[IMP] rental: Updated for request signature GUI changes

closes #15137

X-original-commit: 64abd56
Signed-off-by: Megan Valenzuela (meval) <[email protected]>

Author: meval1006

content/applications/sales/rental.rst

@@ -4,7 +4,7 @@
 Rental
 ======
 
-The Odoo *Rental* application provides comprehensive solutions to configure and manage rentals.
+The Odoo **Rental** application provides comprehensive solutions to configure and manage rentals.
 
 Send quotations, confirm orders, schedule rentals, register products when they are picked up and
 returned, and invoice customers from this single platform.
@@ -24,19 +24,14 @@ returned, and invoice customers from this single platform.
 Dashboard
 =========
 
-Upon opening the *Rental* application, the :guilabel:`Rental Orders` dashboard is revealed.
+Upon opening the **Rental** application, the :guilabel:`Rental Orders` dashboard is revealed.
 
 .. image:: rental/rental-orders-dashboard.png
-   :align: center
    :alt: Example of the Rental Orders dashboard available in the Odoo Rental application.
 
-In the default kanban view, all rentals are visible. Each rental card displays the customer name,
+In the default Kanban view, all rentals are visible. Each rental card displays the customer name,
 the price of the rental, the related sales order number, along with the status of the rental.
 
-.. note::
-   Rental kanban cards that do **not** display a rental status means those rentals have confirmed
-   quotations, but have not been picked up yet.
-
 On the left sidebar, the :guilabel:`Rental Status` for each rental can be found. Beneath that, the
 :guilabel:`Invoice Status` of the rentals is accessible. Clicking any option in the left sidebar
 filters the displayed rentals on the dashboard.
@@ -48,18 +43,15 @@ To configure additional rental delay costs, availability of rental items, or min
 navigate to :menuselection:`Rental app --> Configuration --> Settings`.
 
 .. image:: rental/rental-settings.png
-   :align: center
    :alt: How the Settings page appears in the Odoo Rental application.
 
 In the :guilabel:`Rental` section, there are options to configure :guilabel:`Default Delay Costs`
-and :guilabel:`Default Padding Time`. There is also the option to activate :guilabel:`Rental
-Transfers` and :guilabel:`Digital Documents`.
+and :guilabel:`Default Padding Time`. Also, there is the option to activate :guilabel:`Rental
+Transfers`.
 
 - :guilabel:`Default Delay Costs` are additional costs for late returns.
 - :guilabel:`Default Padding Time` represents the minimum amount of time between two rentals.
 - :guilabel:`Rental Transfers` means stock deliveries and receipts can be used for rental orders.
-- :guilabel:`Digital Documents` allows users to upload documents for customers to sign prior to
-   confirming their rental.
 
 In the :guilabel:`Rent Online` section, there are options to configure a :guilabel:`Minimal Rental
 Duration` and designate :guilabel:`Unavailability days`, or days during which pickup and return are
@@ -69,9 +61,9 @@ Rental products
 ===============
 
 To view all products that can rented in the database, navigate to :menuselection:`Rentals app -->
-Products`. By default, the :guilabel:`Can be Rented` search filter appears in the search bar.
+Products`. By default, the :guilabel:`Rental` search filter appears in the search bar.
 
-Each product kanban card displays that product's name, rental price, and product image (if
+Each product Kanban card displays that product's name, rental price, and product image (if
 applicable).
 
 .. seealso::
@@ -82,21 +74,15 @@ applicable).
 Rental pricing
 ==============
 
-To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the *Rental* app,
-then select the desired product or click :guilabel:`New` to create a new product from scratch.
+To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the **Rental**
+app, then select the desired product or click :guilabel:`New` to create a new product from scratch.
 
-On the product form, ensure the :guilabel:`Can be Rented` checkbox is ticked. Then, open the
+On the product form, ensure the :guilabel:`Rental` checkbox is ticked. Then, open the
 :guilabel:`Rental prices` tab.
 
