CurrentRMS Employee Training - Revision history

Benoit at 20:07, 10 January 2022

2022-01-10T20:07:25Z

← Older revision		Revision as of 13:07, 10 January 2022
Line 72:		Line 72:

	Congratulations! The order is prepared and we're just waiting for the client to pick it up.		Congratulations! The order is prepared and we're just waiting for the client to pick it up.

			IMPORTANT NOTE: If something ever shows up as "Group Booking", it means that something that should have an Asset tag was NOT scanned. That's bad. Please make sure that you have no group booking on the order. If there are group bookings, let's fix the problem (missing asset tag, wrong item type, etc...)

	== Client Pick-Up (Warehouse) ==		== Client Pick-Up (Warehouse) ==

Benoit at 20:04, 10 January 2022

2022-01-10T20:04:11Z

← Older revision		Revision as of 13:04, 10 January 2022
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	== Something was damaged ==		== Something was damaged ==

			== Client wants to change the order (but it's not paid yet) ==

			== Client wants to change the order. It's already been paid! ==

Benoit at 17:37, 10 January 2022

2022-01-10T17:37:21Z

@@ Line 7: / Line 7: @@
 * Take a look at the [[Rental Process Workflow]] to get a feel for how orders flow through the system.
-= First Quote =
+= First Complete Order =
 Let's go through the process of creating your initial quote.
@@ Line 96: / Line 96: @@
 Fantastic!  You have done your first complete check-out of an order.
-= Rental Operations =
+== Something was not returned ==
-* [[Equipment Check-in]] - Process for Checking in equipment
+== Something was damaged ==

Benoit at 17:20, 10 January 2022

2022-01-10T17:20:45Z

@@ Line 11: / Line 11: @@
 Let's go through the process of creating your initial quote.
-Let's say YOU will be renting a simple setup:  1 Litemat 1 Plus, 1 C-Stand, 1 Sand bag
+Let's say YOU will be renting a simple setup:  1 Litemat 1 Plus, 1 C-Stand, 1 35# Sand bag
 Take a look at [[Rental Inquiry & Quotes]] that goes over the process.  Here are some notes on the order:
@@ Line 28: / Line 30: @@
 Take a look at the email you got.  Open the PDF and see that the quote is similar to what you saw on the screen.  I strongly suggest you fill out the information form so you can see what the customer has to fill out.
@@ Line 33: / Line 101: @@
 = Rental Operations =
 * [[Equipment Check-in]] - Process for Checking in equipment

Benoit: Created page with "This is a suggested sequence to understand how CurrentRMS works and provide you with an understanding of how it works and how we use it. = Overview = This page is organized..."

2022-01-10T16:01:45Z

Created page with "This is a suggested sequence to understand how CurrentRMS works and provide you with an understanding of how it works and how we use it. = Overview = This page is organized..."

New page

This is a suggested sequence to understand how CurrentRMS works and provide you with an understanding of how it works and how we use it.

= Overview =

This page is organized as an exercise where you will be creating an order from start to finish. We will also cover some special circumstances you might encounter.

* Take a look at the [[Rental Process Workflow]] to get a feel for how orders flow through the system.

= First Quote =

Let's go through the process of creating your initial quote.

Let's say YOU will be renting a simple setup: 1 Litemat 1 Plus, 1 C-Stand, 1 Sand bag

Take a look at [[Rental Inquiry & Quotes]] that goes over the process. Here are some notes on the order:
* Create a new Quotation and call it "TRAINING 1 - <Your Name>"
* For the Organization, put "<Your Name> Training" - Notice it does not exist. Use the Green Plus to quickly add yourself.
* Just fill in your name and your email address (so you see what the clients see).
* Don't worry about the dates or the rest of the fields in the Quotation.

Once the quote has been created, it's time to add the Equipment you want to rent. Take a look at [[Add Items to Opportunity]]. The Picker is the easiest thing to use for a small order like this.
* Search for "Litemat" in the picker to show the litemats
* Search for "sand" to show the sandbags
* Search for 40" (standard C-Stand length) to find the various C stands. Choose the NSL (non spring loaded).

Now it's time to send yourself a quote. Take a look at [[Email a Quote]] to see how sending a quote works.
* Use the business quote template

Take a look at the email you got. Open the PDF and see that the quote is similar to what you saw on the screen. I strongly suggest you fill out the information form so you can see what the customer has to fill out.

= Rental Operations =

* [[Order Processing]] - Dealing with an order before pick-up
* [[Equipment Check-out]] - Process for Prepping & Checking out equipment
* [[Equipment Check-in]] - Process for Checking in equipment