[ADD] rental: service products page

X-original-commit: 58b838ebc7

content/applications/sales/rental.rst

@@ -139,5 +139,6 @@ Odoo always uses two rules to compute the price of a product when a rental order
 
 .. toctree::
    rental/products
+   rental/service_products
    rental/manage_deposits
 

content/applications/sales/rental/service_products.rst

@@ -0,0 +1,377 @@
+=======================
+Service rental products
+=======================
+
+The **Rental** app is a comprehensive tool that enables users to manage the scheduling, pricing, and
+inventory for both physical goods (products) and non-physical goods (services) within a single
+platform.
+
+This flexibility allows for combining products and services like bike rentals with guided tours, or
+booking a studio with a photographer.
+
+This document covers how to configure a rental service to automatically sync with staff shifts,
+track time sheet hours, and set up and link project tasks based on a rental order.
+
+Settings
+========
+
+To configure default settings on rental products, navigate to :menuselection:`Rental app -->
+Configuration --> Settings`.
+
+.. image:: service_products/rental-settings.png
+   :alt: Sample of Rental app configuration settings.
+
+In the :guilabel:`Rental` section, under the :guilabel:`Default Delay Costs` subsection, fill in the
+:guilabel:`Apply after` field.
+
+.. note::
+   For finer control, configure the costs of late returns for the :guilabel:`Per Hour` and
+   :guilabel:`Per Day` fields at the product level. If the defaults apply to all products, leave the
+   :guilabel:`Product` field blank.
+
+In the :guilabel:`Default Padding Time` section, fill in the :guilabel:`Padding` field.
+
+Next, enable :guilabel:`Rental Transfers`. In the :guilabel:`Rent Online` section, fill in the
+:guilabel:`Minimal Rental Duration` field and designate :guilabel:`Unavailability days`. Click
+:guilabel:`Save` to apply the changes.
+
+App integration configuration
+=============================
+
+The following Odoo apps and configurations are required. The listed apps allow for workflow
+efficiency and automation when creating a service product and rental order.
+
+Sales app settings
+------------------
+
+Install the **Sales** app. Navigate to :menuselection:`Sales app  --> Configuration --> Settings`.
+In the :guilabel:`Quotations & Orders` section, tick the :guilabel:`Online Signature`,
+:guilabel:`Online Payment`, and :guilabel:`Quotation Templates` checkboxes.
+
+In the :guilabel:`Default Template` field, click the :guilabel:`Quotation templates` to customize
+the quotation templates to use.
+
+Project app settings
+--------------------
+
+Install the **Project** app and enable :guilabel:`Project stages` and :guilabel:`Timesheets`. Refer
+to the :doc:`Planning <../../services/planning>` page for more information.
+
+Planning app settings
+---------------------
+
+Install the **Planning** app and configure employee shifts and roles. Refer to the :doc:`Project
+management <../../services/planning>` for instructions on setting up your employees and shifts.
+
+Sign app settings
+-----------------
+
+Install the **Sign** app. Refer to the :doc:`Sign <../../productivity/sign>` page for instructions
+on uploading a rental agreement for the business to use.
+
+Rental services
+===============
+
+To view all products that can be rented 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. Remove the filter, then click the search bar. From the preset filters, select
+:guilabel:`Services`. All the configured services appear.
+
+Each Kanban card displays the name and rental price of the service.
+
+.. _rental/service_products/service:
+
+Create a new service product
+============================
+
+.. important::
+
+   The **Project** and the **Sales** apps must be installed for following options to be available:
+
+   - :guilabel:`Create on Order`
+   - :guilabel:`Project Template`
+   - :guilabel:`Invoicing Policy`
+   - :guilabel:`Project & Task`
+
+   Ticking the :guilabel:`Sales` checkbox displays the :guilabel:`Create on Order` and
+   :guilabel:`Invoicing Policy`.
+
+To set up a new rental service, go to the :menuselection:`Rental app --> Products` and then click
+:guilabel:`New`. In the new product window, the :guilabel:`Rental` checkbox is already ticked by
+default.
