TOOLS_
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Optional Accessories Hub automatically alerts you when an item has optional accessories available, so you never miss an upsell or must-have add-on. It plays a short sound, shows a toast notification, and opens the accessories list for that item right away.
When adding or editing items in an Opportunity picker, any product with optional accessories will be highlighted in yellow for quick reference.
To use it:Start typing a quantity for an item within the Opportunity picker.
If the item has optional accessories, you’ll see a popup prompt, the row will highlight in yellow, and the accessories list will open automatically.
💡 Why it’s useful:
Optional Accessories Hub helps you catch upsells and extras you might forget, so you always offer the right kit with every job.
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Total Volume Hub automatically calculates the total volume of all items on your Opportunity (in cubic meters) and displays it clearly in the sidebar — right under the Total Weight field. It updates automatically whenever you add or remove line items, so you always have accurate volume data for transport and logistics.
To use it:
Open an Opportunity.
Make sure each product has a custom field named Equipment Volume m3.
You’ll see the Total Volume appear and update live in the sidebar below Total Weight.
💡 Why it’s useful:
Total Volume Hub helps you plan van space, truck loads, or storage — so you don’t get caught out with gear that won’t fit.
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Picker Notes lets you add quick, item-level notes while you’re picking kit for an Opportunity — so nothing gets missed.
How it works:In the picker, once you enter a quantity for an item, the “Add Note” button appears for that line.
Click Add Note, type your instructions or reminders, and click Save.
You’ll see a short “Adding Notes…” message while it processes — then your note is saved directly to that item in your Opportunity.
✅ Important: You’ll need to refresh your Opportunity page to see the new note appear in the item list.
To use it:
Open the picker modal on your Opportunity.
Add a quantity for the item you want to note.
Click Add Note, type your message, and click Save.
Done — your note is saved right alongside that item.
💡 Why it’s useful:
Picker Notes keeps small instructions exactly where they belong — tied to the right line, so nothing slips through the cracks.
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This adds quick shortcuts to the Opportunities dropdown menu so you can create new Orders or Quotes in fewer clicks.
How it works:
When you open the Opportunities dropdown in Current RMS, you’ll see two extra options:
✅ Create New Order
✅ Create New Quote
Click either one to instantly open a blank Order or Quote — no need to back out to the main Opportunities list first.
To use it:
Click the Opportunities menu in your Current RMS navigation bar.
Select Create New Order or Create New Quote.
Fill out your new Order or Quote as normal.
💡 Why it’s useful:
It saves you a few clicks every time you need to start a new job — small shortcuts that add up to smoother workflows.
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You can now add a new contact directly while editing an Opportunity or Purchase Order— just click the green + button next to New Participant. Any new contact you add will automatically be linked to the correct organisation.
How it works:
The green + button next to New Participant lets you create a new contact without leaving the Opportunity or Purchase Order page.
When you save the new contact, it’s automatically linked to the same organisation as the Opportunity/Purchase order
This keeps your contact records tidy and ensures they’re attached to the right company.
To use it:
Open an Opportunity/Purchase order in edit mode — or create a new one.
Next to New Participant, click the green + button.
Fill out the contact details and click Save.
The new contact will appear as a participant, linked to the organisation of the Opportunity/Purchase order.
💡 Why it’s useful:
Add new client or crew contacts on the fly — no more switching screens or leaving incomplete Opportunities/Purchase order.
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You can now see the check-in status for any items marked as Damaged or Lost — making it easier to track missing or problematic kit during returns.
How it works:
When you check items back in, any that are flagged as Damaged or Lost will clearly show their status.
This helps your team spot issues instantly and handle them properly before kit goes back on the shelf.
To use it:
Use Check-In Hub as usual to scan items back in.
If an item is marked Damaged or Lost, you’ll see its status during the check-in process.
Take action as needed — repair, quarantine, or follow up before returning to stock.
💡 Why it’s useful:
Keeps your returns accurate — you’ll never miss a damaged or lost item again.
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Address Autofill automatically fills the Name and Address fields when you select an address from the list — saving time and reducing extra searches.
How it works:
Works when adding a Venue, Contact, or Organisation.
Just start typing a name or postcode and select an address from the Get Address results.
Hub will fill in the Venue Name based on the address details.
The venue name is not duplicated into the primary address field.
Missing address lines are left untouched — so you can still keep any extra details you’ve entered.
To use it:
Open a Venue, Contact, or Organisation in Current RMS.
Start typing a name or postcode, then click Get Address and select from the list.
Hub will autofill the Venue Name and address fields automatically.
Setup required:
Create a free account at getAddress.io (20 free searches a day — more than enough for everyday use).
Enter your API key in the Hub Settings.
💡 Why it’s useful:
Speeds up adding new addresses and ensures details are filled in correctly the first time.
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Sales Shortages makes it easy to see when shortages are covered by a supplier.
How it works:
When a supplier is set on a Sales item, Hub automatically clears the red shortage highlight.
The item is marked with an S badge so you know it’s been allocated to a supplier.
Hover over the S badge to instantly see which supplier it’s linked to.
