[IMP] rental: total update of the doc for the rental app
closes odoo/documentation#6780 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -2,10 +2,10 @@
|
||||
Rental
|
||||
======
|
||||
|
||||
**Odoo Rental** is a comprehensive solution to manage your rentals.
|
||||
The Odoo *Rental* application provides comprehensive solutions to configure and manage rentals.
|
||||
|
||||
From a single view, you can send out quotations, confirm orders, schedule rentals, register when
|
||||
products are picked up and returned, and invoice your customers.
|
||||
Send quotations, confirm orders, schedule rentals, register products when they are picked up and
|
||||
returned, and invoice customers from this single platform.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Rental: product page <https://www.odoo.com/app/rental>`_
|
||||
@ -13,35 +13,113 @@ products are picked up and returned, and invoice your customers.
|
||||
|
||||
.. _rental/pricing:
|
||||
|
||||
Rental Pricing
|
||||
==============
|
||||
Dashboard
|
||||
=========
|
||||
|
||||
Configuration
|
||||
-------------
|
||||
Upon opening the *Rental* application, the :guilabel:`Rental Orders` dashboard is revealed.
|
||||
|
||||
Go to :menuselection:`Rental --> Products`, select or create a product, and click on the product's
|
||||
*Rental* tab. Under *Rental Pricing*, click on *Add a price*. Then choose a *Unit* of time (hours,
|
||||
days, weeks, or months), a *Duration*, and a *Price*. You can add as many price lines as necessary,
|
||||
usually to give out discounts for longer rental durations.
|
||||
|
||||
.. image:: rental/rental-pricing-example.png
|
||||
.. image:: rental/rental-orders-dashboard.png
|
||||
:align: center
|
||||
:alt: Example of rental pricing configuration in Odoo Rental
|
||||
:alt: Example of the Rental Orders dashboard available in the Odoo Rental application.
|
||||
|
||||
.. tip::
|
||||
Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*. You can also set a
|
||||
*Security Time*, expressed in hours, to make the product temporarily unavailable between two
|
||||
rental orders.
|
||||
In the default kanban view, all rentals are visible. Each rental card displays the customer name,
|
||||
the price of the rental, the related sales order number, along with the status of the rental.
|
||||
|
||||
.. note::
|
||||
If you want to rent a product created outside of the Rental app, do not forget to tick *Can be
|
||||
Rented* under the product's name. By default, this option is ticked when you create a product
|
||||
directly from the Rental app.
|
||||
Rental kanban cards that do **not** display a rental status means those rentals have confirmed
|
||||
quotations, but have not been picked up yet.
|
||||
|
||||
Computing
|
||||
---------
|
||||
On the left sidebar, the :guilabel:`Rental Status` for each rental can be found. Beneath that, the
|
||||
:guilabel:`Invoice Status` of the rentals is accessible. Clicking any option in the left sidebar
|
||||
filters the displayed rentals on the dashboard.
|
||||
|
||||
Odoo always uses two rules to compute the price of a product when you create a rental order:
|
||||
Settings
|
||||
========
|
||||
|
||||
To configure additional rental delay costs, availability of rental items, or minimum time of rental,
|
||||
navigate to :menuselection:`Rental app --> Configuration --> Settings`.
|
||||
|
||||
.. image:: rental/rental-settings.png
|
||||
:align: center
|
||||
:alt: How the Settings page appears in the Odoo Rental application.
|
||||
|
||||
In the :guilabel:`Rental` section, there are options to configure :guilabel:`Default Delay Costs`
|
||||
and :guilabel:`Default Padding Time`. There is also the option to activate :guilabel:`Rental
|
||||
Transfers` and :guilabel:`Digital Documents`.
|
||||
|
||||
- :guilabel:`Default Delay Costs` are additional costs for late returns.
|
||||
- :guilabel:`Default Padding Time` represents the minimum amount of time between two rentals.
|
||||
- :guilabel:`Rental Transfers` means stock deliveries and receipts can be used for rental orders.
|
||||
- :guilabel:`Digital Documents` allows users to upload documents for customers to sign prior to
|
||||
confirming their rental.