 .. image:: rental/rental-prices-tab.png
-   :align: center
    :alt: How the Settings page appears in the Odoo Rental application.
 
-.. note::
-   If creating a rental product outside of the *Rental* app, just ensure the :guilabel:`Can be
-   Rented` checkbox is ticked on the product form. By default, this checkbox is ticked whenever a
-   product is created directly in the *Rental* application.
-
 Pricing
 -------
 
@@ -112,20 +98,17 @@ Next, decide whether or not to apply this custom rental price to a specific :gui
 Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`.
 
 .. note::
-   There is no limit to how many pricing lines can be added. Multiple pricing options for rental
+   No limit exists on how many pricing lines can be added. Multiple pricing options for rental
    products are typically used to give discounts for customers who agree to longer rental durations.
 
-To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, and that row is
-deleted.
-
 Reservations
 ------------
 
 Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` tab, there is the option
-to configure additional fines for any :guilabel:`Extra Hour` or :guilabel:`Extra Day` that the
+to configure additional fines for any :guilabel:`Hourly Fine` or :guilabel:`Daily Fine` that the
 customer takes to return a rental.
 
-There is also the option to set a :guilabel:`Security Time`, expressed in hours, to make the rental
+Also, there is the option to set the :guilabel:`Reserve product` time, expressed in hours, to make the rental
 product temporarily unavailable between two rental orders. Such a feature may prove useful if
 maintenance or cleaning is required between rentals.
 
@@ -159,7 +142,6 @@ Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form t
 accordingly.
 
 .. image:: rental/rental-order.png
-   :align: center
    :alt: Sample of a filled out rental order available in the Odoo Rental application.
 
 Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental in the
@@ -170,7 +152,6 @@ select the range of dates to represent the rental duration from the pop-up calen
 appears.
 
 .. image:: rental/rental-period-field-popup.png
-   :align: center
    :alt: Sample of a rental period calendar pop-up window in the Odoo Rental application.
 
 Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form
@@ -184,73 +165,68 @@ product`, and selecting the desired rental product to add to the form.
    If a rental product is added *before* the :guilabel:`Rental period` field has been properly
    configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly.
 
-   Simply select the desired range of dates to represent the duration of the rental, then click
+   Select the desired range of dates to represent the duration of the rental, then click
    :guilabel:`Update Rental Prices` in the :guilabel:`Duration` field.
 
    .. image:: rental/rental-update-rental-prices.png
-      :align: center
       :alt: The update rental prices option that appears in the Odoo Rental application.
 
    Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click
    :guilabel:`Ok`, and Odoo recalculates the rental price accordingly.
 
 Once all the information has been entered correctly on the rental order form, click the
-:guilabel:`Send by Email` button to send the quotation to the customer, or click the
-:guilabel:`Confirm` button to confirm the order.
+:guilabel:`Send` button to send the quotation to the customer, or click the :guilabel:`Confirm`
+button to confirm the order.
 
 .. _rental/customer-signature:
 
 Customer signature
 ==================
 
-Upon confirming a rental order, the :guilabel:`Sign Documents` button appears. This gives the
-ability to request the customer sign a rental agreement, outlining the arrangement between the
-company and customer, *before* they pick up the rental product(s).
-
-Such documents can ensure everything is returned on-time and in its original condition.
+.. note::
+   Requesting a signature can be done during any stage of the order. Consult the industry best
+   practices for when signatures are required. This feature also requires the :doc:`Sign
+   <../productivity/sign>` app.
 
-.. important::
-   The :guilabel:`Sign Documents` button/option **only** appears if the :guilabel:`Digital
-   Documents` feature has been activated in the *Rental* application settings. To do so, navigate to
-   :menuselection:`Rental app --> Configuration --> Settings`, activate :guilabel:`Digital
-   Documents`, and click :guilabel:`Save`.
+If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
+view, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
+click :guilabel:`Request Signature`. This gives the ability to request the customer sign a rental
+agreement, outlining the arrangement between the company and customer, *before* they pick up the
+rental products. Such documents can ensure everything is returned on-time and in its original
+condition.
 
