CurrentRMS Employee Training

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