Current RMS

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

What's an opportunity?

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

The main opportunities screen

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

The four stages of an opportunity

Postpone an Opportunity

This is a guide on how to create opportunity templates to streamline your workflow and save some time.

Opportunity Templates

Matthew James Finkel

Nontobeko Mthembu

Charlotte Price

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

Opportunities

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

🎞️ Create an opportunity

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

Use the picker to add products and services to an opportunity

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

Add products and services using the add new item screen

🎞️ Choose accessories when adding products to an opportunity

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

Add text items to an opportunity

Clone an opportunity to create a copy of it.

Clone an opportunity

Create an opportunity

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

🎞️ Customize the items list

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

Edit an opportunity item

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

Work with accessories

Discount items or groups manually or use automatic discounting.

Discount items on an opportunity

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

🎞️ Set a deal price on an opportunity or group

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

Mark a quotation as reserved

Our alternative products feature will enable you to swap products within your Order View.

Alternative Products

Customize an opportunity

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

Sub-rent products

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

Sub-contract services

Sub-rentals

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

🎞️ Print or download a document

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

Email a document using Discussions

Get documents signed or approved online by using document approval.

Use document approval

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

Send a document for signing using Adobe Sign

Print, download, or send documents

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.

🎞️ Invoice an opportunity

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

Create part or percentage invoices and balance invoices

Invoice your opportunity

Allocate, prepare, book out, and check-in assets from the opportunity detail view.

🎞️ What is the detail view?

Allocate, prepare, and book out products to choose and get them ready for your opportunity.

Allocate, prep, and book out products

Allocate, prep, book out, and check-in temporary or permanent serialized containers on the detail view.

Work with temporary or permanent serialized containers 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.

Work with assets that are due an inspection on an opportunity

Group items together into containers on the opportunity detail using containers.

Work with containers

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

Swap out permanent container components

Free scan lets you add assets to an opportunity by scanning the asset number or barcode from the detail view.

Use free scan to add additional items in the warehouse

When kit comes back to your store, use the check-in function in Current to return to availability or create quarantines.

Check-in (return) products

Edit an opportunity item to adjust allocations.

Add or manage allocations from the opportunity item edit screen

Warehouse operations: the detail view

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

What is the services view?

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

Allocate and book out staff, vehicles, and venues

Labor management: the services view

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

🎞️ What is the costs view?

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

Work with automatically added costs

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

Add manual costs to an opportunity

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

Set an actual cost for an automatic cost

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

Get an overview of your total revenue and costs

Get a true picture of the profit on an opportunity by adding costs to it.

🎞️ Log costs against an opportunity

Costing & profitability: the costs view

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

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

Manage global check-in sessions

Global check-in

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

Finalize (complete) your products

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

Finalize (complete) your services

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

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

Complete or close an opportunity

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

Check availability for your opportunity

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

Configure surcharges

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

Prevent changes to agreed pricing using Lock Pricing

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

View recent actions or recent documents on an opportunity

Turn on auto costing for opportunities created before October 2018.

Enable automatic costing for your opportunities

How are automatic costs added to an opportunity?

Other tasks

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

🎞️ Job Planner

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

Get an iCal feed for opportunities (Job Planner)

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

Change the scheduler dates used in your opportunities iCal feed

Job planner

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.