diff --git a/content/applications/sales.rst b/content/applications/sales.rst index 378c25da1..09e413a30 100644 --- a/content/applications/sales.rst +++ b/content/applications/sales.rst @@ -11,3 +11,4 @@ Sales sales/sales sales/point_of_sale sales/subscriptions + sales/rental diff --git a/content/applications/sales/rental.rst b/content/applications/sales/rental.rst new file mode 100644 index 000000000..21706b173 --- /dev/null +++ b/content/applications/sales/rental.rst @@ -0,0 +1,103 @@ +====== +Rental +====== + +**Odoo Rental** is a comprehensive solution to manage your 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. + +.. seealso:: + - `Odoo Rental: product page `_ + - `Odoo Tutorials: Rental `_ + +.. _rental/pricing: + +Rental Pricing +============== + +Configuration +------------- + +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 + :align: center + :alt: Example of rental pricing configuration in Odoo Rental + +.. 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. + +.. 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. + +Computing +--------- + +Odoo always uses two rules to compute the price of a product when you create a rental order: + +#. Only one price line is used. +#. The cheapest line is selected. + +.. exercise:: + Consider the following rental pricing configuration for a product: + + - 1 day: $100 + - 3 days: $250 + - 1 week: $500 + + A customer wants to rent this product for eight days. What price will they pay? + + After an order is created, Odoo selects the second line as this is the cheapest option. The + customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750. + +.. _rental/customer-signature: + +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*. + +.. image:: rental/digital-documents-settings.png + :align: center + :alt: Digital Documents settings in Odoo Rental + +.. note:: + This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, Odoo installs it after + activating *Digital Documents*. + +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, 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*. + +.. seealso:: + - `Odoo Tutorials: Sign `_ + +.. _rental/pickup-return: + +Pickup and Return receipt +========================= + +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. + +.. image:: rental/print-receipt.png + :align: center + :alt: Printing a Pickup and Return receipt in Odoo Rental \ No newline at end of file diff --git a/content/applications/sales/rental/digital-documents-settings.png b/content/applications/sales/rental/digital-documents-settings.png new file mode 100644 index 000000000..258c27476 Binary files /dev/null and b/content/applications/sales/rental/digital-documents-settings.png differ diff --git a/content/applications/sales/rental/print-receipt.png b/content/applications/sales/rental/print-receipt.png new file mode 100644 index 000000000..8880859b5 Binary files /dev/null and b/content/applications/sales/rental/print-receipt.png differ diff --git a/content/applications/sales/rental/rental-pricing-example.png b/content/applications/sales/rental/rental-pricing-example.png new file mode 100644 index 000000000..78159e681 Binary files /dev/null and b/content/applications/sales/rental/rental-pricing-example.png differ