andy

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  1. 14 votes
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    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Current RMS is primarily a rental management solution, so our default documents do include information about the rental period.

    All of the documents that come with Current are fully customizable using HTML & CSS so they can be adjusted to remove references to rental for opportunities that only contain sales items.

    Drop us a quick message at help@current-rms.com and we’ll be happy to help modify your documents.

  2. 8 votes
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    0 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. 33 votes
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    5 comments  ·  Customer Wishlist » Document layouts  ·  Flag idea as inappropriate…  ·  Admin →

    You can collate items on your document layouts using our consolidated items code. This brings together all of the same products on an opportunity into one line, useful if accessories are listed more than once under different products.

    An example Consolidated Picking List is attached to this idea. To add to your Current RMS system, save the .txt file from this suggestion and then go to System Setup > Document Layouts in Current. Click the green ‘upload document’ button and browse for the .txt file you saved.

    If you need help with this, contact us at help@current-rms.com and we’ll be happy to assist.

    andy supported this idea  · 
  4. 8 votes
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    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion – we’ll keep an eye on this!

    Keep in mind that you can use discount categories to set up automatic discounting based on rules that you set. You could choose to discount all items when a quantity is above a particular amount using the “Quantity”fields in a rule.

    Discount categories are set on a per-organization basis, so remember to select this category against each organization you add.

    andy commented  · 

    I'd like to have a total stock of, say smoke fluid by 2.5l bottle and be able to sell that stock singly or in a box of at a cheaper rate;

    One item, several prices

    andy supported this idea  · 
  5. 53 votes
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    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. 16 votes
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    2 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →

    For those of you looking to save a custom view as the default, this morning we updated the servers so you can do just that :)

    When you select a custom view, choose “Set this view as my default” from the View menu to save it as your default.

  7. 4 votes
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    1 comment  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  9. 17 votes
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    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Custom fields are a great way to add additional fields to your Current RMS system. For rehearsals, you can add a date picker custom field to your opportunities screen so it’s available to fill in when you’re putting together opportunities.

    Custom fields can be pulled through to document layouts, too.

    Happy to help you set up custom fields, get in touch at help@current-rms.com

  10. 12 votes
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    2 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. 39 votes
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    9 comments  ·  Customer Wishlist » Discussions  ·  Flag idea as inappropriate…  ·  Admin →
  12. 16 votes
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    0 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →
  13. 39 votes
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    9 comments  ·  Customer Wishlist » Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
  14. 71 votes
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    12 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. 4 votes
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    0 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  16. 156 votes
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    35 comments  ·  Customer Wishlist » Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the votes and comments on this idea, all. There’s no definite ETA on this right now, we’re working on ideas at the top of the wishlist and we’ll look to review in future. If this is something you’d been keen to see implemented, please do vote for this idea!

    In the meantime, we’ve put together a quick guide on how you can use a Current RMS export to create a product catalog in Google Sheets – including pictures. Check out: Create a product catalog document using Google Sheets

  17. 7 votes
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    6 comments  ·  Customer Wishlist » Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
  18. 8 votes
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    0 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. 6 votes
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    0 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. 33 votes
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    7 comments  ·  Customer Wishlist » Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

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