+
+Tick the :guilabel:`Sales` checkbox. Select the :guilabel:`Product Type` as a :guilabel:`Service`.
+In the :guilabel:`Create on Order` drop-down menu, select :guilabel:`Project & Task`. In the
+:guilabel:`Invoicing Policy` drop-down menu, select :guilabel:`Based on Timesheets`.
+
+Tick the :guilabel:`Plan Services` checkbox and either create a new role or select a pre-existing
+one. To create a new role, type in the name of the role in the blank field and click
+:guilabel:`Create and edit` that appears.
+
+.. image:: service_products/service-product.png
+   :alt: Sample of a configured service product in the Rental app.
+
+In the :guilabel:`Create Planning Role` pop-up window, enter the role's name. Select an option for
+the :guilabel:`Services` and :guilabel:`Resources`, and click :guilabel:`Save`.
+
+.. image:: service_products/create-planning-role-window.png
+   :alt: Sample of the Create Planning Role window for a service product in the Rental app.
+
+Configure rental price
+----------------------
+
+Click the :guilabel:`Rental prices` tab and in the :guilabel:`Pricing` section, click :guilabel:`Add
+a price` to enter a new rental rate. Choose a *pricing period* (:dfn:`the unit of duration of the
+rental`) in the :guilabel:`Period` column, or create a new pricing period by typing in the name and
+clicking Create and edit.
+
+.. tip::
+   Customize rental rate time periods by navigating to :menuselection:`Rental app --> Configuration
+   --> Rental periods`.
+
+   .. image:: service_products/new-rental-period.png
+      :alt: Sample of a Create Period pop up window in the Rental app.
+
+Next, enter the :guilabel:`Price` for that specific :guilabel:`Period`. To apply the configured
+rental rate to an existing pricelist, click in the :guilabel:`Pricelist` column and select the
+desired list from the drop-down menu.
+
+In the :guilabel:`Reservations` section, fill in the :guilabel:`Hourly Fine`, :guilabel:`Daily
+Fine`, and the :guilabel:`Reserve product` time. These values are automatically populated from the
+:guilabel:`Default Delay Costs` section, provided they have been configured in the
+:menuselection:`Rental app --> Configuration --> Settings`.
+
+Click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon near the top to save.
+
+.. example::
+   A photography studio rents out its photographers on an hourly and daily basis. They want to add a
+   new four hour package for $750.
+
+   All reservations require 24-hour notice to reserve a photographer, but they do not charge a fine
+   if the reservations go over the agreed time. Instead, they default to their hourly fee.
+
+   Create a new pricing period by navigating to :menuselection:`Rental app --> Configuration -->
+   Rental periods`. Click :guilabel:`New` and configure the period for four hours.
+
+   Navigate to the :guilabel:`Photographer` service product and in the :guilabel:`Rental prices`
+   tab, add the four hour period set at $750. Manually save to apply changes.
+
+   .. image:: service_products/example-4hrs-rental-period.png
+      :alt: Sample of the Rental prices tab of service product in the Rental app.
+
+Create a rental order with a service product
+============================================
+
+In Odoo, a rental order is the same as a sales order. When creating orders in the **Rental** app
+they are referred to as rental orders.
+
+Navigate to the **Rental** app which opens the Rental Orders dashboard. Click :guilabel:`New` to
+open a new rental order form.
+
+Enter the :guilabel:`Customer` field, and select a :guilabel:`Quotation Template`, if applicable.
+
+Next, set the desired rental duration in the :guilabel:`Rental period` field. To adjust the rental
+duration, click the first date in the :guilabel:`Rental period` field, and select the range of dates
+and times to represent the rental duration from the pop-up calendar form that appears.
+
+.. image:: service_products/rental-period-field-popup.png
+   :alt: Sample of the rental period field calendar pop-up window in the Rental app.
+
+Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
+disappears, and the designated rental time period is represented in the :guilabel:`Duration` field.
+
+Next, add a rental service in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`
+and selecting the desired rental service to add to the form. Enter the desired amount in the
+:guilabel:`Quantity` column.
+
+.. note::
+   If a rental product is added before the Rental period field has been properly configured, the
+   user can still adjust the Rental period field accordingly. Select the desired range of dates to
+   represent the duration of the rental, then click Update Rental Prices in the Duration field.