To use it:
Open your Opportunity in Current RMS.
Assign a supplier to any Sales item.
Watch the red shortage highlight clear, replaced with an S badge showing the supplier on hover.
💡 Why it’s useful:
No more manual checks — you can instantly see which shortages are already handled, saving time and reducing errors.
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When you add a Text Item to an Opportunity, you’ll be given the option to “Show as Shortage?”. If enabled, the line will display as Short in the Opportunity item list until it’s marked as a Subhire.
How it works:
Add a Text Item to your Opportunity.
Tick Show as Shortage? when creating the line.
The line is flagged as Short in the item list.
Once the item is set as a Subhire, the Short flag clears automatically.
You can toggle this feature in Settings → Show Text Item as Shortage.
To use it:
Open an Opportunity in Current RMS.
Add a Text Item.
Tick Show as Shortage? if you want it highlighted.
Mark it as a Subhire when it’s covered — the Short flag will disappear.
💡 Why it’s useful:
Ensures text-only notes (like “extra kit” or “special requests”) stand out in the item list until they’re actioned, so nothing is overlooked.
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When you substitute an item, Hub will automatically match the price from your chosen source item.
How it works:On substitution, the substitute line’s unit price is set to the same price as the source item.
You can toggle this behaviour in Settings → Enable Substitute Price Match.
To use it:
On an Opportunity, choose Substitute for a line item.
Pick the source item you want to copy pricing from.
The substitute line will inherit that item’s unit price automatically.
💡 Why it’s useful:
Keeps pricing consistent when swapping kit — no manual re-typing, fewer mistakes.
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Quickly generate a QR code for the current Opportunity page so you can open it instantly on your mobile device.
How it works:
Adds a small 📱 QR button under the Favourite (heart) icon on Opportunity pages.
Clicking the button opens a popup showing a scannable QR code of the page URL.
Scan the QR code with your phone to open the same page instantly.
Close the popup with the built-in Close button.
To use it:
Open any Opportunity in Current RMS.
Look for the 📱 QR button under the heart (Favourite) icon.
Click it to display a QR code for that Opportunity.
Scan the QR code with your mobile device to open the page.
💡 Why it’s useful::
Makes it super easy to switch from desktop to mobile when you’re on the go — no need to retype or copy links.
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Auto-Balance takes care of your item return maths automatically — so totals always add up, and nothing needs adjusting by hand.
How it works:
When you update the quantities for Damaged, Lost, or Returned items, the remaining field adjusts automatically to keep the total correct. No pop-ups, no extra clicks — it just happens instantly.
Works for both Rental and Sale items.
To use it:
Open your Opportunity in Detail View.
Edit your item returns as usual.
Watch the numbers balance themselves in real time.
💡 Why it’s useful:
Auto-Balance keeps your figures accurate without breaking focus — so you can spend less time correcting maths and more time moving kit.
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Keeps your deal and replacement prices clean and error-free, no more “Deal Price is not a number” messages.
How it works:
When you type or paste a price, Hub_ automatically removes unwanted characters like £, commas, spaces, and even converts colons (:) into proper decimal points.
Your numbers are instantly formatted and ready to save — no failed price updates, no confusion.
Applies automatically to:
Deal Price fields
Replacement Charge fields
To use it:
Just open a pricing window, paste or type your value — Hub_ handles the rest.
💡 Why it’s useful:
Price Input Cleaner prevents formatting errors before they happen, saving you time and keeping your prices consistent across every job.
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Let Hub_ work out the maths so you don’t have to.
Tweak any line’s Charge Total and Hub_ instantly calculates the correct discount and saves it straight into Current RMS — no manual math, no guessing, no tapping buttons back and forth.
What it does:
Type directly into the Charge Total on an Opportunity
Hub_ recalculates the correct % discount automatically
Discount is saved into Current RMS in real time
Works with multi-day pricing, quantities, and rental rates
Auto-selects the number for fast edits
Hides the RMS hover popover so it doesn’t get in the way
Prevents invalid discounts and always uses the true full price (Price × Qty × Days)
💡 Why it’s useful:
A simple time-saver when tidying quotes, adjusting pricing, or finalising jobs.
Just type the number you want, Hub_ handles everything else. description
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Hide sensitive pricing and cost information while working in Current RMS — perfect when you’re on site, travelling, or using shared machines.
With Hide Costs enabled, Hub_ removes sales values and pricing figures from view so you can work comfortably without worrying about who might be looking at your screen.
How it works
The Hide Costs toggle in Hub_ settings instantly hides sales and cost information.
Sales order values are removed from the dashboard.
Cost, revenue, and profit panels are hidden on Opportunity pages.
Pricing columns, totals, and the Costs view button are removed to prevent accidental exposure.
All data remains unchanged — this is purely a visual hide.
To use it
Open Hub_ settings.
Enable Hide Costs.
Continue working as normal — pricing and cost figures will be hidden from view.
Disable Hide Costs at any time to restore visibility.
💡 Why it’s useful
Work safely in public spaces, on site, or in busy warehouses without exposing sensitive figures.
It’s especially handy when using shared user accounts or machines accessed by multiple people.
