Opportunities

The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.

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53 articles in this collection
Written by Matthew James Finkel
Warehouse operations: the detail view

🎞️ What is the detail view?

Allocate, prepare, book out, and check-in assets from the opportunity detail view.
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Written by Matthew James Finkel
Updated over a week ago

Allocate, prep, and book out products

Allocate, prepare, and book out products to choose and get them ready for your opportunity.
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Written by Matthew James Finkel
Updated over a week ago

Work with temporary or permanent serialized containers on an opportunity

Allocate, prep, book out, and check-in temporary or permanent serialized containers on the detail view.
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Written by Matthew James Finkel
Updated over a week ago

Work with assets that are due an inspection on an opportunity

Current can warn you when working with an asset that’s due a test on a job, or stop you altogether. You can jump into a test here, too.
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Written by Matthew James Finkel
Updated over a week ago

Work with containers

Group items together into containers on the opportunity detail using containers.
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Written by Matthew James Finkel
Updated over a week ago

Swap out permanent container components

Change an asset within a serialized container using the swap component option.
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Written by Matthew James Finkel
Updated over a week ago

Use free scan to add additional items in the warehouse

Free scan lets you add assets to an opportunity by scanning the asset number or barcode from the detail view.
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Written by Matthew James Finkel
Updated over a week ago

Check-in (return) products

When kit comes back to your store, use the check-in function in Current to return to availability or create quarantines.
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Written by Matthew James Finkel
Updated over a week ago

Add or manage allocations from the opportunity item edit screen

Edit an opportunity item to adjust allocations.
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Written by Matthew James Finkel
Updated over a week ago