|
||||
|
||||
In the :guilabel:`Rent Online` section, there are options to configure a :guilabel:`Minimal Rental
|
||||
Duration` and designate :guilabel:`Unavailability days`, or days during which pickup and return are
|
||||
not possible.
|
||||
|
||||
Rental products
|
||||
===============
|
||||
|
||||
To view all products that can rented in the database, navigate to :menuselection:`Rentals app -->
|
||||
Products`. By default, the :guilabel:`Can be Rented` search filter appears in the search bar.
|
||||
|
||||
Each product kanban card displays that product's name, rental price, and product image (if
|
||||
applicable).
|
||||
|
||||
Rental pricing
|
||||
==============
|
||||
|
||||
To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the *Rental* app,
|
||||
then select the desired product or click :guilabel:`New` to create a new product from scratch.
|
||||
|
||||
On the product form, ensure the :guilabel:`Can be Rented` checkbox is ticked. Then, open the
|
||||
:guilabel:`Rental prices` tab.
|
||||
|
||||
.. image:: rental/rental-prices-tab.png
|
||||
:align: center
|
||||
:alt: How the Settings page appears in the Odoo Rental application.
|
||||
|
||||
.. note::
|
||||
If creating a rental product outside of the *Rental* app, just ensure the :guilabel:`Can be
|
||||
Rented` checkbox is ticked on the product form. By default, this checkbox is ticked whenever a
|
||||
product is created directly in the *Rental* application.
|
||||
|
||||
Pricing
|
||||
-------
|
||||
|
||||
Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, designate custom rental
|
||||
prices and rental periods for the product.
|
||||
|
||||
To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a *pricing period*
|
||||
(:dfn:`the unit of duration of the rental`) in the :guilabel:`Period` column, or create a new
|
||||
pricing period by typing in the name and clicking :guilabel:`Create`.
|
||||
|
||||
Next, decide whether or not to apply this custom rental price to a specific :guilabel:`Pricelist`.
|
||||
|
||||
Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`.
|
||||
|
||||
.. note::
|
||||
There is no limit to how many pricing lines can be added. Multiple pricing options for rental
|
||||
products are typically used to give discounts for customers who agree to longer rental durations.
|
||||
|
||||
To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, and that row is
|
||||
deleted.
|
||||
|
||||
Reservations
|
||||
------------
|
||||
|
||||
Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` tab, there is the option
|
||||
to configure additional fines for any :guilabel:`Extra Hour` or :guilabel:`Extra Day` that the
|
||||
customer takes to return a rental.
|
||||
|
||||
There is also the option to set a :guilabel:`Security Time`, expressed in hours, to make the rental
|
||||
product temporarily unavailable between two rental orders. Such a feature may prove useful if
|
||||
maintenance or cleaning is required between rentals.
|
||||
|
||||
Price computing
|
||||
---------------
|
||||
|
||||
Odoo always uses two rules to compute the price of a product when a rental order is created:
|
||||
|
||||
#. Only one price line is used.
|
||||
#. The cheapest line is selected.
|
||||
@ -60,44 +138,147 @@ Odoo always uses two rules to compute the price of a product when you create a r
|
||||
|
||||
.. _rental/customer-signature:
|
||||
|
||||
Rental orders
|
||||
=============
|
||||
|
||||
To create a rental order in the *Rental* app, navigate to :menuselection:`Rental app --> Orders -->
|
||||
Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form to be filled in
|
||||
accordingly.
|
||||
|
||||
.. image:: rental/rental-order.png
|
||||
:align: center
|
||||
:alt: Sample of a filled out rental order available in the Odoo Rental application.
|
||||
|
||||
Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental in the
|
||||
:guilabel:`Rental period` field.
|
||||
|
||||
To adjust the rental duration, click the first date in the :guilabel:`Rental period` field, and
|
||||
select the range of dates to represent the rental duration from the pop-up calendar form that
|
||||
appears.
|
||||
|
||||
.. image:: rental/rental-period-field-popup.png
|
||||
:align: center
|
||||
:alt: Sample of a rental period calendar pop-up window in the Odoo Rental application.
|
||||
|
||||
Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
|
||||
disappears, and the designated time period of the rental is represented in the :guilabel:`Duration`
|
||||
field.
