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 Matthew James Finkel

What is availability?

Find out about availability, where you can find it, and how Current handles shortages.

Written by Matthew James Finkel
Updated over a week ago

How is availability calculated?

An overview of all of the ways that your availability is impacted.

Written by Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
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 Matthew James Finkel
Updated over a week ago