remove it from your main projects screen.

Close a project

Work with a project

Learn about project invoicing and how to invoice a project.

Invoice a project

Sometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.

Create a percentage or part invoice from a project

See all of the opportunities in a project for a period using the project Job Planner.

Project Job Planner

Work with opportunities in a project

Use the revenue summary at the top of a project to see how much you’re making from each opportunity.

How is project revenue calculated?

Use the Revenue & Costs Summary to see a full breakdown of all income and costs.