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Get instant, unmissable inspection status when viewing stock items in Current RMS.
The Inspection Banner_ displays a clear, colour-coded banner at the top of each stock level, showing the current inspection state at a glance — so there’s no guessing, no digging, and no missed issues.
What it shows
When viewing a stock item, Hub_ automatically checks its inspection data and displays one of the following states:
🔴 FAILED inspection
⚠️ OVERDUE inspection (with days overdue)
🟠 Inspection DUE SOON (within 14 days)
🟢 Inspection PASSED (with days remaining until due)
Each banner clearly states:
Inspection type (PAT, LOLER, etc.)
Status (Failed, Overdue, Due Soon, Passed)
Relevant timing (days overdue or days remaining)
How it works
Hub_ reads the latest inspection and due date from the stock level
The banner appears automatically when viewing the item
Colours and wording change dynamically based on status
No data is modified — this is a visual alert only
💡 Why it’s useful
Spot failed or overdue inspections instantly
Prevent untested kit being prepped or sent out
Remove ambiguity when checking stock under pressure
Ideal for busy warehouses and fast-paced prep days
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Require Delivery and Collection Dates adds a smart checkpoint when saving an Opportunity, helping ensure key scheduling information isn’t missed — without blocking progress when flexibility is needed.
When enabled, Hub checks that both Delivery and Collection dates are filled in before saving and clearly prompts the user if anything is missing. You can optionally configure it to skip this requirement for Customer Collecting / Customer Returning jobs.
How it works
When an Opportunity is saved, Hub checks for Delivery and Collection dates.
If one or both dates are missing, a warning popup is shown.
The popup explains what’s missing and gives two options:
OK — return to the Opportunity and add the missing dates.
Ignore & Save — continue saving without dates if needed.
An optional setting allows you to skip this check for Customer Collecting or Customer Returning jobs, where delivery or collection dates may not be required.
This keeps users aware of missing information while still allowing intentional exceptions.
How to use it
Open Hub Settings.
Enable Require Delivery and Collection Dates on Save.
(Optional) Enable Skip requirement for Customer Collect / Return jobs.
Edit or create an Opportunity.
If delivery or collection dates are missing, Hub will prompt you when you try to save.
Choose whether to add the dates or intentionally save without them.
💡 Why it’s useful:
This feature dramatically reduces missed delivery and collection dates, one of the biggest causes of warehouse and transport issues, while still allowing flexibility when dates genuinely aren’t known yet. Optional customer collect/return handling means the rule fits real-world workflows instead of forcing one-size-fits-all behaviour.
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This feature is designed to streamline warehouse prep and returns when working with kit or package-style items.
To activate, the parent item must be a Non-Stock item and its name must include the word “kit” or “package”. This keeps the automation intentional and avoids unintended behaviour on normal items.
How it works
Auto-Prep/Allocate Non-Stock Kits
The parent item must be Non-Stock.
The parent item name must include “kit” or “package”.
Hub monitors all accessories attached to the parent.
Once every accessory is prepared or allocated, Hub automatically prepares the parent kit or package.
Stock parent items are ignored.
Auto Check-In Non-Stock Kits
The same Non-Stock + “kit” / “package” naming rule applies.
During check-in, Hub watches accessories being returned.
Once all accessories are checked in, Hub automatically checks in the non-stock booking parent.
No manual parent check-in required.
How to use it
Open Hub Settings.
Enable Auto-Prep/Allocate Parent Kit Items.
Enable Auto Check-In Non-Stock Kits.
Ensure parent items are Non-Stock and include “kit” or “package” in the name.
Prep and check in accessories as normal.
Hub automatically updates the parent when everything underneath is complete.
💡 Why it’s useful:
Kit and package workflows often leave parent items forgotten during prep or check-in. This automation removes that risk entirely. By tying behaviour to clear naming rules, Hub stays predictable and safe, reducing clicks, preventing mistakes, and keeping warehouse flow moving smoothly without extra checks.
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Opportunity Editor adds live, inline editing to key fields across the Opportunity page, letting you update important job details instantly without opening edit screens or breaking your workflow.
What you can edit
Hub allows live editing of:
Start Date
End Date
Chargeable Days
Subject
Customer Reference
Edits are saved straight back to Current RMS as you make them.
How to use it
Open an Opportunity.
Click directly into an editable field.
Update the value.
Changes are saved automatically.
💡 Why it’s useful
Opportunity Editor removes friction from everyday admin. It’s ideal for quick tweaks to dates, chargeable days, or references, keeping Opportunities accurate and up to date without opening separate edit pages or interrupting your flow.
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Lock Book Out until all items are Prepared adds a safety checkpoint to the Book Out process, ensuring nothing leaves the warehouse before it’s properly prepared.
When enabled, Hub_ automatically blocks Book Out actions until every item on the Opportunity is in a prepared-ready state, helping prevent missed prep, part-prepared jobs, and costly warehouse mistakes.
It’s designed for busy real-world workflows where it’s easy to click “Book Out” too early.
How it works
When an Opportunity is open, Hub_ continuously monitors the status of all items.
