Skip to Content
Menu
This question has been flagged

Some users may need a way to perform a rental flow in Odoo without the Rental App. Will this be possible? Which apps would they need?


Well, with just Sales and Inventory this type of flow is possible.

Avatar
Discard
Author Best Answer

First of all: Why would we do this? Well, some customers may rent equipment as a "side business"; which is totally fine; but perhaps the rentals app do not seem as an investment they are willing to make and the traceability of this stock is something they would like to have. Traceability is the key word for this flow, since not only would they like to know which equipment is rented (and to whom); but also, speaking in numbers ... this product is still owned by the company. This means the product should stay under the stock valuation radar.

Therefore, how should we proceed? 


Step 1: Activate Multi-step routing in the Inventory App

Setp 2: We create an internal location for "rentals".

*Make sure it is an Internal location and the parent location is your WH "view type" location

Step 3: Go to routes and create a new one:


Step 4: Inside your route menu, a rule has to be created:

This rule has the following configurations:

This means that whenever a product arrives to the "Partner Locations/Customers" (deafutl location for Expeditions made on a Sale), then will the product that has this route activated be pushed via an automated internal transfer to the Rental Location we created.

Step 5: Make sure to check the "sale order" option on the rout for it to be "selectable"

Step 6: Just do the flow!

-Create the SO and select the route

*Sidenote: This MAMS product has 5 units in stock and it DOESN'T have the route activated on the product template. DO NOT check the route there; if you do this, every time you sell this product it will be sent to Rentals; and perhaps that's not something we want. So just select the rpute on the SO (if this field is not visible, you can select it by clicking on the 2 dots at the top-right corner of the Sale order Lines table).

- We confirm the SO and the delivery is generated:

-We validate the delivery

For the purpose of this forum post, I made the destination location visible (via Studio). It was not neccesary but perhaps this might help to understand the route.

-Did it work? We can validate this on the inventory report


Q: What should we do when the product is returned? We should just go to the original transfer and click the "return" button. Automatically it will send it to our Stock.



I hope this works for you! :) 


PD: Via Studio you can generate reports such as which customer has which rental, etc. On this forum post, this was limited to the flow itself.






Avatar
Discard

Wouldn't you recommend an Internal transfer rather than a return process as you risk triggering financials (like credit note if product invoicing is set as delivered quantity)?

The product is already within your stock location

Author

Actually, I'm making a recap on this post and in case of having a "delivered quantities" policy; this workaround becomes "useless". Since the internal location blocks the "Genrate invoice" button. Thanks for this big insight!

Related Posts Replies Views Activity
1
May 24
625
0
Oct 24
173
6
Aug 24
5672
1
Apr 24
312
0
Dec 24
51