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documentation/content/applications/sales/rental.rst
Jonathan Castillo (jcs) 0249d9d0a6 [MOV] documentation structure reorganization 
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closes odoo/documentation#8064

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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======
Rental
======
The Odoo *Rental* application provides comprehensive solutions to configure and manage rentals.
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>`_
- `Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_
.. _rental/pricing:
Dashboard
=========
Upon opening the *Rental* application, the :guilabel:`Rental Orders` dashboard is revealed.
.. image:: rental/rental-orders-dashboard.png
:align: center
:alt: Example of the Rental Orders dashboard available in the Odoo Rental application.
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::
Rental kanban cards that do **not** display a rental status means those rentals have confirmed
quotations, but have not been picked up yet.
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.
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.
.. 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:
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
==================
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).
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 also requires the :doc:`Sign <../productivity/sign>` app. If necessary, Odoo
automatically installs it after activating the :guilabel:`Digital Documents` setting.
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.
.. 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>`_
.. _rental/pickup-return:
Pickup products
===============
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.
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: 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).
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