Before allowing Book Out, Hub checks that every item is in a valid prepared state.
If any item is not prepared, Hub:
Disables Book Out buttons and links
Shows a clear inline warning explaining why Book Out is locked
Displays a branded Hub_ popup if a locked Book Out action is clicked
(Optional) An override option can be enabled in settings for experienced users who understand the risks.
Once all items are prepared, Book Out is automatically unlocked — no refresh needed.
What it affects
Quick Book Out button
Book Out links in the Opportunity
Any Book Out action triggered from the page
The lock updates live as item statuses change.
To use it
Open Hub Settings.
Enable Lock Book Out until all items are Prepared.
(Optional) Enable Allow Book Out Override if you want a manual bypass option.
Open an Opportunity.
Prepare items as normal.
Once all items are prepared, Book Out becomes available automatically.
💡 Why it’s useful
This feature prevents one of the most common warehouse errors, booking out a job before everything is actually ready.
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Free Scan Voice Prompts add an audible confirmation when scanning items, so Hub reads the item name out loud after each scan.
It’s designed for busy warehouse workflows where you’re moving fast, scanning continuously, or not staring at the screen every second.
How it works
When Free Scan is enabled:
Each scanned item triggers a spoken voice prompt.
Hub reads the item name out loud immediately after the scan.
This confirms you’ve scanned the correct item without needing to visually check the screen.
To use it
Enable Free Scan in Hub.
Start scanning items as normal.
Listen for the spoken item name after each scan.
💡 Why it’s useful:
Voice prompts help prevent scanning the wrong item without realising it — a common issue during fast-paced stock checks. It’s a small change with a big impact, reducing mistakes and keeping warehouse checks flowing smoothly.
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Adds an optional automation that instantly books out items as you scan them, removing an extra manual step during busy warehouse workflows.
When Free Scan is enabled, this toggle automatically books out the most recently scanned item as soon as it’s allocated, keeping everything moving without extra clicks.
How it works
Only appears when Free Scan is enabled.
After an item is scanned and allocated, Hub automatically books it out.
The booking happens instantly in the background, with no additional prompts.
Normal allocation rules still apply, nothing is booked out unless it’s valid.
To use it
Enable Free Scan in Hub settings.
Turn on Book Out on Free Scan.
Scan items as normal during prep or loading.
Allocated items are booked out automatically as you go.
💡 Why it’s useful
This is especially handy for last-minute add-ons while loading the truck. Scan it, allocate it, and it’s booked out instantly without stopping the flow. Fewer clicks, fewer pauses, and no forgotten items when things are moving fast.
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Convert Sale or Rental items into Text directly from the Opportunity when you no longer want them behaving as stock or sale lines, but still need the information visible.
How it works
• On any Opportunity line, click the arrow next to the item.
• Select Convert to Text.
• The item is converted into a text line while keeping its description.
• Once converted, it no longer affects stock allocation, availability, or sales totals.
To use it
• Open an Opportunity in Current RMS.
• Find the Sale or Rental item you want to convert.
• Click the arrow on the right-hand side of the line.
• Select Convert to Text.
💡 Why it’s useful:
This is ideal for keeping reference information on a job without impacting stock, allocation, or reporting. It allows you to retain context while removing operational impact, perfect for amended quotes, historical notes, or last-minute job adjustments.
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By default, Current RMS does not allow you to convert a Text item to Rental or Sale item type once it has been created. Normally, you would need to delete the line and re-add it correctly.
Hub removes that limitation.
When editing an Opportunity item, Hub adds a conversion option directly inside the item edit view.
If the item is currently a Text line, you will see the option to convert it into a Rental or Sale item type.
How it works
• Open an Opportunity and click into an item to edit it.
• If the item type is Text, Hub displays a new conversion option.
• Choose Convert to Rental or Convert to Sale.
• Hub safely rebuilds the line in the background as the selected type.
• Quantity, description, and structure are retained wherever possible.
To use it
• Open an Opportunity in Current RMS.
• Click a Text item to open it in edit mode.
• Select Convert to Rental or Convert to Sale.
• Save your changes.
💡 Why it’s useful:
Text items are often used as placeholders during quoting. When they need turning into real stock or sale items, Hub lets you convert them instantly.
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Hub allows you to edit Containers directly inline from the Opportunity Items list in Detail View, with support for multi-select bulk updates.
By default, Current RMS requires opening each item individually to adjust container assignments. Hub removes that friction.
How it works
• In Detail View, the Container column becomes editable.
• Click directly into the container field to change it without opening the item.
• Select multiple rows to apply the same container update in one action.
• Changes are applied instantly, keeping your job structure clean and accurate.
To use it
• Open an Opportunity and switch to Detail View.
• Click into the Container field next to any item to edit it inline.
• Use multi-select to highlight multiple items.
• Apply the new container assignment in one step.
💡 Why it’s useful:
When building or adjusting jobs, container changes are common, especially during warehouse prep. Inline editing and bulk updates dramatically reduce clicks, speed up setup, and keep your workflow moving smoothly.
