Rental Order Creation in POS Configuration
Under Odoo POS Configuration, users can enable Allow To Create POS Rental Order to create rental orders directly from the POS screen. They can also enable Allow Partial Payment to accept partial payments for rental orders
Rental Product
Under Sales > Rental > Rental Product in Odoo, users can create and configure rental products with monthly, weekly, daily, and hourly rental rates, along with replacement values. Rental products can also be rented based on their lot or serial number.
Rental Order Menu
Under Sales > Rental > Rental Orders in Odoo users can create rental orders by entering customer details, rental start and end dates, warehouse, and initial rental terms. Users can add rental or saleable products and set the rental billing frequency, such as hours, days, weeks, or months, for automatic recurring invoice generation.
Select Rental Product in POS
users can select a customer first and then choose the required rental product from the POS screen in odoo.
Enter Lot/Serial Number of Rental Product
Users can enter the lot or serial number of the selected rental product before adding it to the rental order. This helps identify the specific product being rented in odoo.
Create Rental Order in POS
Users can create a rental order by selecting the rental duration and duration type, such as hours, days, weeks, or months. They can also enter the rental billing frequency and start and end dates before creating the order.
Based on the selected initial rental term in Odoo POS, the start date and end date are automatically set. Users can review the rental details and click Create to create the rental order.
Rental Order Created from POS
After creating the rental order from the Odoo POS screen, users can view the generated rental order sequence number and confirm that the rental order has been successfully created.
Confirm Rental Order in Back-end
Users can view the rental order created from the POS in the back-end and confirm it by clicking "Confirm Rental". Once confirmed, the system automatically generates the related invoice and delivery order.
Confirmed Rental Order
After confirming the rental order, a recurring subscription is generated automatically. The next invoice is scheduled according to the Date of Next Invoice displayed on the rental order.
Delivery Order Created from Rental Order
A delivery order is automatically created for the rental order after confirmation. Users can view the delivery order number, source rental order, rented product, and delivery status from the generated delivery order.
Invoice Created from Rental Order
An invoice is automatically generated from the rental order based on the configured rental billing frequency. Users can view the generated invoice with the rented product, billing amount, and invoice status.
Rental Order in POS
Users can view a created rental order directly from the Odoo POS screen by clicking the "Rental Order" button from the Actions menu. This provides quick access to rental order details without leaving the POS interface.
Register Payment in POS
Users can register payment directly from the Odoo POS rental order by clicking the "Payment" button. This allows the outstanding rental invoice to be paid from the POS interface.
Register Payment for the Invoice and Validate Wizard
The Register Payment for the Invoice and Validate wizard allows users to enter the payment details. Users can select the Payment Journal, enter the Payment Amount, add a Payment Note, and click "Create" to register and validate the payment.
Payment Registered Successfully
After creating the payment, the system displays a confirmation message indicating that the payment has been successfully registered for the invoice. This confirms that the payment transaction has been processed successfully.
Partially Paid Rental Order Invoice
User can view the rental order invoice with the Partially Paid status after registering a payment from the POS. The invoice displays the paid amount and the remaining amount due, allowing users to track the outstanding rental payment.
Register Payment in POS
User can view the Partially Paid invoice status along with the remaining Due Amount directly from the POS screen. User can make another payment for the outstanding amount by pressing the "Payment" button.
Register Payment for the Invoice and Validate Wizard
User needs to select the Payment Journal, enter the Payment Amount, and add a Payment Note. After entering the required payment details, click the "Create" button to register and validate the payment.
Fully Paid Rental Order Invoice
User can view the rental order invoice as fully paid from the POS after completing the remaining payment. The invoice displays both registered payments, the Paid status, and zero amount due.
Once the rental order invoice has been fully paid, it is automatically removed from the POS rental order list. This ensures that only invoices with pending or outstanding payments remain available for payment.
Close Rental Order
When the rental period is completed, the user can close the rental order by clicking the "Close Rental" button. This changes the rental order to the closed state and completes the rental process.
User can view the closed rental order along with the Close Date. A new delivery order is also created for the rental product to complete the return process.
User can process the return delivery order, after which the rented product is received back into the warehouse. The delivery order is marked as Done, confirming that the rental product has been returned successfully.
