Learning how to create and manage rental products and rental requests in Odoo 17 CRM is essential for businesses that offer equipment, vehicles, machinery, furniture, or other rental services. Odoo 17 combines the Rental and CRM modules into a single ERP platform, allowing companies to manage rental products, capture customer enquiries, convert leads into rental orders, and generate invoices from one centralized system. As a result, businesses can streamline rental operations, improve customer service, and increase overall efficiency.
Odoo 17 Rental Management solves these challenges by integrating the Rental application with Odoo CRM, Sales, Inventory, Accounting, and Website modules. This integrated workflow enables businesses to receive rental enquiries directly from their website, convert those enquiries into CRM opportunities, generate rental quotations, process rental orders, and complete invoicing without switching between multiple systems.
Whether you rent construction equipment, machinery, vehicles, furniture, electronics, event supplies, medical equipment, or industrial assets, Odoo 17 Rental Management helps streamline every stage of the rental process.
In this blog, you’ll learn how to create and manage rental products and rental requests in Odoo 17 CRM, from configuring rental products to processing customer requests and completing rental orders.
Why Use Odoo 17 for Rental Management?
Before exploring the workflow, it is important to understand how to create and manage rental products and rental requests in Odoo 17 CRM using the integrated Rental and CRM applications. This process helps businesses automate enquiries, quotations, rental orders, inventory tracking, and invoicing within a single ERP system.
Modern rental businesses require complete visibility into customer interactions, rental schedules, product availability, pricing, and billing. Odoo 17 combines all these operations within a single ERP platform.
Instead of using separate applications for customer management and rental operations, Odoo allows businesses to connect every department. Sales teams can immediately access rental enquiries, inventory managers can monitor product availability, and finance teams can generate invoices without duplicate data entry.
Some major advantages include:
- Complete rental lifecycle management
- CRM integration for customer enquiries
- Automated quotation generation
- Flexible rental pricing
- Real-time inventory tracking
- Integrated accounting
- Website enquiry management
- Better customer relationship management
As a result, businesses can respond faster, improve operational efficiency, and increase rental revenue.
How Odoo 17 CRM Works with the Rental Module
One of the biggest strengths of Odoo 17 CRM is its seamless integration with the Rental application.
When a visitor submits a rental enquiry through your website’s Contact Us page, Odoo automatically creates a CRM lead. Instead of manually entering customer information, your sales team receives the enquiry instantly and can begin the follow-up process immediately.
This integration provides several benefits:
- Customer details remain centralized.
- Sales representatives never miss enquiries.
- Rental quotations can be created directly from CRM.
- Customer communication stays organized.
- Every rental transaction becomes traceable.
Because every department works within the same ERP system, businesses eliminate duplicate work and improve customer satisfaction.
Create and Manage Rental Products and Rental Requests in Odoo 17 CRM
Step 1: Create a Rental Product in Odoo 17
The first step in the rental workflow is creating products that customers can rent.
Navigate to:
Rental → Products → New
Click New to create a rental product.
The product form contains several tabs that define how the rental item behaves throughout the ERP system.
Configure General Information
Start by entering the basic product information.
Important fields include:
- Product Name
- Product Type
- Sales Price
- Cost
- Unit of Measure
- Purchase Unit
- Customer Taxes
- Product Category
- Internal Reference
To make the product available for rental, enable the Can be Rented option.
Next, select the appropriate rental category. This allows Odoo to classify the product correctly within the Rental application.
Accurate product configuration ensures smooth inventory tracking, pricing, invoicing, and reporting later in the rental process.
Configure Product Variants
Many rental businesses offer products in different sizes, colours, capacities, or specifications.
The Attributes & Variants tab allows you to create multiple rental variants under a single product.
For example, a rental company offering generators may create variants based on:
- Power Capacity
- Fuel Type
- Brand
- Phase Type
Instead of creating separate products, Odoo manages all variants under one master product, making inventory management much easier.
Configure Sales Settings
The Sales tab controls how the rental product appears during sales transactions.
Here you can configure:
- Optional products
- Alternative products
- Website availability
- POS availability
- eCommerce settings
These options improve upselling opportunities while giving customers additional rental choices.
