CurrentRMS Tasks

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
• 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
• Create a Serialized Container
• Setup item's sub-rent costs
• Tags we use for Products
• Quarantine: lost Items
• Quarantine: Broken items to repair