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[ADD] rental: new product types page
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content/applications/sales/rental/configure_products.rst

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.. toctree::
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:titlesonly:
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configure_products/product_type
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configure_products/products
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configure_products/service_products
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===================
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Rental product type
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===================
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Odoo allows for two :doc:`../../../inventory_and_mrp/inventory/product_management/configure/type`
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when configuring a rental product: Goods or Services.
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A rental *Goods* product is a physical item, such as a computer, vehicle, bike, camera, or clothing.
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Goods are removed from the company’s stock, delivered to the customer, and then returned.
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A rental *Service* product can be labor or something non-physical, such as installation,
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photography, or a deposit. It can also be a physical item that never leaves the company’s stock,
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such as a hotel room, work station, or storage unit.
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The following sections detail basic settings and app integration configurations for Goods and
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Services.
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Settings
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========
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.. important::
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For the :guilabel:`Rental Transfers` setting, the **Inventory** app must be installed. For the
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*Rent Online section* settings, the **eCommerce** module must be installed.
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To configure default settings on rental products, navigate to :menuselection:`Rental app -->
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Configuration --> Settings`.
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.. image:: product_type/rental-settings-with-inventory.png
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:alt: A configured Setting page with the Inventory section displayed for the Rental app.
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In the *Pick up & Returns* section, the :guilabel:`Unavailability days` limit what days of the week
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customers can book or return rental products online.
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In the *Products* section, users can enable the following features: :doc:`Variants
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<../../sales/products_prices/products/variants>`, :doc:`Pricelists
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<../../sales/products_prices/prices/pricing>`, :doc:`Promotions, Loyalty & Gift Card
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<../../sales/products_prices/loyalty_discount>`, and
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:doc:`../../sales/products_prices/prices/discounts`.
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In the *Quotations* section, users can enable the
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:doc:`../../sales/sales_quotations/pdf_quote_builder` and
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:doc:`../../sales/sales_quotations/quote_template` features to use when creating a quotation.
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If the **Inventory** app is installed, the *Inventory* section is displayed. The :guilabel:`Rental
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Transfers` checkbox enables automatic creation of delivery and return receipts for a rental product.
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.. note::
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The **Inventory** app automatically creates an internal default location once the
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:guilabel:`Rental Transfers` feature is enabled. Odoo uses the new default location,
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`Customer/Rental`, to track products during the rental period (moving them from Stock to
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Customer/Rental upon rental, and back upon return). **Do not** modify this location to avoid
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corrupting inventory tracking.
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Click :guilabel:`Save` to apply the changes.
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App integration configuration
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=============================
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The **Rental** app relies on additional Odoo app integration to expand its settings and product
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configurations. The following apps are essential for workflow efficiency and automation when
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creating a product and rental order:
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- **Sales**: Enables online payments and signatures within the **Rental** app.
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- **Sign**: Allows uploading and customization of various rental and service agreements. These
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documents are used to facilitate the :guilabel:`Request Signature` feature.
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- **Planning**: Integrates with the **Rental** app to automatically match service products with
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employees or materials based on availability. This setting is configured on the product form.
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- **Project**: Enables automatic creation of a project, a task, or both when a rental quote that
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includes the configured product is confirmed. This setting is configured on the product form.
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- **Inventory**: Enables warehouse delivery and return receipts, product tracking options, variants,
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and product downtime.
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- **eCommerce**: Allows product configuration for the online shop. This setting is configured on the
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product form.
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.. seealso::
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- :doc:`../../sales/sales_quotations/get_paid_to_validate`
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- :doc:`../../sales/sales_quotations/get_signature_to_validate`
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- :doc:`../../../services/planning`
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- :doc:`../../../productivity/sign`
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- :doc:`../../../services/project`
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Search for rental products
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==========================
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To view all products available for rent in the database, navigate to :menuselection:`Rentals app -->
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Products`. By default, the :guilabel:`Rental` filter appears in the search bar, and the view is
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Kanban. Click the search bar and from the preset filters, select :guilabel:`Goods`,
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:guilabel:`Services`, or both. All the selected options appear as Kanban cards. For Goods, the card
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displays the name, rental rate, and amount on hand. For Services, the card displays the name, the
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number of variants if configured, and the rental price.
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.. seealso::
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- :doc:`Configure a service product <service_products>`
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- :doc:`Configure a physical product <products>`
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