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2. Rental and Leasing Operations Management

TABLE OF CONTENTS

Overview​

This plan presents the Odoo implementation steps for rental and leasing operations management, including necessary modules, configuration, and implementation processes.

Modules to Deploy​

Main Module​

  • Rental Management: Comprehensive rental management module

Necessary Dependent Modules​

  1. Product and Warehouse Management

    • Inventory (stock)
    • Repairs (repair)

  2. Sales and Customer

    • Sales (sale_management)
    • CRM (crm)
    • Contacts (contacts)

  3. Finance and Payment

    • Invoicing (account)

  4. Internal Management

    • Employees (hr)
    • Documents (documents)
    • Discuss (mail)
    • Calendar (calendar)

  5. Supplementary

    • Sign (sign)
    • Website Rental (if online rental is needed)
    • Property Management (if managing real estate rentals)

Implementation Process​

Phase 1: Preparation and Analysis​

  1. Analyze Business Requirements

    • Interview stakeholders
    • Identify rental asset types (equipment, machinery, real estate, etc.)
    • Define current rental processes
    • Identify specific business requirements

  2. Solution Design

    • Define rental product data structure
    • Design rental and return processes
    • Design maintenance and repair processes
    • Identify necessary reports

Phase 2: Installation and Basic Configuration​

  1. Install Core Modules

    • Install Rental Management module and dependencies
    • Basic configuration for each module

  2. Setup Basic Data

    • Import rental product categories
    • Set up product attributes and rental pricing
    • Import customer list
    • Set up warehouses and storage locations for rental assets

  3. Configure Business Processes

    • Set up rental workflow
    • Configure asset return workflow
    • Set up inspection and maintenance workflow
    • Configure repair workflow

Phase 3: Customization and Development​

  1. Customization per Specific Requirements

    • Adjust rental quotations and contracts
    • Customize rental expiration reminders
    • Develop specific reports

  2. Integration with Existing Systems (if needed)

    • Integrate with accounting system (if applicable)
    • Integrate with website (if applicable)
    • Integrate with other systems

  3. Develop Additional Features

    • Develop deposit and refund features
    • Customize payment processes
    • Develop periodic maintenance management features

Phase 4: Testing and Training​

  1. System Testing

    • Module testing
    • Integration testing
    • Performance testing
    • User Acceptance Testing (UAT)

  2. User Training

    • Train system administrators
    • Train rental management staff
    • Train technical staff
    • Train accountants

  3. Prepare Documentation

    • User manuals
    • Business process documentation
    • System administration documentation

Phase 5: Deployment and Support​

  1. Data Migration

    • Import actual rental product data
    • Import current rental contract data
    • Import customer data

  2. Go-live

    • Final check before go-live
    • Official deployment
    • On-site support during initial days

  3. Post-implementation Support

    • Technical support
    • Resolve arising issues
    • Evaluate system efficiency