Ben Bowles

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  1. 310 votes
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    51 comments  ·  Customer Wishlist » General  ·  Flag idea as inappropriate…  ·  Admin →

    Work on purchasing is going really well and we’ve launched a beta program that gives you the ability to create and manage purchase orders in Current RMS today.

    “Beta” means that we’re actively working on new features and we’ll be enhancing it over the coming months. Rest assured – it’s been through the same rigorous testing as all of our other features, so it’s stable and ready to rely on.

    When you join our beta program, you’ll have access to some key purchasing functionality ahead of general release. In exchange, we’d like to hear your thoughts on how it works and what we’re planning in future.

    Ready to join the purchasing beta program? Get stated with our guide: Purchasing beta

    Ben Bowles commented  · 

    How's this progressing, it would be useful to know when this will be implemented?

    Ben Bowles supported this idea  · 
    Ben Bowles commented  · 

    Just to my thoughts to this.

    In general I think subrentals need to have a bit more of a system wide approach, a section for planning subrentals across jobs and being able to book services and attach them to a subrental (delivery / collection) - so that we can include collecting subrentals on our vehicle calendars.

    On a per opportunity basis the subrentals would be better if they were organised by supplier rather than just on an individual item by item basis - say you preselect the suppliers for an opportunity, and they are the options when you choose items to be subrented.

    It would also be very useful to subrent items across more than one job, say you hire 10x lights for 4 weeks, for 3 separate internal opportunities, but it's being collected from a supplier at the start, and returned at the end of the 4 week period - with one hire cost from that supplier, but being charged as items on each individual internal opportunity.

    Going beyond this it would be great to eventually see how much money were saving/wasting on subrenting certain items, for the system to do some machine learning and suggest when we should buy/subrent, and work out who we're subrenting from the most. But I know that's crazy stuff!

  2. 475 votes
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    49 comments  ·  Customer Wishlist » Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to comment and vote on this idea. Hearing about the kind of reports you’d like to be able to pull is really useful; we’ve been able to add a few popular reports, like the stock transactions report and the opportunity sub-rents report, based on your feedback.

    Right now lots of you are using custom views for reporting. They’re a great way of seeing and sorting the data in Current, and we’re working on some improvements to them that should address this idea directly.

    At the moment, custom views can be created in one module and can display and filter data that’s within that module. We’re strengthening custom views so that in future you’ll be able to access data from related modules.

    For example, from an opportunity custom view you’ll be able to access organization or opportunity item attributes. This should allow you to build some…

    Ben Bowles supported this idea  · 
    Ben Bowles shared this idea  · 
  3. 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.

    Ben Bowles supported this idea  · 
  4. 139 votes
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    4 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Whilst not the same as our price lock function, you can now toggle the ‘discountable’ slider when creating or editing a service to set it as not discountable. This prevents you discounting a service on an opportunity, or setting a price that’s lower than the rate you have set up on it.

    Ben Bowles commented  · 

    It would be great if the price lock function allowed you to remove items from the list, whilst keeping the price the same.

  5. 17 votes
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    3 comments  ·  Customer Wishlist » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Ben Bowles commented  · 

    +1, would be really useful if it used Postcode Anywhere or something similar.

  6. 327 votes
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    24 comments  ·  Customer Wishlist » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks all for taking the time to vote and comment on this, much appreciated.

    We’re now testing webhooks for our API, which should excite our developer community! Webhooks are a way of pushing data out of our API, so that it can let you know that something has changed in Current.

    Zapier lets you create zaps using webhooks as triggers, so if you’re a developer or technically minded then you could set up an integration with Zapier right now.

    If you’d like to use webhooks with Current, contact us at help@current-rms.com and we’ll be happy to give you further information.

    Once webhooks are ready for primetime, we can investigate a more formal integration with Zapier. In the meantime, we’d be really keen to hear what kind of workflows you have in mind for Zapier. What kind of triggers and actions would be useful to your business?

    Ben Bowles supported this idea  · 

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