Availability and Resource planner
Find out about availability, where you can find it, and how Current handles shortages.
12 articles
What is availability?Find out about availability, where you can find it, and how Current handles shortages.
How is availability calculated?An overview of all of the ways that your availability is impacted.
How do the stages of an opportunity impact product availability?An overview of how your stock is adjusted when added to an inquiry, draft, quotation, and order.
Get an overview of availability across your companyHead to Resources > Availability to see how much stock you have across your stores.
View availability for a particular productUse the Product Bookings screen to see which opportunities a product is booked on and which assets have been allocated.
Check availability for an opportunityStay on top of availability for a particular opportunity by using the opportunity stock screen.
View and deal with shortages in Current RMSLearn about how Current RMS empowers you to deal with your shortages.
Automatically change availability for products that haven’t been checked-inUse the “Convert to open ended” setting to automatically set overdue opportunities to open-ended rentals.
Automatically check-in assets on prior opportunitiesUse the “Auto return serialized rental stock” setting to automatically check-in gear from previous jobs when you scan on a new one.
Change your availability period for productsThe availability period is at the base of all availability calculations in Current. It determines the unit of availability in your system.
Prevent overbooking of productsTurn on “enforce stock availability” to prevent Current RMS from letting you book more stock than you hold of a product or serialized asset.
Turn off shortage tracking for servicesPrevent Current RMS from notifying you where you don’t have sufficient bookable resources to fulfil a service booking.