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Apply suggestions from code review
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
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content/applications/sales/rental/service_products.rst

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@@ -38,7 +38,7 @@ Next, enable :guilabel:`Rental Transfers`. In the :guilabel:`Rent Online` sectio
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App integration configuration
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=============================
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The following Odoo apps and configuration are required. The listed apps allow for workflow
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The following Odoo apps and configurations are required. The listed apps allow for workflow
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efficiency and automation when creating a service product and rental order.
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Using these integrations allow users to neer have to switch between mutliple apps.
@@ -96,7 +96,7 @@ default.
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Tick the :guilabel:`Sales` checkbox to enable the :guilabel:`Create on Order` and
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:guilabel:`Invoicing Policy` fields. Select the :guilabel:`Product Type` as a :guilabel:`Service`.
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In the :guilabel:`Create on Order` dropdown menu, select :guilabel:`Project & Task`.
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In the :guilabel:`Create on Order` drop-down menu, select :guilabel:`Project & Task`.
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.. important::
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The **Project** and the **Sales** apps must be installed for the :guilabel:`Project & Task`
@@ -141,8 +141,8 @@ Click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon near the top
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A photography studio rents out its photographers on an hourly and daily basis. They want to add a
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new four hour package for $750.
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All reservations require 24-hour notice to reserve a photographer, but they do not charge a fines
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if the reservations go over the agreed time. Instead they default to their hourly fee.
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All reservations require 24-hour notice to reserve a photographer, but they do not charge a fine
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if the reservations go over the agreed time. Instead, they default to their hourly fee.
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Create a new pricing period by navigating to :menuselection:`Rental app --> Configuration -->
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Rental periods`. Click :guilabel:`New` and configure the period for four hours.
@@ -157,7 +157,7 @@ Create a rental order with a service product
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============================================
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In Odoo, a rental order is the same as a sales order. When creating orders in the **Rental** app
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they are refered to as a rental order.
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they are referred to as rental orders.
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Navigate to the **Rental** app which opens the Rental Orders dashboard. Click :guilabel:`New` to
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open a new rental order form.
@@ -205,7 +205,7 @@ These agreements protect both the provider and the customer by creating clear, e
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guidelines.
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.. note::
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Requesting an electronic signature can be done during any stage of the order. This feature also
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Requesting an electronic signature can be done at any stage of the order. This feature also
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requires the **Sign** app.
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If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
@@ -268,7 +268,7 @@ desired rental order. At the top of the rental order form, the following smart b
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- **Tasks**: Linked to the Projects app and shows any projects or tasks related to the rental order.
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- **Recorded**: Linked to the Timesheet app and shows how many hours is related to the rental order.
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- **Recorded**: Linked to the Timesheets app and shows how many hours are related to the rental order.
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- **Planned**: Linked to the Planning app and shows how many shifts are related to the rental order.
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@@ -286,7 +286,7 @@ Click :guilabel:`Add a line` to enter the number of hours worked on the task man
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:alt: Sample of a a task timesheet tab for a rental order in the Rental app.
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.. note::
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Once time is added to :guilabel:`Timesheets` tab of a task, the status of the rental order is
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Once time is added to the :guilabel:`Timesheets` tab of a task, the status of the rental order is
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automatically changed to :guilabel:`Picked-up` and the :guilabel:`Return` button appears.
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Create an invoice
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===============
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When time is entered on the :guilabel:`Timesheets` tab of an associated task, the rental order
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status automatically changes to :guilabel:`Pickedup`. This happens even if time is entered before
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status automatically changes to :guilabel:`Picked-up`. This happens even if time is entered before
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the physical product ordered with the service is picked up.
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If a product is rented along side a service, it is advised to pick it up before entering time on the
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If a product is rented alongside a service, it is advised to pick it up before entering time on the
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associated task. The :guilabel:`Pickup` button is still available on the rental order if time is
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entered before picking up the product.
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Regardless if there is a product rented along with a service, the service or product must be
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returned on the rental order.
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When a customer returns the products or when the service has been complated, navigate to the
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When a customer returns the products or when the service has been completed, navigate to the
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appropriate rental order and click :guilabel:`Return`. Validate the return by clicking
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:guilabel:`Validate` in the :guilabel:`Validate a return` pop-up form that appears.
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