POS Rental Order Configuration
Users can enable rental order features from the Point of Sale Configuration settings. By activating the "Allow To Create POS Rental Order" option, users can create rental orders directly from the POS screen. The "Allow Partial Payment" option allows customers to make partial payments for rental orders when required.
Rental Product Configuration
Users can create and configure rental products from Sales > Rental > Rental Product. By enabling the "Can be Rented" option, products become available for rental operations. Users can define different rental pricing options such as Monthly, Weekly, Daily and Hourly Rental rates, along with replacement value and rental product details. The module also supports renting products based on lot or serial numbers for better tracking of individual rental items.
Rental Order Management
Users can manage rental orders from Sales > Rental > Rental Orders. This menu allows users to create and track rental transactions with customer details, rental dates and order status. Users can easily monitor rental quotations, confirmed rentals and closed rental orders from a single view.
Select Rental Product in POS
Users can create rental orders directly from the POS screen by first selecting the customer and then choosing the required rental product. This allows sales representatives to quickly add rental items, manage customer rentals and process rental transactions directly through the Point of Sale interface.
Enter Lot/Serial Number of Rental Product
When selecting a rental product with lot or serial number tracking enabled, Odoo prompts the user to select the required Lot/Serial Number before adding the product to the rental order.
Create Rental Order in POS
After selecting a rental product and lot/serial number, users can create a rental order directly from the Odoo POS screen. The rental wizard allows users to define rental pricing, duration and rental period type such as Hours, Days, Weeks or Months. Users can also set the rental start and end dates before confirming the rental order.
Rental Order Created from POS
After completing the rental order process from the Odoo POS screen, the system creates a rental order with a unique sequence number. Users can view the generated rental order reference and continue managing the rental process from the rental order menu. This helps maintain proper tracking of rental transactions created through POS.
Confirm Rental Order in Back-end
Users can access the rental order created from POS or Sales in the Odoo backend. The rental order contains complete details such as customer information, rental duration, rental period, rental products, serial numbers and rental charges. By clicking the "Confirm Rental" button, users can confirm the rental agreement and generate the required delivery order and invoice for further processing.
Delivery Order Created from Rental Order
After confirming the rental order, Odoo automatically creates a delivery order for the rented product. Users can access the delivery order linked with the rental agreement to manage product delivery operations, verify rental items and track the movement of rental products from the warehouse to the customer.
Rental Order in POS
Users can access the created rental orders directly from the Odoo POS screen by clicking the "Rental Order" button. This allows POS users to quickly review and manage rental transactions created during the sales process without leaving the POS interface.
Register Payment in POS
Users can register payments for rental orders directly from the Odoo POS interface. By clicking the "Payment" button, users can access the related rental invoice and process the customer payment. This helps maintain accurate payment records and simplifies rental transaction management from the POS system.
Register Payment for the Invoice and Validate Wizard
Users can register payment for rental invoices from the payment wizard. They need to select the required Payment Journal, enter the Payment Amount and add a Payment Note if required. After entering the payment details, clicking the "Create" button will validate the payment and update the invoice payment status accordingly.
Fully Paid Rental Order Invoice
After registering payments for the rental invoice, users can view the updated invoice status from the Odoo backend. The invoice displays the payment details, including paid amounts and payment records, confirming that the rental order invoice has been fully paid.
Close Rental Order
Once the rental period is completed, users can close the rental order from the backend using the Close Rental option. This updates the rental status and marks the rental process as completed after the equipment return and final billing activities are finished.
