Interesting feedback, thanks for popping this on our wishlist.
Remember you can lock groups in the detail view to tell Current RMS that scan operations only apply to items in that group 🔒
You may also edit an opportunity item to manually specify allocations. See: Add or manage allocations from the opportunity item edit screen
This idea has merit. It would be good if the "lock" functionality extended to kits with accessories. For example this would mean you could specify that a particular power cable had been returned with a particular Laptop.
This just made me realise I can’t remember the last time I opened the Dashboard! I have “favourite” buttons in the menu bar for “opportunities”, “all opportunities”(for searching for old events etc), “contacts” etc. Hardly ever use Currents own navigation tools.
Quick note re rich text formatting in the description section. This may not help, but if you're at all familiar with HTML formatting you can use that to your hearts content.
For example you can wrap Strong tags around some text to make it bold: <strong>Make it bold!</strong>
If you don't like HTML you can modify your document layouts to treat the description field as Markdown formatted. There's a guide here: https://help.current-rms.com/document-layouts/liquid-syntax-documentation/liquid-filters
I tend to use HTML, as I can also embed images (hosted elsewhere) to help explain quotes and plans.
Thanks for the votes and comments! We’re investigating this one for future development.
Glad to provoke conversation, and I'll happily disagree.
I can pay monkeys to stand around and scan sheets of A4 paper... I'd rather they actually checked the kit and scanned the barcodes stuck to them, otherwise its luck/hope that the kit will actually be transferred. (I stick with the word transfer, lots of other people seem to understand it fine).
In the case of a large opportunity, for example a large video wall kit, I could be talking about 6-700 individual barcodes that need to be scanned "in" and then "out" again to truly reflect the state of where kit is. That would be a hell of a ring binder of A4 sheets.
More fundamentally I'm looking for a forward planning tool. I may have ten project managers planning opportunities at the same time, and at the moment there's no clear record that "Bob" has agreed that "Dave" can have six speakers put on a courier and transferred across London, "Charlie" might also be hoping to use the same six speakers.
We do occasionally use the two work arounds you suggest, however this is hideously clunky when we're juggling busy periods which already have twenty or more concurrent opportunities, splitting into extra lists just muddies the water.
Happy to clear up any misunderstanding.
First idea to reach 600 votes?
@matt. I’ll give this some thought. You mean to book them out on the later job at the same time as the initial job is leaving? Would you then reverse the action to allow you to allocate specific kit at the point of transfer? I like to keep a trail of specific assets heading between events.
I’m still hopeful there’s a really elegant solution in the pipeline!
Right bodge today...
Warehouse has sent literally hundreds of cables to an event, because they were on a list. However "everybody" knew that that kit was actually transferring from another job, rather than coming to the warehouse. Now they're trying to prep my job for tomorrow and there's nothing left!
Has anybody else come up with workarounds to avoid this sort of situation?
On Thursday night we had a large event in London. We loaded out of the venue overnight into Friday morning onto two articulated lorry trailers. One trailer got back to our unit yesterday afternoon. The second trailer is en route from London to another event over in Ireland.
We knew that a large portion of our kit needed to be separated out as the London job finished and so we sent a three man ten of our warehouse staff down to London to help it go smoothly.
We also had kit that we needed to send straight to Ireland. It had to be prepped at the same time as the London job and packed onto the front of the London/Ireland trailer.
Lots of kit on both jobs. Here’s a quick example.
London job, 16 line array speaker boxes.
Ireland, 12 line array speaker boxes.
We have enough kit in our warehouse to prep both jobs, but we don’t want to take 28 boxes to London, rather we expect to take 16, and then transfer 12 of those straight to Ireland.
To make sure the warehouse team knew which kit to prep or not we marked the Irish kit as “Sub Hired”. This meant it could not be scanned out, and the warehouse team knew not to look for it.
When the Trucks left our unit heading to London we switched all the sub hires off and made the kit clash again. This meant we could scan the kit onto the Ireland job.
The problem is, using sub hires falsely affected the availability of kit for the duration of the Irish job, and has led to us dry hiring our speakers that we later find are on a ferry to Ireland.
First mega crossover clash of the September silly season and we've had a nightmare. There's really no way of tracking what kit is going from job to job.
No news on this for a while...
Hoping for a big exciting announcement at PLASA... Sadly I can't be there in person (busiest week of the year) but if you've got spare swag left over feel free to send us some!
"Out of curiosity has anyone successfully found an easy way to get this done, I'm out of ideas!"
We tried using the sub rent system to cheat this, by setting ourselves as the sub rental company.
This appears to work initially, but soon causes headaches as the system effectively shows double quantities in stock once a job returns...
Piotr and Mike both have really good thoughts on this!
Happy 8th December 2017... 365 days since we had an update on this idea? Come on guys, did anybody really want google sign on? I thought you looked at ideas in order of the number of votes they have?
Glad to see today's updates guys, any thoughts on this one? Much more use to us than being able to log on using google...
Second highest idea! Hopefully this means the developers will look at it soon.