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Hub now remembers your last selected Transaction Type when adding items to an Opportunity, so you don’t have to keep switching between Rental and Sales every time.
By default, Current RMS resets the transaction type when adding new items, which can be frustrating when working with multiple sales or mixed jobs. Hub removes that repetitive step.
How it works
• When you add an item, Hub stores the last selected transaction type (Rental or Sales).
• The next time you add an item, that same type is pre-selected automatically.
• Works across multiple item additions within the same Opportunity session.
To use it
• Add an item to an Opportunity.
• Choose your transaction type (Rental or Sales).
• Add another item, Hub will automatically keep the same transaction type selected.
💡 Why it’s useful:
If you’re adding multiple Sales items or building mixed jobs, this small automation saves constant switching and reduces mistakes, especially on larger Opportunities.
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Show Weight lets you instantly see product weights directly on the Opportunity, so you can quickly sense-check totals without opening individual product records.
By default, Current RMS does not display item weights inline, which makes transport planning and load validation harder than it needs to be. Hub brings that information into the job screen.
How it works
• When you click Show Weight, Hub fetches the current product weights from Current RMS.
• Each item’s weight is displayed inline next to it in the Opportunity items list.
To use it
• Open an Opportunity.
• Press the Show Weight button in the Opportunity menu.
• Review item weights directly within the job.
💡 Why it’s useful:
If a job feels heavier than it should, or the totals don’t quite add up, Show Weight gives you instant clarity. It helps prevent overweight vehicles, supports better transport planning, and makes it easier to spot missing or incorrect weight data before it becomes a problem.
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Product Opportunity Status Summary adds live per-product item state totals directly onto Product and Availability pages, so you can see exactly what’s happening across each visible Opportunity without opening it.
By default, you have to click into each Opportunity to understand whether items are Checked In, Prepared, Allocated, or already Booked Out. Hub surfaces that information instantly at product level.
How it works
• On Product and Availability pages, pages, each visible Opportunity displays item state totals for that specific product.
• Totals include:
• Checked In
• Booked Out
• Reserved
• Allocated
• Prepared
• The summary reflects the current state of that product within each Opportunity, not the whole job.
To use it
• Open a Product and Availability pages view.
• Click the Product Status button to start the summary.
• Review the item state totals shown against each Opportunity, no need to open the job.
💡 Why it’s useful:
When you’re reviewing availability or investigating shortages, you often just need a quick answer, is it still reserved, already prepped, or out on hire? Product Opportunity Status Summary gives you that visibility instantly, saving clicks and speeding up warehouse and planning decisions
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Product Image Export lets you download all your product images in one go, with clean, usable filenames ready for websites, catalogues, or archiving.
How it works
• Scans your product records for stored images.
• Downloads images using clean, server-friendly filenames.
• Keeps files organised and ready for use.
To use it
• Open Hub from the main menu.
• Click Product Image Export.
• Start the export process.
• Download your formatted image files when complete.
💡 Why it’s useful:
Whether you’re building a website, refreshing a catalogue, backing up assets, or just cleaning up your file system, Product Image Export saves hours of manual renaming and organising.
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P&L Forecast pulls live data directly from the Current RMS Profit report for a selected month, giving you instant clarity on how your business is performing.
Instead of opening reports, exporting data, and manually filtering, Hub brings the numbers straight into a clean dashboard view.
How it works
• Pulls live data from the Current RMS Profit report for your chosen month.
• Filters results to Open, Active, and Completed jobs.
• Optional: Include Quotations in the totals.
• Calculates total Turnover.
• Calculates total Profit.
• Displays the figures in a simple, easy-to-read dashboard tile.
To use it
• Open Hub from the main menu.
• Select P&L Forecast.
• Choose the month you want to review.
• (Optional) Enable Include Quotations if you want pipeline visibility included.
• Instantly view Turnover and Profit totals.
💡 Why it’s useful:
This gives you clarity at a glance. You can review confirmed revenue only, or include quotations to see potential pipeline impact, all without exporting reports or clicking through multiple screens.
Simple. Fast. Useful. 💛
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Child Item Discount Sync keeps kit pricing consistent by automatically applying parent item discounts to all child items.
By default, changing a parent discount in Current RMS does not update accessories underneath it. That can lead to mismatched totals, missed lines, and unnecessary manual adjustments. Hub fixes that.
How it works
• When enabled, any discount change on a parent item is automatically applied to all of its child items.
• Works with kit and package structures.
• Keeps pricing aligned across the full item tree.
To use it
• Open Hub Settings.
• Enable Child Item Discount Sync.
• Change the discount on a parent item , child items will update automatically.
💡 Why it’s useful:
No more manually adjusting every accessory. No more totals that don’t make sense. Just clean, consistent pricing across the whole kit.
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Set Discount adds a quick way to apply a global discount across Purchase Orders, with the option to target specific PO groups when needed.
By default, adjusting discounts across multiple items in a Purchase Order can require editing each line individually. This tool lets you apply consistent discounts instantly while still keeping control over which groups are affected.
How it works
• Applies a global discount across items in a Purchase Order.
• Optional group-level checkboxes allow discounts to be limited to selected PO groups.
