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Rental Management
The Rental Management app for Odoo streamlines the management of rental products by integrating them directly into the sales workflow. It allows users to create sale orders with rental products, manage and renew rental contracts, track orders, and generate rental contract reports. This app simplifies rental transaction processes, product management, and reporting, making it ideal for businesses offering rental services.
Features
Create Sale Orders with Rental Products
Easily add rental products to sale orders, ensuring smooth management of rental transactions. This feature simplifies the process by incorporating rental items directly into the sales workflow, improving tracking and reducing errors.
Pop-up to Add Rental Products
Use a pop-up window to select rental products and rental schemes when adding them to a sale order. This intuitive interface saves time and eliminates manual data entry, streamlining the rental process and enhancing user experience.
Manage All Rental Orders
View and track the status of all rental orders in one central location. This feature enables better organization, making it easier to monitor and manage active and completed rental orders, ensuring that businesses stay on top of their rental commitments.
Renew Expired Rental Orders
Renew expired rental contracts seamlessly with the Rental Contract Expire Cron. This automated renewal process ensures that contracts are updated without the need for manual intervention, reducing the risk of lapses in service and improving client retention.
Rental Product Management
Create and manage rental products through the Rental Products Menu, providing a simple and efficient way to organize and maintain your rental inventory. This feature allows for easy adjustments and updates, ensuring the availability and accuracy of rental product information.
Generate Rental Contract Reports
Generate detailed rental contract reports that provide comprehensive insights into all rental transactions. These reports make it easier for businesses to review contracts, track product usage, and generate financial documentation for reporting or auditing purposes.
Screenshot
1.) Manage Rental Permissions
Easily assign administrative or user-level access rights for the Rental Management module directly within the Odoo User Settings to ensure data security.
Navigation : Settings → Users & Companies → Users
2.) Rental Dashboard Overview
Get a bird's-eye view of all your quotations and rental orders. Track status, customer details, and total amounts at a glance to keep your operations organized.
3.) Sale Rental Product through Sale Order
Click on the Add Rental Product button to open a pop-up window where you can select rental products to add to the sale order.
4.) Pop-up Window to Add Rental Product to Sale Order
Here you can select the rental product, rental scheme, and other relevant details to add to the sale order.
5.) All Rental Orders
Here you can see all rental sale orders and their status.
6.) Rental Order Details
By selecting any rental order, you can see the complete details of that rental order.
7.) Renew Expired Rental Order
Go to Settings → Technical → Scheduled Action and open the "Rental Contract Expire Cron."
8.) Renew Rental Contract
By clicking on Renew Rental Contract, you can renew the expired rental order. A new pop-up window will appear, as shown in the next image.
9.) Pop-up Window to Renew Rental Order
Here, you can select the rental scheme for the renewal.
10.) Renewal Contract On Rental Order
In the rental order, you can see both the initial rental details and the current rental details.
11.) All Renewal Contracts
Here you can see all rental order contracts.
12.) Rental Contract Complete Details
Here you can see the complete details of the rental contract.
13.) "CREATE RETURN TRANSFER" Button
Click the "CREATE RETURN TRANSFER" button to open a pop-up wizard for creating returns in delivery contracts.
14.) Return Details for Delivery Contract
Here you can see the return details for the delivery contract.
15.) Rental Products Menu
Here you can see and create rental products.
16.) Rental Products Details
Manage rental-related terms in the rental product.
17.) Rental Unit of Measure
Here, you can manage the rental unit of measure.
18.) Rental Product Agreement
From here, you can create different types of rental product agreements.
19.) User Settings
Navigation : Settings → Users & Companies → Users
20.) Access for Sale Order in Salesperson
Grant the same access as a manager to allow the salesperson to view records in rental orders and rental contracts.
21.) Print Rental Contract Report
Generate and print the rental contract report for documentation and reference.
22) View Report
User Guide