Sam

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  1. 208 votes
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    13 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion, we’re keeping an eye on the number of votes :)

    I understand that this idea is about allowing you to complete (finalize check-in) items individually once they’ve been checked-in, but just to clarify for anyone who might not know:

    When you finalize check-in, everything with the status ‘Checked in’ is marked as ‘Completed’ and will be returned to availability or moved to the quarantine based on the “Return at” date you specify on the finalize check-in screen (plus any post-rent unavailability on the product).

    To have some items return to availability before others, you can check-in just the items you want to return and then finalize check-in. Choose the date you’d like them to return at on the finalize check-in screen. Any items that are still reserved, allocated, prepped, or booked out will remain on rent on that opportunity.

    Sam supported this idea  · 
  2. 7 votes
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    0 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
    Sam shared this idea  · 
  3. 8 votes
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    0 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. 52 votes
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    6 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  5. 27 votes
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    11 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. 186 votes
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    5 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks to everyone for taking the time to vote and comment here, we appreciate the feedback :)

    Just a quick update: we’ve added some new role options that you might find useful. You can now choose which functions on the opportunity detail view your team members can access, meaning your warehouse team won’t need permission to edit an opportunity to prep kit.

    Creating a custom view in Opportunities is a great way of getting a list of jobs for the warehouse team. Use the “waiting for prep” filter to include jobs that need your team’s attention.

    To get started, see: Custom views. Need a hand setting this up? Contact us at help@current-rms.com and we’ll be happy to help.

    Sam supported this idea  · 

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