Opportunities
The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.
What's an opportunity?
The main opportunities screen
The four stages of an opportunity
Postpone an Opportunity
🎞️ What is the detail view?
Allocate, prep, and book out products
Work with temporary or permanent serialized containers on an opportunity
Work with assets that are due an inspection on an opportunity
Work with containers
Swap out permanent container components
Use free scan to add additional items in the warehouse
Check-in (return) products
Add or manage allocations from the opportunity item edit screen