|
| 1 | +=================== |
| 2 | +Rental product type |
| 3 | +=================== |
| 4 | + |
| 5 | +Odoo allows for two :ref:`product types <inventory/type/good-or-services>` when configuring a rental |
| 6 | +product: Goods or Services. |
| 7 | + |
| 8 | +*Goods*: Includes physical items. Goods are removed from the company’s stock, delivered to the |
| 9 | +customer, and then returned. |
| 10 | + |
| 11 | +*Services*: Includes labor, non-physical, or a physical item that never leaves the company’s stock, |
| 12 | +such as a hotel room, work station, or storage unit. |
| 13 | + |
| 14 | +The following sections detail basic settings and app integration configurations for goods and |
| 15 | +services. |
| 16 | + |
| 17 | +Configuration |
| 18 | +============= |
| 19 | + |
| 20 | +.. important:: |
| 21 | + For the :guilabel:`Rental Transfers` setting, the **Inventory** app must be installed. For the |
| 22 | + *Rent Online* section settings, the **eCommerce** module must be installed. |
| 23 | + |
| 24 | +To configure default settings on rental products, navigate to :menuselection:`Rental app --> |
| 25 | +Configuration --> Settings`. |
| 26 | + |
| 27 | +.. image:: product_type/rental-settings-with-inventory.png |
| 28 | + :alt: A configured Setting page with the Inventory section displayed for the Rental app. |
| 29 | + |
| 30 | +In the *Pick up & Returns* section, the :guilabel:`Unavailability days` limit what days of the week |
| 31 | +customers can book or return rental products online. |
| 32 | + |
| 33 | +In the *Products* section, users can enable the following features: :doc:`Variants |
| 34 | +<../../sales/products_prices/products/variants>`, :doc:`Pricelists |
| 35 | +<../../sales/products_prices/prices/pricing>`, :doc:`Promotions, Loyalty & Gift Card |
| 36 | +<../../sales/products_prices/loyalty_discount>`, and |
| 37 | +:doc:`../../sales/products_prices/prices/discounts`. |
| 38 | + |
| 39 | +In the *Quotations* section, users can enable the |
| 40 | +:doc:`../../sales/sales_quotations/pdf_quote_builder` and |
| 41 | +:doc:`../../sales/sales_quotations/quote_template` features to use when creating a quotation. |
| 42 | + |
| 43 | +If the **Inventory** app is installed, the *Inventory* section is displayed. The :guilabel:`Rental |
| 44 | +Transfers` checkbox enables automatic creation of delivery and return receipts for a rental product. |
| 45 | + |
| 46 | +.. note:: |
| 47 | + The **Inventory** app automatically creates an internal default location once the |
| 48 | + :guilabel:`Rental Transfers` feature is enabled. Odoo uses the new default location, |
| 49 | + `Customer/Rental`, to track products during the rental period (moving them from Stock to |
| 50 | + Customer/Rental upon rental, and back upon return). **Do not** modify this location to avoid |
| 51 | + corrupting inventory tracking. |
| 52 | + |
| 53 | +Click :guilabel:`Save` to apply the changes. |
| 54 | + |
| 55 | +App integration configuration |
| 56 | +============================= |
| 57 | + |
| 58 | +The **Rental** app relies on additional Odoo app integration to expand its settings and product |
| 59 | +configurations. The following apps are essential for workflow efficiency and automation when |
| 60 | +creating a product and rental order: |
| 61 | + |
| 62 | +- **Sales**: Enables online payments and signatures within the **Rental** app. |
| 63 | +- **Sign**: Allows uploading and customization of various rental and service agreements. These |
| 64 | + documents are used to facilitate the :guilabel:`Request Signature` feature. |
| 65 | +- **Planning**: Integrates with the **Rental** app to automatically match service products with |
| 66 | + employees or materials based on availability. This setting is configured on the product form. |
| 67 | +- **Project**: Enables automatic creation of a project, a task, or both when a rental quote that |
| 68 | + includes the configured product is confirmed. This setting is configured on the product form. |
| 69 | +- **Inventory**: Enables warehouse delivery and return receipts, product tracking options, variants, |
| 70 | + and product downtime. |
| 71 | +- **eCommerce**: Allows product configuration for the online shop. This setting is configured on the |
| 72 | + product form. |
| 73 | + |
| 74 | +.. seealso:: |
| 75 | + - :doc:`../../sales/sales_quotations/get_paid_to_validate` |
| 76 | + - :doc:`../../sales/sales_quotations/get_signature_to_validate` |
| 77 | + - :doc:`../../../services/planning` |
| 78 | + - :doc:`../../../productivity/sign` |
| 79 | + - :doc:`../../../services/project` |
| 80 | + |
| 81 | +Search for rental products |
| 82 | +========================== |
| 83 | + |
| 84 | +To view all products available for rent in the database, navigate to :menuselection:`Rentals app --> |
| 85 | +Products`. By default, the :guilabel:`Rental` filter appears in the search bar, and the view is |
| 86 | +Kanban. Click the search bar and from the preset filters, select :guilabel:`Goods`, |
| 87 | +:guilabel:`Services`, or both. All the selected options appear as Kanban cards. For Goods, the card |
| 88 | +displays the name, rental rate, and amount on hand. For Services, the card displays the name, the |
| 89 | +number of variants if configured, and the rental price. |
| 90 | + |
| 91 | +.. seealso:: |
| 92 | + - :doc:`Configure a service product <service_products>` |
| 93 | + - :doc:`Configure a physical product <products>` |
| 94 | + |
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