• Updates all selected items in one action.
To use it
• Open a Purchase Order in Current RMS.
• Go to the Actions tab.
• Click Set Discount.
• Enter the discount value you want to apply.
• (Optional) Select the specific PO groups you want to include.
• Apply the discount — all selected items update instantly.
💡 Why it’s useful:
When managing sub-hires or supplier costs, discounts often need to be applied across multiple items quickly. Set Discount removes repetitive editing and ensures consistent pricing across your Purchase Order in seconds.
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Item Notes Editor makes it easy to quickly add or update notes on Opportunity items without opening the full item edit screen.
By default, editing item notes in Current RMS requires navigating through multiple menus. Hub simplifies this by bringing both Description and Warehouse Notes into a single popup editor.
How it works
• Adds an Add Notes action to the Opportunity item menu.
• Opens a single popup where you can edit both Description and Warehouse Notes at the same time.
• If an item has Warehouse Notes, a small text icon appears next to the item.
• Hovering over the icon displays the Warehouse Notes instantly.
To use it
• Open an Opportunity in Current RMS.
• Click the arrow menu next to an item.
• Select Add Notes.
• Edit the Description or Warehouse Notes in the popup.
• Save your changes.
💡 Why it’s useful:
Notes often contain critical setup or warehouse instructions. Item Notes Editor keeps them quick to edit and easy to see, helping warehouse and prep teams catch important details without digging through item screens.
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Multi-Select Item Line Editing lets you quickly update multiple items on an Opportunity at the same time.
By default, Current RMS requires editing each line individually when adding notes or updating suppliers. Hub adds a simple multi-select workflow so you can apply changes across many items in one action.
How it works
• Hold Shift and click order lines to multi-select items (highlighted in orange).
• Apply notes or supplier updates to all selected items at once.
• Optional accessories can also be included in the update.
To use it
• Open an Opportunity in Order view.
• Hold Shift and click the order lines you want to select.
• Selected rows will highlight orange.
• Apply your notes or supplier update, the change will apply to all selected items.
💡 Why it’s useful:
No more updating lines one by one. Multi-select editing makes bulk updates fast and consistent, saving time when managing large orders.
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Vehicle Load Tracker adds a simple way to organise and track vehicle loads directly from the Book Out and Functions tabs.
As items are scanned and booked out, Hub can assign them to a selected vehicle and automatically calculate the total load weight for that van. It also detects items that become Booked Out indirectly, such as container contents, ensuring the load total reflects everything leaving the warehouse.
You can also plan loads in advance by selecting items in the Functions tab and adding them to a vehicle before the booking-out process begins.
How it works
• Adds a Vehicle Load Tracker tool to the Book Out and Functions tabs.
• Assign scanned items to a selected vehicle.
• Automatically calculates the total load weight per van.
• Detects rows that switch to Booked Out after a scan.
• Includes container contents and linked items, not just the directly scanned item.
• Items can also be added manually from the Functions tab using Add to Load.
• A Vehicle column appears when items are assigned, showing which vehicle each item is on.
• Clicking the vehicle name in the column lets you quickly move the item to another vehicle.
• Use View Items to quickly see the detailed list of everything assigned to a selected vehicle.
• Allows you to print a load report once vans are loaded.
• If a vehicle goes overweight, Hub gives a clear verbal warning so it can’t be missed.
To use it
• Open an Opportunity and go to the Book Out tab.
• Launch Vehicle Load Tracker.
• Select the vehicle you are loading.
• Scan items as normal — Hub tracks and totals the load automatically.
Or:
• Open the Functions tab.
• Select the items you want to load.
• Use the Functions dropdown → Add to Load.
• Choose the vehicle to assign those items to.
• Use View Items to check what is currently on each vehicle.
• When loading is complete, print the vehicle load report if needed.
💡 Why it’s useful:
When loading multiple vehicles, it’s easy to lose track of weight and what’s actually on each van. Vehicle Load Tracker keeps everything visible in real time, helping warehouse teams balance loads, plan transport earlier, and avoid dispatch surprises.
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Multi Item Select makes it much easier to work with multiple Opportunity items at once.
Instead of editing items one by one, Hub now allows you to select several lines together and perform actions across all of them in a single step.
How it works
• Hold Shift and click order lines to multi-select items (highlighted in orange).
• Apply notes or supplier updates across all selected items at once.
• Optional accessories can also be included in the update.
• Use Delete Selected to quickly remove multiple lines.
• Includes a Copy and Paste tool to duplicate selected items into other groups or items.
To use it
• Open an Opportunity in Order view.
• Hold Shift and click the items you want to select.
• Selected rows will highlight orange.
• Use the available actions to add notes, assign suppliers, delete, or copy and paste the selected items.
💡 Why it’s useful:
Managing large orders often means repeating the same action across multiple lines. Multi Item Select removes the repetitive clicking and lets you update groups of items instantly.
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Hide from Quote makes it easy to keep internal only items off client-facing documents.
Instead of manually editing document layouts for each line, Hub lets you mark individual Opportunity items or whole groups as hidden from client quotes in a single click.
