From e0e7ca938d897d85734e48d9858af59cef15f7e1 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?meval1006=E2=80=8B?= Date: Tue, 15 Sep 2026 01:19:08 +0000 Subject: [PATCH] [IMP] rental: update requesting a signature X-original-commit: f04e3aa99a687e47b0767281b1a01ca6571b2f25 Co-authored-by: Erin J --- .../rental_orders/create_rental_order.rst | 18 +++++++++--------- 1 file changed, 9 insertions(+), 9 deletions(-) diff --git a/content/applications/sales/rental/rental_orders/create_rental_order.rst b/content/applications/sales/rental/rental_orders/create_rental_order.rst index 68a978c3df1..a5033f6213e 100644 --- a/content/applications/sales/rental/rental_orders/create_rental_order.rst +++ b/content/applications/sales/rental/rental_orders/create_rental_order.rst @@ -1,7 +1,7 @@ .. meta:: - :description: This page covers creating a rental order in Odoo Rental, from generating a quote - and requesting a customer signature to tracking service tasks and timesheets. It - also explains finalizing and confirming the invoice for payment. + :description: This page covers the rental order workflow in Odoo **Rental**, from creating a + quote and requesting a customer signature to tracking service time and finalizing + the invoice for payment. ===================== Create a rental order @@ -68,11 +68,11 @@ returned on time and in its original condition. :doc:`Sign <../../../productivity/sign>` app. If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders` -dashboard, select the desired rental order. Go to the :icon:`fa-cog` :guilabel:`(Actions)` icon, and -click :icon:`fa-file-text` :guilabel:`Request Signature`. +dashboard, select the desired rental order, then in the chatter section click :guilabel:`Activity`. +In the *Schedule Activity* pop-up window, click :guilabel:`Request Signature`. -In the *Sign Documents* pop-up window, either :ref:`select an existing document template -` or :ref:`create a new one +In the *Schedule Activity* pop-up window, either :ref:`select an existing document template +` or :ref:`upload a new one `. After sending the request, a link to the signature request appears in the record's chatter. The document is accessible to the customer via the customer portal or email. @@ -95,7 +95,7 @@ as needed. .. tip:: Project templates allow for automated task assignment. When integrated with the **Planning** app, - the system automatically schedules and publishes an employee’s shift if their availability + the system automatically schedules and publishes an employee's shift if their availability matches the rental period. Priority is given to employees with the relevant :ref:`roles ` if applicable. @@ -169,7 +169,7 @@ Confirm and pay --------------- If all the details are correct on the invoice draft, either click :guilabel:`Confirm` and click -:guilabel:`Send` to email the invoice to the customer, or click :guilabel:`Print` and then click +:guilabel:`Send` to email the invoice to the customer, or click :guilabel:`Print` and then click :guilabel:`Pay` if the customer is in person. In the :guilabel:`Pay` pop-up window, select a :guilabel:`Journal` and click :guilabel:`Create Payment`.