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Availability and resource planner
Availability and resource planner
Find out about availability, where you can find it, and how Current handles shortages.
14 articles in this collection
Written by
Michael McGovern
What is availability?
Find out about availability, where you can find it, and how Current handles shortages.
Written by
Michael McGovern
Updated over a week ago
How is availability calculated?
An overview of all of the ways that your availability is impacted.
Written by
Michael McGovern
Updated over a week ago
How do the stages of an opportunity impact product availability?
An overview of how your stock is adjusted when added to an inquiry, draft, quotation, and order.
Written by
Michael McGovern
Updated over a week ago
Product availability
Get an overview of availability across your company
Head to Resources > Availability to see how much stock you have across your stores.
Written by
Michael McGovern
Updated over a week ago
View availability for a particular product
Use the Product Bookings screen to see which opportunities a product is booked on and which assets have been allocated.
Written by
Michael McGovern
Updated over a week ago
Check availability for an opportunity
Stay on top of availability for a particular opportunity by using the opportunity stock screen.
Written by
Michael McGovern
Updated over a week ago
Resource planner
🎞️ What is the Resource Planner?
See a calendar of all of your bookable resources any opportunities with unallocated services with the Resource Planner.
Written by
Michael McGovern
Updated over a week ago
Allocate staff, vehicles, or venues using the Resource Planner
See what all of your staff, vehicles, and venues are booked in for and easily allocate service bookings to them on the planner.
Written by
Michael McGovern
Updated over a week ago
Customize availability
View and deal with shortages in Current RMS
Learn about how Current RMS empowers you to deal with your shortages.
Written by
Michael McGovern
Updated over a week ago
Automatically change availability for products that haven’t been checked-in
Use the “Convert to open ended” setting to automatically set overdue opportunities to open-ended rentals.
Written by
Michael McGovern
Updated over a week ago
Automatically check-in assets on prior opportunities
Use the “Auto return serialized rental stock” setting to automatically check-in gear from previous jobs when you scan on a new one.
Written by
Michael McGovern
Updated over a week ago
Change your availability period for products
The availability period is at the base of all availability calculations in Current. It determines the unit of availability in your system.
Written by
Michael McGovern
Updated over a week ago
Prevent overbooking of products
Turn on “enforce stock availability” to prevent Current RMS from letting you book more stock than you hold of a product or serialized asset.
Written by
Michael McGovern
Updated over a week ago
Turn off shortage tracking for services
Prevent Current RMS from notifying you where you don’t have sufficient bookable resources to fulfil a service booking.
Written by
Michael McGovern
Updated over a week ago