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