How it works
Enable Hide from Quote in Hub settings and save once.
Hub creates the Hide from Quote Opportunity Item custom field in Current RMS.
Each Opportunity item menu gains a Hide from Quote action.
Clicking it marks that item as hidden from client-facing documents.
If used on a group, all child items in that section are marked too.
Client-facing document layouts can then ignore any item where hide_from_quote == 'Yes'.
To use it
Open an Opportunity in Order view.
Open the action menu on an item or group.
Click Hide from Quote.
The row will be marked as hidden.
Update your client-facing document layouts to exclude items where item.hide_from_quote == 'Yes'.
Leave internal warehouse or ops documents unchanged if you still want those lines visible there.
💡 Why it’s useful:
Quotes often contain backup gear, internal accessories, or warehouse only lines that help operations but confuse clients. Hide from Quote keeps those items available internally while keeping client documents clean and clear.
Document edit (simple method)
Open your Current RMS document template and go to the Body tab.
Find the line that loops through Opportunity items:
{% for item in order.items %}
Then add the following lines directly underneath it:
{% if item.hide_from_quote == 'Yes' %}
{% continue %}
{% endif %}
So the start of the loop looks like this:
{% for item in order.items %}
{% if item.hide_from_quote == 'Yes' %}
{% continue %}
{% endif %}
This tells the document to skip rendering any item marked Hide from Quote while leaving everything else unchanged.
Please visit the document support page for full details.
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Show Picker Tool speeds up the Show Picker by giving you a fixed control bar to quickly move around and find items without constantly resetting filters.
By default, navigating between groups or searching for different items can mean repeatedly changing filters and losing your place. Hub removes that friction so you can move faster when building or editing jobs.
How it works
• Adds a fixed control bar to the Show Picker.
• Lets you jump between groups instantly without reselecting filters.
• Includes a search function to quickly find items.
• Keeps your workflow in one place without resetting the picker view.
To use it
• Open the Show Picker on an Opportunity.
• Use the fixed bar to switch between groups.
• Use the search to find items quickly.
• Add items as normal , no need to keep resetting filters.
💡 Why it’s useful:
Building shows often involves jumping between multiple groups and searching repeatedly. Show Picker Tool keeps everything within reach, reducing clicks and speeding up the entire process.
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Invoice Edit adds powerful inline editing and bulk discount tools directly to invoices, giving you control that isn’t available by default in Current RMS.
By default, invoice editing is limited and applying discounts across multiple lines can be slow and manual. Hub removes those limitations and makes invoice adjustments fast and flexible.
How it works
• Enables inline editing on invoice lines.
• Adds a bulk discount tool for updating multiple items at once.
• Supports Shift-select row targeting to select multiple invoice lines.
• Allows section-based discount application for grouped updates.
To use it
• Open an Invoice in Current RMS.
• Click into fields to edit values inline.
• Hold Shift and select multiple rows.
• Apply a bulk discount to the selected items or sections.
💡 Why it’s useful:
Invoices often need quick adjustments across multiple lines. Invoice Edit removes the need for repetitive edits, giving you fast, precise control over pricing and discounts in one place.
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FOC on Free Scan removes the risk of accidentally charging for items added during free scanning.
We’ve all been there — scanning items in the warehouse, sending the quote or invoice, and then spotting extra bits that shouldn’t have been charged. Hub now handles that automatically.
By default, Current RMS does not apply any pricing rules during Free Scan, which means items can easily be billed when they shouldn’t be. This tool fixes that.
How it works
• When Free Scan is enabled, any items added are automatically set to 100% discount.
• Ensures all scanned items are treated as FOC (Free of Charge).
• Works instantly as items are added, no manual adjustment needed.
• If you use Hide from Quote, you also get the option to hide those items from all documents.
To use it
• Enable Free Scan as normal.
• Turn on FOC on Free Scan (if not already enabled).
• Scan items — Hub will automatically apply a 100% discount.
• (Optional) Use Hide from Quote to remove items from documents entirely.
• Toggle off anytime if not required.
💡 Why it’s useful:
No clean-up. No missed charges. No awkward corrections after sending documents.
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Show Only Shortages lets you instantly filter an Opportunity down to just the lines that matter when dealing with shortages.
Instead of scanning through a full job, Hub isolates shortage items along with their related structure, so you can clearly see what’s affected and act quickly.
How it works
• Filters the Opportunity to show only shortage lines.
• Includes related parent and child items for full context.
• Highlights shortage rows for quick visibility.
• Works as a toggle, so you can switch between full view and filtered view instantly.
To use it
• Open an Opportunity.
• Click Show Only Shortages from the Hub menu.
• View only the shortage lines and their related items.
• Click again to toggle back to the full list.
💡 Why it’s useful:
When a job has lots of lines, shortages can get lost in the noise. Show Only Shortages cuts straight to the problem, making it faster to review, plan, and fix issues without digging through the entire Opportunity.
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Scan Check keeps quarantined assets from being accidentally scanned onto jobs.
If a blocked item is scanned, Hub steps in immediately to stop it being added and makes sure the issue is clearly flagged to the user.
