Current RMS

Create purchase orders linked to opportunities, or create manual purchase orders.

How does purchasing work in Current RMS?

See all of the purchase orders on your system that need your attention, as well as old purchase orders.

Filter the view in Purchase Orders

Matthew James Finkel

Charlotte Price

Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.

Purchase orders

Create purchase orders for your sub-rentals, sub-contract services, and freelance staff directly from the opportunity costs view.

Create purchase orders from an opportunity

Generate a blank purchase order that you can add items to and customize information on.

Create a manual purchase order

Create purchase orders

Re-order items and groups, change group names and create new ones, and change quantities and prices with ease.

Customize your purchase order items list

Set how your purchase order numbers should look, your address, and change other settings.

Change your default purchase order numbering and other settings

Customize purchase orders

See a list of purchase orders awaiting authorization and authorize them

Authorize a purchase order

Use the options under the Print heading to send your purchase order to your customer. Mark as sent when you’re done.

Print, download, or send a purchase order and mark as sent

If goods are going to arrive sooner or later than anticipated, set an expected arrival date and notes.

Set expected arrival information for a purchase order

Complete a purchase order to mark as done; cancel a purchase order that’s no longer going ahead.

Complete or cancel a purchase order

After you’ve completed a purchase order in Current RMS, it’s just one click to post to Xero.

Post purchase orders to Xero

Work with purchase orders

Find answers and get help from Intercom Support and Community Experts

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