[ADD] rental: new create rental order page#17702
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Hi @larm-odoo, this PR is read for review. This is a continuation of a new page I create, but needed edits for the saas-19.1 to master versions. This is in prep for version saas-19.3. |
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Hi @meval1006 - this was a TON of work, and I like the reorganization! I just left some general comments for you, nothing major. I do want to remind you that the max width you can use for an image is actually 933 - some of them really need that extra width (one in particular). Also, I'd recommend that before adding images, you think about whether it is necessary, as in, "would the customer understand this without this image?" A lot of the images I felt were extra and unneeded- they are basic things people should understand from the text. If the text is confusing, or there's a whole form to fill out - those are helpful to show, but generic things like the cog menu, buttons, etc - those can usually be eliminated.
Approved - this was such a beast, so amazing job!
| In Odoo **Rental**, quotations can be created and sent to customers. Similar to **Sales** | ||
| quotations, once a quotation is confirmed, it becomes a *rental order* and can be invoiced and paid |
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| In Odoo **Rental**, quotations can be created and sent to customers. Similar to **Sales** | |
| quotations, once a quotation is confirmed, it becomes a *rental order* and can be invoiced and paid | |
| In Odoo **Rental**, quotations are created and sent to customers, similar to **Sales** | |
| quotations. Once a quotation is confirmed, it becomes a *rental order* and can be invoiced and paid |
"are" sounds more proactive, and I wanted to link the first 2 sentences.
| .. important:: | ||
| To configure quotation settings, the **Sales** app **must** be installed. Refer to the | ||
| :ref:`sales/quotation-settings` for detailed instructions. |
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I suggest either "Refer to the (title) dod", or "Refer to (title)"
| To create a rental order in the **Rental** app, navigate to :menuselection:`Rental app --> Orders | ||
| --> Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form. |
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| To create a rental order in the **Rental** app, navigate to :menuselection:`Rental app --> Orders | |
| --> Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form. | |
| To create a rental quote, navigate to :menuselection:`Rental app --> Orders | |
| --> Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form. |
I'd rmeove 'Rental' app since it's implied, and we see a bold "Rental" word a couple words away. Also, wouldnt you cretae the quote? The title is creating a quote, so I am wondering why we say order instead (I know they become orders). So I recommend either saying 'quote' or adding the idea in the firts sentence - "To create a rental order, first a quotation must be created and ocnfirmed" or osmething liek that.
| :alt: Sample of a filled out rental order available in the Odoo Rental application. | ||
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| Start by adding a :guilabel:`Customer`, then set the desired rental duration in the | ||
| :guilabel:`Rental period` field. To adjust the rental duration, click the first date in the |
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| :guilabel:`Rental period` field. To adjust the rental duration, click the first date in the | |
| :guilabel:`Rental period` fields. To adjust the rental duration, click the first date in the |
Just becuse there's 2 fields to enter
| There can only be one rental period per rental order. Multiple rental product orders with | ||
| different rental periods require a rental order for each rental period. | ||
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| .. image:: create_rental_order/rental-period-field-popup.png |
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I think this is a self-explanatory image and is not necessary
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| For physical service products, such as hotel rooms, workstations, and conference rooms, a final | ||
| adjustment to the time (usually a Nightly rental period) may be needed on the invoice. |
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| adjustment to the time (usually a Nightly rental period) may be needed on the invoice. | |
| adjustment to the time may be needed on the invoice. |
Is it? Or would it also be "Daily" or however they configure it? Might be more clear to not reference it at all?
| Enter the amount in the :guilabel:`Quantity` column. If new charges were accrued during the rental | ||
| period, click :guilabel:`Add a line` to include them in the invoice draft. | ||
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| .. image:: create_rental_order/draft-invoice-for-hotel-room.png |
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I'd remove- self explanatory, and readers see/undrstand the 'add a line' part well enough.
| If all the details are correct on the invoice draft, click :guilabel:`Confirm` and click | ||
| :guilabel:`Send` to email the invoice to the customer, or :guilabel:`Print` and then click |
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| If all the details are correct on the invoice draft, click :guilabel:`Confirm` and click | |
| :guilabel:`Send` to email the invoice to the customer, or :guilabel:`Print` and then click | |
| If all the details are correct on the invoice draft, either click :guilabel:`Confirm` and click | |
| :guilabel:`Send` to email the invoice to the customer, or click :guilabel:`Print` and then click |
| Click the :guilabel:`Payments` smart button that appears at the top of the rental order. Click | ||
| :guilabel:`Validate` on the Payment page. | ||
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| .. image:: create_rental_order/payment-page-validate.png |
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Not needed- basic concept/don't need the illustration
| :guilabel:`Pay` if the customer is in person. In the :guilabel:`Pay` pop-up window, select a | ||
| :guilabel:`Journal` and click :guilabel:`Create Payment`. | ||
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| .. image:: create_rental_order/pay-page.png |
3 participants
Added a new page for creating a rental order flow. I removed the " Create a rental order" sections from the Physical product and Service product pages.
Added new sections:
Manage employee shifts for rental services
Managing the project created from the rental order
Entering time for a rental service task
Tracking delivered time on a rental order
Task:https://www.odoo.com/odoo/my-tasks/6133961
This saas-19.1 PR should be FWP to master.