Current RMS

Choose whether Current RMS should continue allocating container components after initially allocating to the container.

Set your temporary container allocation strategy

Matthew James Finkel

What’s in System Setup? Learn how to set up your Current RMS system to suit your business.

Set up your system

Go to Company Information, Users, and Stores in System Setup to add all of your company contact information.

Add your logo and update your contact information

Add or update your card, switch plan, and get copies of previous invoices from Billing Information

Change your billing details

Extend Current RMS by integrating with other services, such as Xero, QuickBooks Online, Sage, MailChimp, WooCommerce, Adobe Sign, and more.

Configure and manage integrations with other services

For convenience and additional security, use Single Sign On (SSO) to sign in to your system using your Google or Microsoft accounts.

Sign in to Current RMS using Google or Microsoft

To further secure your Current RMS account, enable two factor authentication (2FA) to provide an additional layer of security.

Set up two factor authentication

Your account

View all of your users, add new accounts, and manage all of them in System Setup > Users.

Add, remove, or manage users

If you no longer need a user account, deactivate or delete it to stop people logging in with it and reduce your plan cost.

Deactivate or delete a user account

Use System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.

Restrict access to parts of the system using roles

Choose the tiles that appear on your Current RMS dashboard for each role.

Customize your dashboard tiles

Create your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.

Store additional data by creating custom fields

Looking for inspiration for your custom fields? Check out our list of common updates.

Example custom fields

Current RMS comes with a variety of system lists you can edit, and you can add your own.

Add list of values and manage existing list options

Adjust a variety of settings that impact the way your Current RMS system works.

Change a variety of company options in System Preferences

Your settings

Allow only certain roles to carry out certain inspections

Restrict Inspections by User Role

Create stores for your warehouses, depots, or branches to specify that your stock is held in different locations.

Set up multiple locations using stores

Product groups are a way of categorizing the products that you rent and sell. Add, remove, and edit product groups in System Setup.

Add, delete, and manage your product groups

Revenue groups are a way of categorizing your rental and sale income. Add, remove, and edit them in System Setup.

Categorize income using revenue groups

Cost groups allow you to categories the types of costs you log. You can add new cost groups in System Setup.

Categorize costs using cost groups

Use discount categories to automatically discount products and services.

Set up automatic discounting for organizations by adding discount categories

Use surcharges to apply surcharges to products

Tell Current RMS what kinds of tests you do at your company, how often you do them, and what results you need to store.

Create inspections to record asset test results

Static data

Configure taxation using tax classes, rates, and rules

Set up a single state tax

Taxation

View, filter, and download a list of actions across your system in System Setup > Action log.

See all actions across the system using the Action Log

Use CSV spreadsheets to create data en masse and extract data from your Current RMS system.

Import and export data

Want a fresh start? Use Erase Data in System Setup to delete some or all of the records in your system.

Erase some or all of your data

Utilities

Enable approval for quotations, rental agreements, delivery notes, and other opportunity documents.