$ 85.14
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Purchase (purchase) • Rental (sale_renting) • Sales (sale_management) • Subscriptions (sale_subscription) • Invoicing (account) • Inventory (stock) • Accounting (account_accountant) |
| Lines of code | 2611 |
| Technical Name |
rental_equipment_management |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Purchase (purchase) • Rental (sale_renting) • Sales (sale_management) • Subscriptions (sale_subscription) • Invoicing (account) • Inventory (stock) • Accounting (account_accountant) |
| Lines of code | 2611 |
| Technical Name |
rental_equipment_management |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 17.0 18.0 19.0 |
Rental Equipment Management
Rental Equipment Management is a comprehensive solution designed to simplify and automate the entire equipment rental lifecycle, from agreement creation to final return and closure. The module enables businesses to manage rental agreements, rental durations, billing schedules, equipment tracking, serial and lot management, product replacements, rental extensions, recurring invoicing, and return processing through a centralized workflow. It supports both rental and saleable products within the same agreement, ensuring smooth handling of consumables and rented equipment together. Advanced stock movement management automates pickup, return, and replacement operations while maintaining complete traceability of equipment throughout the rental period. The system also includes automated reminders, detailed rental history tracking, flexible invoicing options, and professional rental agreement reports, helping organizations improve operational efficiency, maintain accurate records, and deliver a seamless rental experience for both customers and internal teams.
Features
Screenshots
User Guide
FAQs
Highlighted Features
Rental Agreement Management
Manage complete rental agreements with rental periods, billing schedules, agreement tracking, and lifecycle control from confirmation to closure.
Equipment Replacement & Renewal
Replace rented equipment or extend rental durations with dedicated workflows that maintain accurate stock movements and rental records.
Serial & Lot Tracking
Track rented equipment using serial and lot numbers to ensure complete asset visibility, traceability, and return management.
Automated Pickup & Return Operations
Automatically manage equipment pickup, return, and replacement stock movements while keeping inventory records accurate and organized.
Flexible & Recurring Invoicing
Support full or split invoicing with automated recurring billing to streamline rental revenue management.
Rental History & Audit Trail
Maintain a complete history of rental activities, including extensions, replacements, reminders, invoicing actions, and agreement closures.
Automated Rental Reminders
Send return reminders before rental due dates to improve customer communication and reduce overdue rentals.
Professional Rental Documents
Generate detailed rental agreement reports containing customer details, rental periods, equipment information, serial numbers, and financial summaries.
Detailed Features
Rental Agreement Management
Create and manage rental agreements with rental periods, billing schedules, agreement tracking, and lifecycle management from confirmation to closure.
Serial & Lot Tracking
Track rented equipment using serial and lot numbers to maintain complete visibility of assets throughout pickup, replacement, and return operations.
Equipment Replacement & Rental Extension
Replace rented equipment or extend rental periods through dedicated workflows while maintaining accurate stock records, pricing, and rental history.
Automated Stock Operations
Automatically handle equipment pickup, return, and replacement movements, ensuring accurate inventory control and streamlined rental logistics.
Flexible & Recurring Invoicing
Support both full and split invoicing methods with automated recurring billing based on configured rental schedules and billing frequencies.
Rental History & Reporting
Maintain a complete audit trail of rental activities and generate professional rental agreement documents containing equipment details, rental periods, serial numbers, and financial information.
Screenshots
Rental Order Management
Path :- Sales → Rental → Rental Orders
View and manage all rental orders from a centralized dashboard with complete visibility into customers, rental periods, invoice types, next renewal dates, agreement stages, and order values. Advanced filters and status tracking help users efficiently monitor and control active rental operations.
Rental Agreement Creation
Path :- Sales → Rental → Rental Orders → Create
Configure rental duration, start date, return date, billing frequency, invoice type, and agreement details directly from the rental order. The system automatically manages rental schedules and supports both full and split invoicing workflows for flexible rental operations.
Flexible Invoicing Management
Path :- Sales → Rental → Rental Orders → Create Rental Order
Configure rental agreements with Full or Split invoicing options while defining rental duration, start date, and return date. This flexibility enables businesses to invoice customers upfront or generate periodic rental invoices based on their billing requirements.
Rental & Saleable Product Management
Path :- Sales → Rental → Rental Orders → Equipment Rental
Add and manage rental equipment and saleable products within the same rental agreement. The system maintains separate rental and saleable product lines, enabling accurate pricing, invoicing, serial tracking, and inventory management while simplifying the overall rental process.
Rental Lifecycle Management
Path :- Sales → Rental → Rental Orders → Confirmed Rental
Manage the complete rental lifecycle from a single rental agreement using dedicated actions for rental extension, equipment replacement, and agreement closure. Quick access to invoices, deliveries, and activity history provides full visibility and control over ongoing rental operations.
Delivery Transfer Overview
Path :- Sales → Rental → Rental Orders → Delivery
Access and monitor all stock transfers associated with a rental agreement from a centralized delivery dashboard. Users can quickly view transfer references, statuses, scheduled dates, and related rental orders for better operational visibility.
Rental Equipment Delivery
Path :- Sales → Rental → Rental Orders → Delivery → Transfer
Manage the delivery of rented equipment through dedicated stock transfers. The system tracks rental products separately, ensuring accurate equipment allocation, inventory control, and rental asset traceability.
Saleable Product Delivery
Path :- Sales → Rental → Rental Orders → Delivery → Transfer
Handle the delivery of saleable products linked to a rental agreement through separate stock operations. This separation helps maintain accurate inventory records and simplifies fulfillment for non-rental items.
