[ADD] rental: product page

closes odoo/documentation#15238

Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>

content/applications/sales/rental.rst

@@ -101,6 +101,11 @@ Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`
    No limit exists on how many pricing lines can be added. Multiple pricing options for rental
    products are typically used to give discounts for customers who agree to longer rental durations.
 
+.. note::
+    Remember when considering pricing that renting for a day is usually limited to operating hours,
+    not 24 hours. When determining pricing, keep in mind that a rental day typically refers to
+    operating hours, not a full 24-hour period.
+
 Reservations
 ------------
 
@@ -132,148 +137,7 @@ Odoo always uses two rules to compute the price of a product when a rental order
    After an order is created, Odoo selects the second line as this is the cheapest option. The
    customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750.
 
-.. _rental/order:
-
-Rental orders
-=============
-
-To create a rental order in the *Rental* app, navigate to :menuselection:`Rental app --> Orders -->
-Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form to be filled in
-accordingly.
-
-.. image:: rental/rental-order.png
-   :alt: Sample of a filled out rental order available in the Odoo Rental application.
-
-Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental 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 to represent the rental duration from the pop-up calendar form that
-appears.
-
-.. image:: rental/rental-period-field-popup.png
-   :alt: Sample of a rental period calendar pop-up window in the Odoo Rental application.
-
-Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
-disappears, and the designated time period of the rental is represented in the :guilabel:`Duration`
-field.
-
-Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a
-product`, and selecting the desired rental product to add to the form.
-
-.. note::
-   If a rental product is added *before* the :guilabel:`Rental period` field has been properly
-   configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly.
-
-   Select the desired range of dates to represent the duration of the rental, then click
-   :guilabel:`Update Rental Prices` in the :guilabel:`Duration` field.
-
-   .. image:: rental/rental-update-rental-prices.png
-      :alt: The update rental prices option that appears in the Odoo Rental application.
-
-   Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click
-   :guilabel:`Ok`, and Odoo recalculates the rental price accordingly.
-
-Once all the information has been entered correctly on the rental order form, click the
-:guilabel:`Send` button to send the quotation to the customer, or click the :guilabel:`Confirm`
-button to confirm the order.
-
-.. _rental/customer-signature:
-
-Customer signature
-==================
-
-.. note::
-   Requesting a signature can be done during any stage of the order. Consult the industry best
-   practices for when signatures are required. This feature also requires the :doc:`Sign
-   <../productivity/sign>` app.
-
-If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
-view, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
-click :guilabel:`Request Signature`. This gives the ability to request the customer sign a rental
-agreement, outlining the arrangement between the company and customer, *before* they pick up the
-rental products. Such documents can ensure everything is returned on-time and in its original
-condition.
-
-.. image:: rental/request-signature.png
-   :alt: The Request Signature option in the Odoo Rental application.
-
-A :guilabel:`Sign Documents` pop-up window displays.
-
-.. image:: rental/sign-documents-popup.png
-   :alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
-
-Select the desired document from the :guilabel:`Template` field. Doing so reveals a :guilabel:`New
-Signature Request` pop-up window.
-
-.. image:: rental/new-signature-request-form.png
-   :alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
-
-Upon confirming the information in the :guilabel:`New Signature Request` pop-up form, click
-:guilabel:`Send` to initiate the signing process.
-
-A link to the signature request will appear in the record's chatter. The document is accessible
-to the customer via the customer portal or email.
-
-The customer clicks the :guilabel:`Sign document` button, a separate page is then revealed,
-showcasing the document to be signed. The customer is prompted to begin the process by clicking the
-:guilabel:`Click to start` button. The app guides the signee to the required signature locations and
-allows them to create electronic signatures to complete the form.
-
-.. image:: rental/adopt-signature-popup.png
-   :alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
-
-Once the document has been signed and completed, click the :guilabel:`Validate & Send Completed
-Document` button at the bottom of the document.
-
-.. image:: rental/validate-send-doc-button.png
-   :alt: The validate and send completed document button in the Odoo Rental application.
-
-Upon clicking the :guilabel:`Validate & Send Completed Document` button, Odoo presents the option to
-download the signed document for record-keeping purposes, if necessary.
-
-.. seealso::
-   `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
-
-.. _rental/pickup-return:
-
-Pickup products
-===============
-
-When a customer picks up the product, navigate to the appropriate rental order, click the
-:guilabel:`Pickup` button, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup`
-pop-up form that appears.
-
-Doing so places a :guilabel:`Picked-up` status banner on the rental order.
-
-.. _rental/return:
-
-Return products
-===============
-
-When a customer returns the products, navigate to the appropriate rental order, click the
-:guilabel:`Return` button, and validate the return by clicking :guilabel:`Validate` in the
-:guilabel:`Validate a return` pop-up form that appears.
-
-Doing so places a :guilabel:`Returned` status banner on the rental order.
-
-Print pickup and return receipts
-================================
-
-Pickup and return receipts can be printed for customers when they pick up and/or return rental
-products.
-
-To print pickup and/or return receipts, navigate to the appropriate rental order, click the
-:icon:`fa-cog` :guilabel:`(Actions)` icon to reveal a drop-down menu.
-
-.. image:: rental/print-pickup-return-receipt.png
-   :alt: The pickup and return receipt print option in the Odoo Rental application.
-
-From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select
-:guilabel:`Pickup and Return Receipt`.
-
-Odoo generates and downloads a PDF, detailing all information about the current status of the rented
-items.
-
 .. toctree::
+   rental/products
    rental/manage_deposits
+

