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Opportunities
Opportunities
The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.
53 articles in this collection
Written by
Matthew James Finkel
What's an opportunity?
Use opportunities to manage the whole order process in Current RMS.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
The four stages of an opportunity
There's four stages of an opportunity in Current: inquiry, draft, quotation, and order.
Written by
Matthew James Finkel
Updated over a week ago
Create an opportunity
🎞️ Create an opportunity
Use an opportunity to record general details, build an order, send out quotations, and manage your inventory & logistics.
Written by
Matthew James Finkel
Updated over a week ago
Use the picker to add products and services to an opportunity
Add products and services to an opportunity quickly using the picker.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
🎞️ Choose accessories when adding products to an opportunity
Written by
Matthew James Finkel
Updated over a week ago
Add text items to an opportunity
For ad-hoc or one off bespoke items, add a text item to your opportunity.
Written by
Matthew James Finkel
Updated over a week ago
Clone an opportunity
Clone an opportunity to create a copy of it.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
Edit an opportunity item
Make changes to opportunity items in the list inline, or use the edit item screen to make advanced changes.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
Discount items on an opportunity
Discount items or groups manually or use automatic discounting.
Written by
Matthew James Finkel
Updated over a week ago
🎞️ Set a deal price on an opportunity or group
Do a deal for your customers or round off totals using Deal Pricing.
Written by
Matthew James Finkel
Updated over a week ago
Mark a quotation as reserved
Take items out of availability for a particular quotation by marking a quotation as reserved.
Written by
Matthew James Finkel
Updated over a week ago
Sub-rentals
Sub-rent products
Resolve shortages by marking a product as sub-rented. This means you’re getting kit from a third-party.
Written by
Matthew James Finkel
Updated over a week ago
Sub-contract services
Resolve labor or transport shortages by marking a service as sub-contracted.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
Use document approval
Get documents signed or approved online by using document approval.
Written by
Matthew James Finkel
Updated over a week ago
Send a document for signing using Adobe Sign
Capture digital signatures from your customer on opportunity documents using Adobe Sign.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
Warehouse operations: the detail view
🎞️ What is the detail view?
Allocate, prepare, book out, and check-in assets from the opportunity detail view.
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.
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.
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.
Written by
Matthew James Finkel
Updated over a week ago
Work with containers
Group items together into containers on the opportunity detail using containers.
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.
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.
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.
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.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
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
Updated over a week ago
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
Updated over a week ago
Add manual costs to an opportunity
Not all costs can be anticipated. Use manual costs to log other job-related expenses.
Written by
Matthew James Finkel
Updated over a week ago
Set an actual cost for an automatic cost
When you have your supplier’s invoice, set an actual cost for accurate job costing.
Written by
Matthew James Finkel
Updated over a week ago
Get an overview of your total revenue and costs
Use the Revenue & Costs Summary to see a full breakdown of all income and costs.
Written by
Matthew James Finkel
Updated over a week ago
Global check-in
🎞️ Check-in assets across opportunities using Global Check-in
Written by
Matthew James Finkel
Updated over a week ago
Manage global check-in sessions
See global check-in sessions you and your team are working on.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
Finalize (complete) your services
Finalize your services to confirm that they are completed and the details you entered were correct.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
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.
Written by
Matthew James Finkel
Updated over a week ago
Enable automatic costing for your opportunities
Turn on auto costing for opportunities created before October 2018.
Written by
Matthew James Finkel
Updated over a week ago
How are automatic costs added to an opportunity?
Written by
Matthew James Finkel
Updated over a week ago
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
Updated over a week ago
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