Core Modules

Dashboard, attachments, and other common things you’ll find throughout Current RMS

What's an opportunity?

The main opportunities screen

The four stages of an opportunity

Postpone an Opportunity

Create an opportunity_{6 articles}

Customize an opportunity_{7 articles}

Sub-rentals_{2 articles}

Print, download, or send documents_{4 articles}

Invoice your opportunity_{2 articles}

Warehouse operations: the detail view_{9 articles}

Labor management: the services view_{2 articles}

Costing & profitability: the costs view_{6 articles}

Global check-in_{2 articles}

Complete or close an opportunity_{3 articles}

Other tasks_{6 articles}

Job planner_{3 articles}

What is a product?

Filter the information in Products

Creating a Bulk Store Transfer

Managing Bulk Store Transfers

Add, delete, and manage your product groups

Adding stock to a Bulk Store Transfer

Allocating a Transferred Item

Create a product_{5 articles}

Packages, kits, and linking products together_{4 articles}

Barcode products_{2 articles}

Count your inventory_{2 articles}

Manage your stock levels_{4 articles}

Test and inspect your products_{3 articles}

Quarantine and maintenance_{3 articles}

Other tasks_{7 articles}

Services and vehicles

What is a service?

Add bookable resources to your services

Create a service_{3 articles}

Customize services_{2 articles}

People and Organisations

What is People & Organizations?

What’s the difference between a contact, organization, and a venue?

Filter the information in People & Organizations

Organizations_{3 articles}

Contacts_{4 articles}

Venues_{1 article}

Users_{1 article}

Other tasks_{5 articles}