RENTAL Rental   Rental 3 Rental Products 12 Schedule 17 Configuration 18 Settings 18 Rental Periods 20 Quotation template 20 Reporting 22         Rental We offer rentals for medium- and small-scale businesses under the business programs, so you shouldn't waste your time purchasing the supplies required to oversee and manage the activities. There's a good chance you'll need to provide a number of the items for the activities. It will be less costly if you just rent them. The demand for rental items is rising in the modern era. You can focus only on these rental techniques whether it's for furniture, car parts, party wear, or other grant-related events. The Odoo17 software's rental module makes renting a somewhat easy process to accomplish. The Rental module assists you with all tasks necessary for rental operations. The rental module offers tools for producing rental quotations, managing rental orders, creating invoices and payments, as well as looking for rental-eligible products. This is how the rental module's page will look, as seen in the illustration below. You will learn more about the already-made rental products and the person in charge of them. The Kanban view of the page displays the Rental status and Invoice status on the left side of the screen. The quotation, confirmed, picked up, and many other rental statuses are included. Kanban, List, Pivot, Calendar, Activity, and Graph views of the page are also available. Simply select the New symbol to place a new rental order. You will be presented with the page below after choosing the  New  option to create a new rental. You can see a spot to enter the Customer's name, Referral source, Invoice Address, Delivery Address, Expiration date, Recurrence, Pricelist, and Payment Terms on the creation page. The  Quotation template  is now available in Odoo 17 Rental Orders. There are some tabs that you can fill out, including  Order lines, Optional Products, Other Info,  and  Notes.  You will see a list of products, a description of the product, the quantity of the product, the unit price, taxes, the amount of the discount, and the subtotal under the Order Lines option. You may simply add a new product to the provided list by selecting the  Add a line  option. Now, when you choose a specific item from the list provided, a new window like the one below will appear. You will obtain all of the total rent costs after adding the additional item to the list. The remaining procedures are identical to those in the sales order. The  Product Catalog  page can be accessed using the Orderline's  Catalog  option. The page has categories for each of the product categories and attributes in order for users to choose things from there with ease. You have options like Product, Description, Quantity, Unit Pricing, Discount, and many more under the  Optional Products  option. Using the Add a line option, you can add a new one, as you did previously. The  Other Info  tab is the next one, and it contains choices for sales, invoicing and payment, deliveries, and tracking. You can specify the  Salesperson, Sales Team, Company  name,  Online payment  and  signature  confirmations,  Customer Reference,  associated  Tags,  and  Start Date  under the SALES section. You can enter the  Fiscal Position  and  Analytical Account  under the INVOICING AND PAYMENTS section. You can now specify the  Shipping Policy  and  Delivery Date  beneath the DELIVERY option. Finally, you have the  TRACKING  option, where you may specify the campaign, medium, source, and source document, respectively. You can include some internal remarks about the rental goods under the  Notes  tab. You can access the save icon once you have entered all the essential information. Following that, the created quotation order can be sent through email, as displayed below. You can quickly access the  Confirm  option after receiving a specific customer's confirmation, as illustrated in the above image. You will see the page, as in the screenshot below after confirming the rental item. After confirming the delivery, a smart tab named  Delivery,  which shows that two delivery transfers were created there. Here, we can see one is in the Ready stage, and the second is Waiting for another operation. The first one is a Delivery to the Customer. Validate the delivery to complete the order. After completing the delivery, the second transfer changed to the Ready stage. The Scheduled date is tomorrow, which means that it is to pick up the product from the customer. The status will then be changed to  Picked-up,  indicating that the specific order has been delivered to the specific customer. As indicated in the image above, the page now displays the confirmed status on the right side. Customers can create invoices for a specific product using the  Create Invoice  option. The payment can then be readily registered using these prepared invoices. After the rental period has expired, returning the rented item can be done by choosing the  Return  option. When you do this, the status will read "Returned." Returning to the rental module's home page, you will see the  Orders menu,  where you have the  ToDo  option, as shown below. Under the orders menu, you have the ToDo Today option, which has two sub-options, including  Return  and  Pickup.  You can find information about the product that has to be picked up on the pickup page, and the return option lists items that have been returned after the product's rental time.       Rental Products In the rental module, creating new rental products is simple. Configuring products is comparable to the process of generating a rental product. You should always remember to check the box labeled "Can be rented" in the Configuration window when adding a new product. The main page itself contains a link to the  Product  menu. You can view many things that are kept for rental on the page. Along with the product's name and price, it also gives the product's description. You can use the New icon, as seen in the screenshot, to create a product of a similar type. There are a lot of details you can upload on the creation page. In the fields provided, you can enter the product's name and an image of that particular product. Now that the product may be sold, bought, expended, recurring, and rented by activating it. You must activate the option among this as it  Can be Rented. You now have access to a number of tabs where you can enter various product-related information. You can select the  Product Type  under the General Information tab by using the drop-down menu. The ordered quantity or delivered quantity options are available for the Invoice Policy. You can also include the  Units of Measure, Purchase UoM, Sales price,  and  Customer Taxes  in the designated box. The following options are, in order,  Taxcloud category, Avatax category, Product category, Internal reference, Barcode, Tags  connected to the product, and  Company  name. You can make a message about the product in the  INTERNAL NOTES  section which is highlighted in the screenshot below. Attributes and Variants  is the next tab available after General Information, where you can enter the attribute name and its matching value. You may add the properties to the Product with ease by using the Add a Line option. You can add a new price by using the  Add a Price  button on the  Time-based pricing  tab, as shown in the image below. Adding the fee will depend on how long the lease is for. Price calculations can be made based on days, weeks, or months. We can also activate the rental cost based on the specified unit. The specifics include the time