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]] | ||
Revision as of 06:42, 17 April 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 (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
- 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
- Structure of an Item
- Allocate Gear in Current
- Checkin 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
- Create a Serialized Container
- Setup item's sub-rent costs
- Tags we use for Products
- Quarantine: lost Items
- Quarantine: Broken items to repair