Go to Current RMS
All Collections
Set up your system
Set up your system
What’s in System Setup? Learn how to set up your Current RMS system to suit your business.
29 articles in this collection
Written by
Michael McGovern,
Joe Davenport,
and
Jonathan Smith
Set your temporary container allocation strategy
Choose whether Current RMS should continue allocating container components after initially allocating to the container.
Written by
Michael McGovern
Updated over a week ago
Your account
Add your logo and update your contact information
Go to Company Information, Users, and Stores in System Setup to add all of your company contact information.
Written by
Michael McGovern
Updated over a week ago
Change your billing details
Add or update your card, switch plan, and get copies of previous invoices from Billing Information
Written by
Michael McGovern
Updated over a week ago
Configure and manage integrations with other services
Extend Current RMS by integrating with other services, such as Xero, QuickBooks Online, Sage, MailChimp, WooCommerce, Adobe Sign, and more.
Written by
Joe Davenport
Updated over a week ago
Sign in to Current RMS using Google or Microsoft
For convenience and additional security, use Single Sign On (SSO) to sign in to your system using your Google or Microsoft accounts.
Written by
Michael McGovern
Updated over a week ago
Set up two factor authentication
To further secure your Current RMS account, enable two factor authentication (2FA) to provide an additional layer of security.
Written by
Michael McGovern
Updated over a week ago
Your settings
Add, remove, or manage users
View all of your users, add new accounts, and manage all of them in System Setup > Users.
Written by
Michael McGovern
Updated over a week ago
Deactivate or delete a user account
If you no longer need a user account, deactivate or delete it to stop people logging in with it and reduce your plan cost.
Written by
Michael McGovern
Updated over a week ago
Restrict access to parts of the system using roles
Use System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.
Written by
Michael McGovern
Updated over a week ago
Customize your dashboard tiles
Choose the tiles that appear on your Current RMS dashboard for each role.
Written by
Michael McGovern
Updated over a week ago
Store additional data by creating custom fields
Create your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.
Written by
Michael McGovern
Updated over a week ago
Example custom fields
Looking for inspiration for your custom fields? Check out our list of common updates.
Written by
Michael McGovern
Updated over a week ago
Add list of values and manage existing list options
Current RMS comes with a variety of system lists you can edit, and you can add your own.
Written by
Michael McGovern
Updated over a week ago
Change a variety of company options in System Preferences
Adjust a variety of settings that impact the way your Current RMS system works.
Written by
Michael McGovern
Updated over a week ago
Static data
Restrict Inspections by User Role
Allow only certain roles to carry out certain inspections
Written by
Jonathan Smith
Updated over a week ago
Set up multiple locations using stores
Create stores for your warehouses, depots, or branches to specify that your stock is held in different locations.
Written by
Michael McGovern
Updated over a week ago
Add, delete, and manage your product groups
Product groups are a way of categorizing the products that you rent and sell. Add, remove, and edit product groups in System Setup.
Written by
Michael McGovern
Updated over a week ago
Categorize income using revenue groups
Revenue groups are a way of categorizing your rental and sale income. Add, remove, and edit them in System Setup.
Written by
Michael McGovern
Updated over a week ago
Categorize costs using cost groups
Cost groups allow you to categories the types of costs you log. You can add new cost groups in System Setup.
Written by
Michael McGovern
Updated over a week ago
Set up automatic discounting for organizations by adding discount categories
Use discount categories to automatically discount products and services.
Written by
Michael McGovern
Updated over a week ago
Use surcharges to apply surcharges to products
Written by
Michael McGovern
Updated over a week ago
Create inspections to record asset test results
Tell Current RMS what kinds of tests you do at your company, how often you do them, and what results you need to store.
Written by
Michael McGovern
Updated over a week ago
Taxation
Configure taxation using tax classes, rates, and rules
Set up taxes for your state or region.
Written by
Michael McGovern
Updated over a week ago
Set up a single state tax
Written by
Michael McGovern
Updated over a week ago
Utilities
See all actions across the system using the Action Log
View, filter, and download a list of actions across your system in System Setup > Action log.
Written by
Michael McGovern
Updated over a week ago
Import and export data
Use CSV spreadsheets to create data en masse and extract data from your Current RMS system.
Written by
Michael McGovern
Updated over a week ago
Erase some or all of your data
Want a fresh start? Use Erase Data in System Setup to delete some or all of the records in your system.
Written by
Michael McGovern
Updated over a week ago
Documents and printing
🎞️ Set up document approval
Enable approval for quotations, rental agreements, delivery notes, and other opportunity documents.
Written by
Michael McGovern
Updated over a week ago
Add, manage, and customize document layouts
Choose which documents you’d like to use and customize they way they look.
Written by
Michael McGovern
Updated over a week ago