-.. note::
-   This feature also requires the :doc:`Sign <../productivity/sign>` app. If necessary, Odoo
-   automatically installs it after activating the :guilabel:`Digital Documents` setting.
+.. image:: rental/request-signature.png
+   :alt: The Request Signature option in the Odoo Rental application.
 
-To request a customer signature on a rental agreement, select a confirmed rental order, and click
-the :guilabel:`Sign Documents` button to reveal a :guilabel:`Sign Documents` pop-up window.
+A :guilabel:`Sign Documents` pop-up window displays.
 
 .. image:: rental/sign-documents-popup.png
-   :align: center
    :alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
 
-From here, select the desired document from the :guilabel:`Document Template` field. Then, click
-:guilabel:`Sign Document`. Doing so reveals a :guilabel:`New Signature Request` pop-up window.
+Select the desired document from the :guilabel:`Template` field. Doing so reveals a :guilabel:`New
+Signature Request` pop-up window.
 
 .. image:: rental/new-signature-request-form.png
-   :align: center
    :alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
 
 Upon confirming the information in the :guilabel:`New Signature Request` pop-up form, click
-:guilabel:`Sign Now` to initiate the signing process.
+:guilabel:`Send` to initiate the signing process.
 
-A separate page is then revealed, showcasing the document to be signed, which is accessible to the
-customer via the customer portal.
+A link to the signature request will appear in the record's chatter. The document is accessible
+to the customer via the customer portal or email.
 
-Odoo guides the customer through the signing process with clear, clickable indicators, and allows
-them to create electronic signatures to quickly complete the form.
+The customer clicks the :guilabel:`Sign document` button, a separate page is then revealed,
+showcasing the document to be signed. The customer is prompted to begin the process by clicking the
+:guilabel:`Click to start` button. The app guides the signee to the required signature locations and
+allows them to create electronic signatures to complete the form.
 
 .. image:: rental/adopt-signature-popup.png
-   :align: center
    :alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
 
 Once the document has been signed and completed, click the :guilabel:`Validate & Send Completed
 Document` button at the bottom of the document.
 
 .. image:: rental/validate-send-doc-button.png
-   :align: center
    :alt: The validate and send completed document button in the Odoo Rental application.
 
 Upon clicking the :guilabel:`Validate & Send Completed Document` button, Odoo presents the option to
@@ -264,7 +240,7 @@ download the signed document for record-keeping purposes, if necessary.
 Pickup products
 ===============
 
-When a customer picks up the product(s), navigate to the appropriate rental order, click the
+When a customer picks up the product, navigate to the appropriate rental order, click the
 :guilabel:`Pickup` button, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup`
 pop-up form that appears.
 
@@ -275,7 +251,7 @@ Doing so places a :guilabel:`Picked-up` status banner on the rental order.
 Return products
 ===============
 
-When a customer returns the product(s), navigate to the appropriate rental order, click the
+When a customer returns the products, navigate to the appropriate rental order, click the
 :guilabel:`Return` button, and validate the return by clicking :guilabel:`Validate` in the
 :guilabel:`Validate a return` pop-up form that appears.
 
@@ -288,17 +264,16 @@ Pickup and return receipts can be printed for customers when they pick up and/or
 products.
 
 To print pickup and/or return receipts, navigate to the appropriate rental order, click the
-:guilabel:`⚙️ (gear)` icon to reveal a drop-down menu.
+:icon:`fa-cog` :guilabel:`(Actions)` icon to reveal a drop-down menu.
 
 .. image:: rental/print-pickup-return-receipt.png
-   :align: center
    :alt: The pickup and return receipt print option in the Odoo Rental application.
 
 From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select
 :guilabel:`Pickup and Return Receipt`.
 
 Odoo generates and downloads a PDF, detailing all information about the current status of the rented
-item(s).
+items.
 
 .. toctree::
    rental/manage_deposits