|
||||
|
||||
Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a
|
||||
product`, and selecting the desired rental product to add to the form.
|
||||
|
||||
.. note::
|
||||
If a rental product is added *before* the :guilabel:`Rental period` field has been properly
|
||||
configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly.
|
||||
|
||||
Simply select the desired range of dates to represent the duration of the rental, then click
|
||||
:guilabel:`Update Rental Prices` in the :guilabel:`Duration` field.
|
||||
|
||||
.. image:: rental/rental-update-rental-prices.png
|
||||
:align: center
|
||||
:alt: The update rental prices option that appears in the Odoo Rental application.
|
||||
|
||||
Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click
|
||||
:guilabel:`Ok`, and Odoo recalculates the rental price accordingly.
|
||||
|
||||
Once all the information has been entered correctly on the rental order form, click the
|
||||
:guilabel:`Send by Email` button to send the quotation to the customer, or click the
|
||||
:guilabel:`Confirm` button to confirm the order.
|
||||
|
||||
Customer signature
|
||||
==================
|
||||
|
||||
You can ask your customers to sign a rental agreement outlining the arrangement between you and your
|
||||
customers before they pick up products to make sure your products are returned on time and in their
|
||||
original condition. To do so, go to :menuselection:`Rental --> Configuration --> Settings`, activate
|
||||
*Digital Documents*, and *Save*.
|
||||
Upon confirming a rental order, the :guilabel:`Sign Documents` button appears. This gives the
|
||||
ability to request the customer sign a rental agreement, outlining the arrangement between the
|
||||
company and customer, *before* they pick up the rental product(s).
|
||||
|
||||
.. image:: rental/digital-documents-settings.png
|
||||
:align: center
|
||||
:alt: Digital Documents settings in Odoo Rental
|
||||
Such documents can ensure everything is returned on-time and in its original condition.
|
||||
|
||||
.. important::
|
||||
The :guilabel:`Sign Documents` button/option **only** appears if the :guilabel:`Digital
|
||||
Documents` feature has been activated in the *Rental* application settings. To do so, navigate to
|
||||
:menuselection:`Rental app --> Configuration --> Settings`, activate :guilabel:`Digital
|
||||
Documents`, and click :guilabel:`Save`.
|
||||
|
||||
.. note::
|
||||
This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, Odoo installs it after
|
||||
activating *Digital Documents*.
|
||||
This feature also requires the :doc:`Sign <../finance/sign>` app. If necessary, Odoo
|
||||
automatically installs it after activating the :guilabel:`Digital Documents` setting.
|
||||
|
||||
Once the app settings are saved, you have the option to change the default *Rental Agreement* from
|
||||
the dropdown menu. You can pick any document already uploaded to the *Sign* app, or upload a new one
|
||||
to the *Sign* app by clicking on *Upload Template*.
|
||||
To request a customer signature on a rental agreement, select a confirmed rental order, and click
|
||||
the :guilabel:`Sign Documents` button to reveal a :guilabel:`Sign Documents` pop-up window.
|
||||
|
||||
To request a customer signature, select a confirmed rental order, click on *Sign Documents*, choose
|
||||
the document template and click on *Sign Documents* again. On the next window, select your customer
|
||||
and click on *Sign Now* to start the signing process with your customer. Once the document is
|
||||
completed, click on *Validate & Send Completed Document*.
|
||||
.. image:: rental/sign-documents-popup.png
|
||||
:align: center
|
||||
:alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
|
||||
|
||||
From here, select the desired document from the :guilabel:`Document Template` field. Then, click
|
||||
:guilabel:`Sign Document`. Doing so reveals a :guilabel:`New Signature Request` pop-up window.
|
||||
|
||||
.. image:: rental/new-signature-request-form.png
|
||||
:align: center
|
||||
:alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
|
||||
|
||||
Upon confirming the information in the :guilabel:`New Signature Request` pop-up form, click
|
||||
:guilabel:`Sign Now` to initiate the signing process.
|
||||
|
||||
A separate page is then revealed, showcasing the document to be signed, which is accessible to the
|
||||
customer via the customer portal.
