CurrentRMS Tasks: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| 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]] | ||
Revision as of 11:02, 14 June 2021
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
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