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145 lines
5.3 KiB
ReStructuredText
:show-content:
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======
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Rental
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======
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The Odoo **Rental** application provides comprehensive solutions to configure and manage rentals.
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Send quotations, confirm orders, schedule rentals, register products when they are picked up and
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returned, and invoice customers from this single platform.
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.. seealso::
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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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.. 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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Upon opening the **Rental** application, the :guilabel:`Rental Orders` dashboard is revealed.
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.. image:: rental/rental-orders-dashboard.png
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:alt: Example of the Rental Orders dashboard available in the Odoo Rental application.
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In the default Kanban view, all rentals are visible. Each rental card displays the customer name,
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the price of the rental, the related sales order number, along with the status of the rental.
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On the left sidebar, the :guilabel:`Rental Status` for each rental can be found. Beneath that, the
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:guilabel:`Invoice Status` of the rentals is accessible. Clicking any option in the left sidebar
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filters the displayed rentals on the dashboard.
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Settings
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========
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To configure additional rental delay costs, availability of rental items, or minimum time of rental,
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navigate to :menuselection:`Rental app --> Configuration --> Settings`.
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.. image:: rental/rental-settings.png
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:alt: How the Settings page appears in the Odoo Rental application.
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In the :guilabel:`Rental` section, there are options to configure :guilabel:`Default Delay Costs`
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and :guilabel:`Default Padding Time`. Also, there is the option to activate :guilabel:`Rental
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Transfers`.
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- :guilabel:`Default Delay Costs` are additional costs for late returns.
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- :guilabel:`Default Padding Time` represents the minimum amount of time between two rentals.
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- :guilabel:`Rental Transfers` means stock deliveries and receipts can be used for rental orders.
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In the :guilabel:`Rent Online` section, there are options to configure a :guilabel:`Minimal Rental
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Duration` and designate :guilabel:`Unavailability days`, or days during which pickup and return are
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not possible.
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Rental products
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===============
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To view all products that can rented in the database, navigate to :menuselection:`Rentals app -->
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Products`. By default, the :guilabel:`Rental` search filter appears in the search bar.
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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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To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the **Rental**
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app, then select the desired product or click :guilabel:`New` to create a new product from scratch.
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On the product form, ensure the :guilabel:`Rental` checkbox is ticked. Then, open the
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:guilabel:`Rental prices` tab.
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.. image:: rental/rental-prices-tab.png
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:alt: How the Settings page appears in the Odoo Rental application.
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Pricing
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-------
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Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, designate custom rental
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prices and rental periods for the product.
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To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a *pricing period*
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(:dfn:`the unit of duration of the rental`) in the :guilabel:`Period` column, or create a new
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pricing period by typing in the name and clicking :guilabel:`Create`.
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Next, decide whether or not to apply this custom rental price to a specific :guilabel:`Pricelist`.
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Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`.
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.. note::
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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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Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` tab, there is the option
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to configure additional fines for any :guilabel:`Hourly Fine` or :guilabel:`Daily Fine` that the
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customer takes to return a rental.
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Also, there is the option to set the :guilabel:`Reserve product` time, expressed in hours, to make the rental
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product temporarily unavailable between two rental orders. Such a feature may prove useful if
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maintenance or cleaning is required between rentals.
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Price computing
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---------------
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Odoo always uses two rules to compute the price of a product when a rental order is created:
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#. Only one price line is used.
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#. The cheapest line is selected.
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.. exercise::
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Consider the following rental pricing configuration for a product:
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- 1 day: $100
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- 3 days: $250
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- 1 week: $500
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A customer wants to rent this product for eight days. What price will they pay?
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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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.. toctree::
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rental/products
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rental/service_products
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rental/manage_deposits
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