Opportunities | Current RMS Guides

What's an opportunity?

Use opportunities to manage the whole order process in Current RMS.

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The main opportunities screen

View all opportunities created over the lifetime of your system. See what needs your attention or filter the view to see historic data.

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The four stages of an opportunity

There's four stages of an opportunity in Current: inquiry, draft, quotation, and order.

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Create an opportunity

🎞️ Create an opportunity

Use an opportunity to record general details, build an order, send out quotations, and manage your inventory & logistics.

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Use the picker to add products and services to an opportunity

Add products and services to an opportunity quickly using the picker.

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Add products and services using the add new item screen

Provide more detail when adding your products and services by using the add new item screen.

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🎞️ Choose accessories when adding products to an opportunity

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Add text items to an opportunity

For ad-hoc or one off bespoke items, add a text item to your opportunity.

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Clone an opportunity

Clone an opportunity to create a copy of it.

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Customize an opportunity

🎞️ Customize the items list

Every opportunity is different. Re-order items and groups, change group names and create new ones, and change quantities and prices inline.

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Edit an opportunity item

Make changes to opportunity items in the list inline, or use the edit item screen to make advanced changes.

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Work with accessories

Accessories allow you to specify additional products that are rented or sold with a product. They're automatically added to an opportunity.

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Discount items on an opportunity

Discount items or groups manually or use automatic discounting.

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🎞️ Set a deal price on an opportunity or group

Do a deal for your customers or round off totals using Deal Pricing.

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Mark a quotation as reserved

Take items out of availability for a particular quotation by marking a quotation as reserved.

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Sub-rentals

Sub-rent products

Resolve shortages by marking a product as sub-rented. This means you’re getting kit from a third-party.

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Sub-contract services

Resolve labor or transport shortages by marking a service as sub-contracted.

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Print, download, or send documents

🎞️ Print or download a document

Grab copies of your quotation, rental agreement, picking list, delivery note, and other documents. Plus, download to CSV to open in Excel.

Written by Matthew James Finkel
Updated over a week ago

Email a document using Discussions

Send your customer a copy of a quotation, rental agreement, or other document from Current RMS by email.

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Use document approval

Get documents signed or approved online by using document approval.

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Send a document for signing using Adobe Sign

Capture digital signatures from your customer on opportunity documents using Adobe Sign.

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Invoice your opportunity

🎞️ Invoice an opportunity

Current makes it simple to create an invoice that’s as detailed as you need for the opportunity total or a percentage that you specify.

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Create part or percentage invoices and balance invoices

Sometimes you might need to raise an invoice for a particular percentage or figure. Use part invoicing to do this.

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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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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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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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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.

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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Swap out permanent container components

Change an asset within a serialized container using the swap component option.

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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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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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Add or manage allocations from the opportunity item edit screen

Edit an opportunity item to adjust allocations.

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Labor management: the services view

What is the services view?

Get an agenda-style overview of all of the services on an opportunity by day and allocate, confirm, and book out.

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Allocate and book out staff, vehicles, and venues

Allocate bookable resources to services to tell Current RMS which contact, user, vehicle or venue is going on this opportunity.

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Costing & profitability: the costs view

🎞️ What is the costs view?

Current intelligently costs an opportunity so you know how much money you’re making on a job.

Written by Matthew James Finkel
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Work with automatically added costs

Current adds costs for sub-rentals, sub-contracts, external bookable resources, and purchases for you automatically.

Written by Matthew James Finkel
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Add manual costs to an opportunity

Not all costs can be anticipated. Use manual costs to log other job-related expenses.

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Set an actual cost for an automatic cost

When you have your supplier’s invoice, set an actual cost for accurate job costing.

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Get an overview of your total revenue and costs

Use the Revenue & Costs Summary to see a full breakdown of all income and costs.

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Global check-in

🎞️ Check-in assets across opportunities using Global Check-in

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Manage global check-in sessions

See global check-in sessions you and your team are working on.

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Complete or close an opportunity

Finalize (complete) your products

Finalize check-in to confirm that you have finished checking-in and the check-in details you've entered are correct.

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Finalize (complete) your services

Finalize your services to confirm that they are completed and the details you entered were correct.

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Mark an opportunity as lost, dead, postponed, or canceled

If an opportunity is no longer going ahead, mark it as lost, dead, postponed, or canceled to make it inactive. Easily reinstate later on.

Written by Matthew James Finkel
Updated over a week ago

Other tasks

Check availability for your opportunity

Be proactive about any shortages. From the opportunity page, view availability for all items or drill down to a particular product.

Written by Matthew James Finkel
Updated over a week ago

Configure surcharges

Surcharges are a way of automatically adding a percentage-based or fixed-fee charge to rental products added for an opportunity.

Written by Matthew James Finkel
Updated over a week ago

Prevent changes to agreed pricing using Lock Pricing

Lock pricing prevents you from making changes to prices or the charge total of an opportunity, even if you add new products or services.

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View recent actions or recent documents on an opportunity

Get an overview of changes to an opportunity and a history of documents generated using recent actions and recent documents.

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Enable automatic costing for your opportunities

Turn on auto costing for opportunities created before October 2018.

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How are automatic costs added to an opportunity?

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Job planner

🎞️ Job Planner

See all of the opportunities on your system for a period using the Job Planner.

Written by Matthew James Finkel
Updated over a week ago

Get an iCal feed for opportunities (Job Planner)

Subscribe to your opportunities on the calendar on your smartphone, computer, or other device.

Written by Matthew James Finkel
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Change the scheduler dates used in your opportunities iCal feed

Use the delivery, pickup, prep, in use, or other opportunity dates in your opportunities (Job Planner) iCal feed.

Written by Matthew James Finkel
Updated over a week ago