+
+   .. image:: service_products/rental-update-rental-prices.png
+      :alt: Sample of the Duration field with the Update Rental Prices option in the Rental app.
+
+   Doing so reveals a Confirmation pop-up window. If everything is correct, click Ok, and Odoo
+   recalculates the rental price accordingly.
+
+.. image:: service_products/rental-order-form.png
+   :alt: Sample of a rental order for a service product in the Rental app.
+
+Once all information has been entered correctly on the rental order form, click :guilabel:`Send` to
+email the quotation to the customer. When the customer approves the quotation, click
+:guilabel:`Confirm`. A banner displays on the rental order stating its current status.
+
+Customer signature
+==================
+
+Odoo enables electronic signature requests for customer service agreements and any other documents
+that require signatures. Service agreements detail the business relationship and mutual duties.
+These agreements protect both the provider and the customer by creating clear, enforceable
+guidelines.
+
+.. note::
+   Requesting an electronic signature can be done at any stage of the order. This feature also
+   requires the **Sign** app.
+
+If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
+dashboard, select the desired rental order. Click the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
+click :guilabel:`Request Signature`.
+
+.. image:: service_products/request-signature.png
+   :alt: The Action drop-down menu for requesting a signature in the Rental app.
+
+A :guilabel:`New Signature Request` pop-up window displays. Select the desired document from the
+:guilabel:`Template` drop-down menu.
+
+.. image:: service_products/new-signature-request.png
+   :alt: Sample of the New Signature Request pop-up window in the Rental app.
+
+Doing so reveals a :guilabel:`New Signature Request` pop-up window. Upon confirming the information
+in the :guilabel:`New Signature Request` pop-up form, click :guilabel:`Send` to initiate the signing
+process.
+
+.. image:: service_products/new-signature-request-message.png
+   :alt: Sample of the New Signature Request message in the Rental app.
+
+A link to the signature request will appear in the chatter of the rental order. The document is
+accessible to the customer via the customer portal or email.
+
+Signing a document from an email link
+-------------------------------------
+
+When a customer clicks :guilabel:`Sign document`, a separate page is then revealed, showcasing the
+document to be signed. The customer begins the process by clicking :guilabel:`Click` to start.
+
+The app guides the signer to the required signature locations and allows them to create electronic
+signatures to complete the form.
+
+.. image:: service_products/adopt-signature-popup.png
+   :alt: Sample of a customer signature with the Auto option chosen.
+
+The *Adopt your signature* pop-up window that appears in the Odoo Rental application. Once the
+document has been signed and completed, click :guilabel:`Validate & Send Completed Document` at the
+bottom of the document.
+
+Odoo presents the option to download the signed document for record-keeping purposes, if necessary.
+
+.. image:: service_products/validate-send-doc-button.png
+   :alt: Sample of a signed document with the Validate & Send Completed Document button.
+
+.. seealso::
+   `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_.
+
+Entering time for the rental order
+==================================
+
+.. important::
+   For the appropriate smart buttons to display, the **Project**, **Timesheet**, and **Planning**
+   apps are needed. The selected service product on the rental order must be :ref:`properly
+   configured <rental/service_products/service>` to integrate with the recommended apps.
+
+Navigate to the rental orders by :menuselection:`Rental app --> Orders --> Orders` and select the
+desired rental order. At the top of the rental order form, the following smart buttons appear:
+
+- :icon:`fa-puzzle-piece` :guilabel:`Tasks`: Linked to the **Projects** app and shows any projects
+     or tasks related to the rental order.
+- :icon:`fa-clock-o` :guilabel:`Recorded`: Linked to the **Timesheets** app and shows how many hours
+     are related to the rental order.
+- :icon:`fa-tasks` :guilabel:`Planned`: Linked to the **Planning** app and shows how many shifts are
+     related to the rental order.
+
+Click the :icon:`fa-puzzle-piece` :guilabel:`Tasks` smart button to view a Kanban view of all the
+associated tasks that were automatically created when confirming the rental order. Click the desired
+task, then select the :guilabel:`Timesheets` tab.
