租赁¶
The Odoo Rental application provides comprehensive solutions to configure and manage rentals.
Send quotations, confirm orders, schedule rentals, register products when they are picked up and returned, and invoice customers from this single platform.
仪表板¶
Upon opening the Rental application, the Rental Orders dashboard is revealed.
In the default kanban view, all rentals are visible. Each rental card displays the customer name, the price of the rental, the related sales order number, along with the status of the rental.
注解
Rental kanban cards that do not display a rental status means those rentals have confirmed quotations, but have not been picked up yet.
On the left sidebar, the Rental Status for each rental can be found. Beneath that, the Invoice Status of the rentals is accessible. Clicking any option in the left sidebar filters the displayed rentals on the dashboard.
设置¶
To configure additional rental delay costs, availability of rental items, or minimum time of rental, navigate to .
In the Rental section, there are options to configure Default Delay Costs and Default Padding Time. There is also the option to activate Rental Transfers and Digital Documents.
Default Delay Costs are additional costs for late returns.
Default Padding Time represents the minimum amount of time between two rentals.
Rental Transfers means stock deliveries and receipts can be used for rental orders.
- Digital Documents allows users to upload documents for customers to sign prior to
confirming their rental.
In the Rent Online section, there are options to configure a Minimal Rental Duration and designate Unavailability days, or days during which pickup and return are not possible.
Rental products¶
To view all products that can rented in the database, navigate to . By default, the Can be Rented search filter appears in the search bar.
Each product kanban card displays that product’s name, rental price, and product image (if applicable).
Rental pricing¶
To adjust the rental pricing on a product, go to the Products page in the Rental app, then select the desired product or click New to create a new product from scratch.
On the product form, ensure the Can be Rented checkbox is ticked. Then, open the Rental prices tab.
注解
If creating a rental product outside of the Rental app, just ensure the Can be Rented checkbox is ticked on the product form. By default, this checkbox is ticked whenever a product is created directly in the Rental application.
定价¶
Under the Pricing section of the Rental prices tab, designate custom rental prices and rental periods for the product.
To add pricing for a rental, click Add a price. Then, choose a pricing period (the unit of duration of the rental) in the Period column, or create a new pricing period by typing in the name and clicking Create.
Next, decide whether or not to apply this custom rental price to a specific Pricelist.
Lastly, enter the desired Price for that specific Period.
注解
There is no limit to 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.
To delete any rental pricing option, click the 🗑️ (trash) icon, and that row is deleted.
预留¶
Under the Reservations section of the Rental prices tab, there is the option to configure additional fines for any Extra Hour or Extra Day that the customer takes to return a rental.
There is also the option to set a Security Time, expressed in hours, to make the rental product temporarily unavailable between two rental orders. Such a feature may prove useful if maintenance or cleaning is required between rentals.
Price computing¶
Odoo always uses two rules to compute the price of a product when a rental order is created:
仅使用一条价格线。
已选择最便宜的产品线。
Exercise
请考虑以下产品的租赁定价配置：
1天：$100
3天：$250
一周：$500
一个客户想要租用这个产品八天。他们需要支付多少钱？
创建订单后，Odoo会选择第二行，因为这是最便宜的选项。客户需要支付三倍的’3天’来覆盖租赁的八天，总计$750。
Rental orders¶
To create a rental order in the Rental app, navigate to , and click New. Doing so reveals a blank rental order form to be filled in accordingly.
Start by adding a Customer, then configure the desired duration of the rental in the Rental period field.
To adjust the rental duration, click the first date in the Rental period field, and select the range of dates to represent the rental duration from the pop-up calendar form that appears.
Once complete, click 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 Duration field.
Next, add a rental product in the Order Lines tab, by clicking Add a product, and selecting the desired rental product to add to the form.
注解
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.
Simply select the desired range of dates to represent the duration of the rental, then click Update Rental Prices in the Duration field.
Doing so reveals a Confirmation pop-up window. If everything is correct, click Ok, and Odoo recalculates the rental price accordingly.
Once all the information has been entered correctly on the rental order form, click the Send by Email button to send the quotation to the customer, or click the Confirm button to confirm the order.
客户签名¶
Upon confirming a rental order, the Sign Documents button appears. 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 product(s).
Such documents can ensure everything is returned on-time and in its original condition.
重要
The Sign Documents button/option only appears if the Digital Documents feature has been activated in the Rental application settings. To do so, navigate to , activate Digital Documents, and click Save.
注解
This feature also requires the Sign app. If necessary, Odoo automatically installs it after activating the Digital Documents setting.
To request a customer signature on a rental agreement, select a confirmed rental order, and click the Sign Documents button to reveal a Sign Documents pop-up window.
From here, select the desired document from the Document Template field. Then, click Sign Document. Doing so reveals a New Signature Request pop-up window.
Upon confirming the information in the New Signature Request pop-up form, click Sign Now to initiate the signing process.
A separate page is then revealed, showcasing the document to be signed, which is accessible to the customer via the customer portal.
Odoo guides the customer through the signing process with clear, clickable indicators, and allows them to create electronic signatures to quickly complete the form.
Once the document has been signed and completed, click the Validate & Send Completed Document button at the bottom of the document.
Upon clicking the Validate & Send Completed Document button, Odoo presents the option to download the signed document for record-keeping purposes, if necessary.
Pickup products¶
When a customer picks up the product(s), navigate to the appropriate rental order, click the Pickup button, and then click Validate in the Validate a pickup pop-up form that appears.
Doing so places a Picked-up status banner on the rental order.
Return products¶
When a customer returns the product(s), navigate to the appropriate rental order, click the Return button, and validate the return by clicking Validate in the Validate a return pop-up form that appears.
Doing so places a 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 ⚙️ (gear) icon to reveal a drop-down menu.
From this drop-down menu, hover over the Print option to reveal a sub-menu. Then select Pickup and Return Receipt.
Odoo generates and downloads a PDF, detailing all information about the current status of the rented item(s).