Recurring Rental Invoicing
Path :- Sales → Rental → Rental Orders → Invoices
Automatically generate and manage rental invoices based on the configured billing frequency. The system tracks upcoming invoice dates, supports periodic rental billing, and provides complete visibility into invoice history for active rental agreements.
Rental Invoice Automation
Path :- Settings → Technical → Scheduled Actions → Rental Recurring Invoice
Configure automated recurring invoice generation for active rental agreements. The scheduler periodically checks eligible rental orders and creates invoices based on the configured billing frequency and invoice schedule.
Recurring Invoice Tracking
Path :- Sales → Rental → Rental Orders
Monitor recurring billing activities directly from the rental agreement. Users can track invoice counts, billing frequency, next invoice dates, and overall invoicing progress for active rental contracts.
Rental Billing Invoice
Path :- Sales → Rental → Rental Orders → Invoices
Generate and maintain detailed rental invoices for each billing cycle. The invoice includes rental period information, billed equipment, pricing details, taxes, and payment information, ensuring accurate and transparent rental billing.
Replace Rental Product
Path: Rental → Rental Orders → Open Confirmed Rental Order → Replace Product
Select the rented product line that needs to be replaced during the active rental period. The system displays the original rental product, rental duration, serial number details, and source line information to ensure accurate replacement tracking.
Add the replacement product that will be issued to the customer in place of the original rented item. The system records the replacement product details, serial number information, and pricing to maintain a complete rental replacement history.
Rental Product Replacement Validation
The system validates rental product replacement requests and displays warning messages when replacement conditions are not met. A replacement can only be performed for products that have already been delivered to the customer, and the replacement product must have a different serial/lot number than the original item. These validations help prevent invalid replacements and maintain accurate rental inventory tracking.
Delivery Transfer Management
Path :- Rental → Rental Orders → Open Confirmed Rental Order → Delivery
The Delivery smart button provides access to all delivery and return transfer records associated with the rental order. Users can track outgoing deliveries, returned products, transfer statuses, and maintain complete visibility of equipment movements throughout the rental lifecycle.
Reserved Lot & Serial Number Tracking
Path :- Rental → Rental Orders → Open Confirmed Rental Order → Equipment Rental
The system automatically reserves and displays the assigned lot and serial number for rental products. This helps ensure accurate equipment identification, inventory traceability, and proper tracking of rented assets during delivery, replacement, and return processes.
Rental Agreement Expiry Notification Email
Path :- Settings → Technical → Emails → Rental Agreement New is nearing expiry
This email notification is automatically generated through a scheduled cron job when a rental agreement is nearing its return or expiry date. The system sends a reminder email to the customer containing the rental agreement details and scheduled return date. Customers are advised to contact the company before the due date if they need to extend the rental period or replace the rented product. This automated reminder process helps ensure timely communication and reduces the chances of overdue rental agreements.
Extend/Renew Rental Agreement
Path: Rental → Rental Orders → Open Rental Order → Extend/Renew Rental
The Extend/Renew Rental action allows users to extend the rental period of an active rental agreement. Users can specify a new return date, review the existing rental duration, optionally update rental pricing, and add remarks before confirming the extension. This functionality helps accommodate customer requests for additional rental time without creating a new rental order.
Rental Agreement Extension Details
Path :-Rental → Rental Orders → Open Rental Order → Extend/Renew Rental
This screen displays the extension details entered during the rental renewal process, including the updated return date, rental duration, and billing schedule. Once the extension is confirmed, the system updates the rental agreement accordingly and recalculates future rental invoices based on the revised rental period.
Updated Rental Return Date After Renewal
Path:- Rental → Rental Orders → Open Rental Order
After a rental agreement is successfully extended, the system updates the rental order with the new return date and revised rental duration. These changes are reflected in the rental agreement, ensuring that future billing schedules, recurring invoices, and rental tracking activities are aligned with the updated rental period.
Print Rental Order Report
Path:- Rental → Rental Orders → Open Rental Order → Print → Rental Order
The Rental Order report can be generated from the Print menu of a rental order. The report provides a complete summary of the rental agreement, including customer details, rental period, renewal date, serial number, rental charges, tax information, and total amount, making it useful for documentation, customer reference, and record keeping.
Rental Order PDF Report Preview
The generated Rental Order PDF displays all rental agreement information in a printable format. It includes order details, customer and company information, rental start and end dates, rented products, serial numbers, pricing, taxes, and final totals, ensuring a professional and organized rental document for operational and accounting purposes.
User Guide
- In this module, separate delivery orders are created for rental products and saleable products because their business flow and stock behavior are fundamentally different: a rental product is issued to the customer for temporary use and must later be managed through return, replacement, serial/lot tracking, and the overall rental lifecycle, whereas a saleable product is delivered permanently in a standard sales flow and does not require rental-specific follow-up operations. Keeping them in separate delivery orders ensures clearer scheduling, more accurate stock movements, better traceability, cleaner reporting, and easier management of future rental activities.
Rental Product Configuration
Path :- Sales → Rental → Rental Product → Create/Edit Product
Configure equipment as rental products by enabling rental options, defining product types, and activating serial number tracking. This ensures accurate asset identification, inventory control, and traceability throughout the rental lifecycle, from equipment pickup to return and replacement.
Flexible Rental Pricing Configuration
Path :- Sales → Rental → Rental Product → Rental Information
Define rental rates for multiple billing periods, including hourly, daily, weekly, and monthly rentals. The system automatically applies the appropriate pricing based on the rental duration, ensuring accurate quotations, invoicing, and revenue management for rental operations.
FAQ
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No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
Yes, the module is fully compatible with Odoo Community and Enterprise editions.
You will get 30 Days of free support on any doubts, queries, bug fixing, or any issue related to this addon.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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