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[ADD] rental: product page
closes #15238 Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
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content/applications/sales/rental.rst

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@@ -101,6 +101,11 @@ Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`
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No limit exists on how many pricing lines can be added. Multiple pricing options for rental
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products are typically used to give discounts for customers who agree to longer rental durations.
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.. note::
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Remember when considering pricing that renting for a day is usually limited to operating hours,
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not 24 hours. When determining pricing, keep in mind that a rental day typically refers to
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operating hours, not a full 24-hour period.
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Reservations
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------------
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After an order is created, Odoo selects the second line as this is the cheapest option. The
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customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750.
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.. _rental/order:
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Rental orders
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=============
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To create a rental order in the *Rental* app, navigate to :menuselection:`Rental app --> Orders -->
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Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form to be filled in
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accordingly.
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.. image:: rental/rental-order.png
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:alt: Sample of a filled out rental order available in the Odoo Rental application.
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Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental in the
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:guilabel:`Rental period` field.
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To adjust the rental duration, click the first date in the :guilabel:`Rental period` field, and
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select the range of dates to represent the rental duration from the pop-up calendar form that
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appears.
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.. image:: rental/rental-period-field-popup.png
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:alt: Sample of a rental period calendar pop-up window in the Odoo Rental application.
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Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
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disappears, and the designated time period of the rental is represented in the :guilabel:`Duration`
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field.
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Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a
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product`, and selecting the desired rental product to add to the form.
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.. note::
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If a rental product is added *before* the :guilabel:`Rental period` field has been properly
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configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly.
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Select the desired range of dates to represent the duration of the rental, then click
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:guilabel:`Update Rental Prices` in the :guilabel:`Duration` field.
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.. image:: rental/rental-update-rental-prices.png
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:alt: The update rental prices option that appears in the Odoo Rental application.
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Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click
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:guilabel:`Ok`, and Odoo recalculates the rental price accordingly.
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Once all the information has been entered correctly on the rental order form, click the
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:guilabel:`Send` button to send the quotation to the customer, or click the :guilabel:`Confirm`
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button to confirm the order.
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.. _rental/customer-signature:
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Customer signature
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==================
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.. note::
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Requesting a signature can be done during any stage of the order. Consult the industry best
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practices for when signatures are required. This feature also requires the :doc:`Sign
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<../productivity/sign>` app.
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If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
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view, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
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click :guilabel:`Request Signature`. This gives the ability to request the customer sign a rental
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agreement, outlining the arrangement between the company and customer, *before* they pick up the
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rental products. Such documents can ensure everything is returned on-time and in its original
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condition.
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.. image:: rental/request-signature.png
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:alt: The Request Signature option in the Odoo Rental application.
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A :guilabel:`Sign Documents` pop-up window displays.
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.. image:: rental/sign-documents-popup.png
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:alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
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Select the desired document from the :guilabel:`Template` field. Doing so reveals a :guilabel:`New
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Signature Request` pop-up window.
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.. image:: rental/new-signature-request-form.png
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:alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
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Upon confirming the information in the :guilabel:`New Signature Request` pop-up form, click
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:guilabel:`Send` to initiate the signing process.
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A link to the signature request will appear in the record's chatter. The document is accessible
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to the customer via the customer portal or email.
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The customer clicks the :guilabel:`Sign document` button, a separate page is then revealed,
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showcasing the document to be signed. The customer is prompted to begin the process by clicking the
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:guilabel:`Click to start` button. The app guides the signee to the required signature locations and
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allows them to create electronic signatures to complete the form.
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.. image:: rental/adopt-signature-popup.png
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:alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
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Once the document has been signed and completed, click the :guilabel:`Validate & Send Completed
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Document` button at the bottom of the document.
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.. image:: rental/validate-send-doc-button.png
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:alt: The validate and send completed document button in the Odoo Rental application.
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Upon clicking the :guilabel:`Validate & Send Completed Document` button, Odoo presents the option to
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download the signed document for record-keeping purposes, if necessary.
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.. seealso::
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`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
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.. _rental/pickup-return:
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Pickup products
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===============
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When a customer picks up the product, navigate to the appropriate rental order, click the
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:guilabel:`Pickup` button, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup`
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pop-up form that appears.
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Doing so places a :guilabel:`Picked-up` status banner on the rental order.
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.. _rental/return:
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Return products
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===============
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When a customer returns the products, navigate to the appropriate rental order, click the
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:guilabel:`Return` button, and validate the return by clicking :guilabel:`Validate` in the
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:guilabel:`Validate a return` pop-up form that appears.
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Doing so places a :guilabel:`Returned` status banner on the rental order.
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Print pickup and return receipts
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================================
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Pickup and return receipts can be printed for customers when they pick up and/or return rental
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products.
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To print pickup and/or return receipts, navigate to the appropriate rental order, click the
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:icon:`fa-cog` :guilabel:`(Actions)` icon to reveal a drop-down menu.
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.. image:: rental/print-pickup-return-receipt.png
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:alt: The pickup and return receipt print option in the Odoo Rental application.
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From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select
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:guilabel:`Pickup and Return Receipt`.
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Odoo generates and downloads a PDF, detailing all information about the current status of the rented
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items.
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.. toctree::
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rental/products
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rental/manage_deposits
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content/applications/sales/rental/manage_deposits.rst

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@@ -67,6 +67,6 @@ With the above configuration, a :ref:`rental order <rental/order>` can be create
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Refund deposits upon return
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---------------------------
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Once a customer :ref:`returns the rented product <rental/return>`, reimburse their deposit with a
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Once a customer :ref:`returns the rented product <rental/return-products>`, reimburse their deposit with a
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:doc:`credit note <../../finance/accounting/customer_invoices/credit_notes>` from the invoice, and
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change the *delivered quantity* to `0` on the linked sales order.

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