This weekend was a prime example. We have a video switcher that everybody wants to use. I had to transfer it from a previous job straight to my event site, and it left in a van with a company using it on a dry hire. Never touched the warehouse once in that time for checking in and sorting out, and the opportunity dates all run into each other. I suppose I could have created three separate opportunities, just for that item of kit, so that I could manage the dates around the practicalities, but this seems like a big messy way of doing things.
It would be much nicer to be able to say "item A is going from Job A to Job B", stop showing it as a clash" And we'd be able to have a nice printed list on site showing the transfers.
Hope it comes to fruition soon.
This idea is now 9th on the "TOP" ideas list, Current look at ideas in order of the number of votes they have, so keep voting to get this up the list and in action!
Glad to see this is gaining some traction.
I think there's two important concepts here:
1) Being able to scan an item onto a new job, and automatically returning it from the previous one (single scan action, with pop up message saying "item xxx returned from JBXXX and booked out to JBXXY")
2) Being able to plan transfers months ahead, so we can specify that item xxx is destined to never come back to the warehouse, rather it's going to get collected from one opportunity (Before the end date of the opportunity) and taken straight to another. We also would be able to print a lovely document showing the technicians at the first job what kit they need to prep. This kit would appear on both opportunity lists, but would be indicated as a transfer on the detail view of the second list, to stop the warehouse trying to find/prep it!
50 votes as of the 13th Sept... Lets try and get some more and see if we can get this idea bumped up to review status!
Sorry Sean, I missed your original post!
I'm worried about how to manage this quick turnover as well. We havent hit one yet. I'm considering doing it as subhires, with the supplier set to ourselves...
The availability bit kinda works now. You have to click the view accessories button to see if the bits are available.
What I find frustrating is the pile of "non stock" "Parent" items that are left on opportunities after the job has finished, would be great if once all the accessories were allocated the "parent"/dummy item allocated itself, and vise-verca on checkin.
Interested to see if you figured out a way of doing this? I'm just experimenting with the API, and would love to be able to "search" for an asset ID and pull up all our custom fields. I can get them individually as you state above, but not by searching through all stock levels.
Side note - is there a facebook group or forum where people discuss the API? This wishlist option seems clunky.
If screen space is an issue this could maybe appear as a hover over “tool-tip” (a bit like the pop up that appears over a line total for a service item).
We updated the servers today so that now you can grab the latest product and service costs and prices 🔄
As mentioned previously, refreshing accessory configuration and is a much larger task so we’ll keep monitoring feedback on this here and in our other customer channels. If it’s proving popular, we can look to put some dev resource behind it.
As an interim, it might be useful to have a flag of some sort (like the shortages exclamation mark) that shows next to items/groups that have updated information (cost, accessories etc).
That way you can quickly go down a list and see if its something that is actually a concern (like when I went through and added legs to all our staging...) or something less of an issue.
Building on the quarantine functionality in Current to add additional options for testing and maintenance is something that we’re committed to adding to Current RMS in future. Please do keep the votes and comments coming!
Remember you can use custom fields to store testing information against your stock levels in Current and even pull through this information to opportunity documents. We’ve put together a guide that runs through how this works, check out: Record PAT or other equipment test results
Email us at firstname.lastname@example.org if you need a hand setting up your custom fields — we’re happy to help :)
Just a quick note, as "Custom Fields" keeps popping up here and in other discussions. Until it's possible to fill out a Custom Field in the main product page (rather than having to "Edit" the product) it is a very unwieldy way of managing things. I really would like to be able to restrict technicians ability to edit products (rates, stock types etc) whilst still allowing them to add maintenance information.
Testing and Inspection.
We're at that wonderful time of year again where we get stuck into PAT (testing), at the same time most of our lifting kit gets it's 6 monthly LOLER inspection and to cap it all off we have our manual handling refresher training….
So, we're all talking about inspection again. We need a way of keeping track of everything that needs periodic inspections. This ranges from the obvious (cables, lights etc.) PAT (tests) to the less obvious (First aid kits, Vehicle tyres..)
Integrating PAT records with Current has long been talked about, right back when we had our initial face-to-screen demo it was "on the roadmap" and very exciting. I'm aware that people can and are working round this by adding in Custom Fields, and manually filling in data, but realistically that's a hideous paperwork exercise. I'd be happy doing that If I was a one-man band with a hundred cables but not with an inventory our size.
Plea to the Devs… What's the current timescale for rolling out some form of better integration?
Side note, we've just had a demo of an application called "Papertrail.io". This looks to be built on the same backend web process as Current and is specifically designed for inspection record keeping, along with a task module for prompting users to "fix/replace/check" items. Its functionality would make a great template for how I'd hope to see testing integrated into Current!
We'd love not to spend a load of money with another company, I'd even go so far as to say this could be a paid addition to Current as it's such a vast expansion.
Alternative thought, are you aware of Papertrail.io? Any chance of an integration with them?
We’ve built on the logging in Current RMS by introducing the system-wide Action Log so you can review key actions from across your system.
