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Original file line number Diff line number Diff line change
Expand Up @@ -32,6 +32,8 @@ materials).
`Denim` and `Thread` product forms, only :guilabel:`Purchase` should be selected, whereas in the
`Handmade Jacket` product form, only :guilabel:`Sales` should be selected.

.. _inventory/type/good-or-services:

Goods vs. services
==================

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22 changes: 6 additions & 16 deletions content/applications/sales/rental.rst
Original file line number Diff line number Diff line change
Expand Up @@ -29,29 +29,19 @@ invoice customers from a single platform.
:large:

Discover how to rent services alongside products.

.. card:: Manage deposits
:target: rental/rental_orders/manage_deposits
:large:

Learn how to create a refundable deposit for rental products.

Settings
========

To configure transfer locations and rental item availability, go to :menuselection:`Rental app -->
Configuration --> Settings`.

.. image:: rental/rental/rental-settings.png
:alt: How the Settings page appears in the Odoo Rental application.

In the :guilabel:`Rental` section, enable :guilabel:`Rental Transfers` to use stock deliveries and
receipts for rental orders.

If a rental business has :ref:`multiple locations <rental/configure_products/multi-location>`,
rental products can be transferred and tracked between them.
.. card:: Product types
:target: rental/configure_products/product_types
:large:

In the :guilabel:`Rent Online` section, designate :guilabel:`Unavailability days` when pickup and
return are not allowed.
Learn about the different rental product types, general configuration, and possible app
integrations.

.. _rental/price-computing:

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1 change: 1 addition & 0 deletions content/applications/sales/rental/configure_products.rst
Original file line number Diff line number Diff line change
Expand Up @@ -8,6 +8,7 @@ Configure products
.. toctree::
:titlesonly:

configure_products/product_types
configure_products/products
configure_products/service_products

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@@ -0,0 +1,93 @@
====================
Rental product types
====================

Odoo allows for two :ref:`product types <inventory/type/good-or-services>` when configuring a rental
product: Goods or Services.

*Goods*: Includes physical items. Goods are removed from the company’s stock, delivered to the
customer, and then returned.

*Services*: Includes labor, an intangible good, or a physical item that never leaves the company’s
stock, such as a hotel room, work station, or storage unit.

The following sections detail basic settings and app integration configurations for goods and
services.

Configuration
=============

.. important::
The *Configuration* menu is only available if the **Inventory** app or **eCommerce** module is
installed.

- For the :guilabel:`Rental Transfers` setting, the **Inventory** app must be installed.
- For the :guilabel:`Unavailability days` setting, the **eCommerce** module must be installed.

To configure default settings on rental products, navigate to :menuselection:`Rental app -->
Configuration --> Settings`.

.. image:: product_types/rental-settings-with-inventory-ecommerce.png
:alt: Settings page of the Rental app with the Inventory and eCommerce apps installed.

In the *Rental* section, the :guilabel:`Rental Transfers` checkbox enables automatic creation of
delivery and return receipts for a rental product.

.. 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.

Next, the *Rent Online* section is available to configure. The :guilabel:`Unavailability days` limit
what days of the week customers can book or return rental products online.

Click :guilabel:`Save` to apply the changes.

App integration configuration
=============================

The **Rental** app relies on additional Odoo app integrations to expand its settings and product
configurations. The following apps are essential for workflow efficiency and automation when
creating a product and rental order:

- **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.

.. seealso::
- :doc:`../../sales/sales_quotations/quote_template`
- :doc:`../../sales/sales_quotations/get_paid_to_validate`
- :doc:`../../sales/sales_quotations/get_signature_to_validate`
- :doc:`../../sales/sales_quotations/pdf_quote_builder`
- :doc:`../../../services/planning`
- :doc:`../../../productivity/sign`
- :doc:`../../../services/project`
- :doc:`../../../inventory_and_mrp/inventory`
- :doc:`../../../websites/ecommerce`

Search for rental products
==========================

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.

.. seealso::
- :doc:`Configure a service product <service_products>`
- :doc:`Configure a physical product <products>`
- `Tutorial: Configuring a rental product <https://youtu.be/CE-SahTUC9A?si=Gae5tLAZk6wt70TW>`_

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