diff --git a/content/applications/sales/rental/service_products.rst b/content/applications/sales/rental/service_products.rst index 1b11232bc6..198b78fa1c 100644 --- a/content/applications/sales/rental/service_products.rst +++ b/content/applications/sales/rental/service_products.rst @@ -38,36 +38,22 @@ Next, enable :guilabel:`Rental Transfers`. In the :guilabel:`Rent Online` sectio App integration configuration ============================= -The following Odoo apps and configurations are required. The listed apps allow for workflow -efficiency and automation when creating a service product and rental order. +The following apps are essential for workflow efficiency and automation when creating a service +product and rental order: -Sales app settings ------------------- + - **Sales** app: Enables the use of online payments and utilizes quotation templates within the + **Rental** app. + - **Sign** app: Allows for the upload and customization of different rental and service agreements. + These documents are used to facilitate the :guilabel:`Request Signature` feature. + - **Project** and **Planning** apps: Integrate with the Rental app to automatically match purchased + products and services with employees based on availability. -Install the **Sales** app. Navigate to :menuselection:`Sales app --> Configuration --> Settings`. -In the :guilabel:`Quotations & Orders` section, tick the :guilabel:`Online Signature`, -:guilabel:`Online Payment`, and :guilabel:`Quotation Templates` checkboxes. - -In the :guilabel:`Default Template` field, click the :guilabel:`Quotation templates` to customize -the quotation templates to use. - -Project app settings --------------------- - -Install the **Project** app and enable :guilabel:`Project stages` and :guilabel:`Timesheets`. Refer -to the :doc:`Planning <../../services/planning>` page for more information. - -Planning app settings ---------------------- - -Install the **Planning** app and configure employee shifts and roles. Refer to the :doc:`Project -management <../../services/planning>` for instructions on setting up your employees and shifts. - -Sign app settings ------------------ - -Install the **Sign** app. Refer to the :doc:`Sign <../../productivity/sign>` page for instructions -on uploading a rental agreement for the business to use. +.. seealso:: + - :doc:`../sales/sales_quotations/quote_template` + - :doc:`../sales/sales_quotations/get_paid_to_validate` + - :doc:`../../services/project/project_management` + - :doc:`../../services/planning` + - :doc:`../../productivity/sign` Rental services =============== @@ -210,10 +196,6 @@ that require signatures. Service agreements detail the business relationship and These agreements protect both the provider and the customer by creating clear, enforceable guidelines. -.. note:: - Requesting an electronic signature can be done at any stage of the order. This feature also - requires the **Sign** app. - If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders` dashboard, select the desired rental order. Click the :icon:`fa-cog` :guilabel:`(Actions)` icon, and click :guilabel:`Request Signature`. @@ -237,6 +219,16 @@ process. A link to the signature request will appear in the chatter of the rental order. The document is accessible to the customer via the customer portal or email. +.. note:: + Requesting an electronic signature can be done at any stage of the order. This feature requires + the **Sign** app. Typically, rental or service agreements are signed **after the rental order is + confirmed** to establish the responsibilities and terms for the parties involved. + +.. important:: + The :guilabel:`Request Signature` feature only allows the customer to sign the document through + their email or customer portal. The customer cannot sign the document through the user's **Sign** + app. + Signing a document from an email link -------------------------------------