Opportunities

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

Lisa Kenward avatar Leigh Widdowson avatar Michael McGovern avatar +1
52 articles in this collection
Written by Lisa Kenward, Leigh Widdowson, Michael McGovern and 1 other
Warehouse operations: the detail view

🎞️ What is the detail view?

Allocate, prepare, book out, and check-in assets from the opportunity detail view.
Michael McGovern avatar
Written by Michael McGovern
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.
Michael McGovern avatar
Written by Michael McGovern
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.
Michael McGovern avatar
Written by Michael McGovern
Updated over a week ago

Work with containers

Group items together into containers on the opportunity detail using containers.
Michael McGovern avatar
Written by Michael McGovern
Updated over a week ago

Swap out permanent container components

Change an asset within a serialized container using the swap component option.
Michael McGovern avatar
Written by Michael McGovern
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.
Lisa Kenward avatar
Written by Lisa Kenward
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.
Michael McGovern avatar
Written by Michael McGovern
Updated over a week ago

Add or manage allocations from the opportunity item edit screen

Edit an opportunity item to adjust allocations.
Leigh Widdowson avatar
Written by Leigh Widdowson
Updated over a week ago