+
+.. image:: service_products/rental-order-task-card.png
+   :alt: Sample of a project task card for the rental order in the Rental app.
+
+Click :guilabel:`Add a line` to enter the number of hours worked on the task manually. Click on the
+:icon:`fa-dollar` :guilabel:`Sales Order` smart button to return to the rental order.
+
+.. image:: service_products/rental-task-timesheets-tab.png
+   :alt: Sample of a task Timesheet tab for a rental order in the Rental app.
+
+.. note::
+   Once time is added to the :guilabel:`Timesheets` tab  of a task, the status of the rental order
+   is automatically changed to :guilabel:`Picked-up` and the :guilabel:`Return` button appears.
+
+Create an invoice
+=================
+
+Go to the desired invoice by navigating to the :menuselection:`Rental` app and, on the
+:guilabel:`Rental Orders` dashboard, click :guilabel:`To Invoice` in the :guilabel:`INVOICE STATUS`
+section to view all rental orders that require invoices to be sent.
+
+.. image:: service_products/invoice-status-section.png
+   :alt: Sample of the INVOICE STATUS section in the Rental app.
+
+Click on the desired rental order and click :guilabel:`Create Invoice`. Select :guilabel:`Regular
+invoice` from the :guilabel:`Create invoice(s)` window and click :guilabel:`Create Draft`.
+
+.. image:: service_products/create-invoices.png
+   :alt: Sample of Create invoices window in the Rental app.
+
+If all the details are correct, click :guilabel:`Confirm`. Click :guilabel:`Send` to email the
+invoice to the customer or :guilabel:`Print` and then click :guilabel:`Pay` if the customer is in
+person.
+
+In the :guilabel:`Pay` pop-up window, select a :guilabel:`Journal` and click :guilabel:`Create
+Payment`.
+
+.. image:: service_products/pay-popup.png
+   :alt: Sample of the Pay pop-up window in the Rental app.
+
+Click on the :icon:`fa-bars` :guilabel:`Payments` smart button that appears on the top of the rental
+order. Click :guilabel:`Validate` on the :guilabel:`Payment` page.
+
+.. image:: service_products/payment-validate.png
+   :alt: Sample of the Payment page in the Rental app.
+
+Use the breadcrumbs to return to the rental order.
+
+Pickup products
+===============
+
+When time is entered on the :guilabel:`Timesheets` tab of an associated task, the rental order
+status automatically changes to :guilabel:`Picked-up`. This happens even if time is entered before
+the physical product ordered with the service is picked up.
+
+If a product is rented alongside a service, it is advised to pick it up before entering time on the
+associated task. The :guilabel:`Pickup` button is still available on the rental order if time is
+entered before picking up the product.
+
+When a customer picks up the product, navigate to the appropriate rental order, click
+:guilabel:`Pickup`, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up
+form that appears.
+
+.. image:: service_products/pickup-popup.png
+   :alt: Sample of a service product pick up pop-up window in the Rental.
+
+Doing so places a :guilabel:`Picked-up` status banner on the rental order.
+
+Return products
+===============
+
+Regardless if there is a product rented along with a service, the service or product must be
+returned on the rental order.
+
+When a customer returns the products or when the service has been completed, navigate to the
+appropriate rental order and click :guilabel:`Return`. Validate the return by clicking
+:guilabel:`Validate` in the :guilabel:`Validate a return` pop-up form that appears.
+
+.. image:: service_products/validate-a-return-window.png
+   :alt: Sample of returning a service product in the Rental app.
+
+Doing so places a :guilabel:`Returned` status banner on the rental order.
+
+.. example::
+   The photography studio had a customer who wanted to rent one of their photographers and banner
+   decorations for a home photo shoot. The booking was for two hours.
+
+   On the :guilabel:`Validate a return` form the rental order, the banner line item matches number
+   of banners picked up and the photographer line item matches the number of hours submitted on the
+   :guilabel:`Timesheets` tab on the related task.
+
+   .. image:: service_products/return-form-example-product-service.png
+      :alt: Sample of a Validate a return form with a rental product and service listed.