content/applications/sales/rental/manage_deposits.rst

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

content/applications/sales/rental/products.rst

@@ -0,0 +1,288 @@
+========================
+Physical rental products
+========================
+
+Odoo **Rental** app allows users to customize the scheduling, pricing, and inventory for rental
+physical products. Users can set up multiple pickup and drop-off locations and track rental products
+by serial number.
+
+Settings
+========
+
+To configure default settings on rental products, navigate to :menuselection:`Rental app -->
+Configuration --> Settings`.
+
+.. image:: products/rental-settings.png
+   :alt: The Rental setting view in the Rental app.
+
+In the **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 **Save** to apply the changes.
+
+Multi-location management and transfers
+=======================================
+
+Tracking the location of high-value physical products is essential. The **Rental** app helps by
+facilitating rental transfers and creating stock deliveries and receipts for all rental orders.
+
+For multi-location management and rental item transfer tracking, go to the :menuselection:`Inventory
+app --> Configuration --> Settings` and in the :guilabel:`Warehouse` section, enable
+:guilabel:`Storage Locations`. Click **Save** to apply the changes.
+
+Next, navigate to :menuselection:`Inventory app --> Configuration --> Locations`. Click
+:guilabel:`New` to configure a new internal location.
+
+In the new location page, enter the :guilabel:`Location Name` and ensure that the :guilabel:`Parent
+Location` field is :guilabel:`WH`. Click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)`
+icon near the top to save.
+
+Rental products
+===============
+
+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.
+
+Each product Kanban card displays the name of the product, rental rate, amount of units on hand, and
+product image (if applicable).
+
+Create a new physical product
+=============================
+
+To set up a new physical rental product, go to the :menuselection:`Rental app --> Products`, then
+click :guilabel:`New`. In the new product window, the :guilabel:`Rental` checkbox is already ticked
+by default.
+
+.. image:: products/new-product.png
+   :alt: The new product view in the Rental app.
+
+Select the :guilabel:`Product Type` as :guilabel:`Goods` and tick the :guilabel:`Track Inventory`
+checkbox. Next to the :guilabel:`Track Inventory` checkbox, select the :guilabel:`By Unique Serial
+Number` from the drop-down menu. For the :guilabel:`Category` field, select :guilabel:`Goods` from
+the drop-down menu or create a new category by typing in the name and clicking :guilabel:`Create`.
+
+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 :guilabel:`Create and edit`.
+
+.. note::
+   Creating a new pricing period opens a pop-up :guilabel:`Create period` window. Fill in the
+   :guilabel:`Name`, :guilabel:`Duration`, and :guilabel:`Unit`, and click :guilabel:`Save`. The new
+   pricing period automatically applies.
+
+   .. image:: products/new-rental-period.png
+      :alt: Sample of a New Period view 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 bike rental business only rents out tandem bikes for the local park for two hours. The hourly
+   rental rate for their tandem bikes is $20, but since tandem bikes are popular they want to set a
+   fixed price of $35. To ensure the business gets their bikes returned on time they set the late
+   return fee as $20 per hour and $160 per day ($20 x 8 hrs).
+
+   Create a new pricing period by navigating to :menuselection:`Rental app --> Configuration -->
+   Rental periods`. Click :guilabel:`New` and configure a the period for 2 hours.
+
+   Navigate to the tandem bike product and in the :guilabel:`Rental prices` tab and add the 2 hour
+   period set at $35. Manually save to apply changes.
+
+   .. image:: products/rental-prices-tab-with-rental-period.png
+       :alt: Sample of a rental product with the custom rental period applied.
+
+.. _rental/order:
+
+Create a rental order
+=====================
+
+To create a rental order in the *Rental* app, navigate to :menuselection:`Rental app --> Orders -->
+Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form.
+
+.. image:: products/rental-order.png
+   :alt: Sample of a filled out rental order available in the Odoo Rental application.
+
+Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental 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 time to represent the rental duration from the pop-up calendar form
+that appears.
+
+.. image:: products/rental-period-field-popup.png
+   :alt: Sample of a rental period calendar pop-up window in the Odoo Rental application.
+
+Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
+disappears, and the designated time period of the rental is represented in the :guilabel:`Duration`
+field.
+
+Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a
+product`, and selecting the desired rental product to add to the form.
+
+.. note::
+   If a rental product is added *before* the :guilabel:`Rental period` field has been properly
+   configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly.
+
