CurrentRMS Tasks: Difference between revisions
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== Opportunity Focused Tasks == | == Opportunity Focused Tasks == | ||
* [[Create a Quote]] | * [[Create a Quote]] (or an Order directly) - [https://youtu.be/sNeHScRdNy0 Video] | ||
* [[Convert a Quote to an Order]] | * [[Convert a Quote to an Order]] | ||
* [[Cancel an Opportunity]] (Dead or Lost) | * [[Cancel an Opportunity]] (Dead or Lost) | ||
* | * [[Add Items to Opportunity]] | ||
* [[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]] (or an Order) | ||
* [[Create an Invoice]] | * [[Create an Invoice]] | ||
* [[Email an Invoice]] | * [[Email an Invoice]] | ||
* [[Check Gear Availability]] | * [[Check Gear Availability]] | ||
* [[Subrent Gear for an Order]] | |||
== Contact Focused Tasks == | == Contact Focused Tasks == | ||
* Create an Organization | * [[Create an Organization]] | ||
* Create a Contact | * [[Create a Contact]] | ||
* Create a Venue | * [[Create a Venue]] | ||
* Tags we use for Organizations | * [[Tags we use for Organizations]] | ||
== Inventory Focused Tasks == | == Inventory Focused Tasks == | ||
* | * [[Structure of an Item]] | ||
* Check- | * [[Prep An Item]] | ||
* How to Mark items as Sub-rented | * [[Checkin An Item]] | ||
* How to Return sub-rented items to vendor | * [[Check-out An Item]] | ||
* Add a new Product (we never had) | * [[How to Mark items as Sub-rented]] | ||
* Add more equipment (i.e. buy more of what we already have) | * [[How to Return sub-rented items to vendor]] | ||
* Add Accessories to a Product | * [[Buying New Equipment]] - Add a new Product (we never had) | ||
* | * [[Add more equipment]] (i.e. buy more of what we already have) | ||
* Setup item's sub-rent costs | * [[Add Accessories to a Product]] | ||
* Tags we use for Products | * [[Special AS-USED Container]] | ||
* Quarantine: lost Items | * [[Setup item's sub-rent costs]] | ||
* Quarantine: Broken items to repair | * [[Tags we use for Products]] | ||
* [[Quarantine: lost Items]] | |||
* [[Quarantine: Broken items to repair]] | |||
Latest revision as of 07:46, 21 January 2022
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 (or an Order directly) - Video
- Convert a Quote to an Order
- Cancel an Opportunity (Dead or Lost)
- Add Items to Opportunity
- 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 (or an Order)
- Create an Invoice
- Email an Invoice
- Check Gear Availability
- Subrent Gear for an Order
Contact Focused Tasks
Inventory Focused Tasks
- Structure of an Item
- Prep An Item
- Checkin An Item
- Check-out An Item
- How to Mark items as Sub-rented
- How to Return sub-rented items to vendor
- Buying New Equipment - Add a new Product (we never had)
- Add more equipment (i.e. buy more of what we already have)
- Add Accessories to a Product
- Special AS-USED Container
- Setup item's sub-rent costs
- Tags we use for Products
- Quarantine: lost Items
- Quarantine: Broken items to repair