Accessories are a way of specifying that additional items are rented or sold with a particular product. Every opportunity is different, so when adding a product with accessories to an opportunity, Current RMS provides a breakdown of those accessories so you can choose which you’d like to add.

Accessory inclusion types

How accessories are added to your opportunities is determined by the inclusion type set when setting up your accessories in Resources > Products. There are three inclusion types:

  • Default
    When an accessory is set up as “default,” the quantity of that product is added by default when you pick the parent product on an opportunity. You may adjust this.
  • Mandatory
    When “mandatory”, the quantity of the accessory product is added by default when you pick the parent product. You cannot enter a quantity lower than the mandatory amount.
  • Optional
    When “optional,” no quantity is specified and you can set the amount you’d like to add when adding the parent product.

Check out our guide for more: Link products together using accessories

Using the picker

For products with accessories, you’ll see a “Show accessories” link under the product description once you’ve performed a search. Hit this to expand all accessories for that product, including their availability figures.

Enter a quantity for the parent product to start adding quantities for your accessories.

There are labels indicating whether your accessory is optional, default, or mandatory. 

  • Quantities for optional accessories are set to 0. Adjust the quantity as you wish.
  • Default accessories have the quantity set to the number you specified when creating the accessory in Resources > Products. You may change this here if the opportunity needs greater or fewer.
  • Mandatory accessories have the quantity set to the number you specified when creating the accessory. You may increase the amount, but you can’t enter less than the mandatory quantity here.

If you don’t expand the accessories list and simply enter a quantity for the parent product, Current will automatically add default and mandatory accessories with the quantity you specified when creating the accessory. Optional accessories won’t be added.

If you change the quantity of the parent product, accessory quantities will be updated to reflect this change.

Using the add new item screen

After you’ve selected a product, if the product has accessories then a new “Accessories” section will appear.

Quantities are automatically filled in for you based on the quantity of the parent product.

  • Quantities for optional accessories are set to 0. Adjust the quantity as you wish.
  • Default accessories have the quantity set to the number you specified when creating the accessory in Resources > Products. You may change this here if the opportunity needs greater or fewer.
  • Mandatory accessories have the quantity set to the number you specified when creating the accessory. You may increase the amount, but you can’t enter less than the mandatory quantity here.

If you change the quantity of the parent product, accessory quantities will be updated to reflect this change.

Common questions

What if I don’t have stock of an accessory?

By default, you can overbook stock in Current RMS so all of your accessories will be added. If you have enforce stock availability enabled which prevents you from overbooking, then:

  • when a “default” accessory has a shortage, its quantity is adjusted to match the quantity that’s available and a warning is displayed.
  • when a “mandatory” or “optional” accessory has a shortage, the system won’t allow you to add that quantity to the opportunity.

Remember availability figures for accessories are shown in the picker and in the add new item screen, so you know exactly how much stock you have available to add.

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