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[IMP] rental: change to physical service product#18943

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saas-19.3-rental-update-service-products-meval
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[IMP] rental: change to physical service product#18943
meval1006 wants to merge 1 commit into
saas-19.3from
saas-19.3-rental-update-service-products-meval

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What this PR does and why it's needed

Reworks the Rental app's service products documentation to distinguish between physical service products (e.g., hotel rooms, work stations) and non-physical (labor) service products, which now require different configuration steps. The rewrite adds a full walkthrough for setting up a physical service product synced with the Planning app, using a running hotel-room example throughout.

Changes

Service products (Rental)

  • Retitled service_products.rst to "Physical service rental products" and reframed the intro to explain that physical and labor (non-physical) services require different configurations
  • Added a new "Configure materials and a role for the physical product" section explaining how to set up a Planning role and materials so shifts sync with the physical product, illustrated with a hotel example (Shady Grove Deluxe Room)
  • Updated "Create a new service product" to require the Sales and Planning apps, set the Invoicing Policy to Prepaid/Fixed Price, and configure the product's Role page with the Sync Shifts and Rental Orders checkbox
  • Updated the base rental period/price section with descriptions for the Pickup and Return fields, in addition to Periodicity and Padding Time
  • Added a new "Set up variants" section showing how to configure product attributes (e.g., bed type, occupancy) for a physical service product
  • Simplified the pricelist creation guidance and clarified that the Prices tab requires the Pricelists feature to be enabled
  • Added a tip on adding a Validity date range column to pricelist rules
  • Added a new "eCommerce features" section describing how the eCommerce tab configures the product's website page
  • Added six new screenshots illustrating the Planning role/materials setup, the physical service product form, the Role page, and product variants

Rental product types

  • Added a rental/product_type/configuration anchor to product_type.rst so the Configuration section can be cross-referenced from the service products page

Rental orders

  • Updated create_rental_order.rst to note that smart-button app integration depends on the service product type, replacing the reference to the removed "properly configured" anchor

This saas-19.3 PR should not be FWP.

@meval1006 meval1006 self-assigned this Jul 15, 2026
@meval1006 meval1006 added the 2 label Jul 15, 2026
@robodoo

robodoo commented Jul 15, 2026

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@meval1006
meval1006 force-pushed the saas-19.3-rental-update-service-products-meval branch from 6d22b8b to ce403cc Compare July 15, 2026 19:57
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meval1006 requested a review from jero-odoo July 15, 2026 19:58
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meval1006 marked this pull request as ready for review July 15, 2026 19:58
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Hi @jero-odoo, this PR is ready to review. I am testing out the Skill.md file to summarize the PR.

@C3POdoo
C3POdoo requested a review from a team July 15, 2026 20:00

@jero-odoo jero-odoo left a comment

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Nice work @meval1006 ! Just a few notes

Comment thread content/applications/sales/rental/configure_products/service_products.rst Outdated
Comment thread content/applications/sales/rental/configure_products/service_products.rst Outdated
Comment thread content/applications/sales/rental/configure_products/service_products.rst Outdated
Comment thread content/applications/sales/rental/configure_products/service_products.rst Outdated
Comment thread content/applications/sales/rental/configure_products/service_products.rst Outdated
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
@meval1006
meval1006 force-pushed the saas-19.3-rental-update-service-products-meval branch from 0e9770c to 7a1c4f3 Compare July 17, 2026 18:07
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meval1006 requested a review from erjer-odoo July 17, 2026 18:08
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Hi @erjer-odoo, this review is ready for final review.

@erjer-odoo erjer-odoo left a comment

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Sorry there are so many comments; there were just some issues that I noticed while reviewing the file. As soon as you fix them, though, it should be good to go.

@robodoo delegate+

tours, or booking a studio with a photographer.
There are two types of service products in the **Rental** app that require different configurations:
physical and non-physical (labor). This document focuses on the configuration of physical rental
service products. A physical rental service product is a physical product that doesn’t require any

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Suggested change
service products. A physical rental service product is a physical product that doesnt require any
service products. A physical rental service product is a physical product that doesn't require any

Changing from curly apostrophe to straight apostrophe. This typically happens when copying from a rich-text-based editor to VS Code.

Not sure if you're aware, but VS Code actually highlights these as you draft. I would look out for those apostrophes and change them as you see them.

Image


.. image:: service_products/rental-settings.png
:alt: Sample of Rental app configuration settings.
To access the Rental app’s settings, navigate to :menuselection:`Rental app --> Configuration -->

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Suggested change
To access the Rental apps settings, navigate to :menuselection:`Rental app --> Configuration -->
To access the Rental app's settings, navigate to :menuselection:`Rental app --> Configuration -->

Same apostrophe issue.


.. image:: service_products/service-product.png
:alt: Sample of a configured service product in the Rental app.
Click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` icon to open the product’s *Role* page.

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Suggested change
Click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` icon to open the products *Role* page.
Click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` icon to open the product's *Role* page.

Same apostrophe issue.


.. image:: service_products/rental-periodicity.png
:alt: Sample of the Rental product's Periodicity field in the Sales tab.
.. _rental/service_products/ additional-pricing:

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.. _rental/service_products/ additional-pricing:
.. _rental/service_products/additional-pricing:

Stray space.


Any selected days in the *Unavailability days* section in the :ref:`Rental app's settings
<rental/product_type/configuration>` are only applied to online booking. If the product isn't
published to the website then the setting does not go into affect.

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Suggested change
published to the website then the setting does not go into affect.
published to the website then the setting does not go into effect.

:guilabel:`Periodicity` field and the **Inventory app** is installed.
- :guilabel:`Pickup`: The earliest time the customer can pick up the product to begin the rental
period.
- :guilabel:`Return:` The latest time the customer can return the product.

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Suggested change
- :guilabel:`Return:` The latest time the customer can return the product.
- :guilabel:`Return`: The latest time the customer can return the product.

Seems the colon was misplaced.

Comment on lines +41 to +42
.. tip::
It’s recommended to name the role after the service.

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Suggested change
.. tip::
It’s recommended to name the role after the service.
.. tip::
It's recommended to name the role after the service.

Reducing the indent and fixing the rich-text apostrophe issue.

Comment on lines +65 to +66
.. image:: service_products/plan-services-field.png
:alt: Example of the Plan Serviced field configured to the Deluxe Room role.

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Suggested change
.. image:: service_products/plan-services-field.png
:alt: Example of the Plan Serviced field configured to the Deluxe Room role.
.. image:: service_products/plan-services-field.png
:alt: Example of the Plan Services field configured to the Deluxe Room role.

Fixing indent and the name of the field.

configured.

.. image:: service_products/example-room-variants.png
:alt: Example of the Attribute & Variants tab configured for a hotel room.

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Suggested change
:alt: Example of the Attribute & Variants tab configured for a hotel room.
:alt: Example of the Attribute & Variants tab configured for a hotel room.

Indenting the alt tag appropriately.

.. seealso::
- :doc:`../../../services/planning`
- :doc:`../../sales/products_prices/prices/pricing`

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You can delete this extra line at the end of the file -- only one blank line is required.

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4 participants