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[ADD] rental: manage deposits
closes odoo/documentation#13438 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@@ -1,3 +1,5 @@
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:show-content:
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======
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Rental
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======
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@@ -11,7 +13,13 @@ returned, and invoice customers from this single platform.
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- `Odoo Rental: product page <https://www.odoo.com/app/rental>`_
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- `Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_
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.. _rental/pricing:
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.. cards::
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.. card:: Manage deposits
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:target: rental/manage_deposits
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:large:
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Learn how to create a refundable deposit for rental products.
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Dashboard
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=========
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@@ -66,6 +74,11 @@ Products`. By default, the :guilabel:`Can be Rented` search filter appears in th
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Each product kanban card displays that product's name, rental price, and product image (if
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applicable).
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.. seealso::
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:doc:`rental/manage_deposits`
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.. _rental/pricing:
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Rental pricing
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==============
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@@ -136,7 +149,7 @@ Odoo always uses two rules to compute the price of a product when a rental order
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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/customer-signature:
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.. _rental/order:
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Rental orders
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=============
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@@ -185,6 +198,8 @@ Once all the information has been entered correctly on the rental order form, cl
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:guilabel:`Send by Email` button to send the quotation to the customer, or click the
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:guilabel:`Confirm` 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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@@ -255,6 +270,8 @@ 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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@@ -282,3 +299,6 @@ From this drop-down menu, hover over the :guilabel:`Print` option to reveal a su
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Odoo generates and downloads a PDF, detailing all information about the current status of the rented
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item(s).
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.. toctree::
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rental/manage_deposits
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72
content/applications/sales/rental/manage_deposits.rst
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72
content/applications/sales/rental/manage_deposits.rst
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@@ -0,0 +1,72 @@
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===============
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Manage deposits
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===============
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Requiring fixed deposits is common in many rental scenarios; such as collecting security deposits.
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This document covers the standard options for :ref:`configuring <rental/manage_deposits/config>`,
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:ref:`collecting <rental/manage_deposits/product>` and :ref:`refunding
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<rental/manage_deposits/refund>` deposits within the **Rentals** app.
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.. _rental/manage_deposits/config:
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Configuration
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-------------
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First, create a *deposit service product* for each rental product that requires a deposit.
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To do so, go to :menuselection:`Rental --> Products` and create a :guilabel:`New` product.
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On the product form, give the product a name that indicates it is a deposit.
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.. example::
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If this deposit service product is intended for the *Digital Camera* rental product, the name may
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be entered as `Digital Camera Deposit`.
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Next, set the :guilabel:`Product Type` to :guilabel:`Service`, the :guilabel:`Invoicing Policy` to
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:guilabel:`Delivered quantities` and then assign a :guilabel:`Sales Price` with the amount to
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collect for the deposit. Choose whether or not to include :guilabel:`Sales Taxes` for this deposit
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service product.
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Finally, :icon:`fa-cloud-upload` :guilabel:`(save)` the deposit service product.
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.. _rental/manage_deposits/product:
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Collect deposits from an optional product
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-----------------------------------------
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On the rental product's form, go to the :guilabel:`Sales` tab and add the :ref:`deposit service
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product <rental/manage_deposits/config>` to the :guilabel:`Optional Products`.
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Be sure to configure the rental product's prices on the :ref:`Rental prices <rental/pricing>` tab.
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With the above configuration, a :ref:`rental order <rental/order>` can be created.
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.. important::
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After selecting the rental product in the :guilabel:`Order Lines` tab, be sure to :icon:`fa-plus`
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:guilabel:`Add` the deposit service product in the :guilabel:`Configure your product` pop-up.
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The :guilabel:`Configure your product` pop-up only appears if the optional product is set on the
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rental product.
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.. tip::
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If :doc:`eCommerce <../../websites/ecommerce>` is installed, add an :guilabel:`Ecommerce
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Description` stating the deposit is required in the rental product's :guilabel:`Sales` tab.
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When a customer adds the rental product to their cart, a :guilabel:`Configure your product`
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pop-up displays the deposit service product under :guilabel:`Available options`.
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Once the customer clicks :icon:`fa-shopping-cart` :guilabel:`Add` the rental product and the
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deposit service product are added to their cart.
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.. image:: manage_deposits/optional-product.png
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:alt: A deposit service product listed in the rental quotation.
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.. _rental/manage_deposits/refund:
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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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: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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