How it works
• Blocks quarantined items from being added to the Opportunity.
• Shows an on-screen warning when a blocked item is scanned.
• Plays a spoken alert instantly so it can’t be missed.
• Prevents the item from being added to the job entirely.
To use it
• Scan items as normal in the Opportunity.
• If an item is in quarantine, it will be blocked automatically.
• Click the Scan Check button in the Hub menu to review quarantined items.
• Toggle Scan Check off if needed (enabled by default).
💡 Why it’s useful:
Stops quarantined kit going out, keeps jobs clean, and catches issues before they leave the warehouse.
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Live Accessory Tracking keeps you in control while adding accessories to a product.
No more jumping back and forth between pages to check what’s already been added, Hub now shows your existing accessories live as you work.
By default, Current RMS won’t allow duplicate accessories, but it also doesn’t warn you before you try to add one. That can still waste time going back and forth. Hub fixes that by giving you visibility before you click.
How it works
• Displays existing accessories live while adding new ones.
• Updates in real time as items are added.
• Helps prevent duplicate attempts by showing what’s already there.
• Keeps everything visible without leaving the page.
To use it
• Open the Add Item page for a product.
• Start adding accessories as normal.
• View your existing accessories live alongside the list.
• Avoid selecting items that are already added.
💡 Why it’s useful:
Saves time, reduces back and forth, and keeps you in flow by showing what’s already been added before you try again.
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Steal from Container adds a smart toggle to the Allocate tab, allowing assets to be automatically removed from containers as you scan them.
By default, Current RMS requires you to go into the serial container, remove the item, then go back to the job to allocate it, a slow and repetitive process. Hub removes that completely.
How it works
• Adds a Steal from Container toggle to the Allocate tab.
• When enabled, scanned assets are automatically removed from their serialized container.
• The item is then allocated to the job instantly.
• Works seamlessly during normal scanning workflows.
To use it
• Open an Opportunity and go to the Allocate tab.
• Enable Steal from Container.
• Scan assets as normal — Hub will remove them from the container and allocate them in one step.
💡 Why it’s useful:
No more jumping in and out of containers, just scan once and carry on.
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Action Notes gives you a simple, always-visible place to keep important job updates, reminders, and running notes directly on an opportunity.
Instead of jumping between tabs or losing track of notes, it opens in a movable panel that stays on top while you work, so everything stays in view.
How it works
• Opens in a movable panel that stays on top of the page.
• Auto-saves as you type, no buttons, no risk of losing notes.
• Keeps notes visible while you work, without losing your place.
• Includes a Sync button to align with Message Hub internal notes.
• Ensures key information stays centralised and easy to find.
To use it
• Open Action Notes from the Hub menu.
• Move the panel wherever suits your workflow.
• Start typing, notes save automatically.
• Use Sync if you want to align notes with Message Hub.
💡 Why it’s useful:
Keeps all your important job notes in one place, visible and up to date, no more scattered info or missed details.
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Picker Notes opens automatically whenever you launch the picker, giving you a simple place to capture key job notes without breaking your flow.
Instead of jumping between pages or forgetting details mid-pick, everything is right there when you need it.
By default, Current RMS doesn’t provide a structured way to track picker specific notes live. Hub adds that layer.
How it works
• Opens automatically when the picker is launched.
• Includes three note sections:
Shortages / Subrent details
Decline to quote items
General notes
• Auto-saves as you type back to the opportunity.
• Each section has a quick focus shortcut for fast input.
• Each section includes a copy button.
• A Copy All button lets you grab the full note set instantly.
To use it
• Open the Picker on an Opportunity.
• Picker Notes will appear automatically.
• Add notes into the relevant sections as you work.
• Use copy buttons or Copy All when needed.
💡 Why it’s useful:
Keeps all your picker notes organised, visible, and easy to share, no more missed details or back-and-forth.
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Show Location lets your team quickly view an item’s warehouse location directly in Hub, without needing to open the product page.
It’s designed to speed up picking and prep by keeping key location details easily accessible.
How it works
• Displays each item’s warehouse location in the detail view.
• Appears alongside other quick info like weights.
• Loads all item locations on the page when enabled.
• Caches (hibernates) the data so it loads faster next time.
• The first time you use it, there may be a short delay while locations load.
To use it
• Open Hub from the side menu.
• Click the menu button in the Hub menu.
• Select Show Location.
• All item locations will load and display on the page.
• Next time you use it, locations will appear much faster.
💡 Why it’s useful:
Gives instant access to where everything is, faster picking, fewer clicks, and no back-and-forth between pages.
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Show Replacement Value gives you a clear breakdown of where those costs are coming from, so nothing feels like a mystery.
How it works
• Breaks down replacement charges per item.
• Groups totals so you can see how values build up.
• Uses your system currency for consistency.
• Supports inline editing back to the product.
• Mirrors the behaviour of Show Weight for a familiar workflow.
To use it
• Click Show Replacement Value.
• Replacement values will display across all items.
💡 Why it’s useful:
Makes it easy to sense check totals, spot mistakes, and understand exactly where your replacement costs are coming from, no surprises.