Opportunities
The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.
58 articles
What's an opportunity?Use opportunities to manage the whole order process in Current RMS.
The main opportunities screenView all opportunities created over the lifetime of your system. See what needs your attention or filter the view to see historic data.
The four stages of an opportunityThere's four stages of an opportunity in Current: inquiry, draft, quotation, and order.
Postpone an OpportunityHow to postpone an opportunity
Opportunity TemplatesThis is a guide on how to create opportunity templates to streamline your workflow and save time.
🎞️ Create an opportunityUse an opportunity to record general details, build an order, send out quotations, and manage your inventory & logistics.
Use the picker to add products and services to an opportunityAdd products and services to an opportunity quickly using the picker.
Add products and services using the add new item screenProvide more detail when adding your products and services by using the add new item screen.
🎞️ Choose accessories when adding products to an opportunity
Add text items to an opportunityFor ad-hoc or one off bespoke items, add a text item to your opportunity.
Clone an opportunityClone an opportunity to create a copy of it.
Add services to an opportunityIn addition to products that you rent and sell, add services to your opportunities for things like labor, transport, and venue bookings.
🎞️ Customize the items listEvery opportunity is different. Re-order items and groups, change group names and create new ones, and change quantities and prices inline.
Edit an opportunity itemMake changes to opportunity items in the list inline, or use the edit item screen to make advanced changes.
Work with accessoriesAccessories allow you to specify additional products that are rented or sold with a product. They're automatically added to an opportunity.
Discount items on an opportunityDiscount items or groups manually or use automatic discounting.
🎞️ Set a deal price on an opportunity or groupDo a deal for your customers or round off totals using Deal Pricing.
Mark a quotation as reservedTake items out of availability for a particular quotation by marking a quotation as reserved.
Alternative ProductsOur alternative products feature will enable you to swap products within your Order View.
🎞️ Print or download a documentGrab copies of your quotation, rental agreement, picking list, delivery note, and other documents. Plus, download to CSV to open in Excel.
Email a document using DiscussionsSend your customer a copy of a quotation, rental agreement, or other document from Current RMS by email.
Use document approvalGet documents signed or approved online by using document approval.
Send a document for signing using Adobe SignCapture digital signatures from your customer on opportunity documents using Adobe Sign.
🎞️ Invoice an opportunityCurrent makes it simple to create an invoice that’s as detailed as you need for the opportunity total or a percentage that you specify.
Create part or percentage invoices and balance invoicesSometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.
🎞️ What is the detail view?Allocate, prepare, book out, and check-in assets from the opportunity detail view.
Allocate, prep, and book out productsAllocate, prepare, and book out products to choose and get them ready for your opportunity.
Work with temporary or permanent serialised containers on an opportunityAllocate, prep, book out, and check-in temporary or permanent serialized containers on the detail view.
Work with assets that are due an inspection on an opportunityCurrent can warn you when working with an asset that’s due a test on a job, or stop you altogether. You can jump into a test here, too.
Work with containersGroup items together into containers on the opportunity detail using containers.
Swap out permanent container componentsChange an asset within a serialized container using the swap component option.
Use free scan to add additional items in the warehouseFree scan lets you add assets to an opportunity by scanning the asset number or barcode from the detail view.
Check-in (return) productsWhen the kit comes back to your store, use the check-in function in your system to return to availability or create quarantines.
Add or manage allocations from the opportunity item edit screenEdit an opportunity item to adjust allocations.
What is the services view?Get an agenda-style overview of all of the services on an opportunity by day and allocate, confirm, and book out.
Allocate and book out staff, vehicles, and venuesAllocate bookable resources to services to tell the system which contact, user, vehicle, or venue is going on this opportunity.
🎞️ What is the costs view?Current intelligently costs an opportunity so you know how much money you’re making on a job.
Work with automatically added costsCurrent adds costs for sub-rentals, sub-contracts, external bookable resources, and purchases for you automatically.
Add manual costs to an opportunityNot all costs can be anticipated. Use manual costs to log other job-related expenses.
Set an actual cost for an automatic costWhen you have your supplier’s invoice, set an actual cost for accurate job costing.
Get an overview of your total revenue and costsUse the Revenue & Costs Summary to see a full breakdown of all income and costs.
🎞️ Log costs against an opportunityGet a true picture of the profit on an opportunity by adding costs to it.
Finalize (complete) your productsFinalize check-in to confirm that you have finished checking-in and the check-in details you've entered are correct.
Finalize (complete) your servicesFinalize your services to confirm that they are completed and the details you entered were correct.
Mark an opportunity as lost, dead, postponed, or canceledIf an opportunity is no longer going ahead, mark it as lost, dead, postponed, or canceled to make it inactive. Easily reinstate later on.
Check availability for your opportunityBe proactive about any shortages. From the opportunity page, view availability for all items or drill down to a particular product.
Configure surchargesSurcharges are a way of automatically adding a percentage-based or fixed-fee charge to rental products added for an opportunity.
Prevent changes to agreed pricing using Lock PricingLock pricing prevents you from making changes to prices or the charge total of an opportunity, even if you add new products or services.
View recent actions or recent documents on an opportunityGet an overview of changes to an opportunity and a history of documents generated using recent actions and recent documents.
Enable automatic costing for your opportunitiesTurn on auto costing for opportunities created before October 2018.
How are automatic costs added to an opportunity?
🎞️ Job PlannerSee all of the opportunities on your system for a period using the Job Planner.
Get an iCal feed for opportunities (Job Planner)Subscribe to your opportunities on the calendar on your smartphone, computer, or other device.
Change the scheduler dates used in your opportunities iCal feedUse the delivery, pickup, prep, in use, or other opportunity dates in your opportunities (Job Planner) iCal feed.