CurrentRMS Tasks: Difference between revisions
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* [[Allocate Gear in Current]] | * [[Allocate Gear in Current]] | ||
* [[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]] | ||
Revision as of 16:14, 4 August 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
- 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
- Create a Serialized Container
- Setup item's sub-rent costs
- Tags we use for Products
- Quarantine: lost Items
- Quarantine: Broken items to repair