CurrentRMS Tasks: Difference between revisions
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* [[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]] | * [[Structure of an Item]] | ||
* [[ | * [[Prep An Item]] | ||
* [[Checkin An Item]] | * [[Checkin An Item]] | ||
* [[Check-out An Item]] | |||
* [[How to Mark items as Sub-rented]] | * [[How to Mark items as Sub-rented]] | ||
* [[How to Return sub-rented items to vendor]] | * [[How to Return sub-rented items to vendor]] | ||
| Line 33: | Line 33: | ||
* [[Add more equipment]] (i.e. buy more of what we already have) | * [[Add more equipment]] (i.e. buy more of what we already have) | ||
* [[Add Accessories to a Product]] | * [[Add Accessories to a Product]] | ||
* [[ | * [[Special AS-USED Container]] | ||
* [[Setup item's sub-rent costs]] | * [[Setup item's sub-rent costs]] | ||
* [[Tags we use for Products]] | * [[Tags we use for Products]] | ||
* [[Quarantine: lost Items]] | * [[Quarantine: lost Items]] | ||
* [[Quarantine: Broken items to repair]] | * [[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