CurrentRMS Tasks: Difference between revisions
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(Created page with "Category:CurrentRMSCategory:How To CurrentRMS is central to our Rental operations. This is an overview of the various tasks one can perform in CurrentRMS. Think of...") |
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== Opportunity Focused Tasks == | == Opportunity Focused Tasks == | ||
* Create a Quote | * [[Create a Quote]] | ||
* Create an Order | * [[Create an Order]] | ||
* Convert a Quote to an Order | * [[Convert a Quote to an Order]] | ||
* Cancel an Opportunity (Dead or Lost) | * [[Cancel an Opportunity]] (Dead or Lost) | ||
* Use the Picker to Add Equipment | * Use the Picker to Add Equipment | ||
* Use "Add Item" to Add Equipment | * Use "Add Item" to Add Equipment | ||
* Add free-form Rental item to Quote | * [[Add free-form Rental item to Quote]] | ||
* Add a discount line-item to the Quote | * [[Add a discount line-item to the Quote]] | ||
* Add a service charge (fuel, mileage, delivery fee, etc...) to Quote | * [[Add a service charge]] (fuel, mileage, delivery fee, etc...) to Quote | ||
* Email a Quote | * [[Email a Quote]] | ||
* Email an Order | * [[Email an Order]] | ||
* Create an Invoice | * [[Create an Invoice]] | ||
* Email an Invoice | * [[Email an Invoice]] | ||
* Upload signed agreement | * [[Upload signed agreement]] | ||
* Check Gear Availability | * [[Check Gear Availability]] | ||
== Contact Focused Tasks == | == Contact Focused Tasks == | ||
Revision as of 12:55, 30 March 2020
CurrentRMS is central to our Rental operations. This is an overview of the various tasks one can perform in CurrentRMS. Think of it as a reference manual.
Opportunity Focused Tasks
- Create a Quote
- Create an Order
- Convert a Quote to an Order
- Cancel an Opportunity (Dead or Lost)
- Use the Picker to Add Equipment
- Use "Add Item" to Add Equipment
- Add free-form Rental item to Quote
- Add a discount line-item to the Quote
- Add a service charge (fuel, mileage, delivery fee, etc...) to Quote
- Email a Quote
- Email an Order
- Create an Invoice
- Email an Invoice
- Upload signed agreement
- Check Gear Availability
Contact Focused Tasks
- Create an Organization
- Create a Contact
- Create a Venue
- Tags we use for Organizations
Inventory Focused Tasks
- Allocate Gear in Current
- Check-in Gear in Current
- How to Mark items as Sub-rented
- How to Return sub-rented items to vendor
- Add a new Product (we never had)
- Add more equipment (i.e. buy more of what we already have)
- Add Accessories to a Product
- Create a Serialized Container
- Setup item's sub-rent costs
- Tags we use for Products
- Quarantine: lost Items
- Quarantine: Broken items to repair