frame, pricing, and price list. RESERVATIONS  are the following option in the time-based price, where you can also add extra hours, days, and security time. You can supply the  Security Time  in between two rentals with the aid of the security time. The product won't be available at this security time, and Odoo 17 ERP ensures that it is returned or not before the next rental. The next tab is the  Inventory  tab. You can add the  Routes  as buy, drop-ship subcontractor on order, manufacture, replenish subcontractor on order, or drop ship using the  OPERATIONS  option found under the inventory tab. If necessary, you can also view the diagram using the View Diagram option. The  Responsible  user,  Weight, Volume, Manufacturing lead time, Days to generate manufacturing order, HS code,  and  Origin of Goods  must all be added under the  LOGISTICS  option. You have the choice of specifying tracking by a unique serial number, by batches, or by no tracking under the  TRACEABILITY  option. You can now add information by selecting the Add a Line option under the  PACKAGING  option. Here, you must list the packaging, package type, contain, units of measurement, sales, and purchases. You can enter the notes for the receipt orders under the Description for receipts option. A brief comment may also be put beneath the delivery order description. Similar types of remarks can then be readily added under the description for internal transfers. As can be seen in the screenshot above, the  Accounting  tab is the next one. Under the  RECEIVABLE  option, you must enter the Income Account; under the  PAYABLE  option, the expense account and price difference account; under the Intrastat option, the commodity code and country of origin; and under the  AUTOMATIC EMAIL AT INVOICE  option, the email template. You can get the information after submitting all the required information or after creating a rental product. Then, this item is included in the list of rental items that have already been produced. Schedule Under the schedule menu of the rental module, all planned orders will be accessible. This option enables you to complete all rental-related tasks and activities. This page will contain all of the rental activities created during specific days, weeks, months, or years. All of the aforementioned daily, weekly, and annual statistics can be simply analyzed with the use of this page. The total number of orders, the pickup and drop-off times, and the current state of the rental order can all be viewed without any risk by selecting a specific rental order from the list. Configuration The rental module Settings, Quotation Template and Rental Periods are available under the page's setup menu, as illustrated below. Settings Under the  Settings  of the rental module, there are choices for renting and renting online. The  Default Padding Time, Default Delay Costs, Rental Picking  and options for  Digital Documents  are available under the rental option in the settings. It is simple to add the smallest number between two rentals under the Default padding time. The time spent in question will be regarded as the preparation period for the item before the following rental. To use stock deliveries and receipts for rental orders, activate Rental picking. An extra fee for the late return can be offered under the default delay fees option. The new rental seal will be charged the fee. For the produced products, the values can be changed from the product form. On this option, the price for additional hours and days can also be turned on. The shortest amount of time can be given here before this fine is applied. The digital document option activates a new default document template for the specific locations. A new default document can also be added using the upload template. Rent Online  is the second tab found under  Settings,  as seen in the screenshot below. You can enter the minimum rental period, the minimum rental period's duration, and the days on which pickups and returns are not permitted here. Every day of the week is offered for you here. This indicates the days that rentals are not permitted. The Rent Online option includes an  Unavailability Days  option that lists the days when pickup and drop-off are not feasible. Rental Periods You can choose another option for  Rental Periods  under the  Configuration  menu, which includes information such as name, duration, and unit. The page will look just like the one in the screenshot below. By selecting the New icon and entering the desired name, duration, and unit details, you can quickly establish a new rental period and add it to an existing group. Quotation template The  Rental Quotation template  is a new feature added to Odoo 17. To create a new quotation template, select  Quotation template  from the  Configuration  menu. This list contains all of the quotation templates that were used in the rental orders, including recurring plans and corporate quotes. You can include the name of the quotation template in the field that is available. In the "Quotation expires after" section, you can enter the number of days to be used in determining the quotation's validity date. By activating the Signature feature in the online confirmation box, you can request the customer's online signature to instantly confirm the sales order. By enabling the Payment box, the consumer can use online payment alternatives to pay for their orders. In the Confirmation Mail area, you may choose the email template that will be sent after confirmation. You can enter the name of your company in the Company box. The invoice email template can be added using the Invoice Email field. The Prepayment amount is the portion of the total that needs to be paid in order to verify the quotation. Recurring plans streamline the automated creation of periodic quotations in Odoo 17 quotation templates, making it easier to manage subscription-based services or goods with recurring payments. As we indicated in the Rental Quotation setup, you will be able to find the tab to add the product list in this box. To add products, sections, and notes under the Lines tab, use the Add a Product, Add a Section, and Add a Note buttons respectively, in that order. You can add the optional items that are allowed for this sale under the Optional Products tab. The Terms & Conditions tab allows you to specify the terms and conditions that apply to this quotation template. As soon as you fill in all the required fields, your system will automatically add the new quotation template. Reporting The  Reporting  option, which is visible on the module's home page, can be used to perform a thorough study of the rental product. You can acquire information on the rental orders that are placed on a daily, weekly, monthly, and yearly basis with the help of the reporting option. The reporting page will look like the one below. As you can see, the reports on the rental order are displayed pictorially on the page. You also have the Pivot view of the page in addition to the graphical view. Measures including daily amount, daily ordered quantity, daily picked-up quantity, and daily returned quantity can all be used. You can also display the graph based on the count. To categorize them based on our needs, you can apply certain filters and group by options. Using the star icon on the page, you can mark them as favorites. Even better, you may contrast the current report with the previous one. These are the main features offered by the Odoo17 ERP Software’s Rental module. The module significantly aids users in controlling rental orders and quotes through easy processes.