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.

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

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

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

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

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

See a list of purchase orders awaiting authorization and authorize them

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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