+   Select the desired range of dates to represent the duration of the rental, then click
+   :guilabel:`Update Rental Prices` in the :guilabel:`Duration` field.
+
+   .. image:: products/rental-update-rental-prices.png
+      :alt: The update rental prices option that appears in the Odoo Rental application.
+
+   Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click
+   :guilabel:`Ok`, and Odoo recalculates the rental price accordingly.
+
+Once all the information has been entered correctly on the rental order form, click :guilabel:`Send`
+to send the quotation to the customer and when the customer confirms the quotation, click
+:guilabel:`Confirm` to confirm the order. A :guilabel:`Pickup` banner displays on the rental order.
+
+Create an invoice
+=================
+
+Navigate to the desired invoice by navigating to **Rental** app and on the :guilabel:`Rental Orders`
+dashboard, in the :guilabel:`INVOICE STATUS` section, click :guilabel:`To Invoice` to view all the
+rental orders that require to be sent.
+
+.. image:: 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:: products/create-invoices.png
+   :alt: Sample of Create invoices window in the Rental app.
+
+If all the details are correct, click :guilabel:`Confirm` and 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:: products/pay-page.png
+   :alt: Sample of the Pay page in the Rental app.
+
+Click on the :guilabel:`Payments` smart button that appears on the top of the rental order. Click
+:guilabel:`Validate` on the Payment page.
+
+.. image:: products/payment-page-validate.png
+   :alt: Sample of the Payment page in the Rental app.
+
+Customer signature
+==================
+
+Odoo has the ability to request the customer sign a rental agreement, outlining the arrangement
+between the company and customer, *before* they pick up the rental products. Such documents can
+ensure everything is returned on-time and in its original condition.
+
+.. note::
+   Requesting a signature can be done during any stage of the order. This feature also requires the
+   :doc:`Sign <../../productivity/sign>` app.
+
+If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
+dashboard, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
+click :guilabel:`Request Signature`.
+
+.. image:: products/request-signature.png
+   :alt: The Request Signature option in the Odoo Rental application.
+
+A :guilabel:`Sign Documents` pop-up window displays. Select the desired document from the
+:guilabel:`Template` drop-down menu.
+
+.. image:: products/sign-documents-popup.png
+   :alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
+
+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:: products/new-signature-request-form.png
+   :alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
+
+A link to the signature request will appear in the record's chatter. The document is accessible to
+the customer via the customer portal or email.
+
+When the 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 signee to the required signature locations and allows them to create electronic
+signatures to complete the form.
+
+.. image:: products/adopt-signature-popup.png
+   :alt: 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:: products/validate-send-doc-button.png
+   :alt: The validate and send completed document button in the Odoo Rental application.
+
+.. seealso::
+   `Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
+
+Pickup products
+===============
+
+When a customer picks up products, navigate to the appropriate rental order, click
+:guilabel:`Pickup`. The **Rental** app displays a warehouse delivery form listing the reserved
+rental products. Click :guilabel:`Validate` to move the order to the :guilabel:`Done` stage.
+
+.. image:: products/pickup-page.png
+   :alt: Sample of a Pickup page in the Rental app.
+
+Doing so places a :guilabel:`Pickedup` status banner on the rental order.
+
+.. _rental/return-products:
+
+Return products
+===============
+
+When a customer returns products, navigate to the desired rental order, click :guilabel:`Return`.
+The **Rental** app displays a warehouse receipt form listing the checked out rental products.
+
+Enter the same amount of products the customer returned in the :guilabel:`Quantity` column. If any
+of the products have serial numbers, enter them into the :guilabel:`Serial Numbers` column.
+
+.. image:: products/return-page.png
+   :alt: Sample of the Return page in the Rental app.
+
+Click :guilabel:`Validate` to move the order to the :guilabel:`Done` stage. A :guilabel:`Returned`
+status banner appears on the rental order.
+
+Print pickup and return receipts
+================================
+
+Pickup and return receipts can be printed for customers when they pick up and/or return rental
+products.
+
+To print pickup and/or return receipts, navigate to the appropriate rental order, click the
+:icon:`fa-cog` :guilabel:`(Actions)` icon to reveal a drop-down menu.
+
+.. image:: products/print-pickup-return-receipt.png
+   :alt: The pickup and return receipt print option in the Odoo Rental application.
+
+From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select
+:guilabel:`Pickup and Return Receipt`.
+
+Odoo generates and downloads a PDF, detailing all information about the current status of the rented
+items.
+