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94 changes: 94 additions & 0 deletions
94
content/applications/sales/rental/configure_products/product_type.rst
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| =================== | ||
| Rental product type | ||
| =================== | ||
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| Odoo allows for two :ref:`product types <inventory/type/good-or-services>` when configuring a rental | ||
| product: Goods or Services. | ||
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| *Goods*: Includes physical items. Goods are removed from the company’s stock, delivered to the | ||
| customer, and then returned. | ||
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| *Services*: Includes labor, non-physical, or a physical item that never leaves the company’s stock, | ||
| 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 | ||
| services. | ||
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| Configuration | ||
| ============= | ||
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| .. important:: | ||
| For the :guilabel:`Rental Transfers` setting, the **Inventory** app must be installed. For the | ||
| *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 --> | ||
| Configuration --> Settings`. | ||
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| .. image:: product_type/rental-settings-with-inventory.png | ||
| :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 | ||
| customers can book or return rental products online. | ||
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| In the *Products* section, users can enable the following features: :doc:`Variants | ||
| <../../sales/products_prices/products/variants>`, :doc:`Pricelists | ||
| <../../sales/products_prices/prices/pricing>`, :doc:`Promotions, Loyalty & Gift Card | ||
| <../../sales/products_prices/loyalty_discount>`, and | ||
| :doc:`../../sales/products_prices/prices/discounts`. | ||
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| In the *Quotations* section, users can enable the | ||
| :doc:`../../sales/sales_quotations/pdf_quote_builder` and | ||
| :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 | ||
| Transfers` checkbox enables automatic creation of delivery and return receipts for a rental product. | ||
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| .. note:: | ||
| The **Inventory** app automatically creates an internal default location once the | ||
| :guilabel:`Rental Transfers` feature is enabled. Odoo uses the new default location, | ||
| `Customer/Rental`, to track products during the rental period (moving them from Stock to | ||
| Customer/Rental upon rental, and back upon return). **Do not** modify this location to avoid | ||
| 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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| The **Rental** app relies on additional Odoo app integration to expand its settings and product | ||
| configurations. The following apps are essential for workflow efficiency and automation when | ||
| creating a product and rental order: | ||
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| - **Sales**: Enables online payments and signatures within the **Rental** app. | ||
| - **Sign**: Allows uploading and customization of various rental and service agreements. These | ||
| documents are used to facilitate the :guilabel:`Request Signature` feature. | ||
| - **Planning**: Integrates with the **Rental** app to automatically match service products with | ||
| employees or materials based on availability. This setting is configured on the product form. | ||
| - **Project**: Enables automatic creation of a project, a task, or both when a rental quote that | ||
| includes the configured product is confirmed. This setting is configured on the product form. | ||
| - **Inventory**: Enables warehouse delivery and return receipts, product tracking options, variants, | ||
| and product downtime. | ||
| - **eCommerce**: Allows product configuration for the online shop. This setting is configured on the | ||
| product form. | ||
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| .. seealso:: | ||
| - :doc:`../../sales/sales_quotations/get_paid_to_validate` | ||
| - :doc:`../../sales/sales_quotations/get_signature_to_validate` | ||
| - :doc:`../../../services/planning` | ||
| - :doc:`../../../productivity/sign` | ||
| - :doc:`../../../services/project` | ||
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| Search for rental products | ||
| ========================== | ||
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| To view all products available for rent in the database, navigate to :menuselection:`Rentals app --> | ||
| Products`. By default, the :guilabel:`Rental` filter appears in the search bar, and the view is | ||
| Kanban. Click the search bar and from the preset filters, select :guilabel:`Goods`, | ||
| :guilabel:`Services`, or both. All the selected options appear as Kanban cards. For Goods, the card | ||
| displays the name, rental rate, and amount on hand. For Services, the card displays the name, the | ||
| number of variants if configured, and the rental price. | ||
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| .. seealso:: | ||
| - :doc:`Configure a service product <service_products>` | ||
| - :doc:`Configure a physical product <products>` | ||
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...sales/rental/configure_products/product_type/rental-settings-with-inventory.png
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