Current RMS

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

Matthew James Finkel

Warehouse operations: the detail view

Find answers and get help from Intercom Support and Community Experts

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