[FW][ADD] rental: manage deposits

content/applications/sales/rental.rst

@@ -1,3 +1,5 @@
+:show-content:
+
 ======
 Rental
 ======
@@ -11,7 +13,13 @@ returned, and invoice customers from this single platform.
    - `Odoo Rental: product page <https://www.odoo.com/app/rental>`_
    - `Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_
 
-.. _rental/pricing:
+.. cards::
+
+   .. card:: Manage deposits
+      :target: rental/manage_deposits
+      :large:
+
+      Learn how to create a refundable deposit for rental products.
 
 Dashboard
 =========
@@ -66,6 +74,11 @@ Products`. By default, the :guilabel:`Can be Rented` search filter appears in th
 Each product kanban card displays that product's name, rental price, and product image (if
 applicable).
 
+.. seealso::
+   :doc:`rental/manage_deposits`
+
+.. _rental/pricing:
+
 Rental pricing
 ==============
 
@@ -136,7 +149,7 @@ Odoo always uses two rules to compute the price of a product when a rental order
    After an order is created, Odoo selects the second line as this is the cheapest option. The
    customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750.
 
-.. _rental/customer-signature:
+.. _rental/order:
 
 Rental orders
 =============
@@ -185,6 +198,8 @@ Once all the information has been entered correctly on the rental order form, cl
 :guilabel:`Send by Email` button to send the quotation to the customer, or click the
 :guilabel:`Confirm` button to confirm the order.
 
+.. _rental/customer-signature:
+
 Customer signature
 ==================
 
@@ -255,6 +270,8 @@ pop-up form that appears.
 
 Doing so places a :guilabel:`Picked-up` status banner on the rental order.
 
+.. _rental/return:
+
 Return products
 ===============
 
@@ -282,3 +299,6 @@ From this drop-down menu, hover over the :guilabel:`Print` option to reveal a su
 
 Odoo generates and downloads a PDF, detailing all information about the current status of the rented
 item(s).
+
+.. toctree::
+   rental/manage_deposits

content/applications/sales/rental/manage_deposits.rst

@@ -0,0 +1,72 @@
+===============
+Manage deposits
+===============
+
+Requiring fixed deposits is common in many rental scenarios; such as collecting security deposits.
+
+This document covers the standard options for :ref:`configuring <rental/manage_deposits/config>`,
+:ref:`collecting <rental/manage_deposits/product>` and :ref:`refunding
+<rental/manage_deposits/refund>` deposits within the **Rentals** app.
+
+.. _rental/manage_deposits/config:
+
+Configuration
+-------------
+
+First, create a *deposit service product* for each rental product that requires a deposit.
+
+To do so, go to :menuselection:`Rental --> Products` and create a :guilabel:`New` product.
+
+On the product form, give the product a name that indicates it is a deposit.
+
+.. example::
+   If this deposit service product is intended for the *Digital Camera* rental product, the name may
+   be entered as `Digital Camera Deposit`.
+
+Next, set the :guilabel:`Product Type` to :guilabel:`Service`, the :guilabel:`Invoicing Policy` to
+:guilabel:`Delivered quantities` and then assign a :guilabel:`Sales Price` with the amount to
+collect for the deposit. Choose whether or not to include :guilabel:`Sales Taxes` for this deposit
+service product.
+
+Finally, :icon:`fa-cloud-upload` :guilabel:`(save)` the deposit service product.
+
+.. _rental/manage_deposits/product:
+
+Collect deposits from an optional product
+-----------------------------------------
+
+On the rental product's form, go to the :guilabel:`Sales` tab and add the :ref:`deposit service
+product <rental/manage_deposits/config>` to the :guilabel:`Optional Products`.
+
+Be sure to configure the rental product's prices on the :ref:`Rental prices <rental/pricing>` tab.
+
+With the above configuration, a :ref:`rental order <rental/order>` can be created.
+
+.. important::
+   After selecting the rental product in the :guilabel:`Order Lines` tab, be sure to :icon:`fa-plus`
+   :guilabel:`Add` the deposit service product in the :guilabel:`Configure your product` pop-up.
+
+   The :guilabel:`Configure your product` pop-up only appears if the optional product is set on the
+   rental product.
+
+.. tip::
+   If :doc:`eCommerce <../../websites/ecommerce>` is installed, add an :guilabel:`Ecommerce
+   Description` stating the deposit is required in the rental product's :guilabel:`Sales` tab.
+
+   When a customer adds the rental product to their cart, a :guilabel:`Configure your product`
+   pop-up displays the deposit service product under :guilabel:`Available options`.
+
+   Once the customer clicks :icon:`fa-shopping-cart` :guilabel:`Add` the rental product and the
+   deposit service product are added to their cart.
+
+.. image:: manage_deposits/optional-product.png
+   :alt: A deposit service product listed in the rental quotation.
+
+.. _rental/manage_deposits/refund:
+
+Refund deposits upon return
+---------------------------
+
+Once a customer :ref:`returns the rented product <rental/return>`, reimburse their deposit with a
+:doc:`credit note <../../finance/accounting/customer_invoices/credit_notes>` from the invoice, and
+change the *delivered quantity* to `0` on the linked sales order.