Core Modules
Dashboard, attachments, and other common things you’ll find throughout Current RMS
123 articles
Opportunities
The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.
- What's an opportunity?Use opportunities to manage the whole order process in OnRent Events.
- 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 are four stages of an opportunity in OnRent Events: 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.
- Opportunity NotesUse Notes to keep your team informed on important information related to an Opportunity.
- Travel Scheduler Guide
- Create an opportunity7 articles
- Customize an opportunity7 articles
- Sub-rentals2 articles
- Print, download, or send documents4 articles
- Invoice your opportunity2 articles
- Warehouse operations: the detail view9 articles
- Labor management: the services view2 articles
- Costing & profitability: the costs view6 articles
- Global check-in2 articles
- Complete or close an opportunity3 articles
- Other tasks6 articles
- Job planner3 articles
Products
Your inventory: all of the gear that you rent or sell.
- What is a product?Your inventory: all of the gear that you rent or sell.
- Filter the information in ProductsChoose what information you see in Resources > Products
- Creating a Bulk Store TransferGetting started with bulk store transfers
- Managing Bulk Store TransfersHow to manage bulk store transfers
- Add, delete, and manage your product groupsProduct groups are a way of categorizing the products that you rent and sell. Add, remove, and edit product groups in System Setup.
- Adding stock to a Bulk Store TransferBuild your transfer list by adding multiple items
- Allocating a Transferred ItemHow to allocate items transferred in
- Create stock levels for your products (new)Stock levels are the physical units of a product that you hold. Add stock levels to tell the system how many are available.
- Set up multiple locations using storesCreate stores for your warehouses, depots, or branches to specify that your stock is held in different locations.
Services and vehicles
Manage your labor & crew and transport & vehicles using Current RMS.
People and Organisations
A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.
- What is People & Organizations?A CRM designed for rental businesses.
- What’s the difference between a contact, an organization, and a venue?An organization is someone you bill; a contact is a business contact.
- Filter the information in People & OrganizationsChoose what information you see in People & Organizations.