Core Modules

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

119 articles

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 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 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}

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 a product_{5 articles}

Packages, kits, and linking products together_{5 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

Manage your labor & crew and transport & vehicles using Current RMS.

What is a service?Labor & crew, transport & vehicles, and venue bookings are examples of services.

Add bookable resources to your servicesSet up a list of contacts, users, vehicles, and venues in your system that are available to fulfil a service.

Create a service_{3 articles}

Customize services_{2 articles}

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, 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.

Organizations_{3 articles}

Contacts_{4 articles}

Venues_{1 article}

Users_{1 article}

Other tasks_{5 articles}