We don’t log every touch in the detail view just yet, but we’re listening for feedback on this.
It would be great to have more detail in "Recent Actions" on Opportunity and User detail pages.
Seeing when specific items were scanned in/out, or when quotes are converted to opportunities etc would be very useful.
This has just bitten us. Our warehouse are currently ripping racks to pieces to find enough 13A to 16A adaptors to satisfy a dry hire of cables! System still shows 34 available, but they are adaptors that live with kit!
We should have been able to seperate these on the system.
Think this is the same as this idea: http://help.current-rms.com/forums/257191-customer-wishlist/suggestions/17417008-availability-of-a-parent-item-reflects-component-a
It's been a while since anybody voted or commented on this. I'd like to stir it up again!
We'd really like to move to a fully serialized warehouse, right down to items such as IEC power leads and small cables (HDMI cables etc). At the moment we simply can't do this, and as such they're the only thing now showing up as a loss when we do a stock check.
If we serialized things as they are now, we'd end up having to visually identify the cables that are supposed to go in "kits" as opposed to those that are meant to be in general stock "on the shelf". We've tried various methods for this over the years and they always end up a mess. Also to have to look for a specific cable to go back in a projector bag is a faff, it shouldn't matter which cable you put back, as long as it is of the correct type.
Please consider this (Both Admins and Users). Users, I need your votes to get the Admins to have a look at it! Admins, you could always look at it anyway...
P.s We currently try to get around this by having two entries for each resource that this issue affects, for example I create one product called "13A IEC" (the ones on the shelf) and another product called "13A IEC (KITS)" (The ones that live in boxes). This works, but is really inelegant and leads to confusion with my guys who are adding stock to the system. Quite a few times now they've added a transaction to the wrong resource, leading to an incorrect picture of where kit actually lives.
Our latest update to Current enhances the Reporting functionality so that now you can filter by date. Simply use the “Date Range” box at the top of the reports.
Would be good to be able to have more reports independent of invoice status. We don't do any invoicing on Current... Most of the reports therfore don't work for us!
We released automatic costing in early November, so now it’s full steam ahead on our purchasing update.
Purchasing involves a lot of development work, so thanks for your patience while we work on it. We’ll post back with updates when we have more to share.
Any updates on the PO module? We're starting to get grief from our accountant about the state of references we give to our suppliers when buying in products or services. It would be ideal for Current to act as a central point of issuing Purchase Order Numbers that were referenced back to individual jobs. Equally important though would be to be able to issue ad-hoc PO's that are not job related, for example a PO for office stationary, or paying the cleaners...
This (sub rentals) and the Crew/Transport modules are the things we're waiting for before we jump into Current fully.. Can't wait to see how they pan out!
Quick update as Jack's link below seems to be broken. The nuts and bolts of this idea seem very similar to this posting:
Hope it picks up some votes...
I'd vote for this... but can't... I've run out of votes...
This is a good suggestion, and could be expanded...
Firstly, i agree about transferring serialised resources. Just yesterday I converted an "Aspire E1 Laptop" into a "Aspire E1 Laptop - Web Streaming Kit" and had to go through a right rigmarole of modifying the old asset numbers ( I append "moved" to them), then writing them off, then adding the original asset numbers to the new product. This means I can keep the asset labels glued onto the laptops!
In addition, it would be great to be able to shift quantities of bulk items around. We have two entries for IEC leads in our system. One is for general stock, the other is set to accessory only and is used for cables in "kits". Whenever we create a new "kit" of something that needs an IEC we have to write off one general stock, and "buy" or "find" one in Kits stock... much neater to be able to transfer one across.
I'm all in favour of being able to add kit to an opportunity at almost any stage (maybe not once it's completed!). But what does scare me is the ability of a project manager to delete items from an opportunity even after they've been prepped... Theoretically the warehouse could load an entire truck of kit out of the door, then the PM deletes it from the list... No record of it ever leaving.
Adding kit later whilst prep is in progress seems to work ok, the "detail view" gives you a good overview of things that still need prepping.
Thanks for posting, we’ll monitor the number of votes here.
In the meantime, using an auto-number custom field against your project might help here.
An auto-number counts up each time you create a new record. You could set up a custom field called “Project Number” or something similar as an auto-number and Current RMS will count up each time you create a new project. As with most custom fields, we can display this custom field on any project documents generated.
Happy to help you get set up with this or modify your docs — just email us at email@example.com or use the green help bubble in-app.
Another (amazing) option would be if we could auto include custom fields in opportunity names. That way we could have the new "Project Reference" automatically added to the start of each Opportunity name.
Hi Michael. As suggested I've implemented an Project "Autonumber" reference number. Is there any way to include this field in searches? At the moment I can only find the projects by name, not by number.
Found a spare vote... don't think it was needed in the copy/paste idea any more!
I can't vote on this (no votes left, silly system!) but I think it's a great idea!
You can already do this... You'd add the PSU as an accessory to the panels with a quantity of 0.05 per panel. Current then rounds up and the result would be as you outlined above.