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64 changes: 47 additions & 17 deletions content/applications/sales/rental/products.rst
Original file line number Diff line number Diff line change
Expand Up @@ -31,23 +31,6 @@ designate :guilabel:`Unavailability` days.

Click **Save** to apply the changes.

Multi-location management and transfers
=======================================

Tracking the location of high-value physical products is essential. The **Rental** app helps by
facilitating rental transfers and creating stock deliveries and receipts for all rental orders.

For multi-location management and rental item transfer tracking, go to the :menuselection:`Inventory
app --> Configuration --> Settings` and in the :guilabel:`Warehouse` section, enable
:guilabel:`Storage Locations`. Click **Save** to apply the changes.

Next, navigate to :menuselection:`Inventory app --> Configuration --> Locations`. Click
:guilabel:`New` to configure a new internal location.

In the new location page, enter the :guilabel:`Location Name` and ensure that the :guilabel:`Parent
Location` field is :guilabel:`WH`. Click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)`
icon near the top to save.

Rental products
===============

Expand Down Expand Up @@ -239,6 +222,53 @@ for record-keeping purposes, if necessary.
.. seealso::
`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_

Multi-location management and transfers
=======================================

Tracking the location of high-value physical products between locations is essential. The **Rental**
app helps with the *Rental Transfers* feature. Activating rental transfers means the system treats
rental movements similarly to sales, requiring a receipt and a delivery order every time a physical
product is rented or returned.

For multi-location management and rental item transfer tracking, navigate to the
:menuselection:`Rental app > Configuration > Settings` and in the :guilabel:`Rental` section, tick
the :guilabel:`Rental Transfers` checkbox.

.. image:: products/rental-transfers-checkbox.png
:alt: Sample of the Rental settings with the Rental Transfers enabled.

.. note::
The **Inventory** app automatically creates an internal default location once the *Rental
Transfers* feature is enabled. Odoo uses the new default location, :guilabel:`Customer/Rental`,
to track products during the rental period (moving them from :guilabel:`Stock` to
:guilabel:`Customer/Rental` upon rental, and back upon return). Do not modify to avoid corrupting
inventory tracking.

Next, go to the :menuselection:`Inventory app --> Configuration --> Settings` and in the
:guilabel:`Warehouse` section, tick the :guilabel:`Storage Locations` checkbox. Click
:guilabel:`Save` to apply the changes.

To configure new locations, navigate to :menuselection:`Inventory app --> Configuration -->
Locations`. Click :guilabel:`New` to configure a new internal location.

On the new location page, enter the :guilabel:`Location Name` and ensure the :guilabel:`Parent
Location` field is set to :guilabel:`WH`. Click the :icon:`fa-cloud-upload` :guilabel:`Save
manually` icon near the top to save.

.. example::
A bike rental business has two store locations within the same city. Both locations allow for
pick-up and drop-off of their bikes. The company wants to track its bikes accurately at each
location.

Ensure the **Rental** and **Inventory** apps are configured by enabling :guilabel:`Rental
Transfers` in the **Rental app** and :guilabel:`Storage Locations` in the **Inventory** app.

Next, go to the :menuselection:`Inventory app > Configuration > Locations`. Create a new location
for each storefront.

.. image:: products/configured-locations.png
:alt: Sample of internal inventory locations that represent different rental store locations.

Pickup products
===============

Expand Down
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