|
||||
|
||||
Odoo guides the customer through the signing process with clear, clickable indicators, and allows
|
||||
them to create electronic signatures to quickly complete the form.
|
||||
|
||||
.. image:: rental/adopt-signature-popup.png
|
||||
:align: center
|
||||
:alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
|
||||
|
||||
Once the document has been signed and completed, click the :guilabel:`Validate & Send Completed
|
||||
Document` button at the bottom of the document.
|
||||
|
||||
.. image:: rental/validate-send-doc-button.png
|
||||
:align: center
|
||||
:alt: The validate and send completed document button in the Odoo Rental application.
|
||||
|
||||
Upon clicking the :guilabel:`Validate & Send Completed Document` button, Odoo presents the option to
|
||||
download the signed document for record-keeping purposes, if necessary.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
|
||||
`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
|
||||
|
||||
.. _rental/pickup-return:
|
||||
|
||||
Pickup and Return receipt
|
||||
=========================
|
||||
Pickup products
|
||||
===============
|
||||
|
||||
You can print and give your customers receipts when they pick up and/or return products. To do so,
|
||||
open any rental order, click on *Print* and select *Pickup and Return Receipt*. Odoo then generates
|
||||
a PDF detailing all information about the current status of the rented items: which were picked up,
|
||||
when they are expected to be returned, which were returned, and potential rental delay costs.
|
||||
When a customer picks up the product(s), navigate to the appropriate rental order, click the
|
||||
:guilabel:`Pickup` button, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup`
|
||||
pop-up form that appears.
|
||||
|
||||
.. image:: rental/print-receipt.png
|
||||
Doing so places a :guilabel:`Picked-up` status banner on the rental order.
|
||||
|
||||
Return products
|
||||
===============
|
||||
|
||||
When a customer returns the product(s), navigate to the appropriate rental order, click the
|
||||
:guilabel:`Return` button, and validate the return by clicking :guilabel:`Validate` in the
|
||||
:guilabel:`Validate a return` pop-up form that appears.
|
||||
|
||||
Doing so places a :guilabel:`Returned` status banner on the rental order.
|
||||
|
||||
Print pickup and return receipts
|
||||
================================
|
||||
|
||||
Pickup and return receipts can be printed for customers when they pick up and/or return rental
|
||||
products.
|
||||
|
||||
To print pickup and/or return receipts, navigate to the appropriate rental order, click the
|
||||
:guilabel:`⚙️ (gear)` icon to reveal a drop-down menu.
|
||||
|
||||
.. image:: rental/print-pickup-return-receipt.png
|
||||
:align: center
|
||||
:alt: Printing a Pickup and Return receipt in Odoo Rental
|
||||
:alt: The pickup and return receipt print option in the Odoo Rental application.
|
||||
|
||||
From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select
|
||||
:guilabel:`Pickup and Return Receipt`.
|
||||
|
||||
Odoo generates and downloads a PDF, detailing all information about the current status of the rented
|
||||
item(s).
|
||||
|
BIN
content/applications/sales/rental/adopt-signature-popup.png
Normal file
After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 9.2 KiB |
BIN
content/applications/sales/rental/new-signature-request-form.png
Normal file
After Width: | Height: | Size: 9.9 KiB |
After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 7.2 KiB |
BIN
content/applications/sales/rental/rental-order.png
Normal file
After Width: | Height: | Size: 16 KiB |
BIN
content/applications/sales/rental/rental-orders-dashboard.png
Normal file
After Width: | Height: | Size: 16 KiB |
BIN
content/applications/sales/rental/rental-period-field-popup.png
Normal file
After Width: | Height: | Size: 14 KiB |
BIN
content/applications/sales/rental/rental-prices-tab.png
Normal file
After Width: | Height: | Size: 14 KiB |
BIN
content/applications/sales/rental/rental-settings.png
Normal file
After Width: | Height: | Size: 25 KiB |
After Width: | Height: | Size: 2.4 KiB |
BIN
content/applications/sales/rental/sign-documents-popup.png
Normal file
After Width: | Height: | Size: 5.2 KiB |
BIN
content/applications/sales/rental/validate-send-doc-button.png
Normal file
After Width: | Height: | Size: 36 KiB |