Configure Rental Pricing
The Rental Prices tab is one of the most important sections.
Odoo supports multiple pricing durations such as:
- Hourly rentals
- Daily rentals
- Weekly rentals
- Monthly rentals
For example, you may define pricing like:
- ₹500 per day
- ₹2,500 per week
- ₹8,000 per month
This flexible pricing model helps businesses accommodate different customer requirements without creating multiple products.
Configure Purchase Information
If vendors supply rental products, configure them under the Purchase tab.
You can define:
- Vendor
- Vendor Taxes
- Purchase Price
- Vendor Lead Time
- Control Policies
Keeping vendor information updated simplifies procurement whenever additional rental inventory becomes necessary.
Configure Inventory Settings
Inventory management plays a vital role in rental operations.
Within the Inventory tab, configure:
- Routes
- Warehouse Operations
- Responsible Person
- Customer Lead Time
- Weight
- Volume
- Packaging
Proper inventory settings ensure that rental products move efficiently between warehouses and customers.
Configure Accounting Information
Rental businesses must also maintain accurate financial records.
The Accounting tab allows you to configure:
- Income Account
- Expense Account
- Price Difference Account
- Account Tags
Since Odoo integrates Accounting with Rental Management, invoices and financial reports remain synchronized automatically.
Save the Rental Product
After completing all required information, click Save.
The rental product now becomes available for:
- Rental Quotations
- Rental Orders
- CRM Opportunities
- Sales Orders
- Website Rentals
Your business is now ready to accept rental requests.
Step 2: Receive Rental Requests through Odoo CRM
Most businesses receive rental enquiries from their website.
When customers complete the Contact Us form requesting rental information, Odoo automatically creates a new CRM lead.
This automation removes manual data entry and significantly reduces response time.
The generated lead typically contains:
- Customer Name
- Email Address
- Phone Number
- Company Name
- Subject
- Message
- Rental Requirement
Because the information transfers automatically, your sales team can start communicating with the customer immediately.
Step 3: Manage Rental Requests in Odoo CRM
Open the newly created lead inside the CRM module.
Here, sales representatives can review all customer information submitted through the website.
They can also add:
- Internal Notes
- Expected Revenue
- Salesperson
- Sales Team
- Priority
- Probability
- Activities
- Follow-up Tasks
As conversations continue, the CRM timeline records every interaction.
This centralized customer history helps sales teams provide faster and more personalized service.
Instead of searching through emails or spreadsheets, every communication remains available within one screen.
Step 4: Create a Rental Order from CRM
Once the customer confirms their interest, sales representatives can create a rental quotation directly from the CRM opportunity.
Click New Rental.
Odoo automatically opens the Rental Order screen while transferring customer information from CRM.
The order already includes important details such as:
- Customer
- Rental Period
- Expiration Date
- Pricelist
- Payment Terms
- Salesperson
Next, add rental products using either:
- Add a Product
- Catalog
Choose the required rental item and verify pricing, rental duration, and availability before confirming the quotation.
Because CRM and Rental modules remain fully integrated, no duplicate data entry is required.
Step 5: Confirm the Rental Order
After the customer approves the quotation, confirm the rental order.
At this stage, Odoo reserves the rental product and prepares it for delivery.
The system also updates rental schedules automatically, helping staff avoid double bookings and inventory conflicts.
Confirmation improves operational visibility across departments since warehouse teams immediately know which products require preparation.
Step 6: Generate the Customer Invoice
Once the rental order has been confirmed, invoicing becomes straightforward.
The standard workflow is:
Create Invoice → Confirm Draft Invoice → Register Payment → Validate Payment
Since Odoo Accounting integrates directly with Rental Management, invoice generation requires only a few clicks.
Businesses can also monitor:
- Outstanding invoices
- Customer payments
- Revenue reports
- Rental profitability
- Financial statements
Consequently, finance teams spend less time processing invoices and more time analysing business performance.
Benefits of Managing Rental Requests with Odoo 17 CRM
Combining Odoo CRM with the Rental Module provides significant operational advantages.
Businesses can capture enquiries automatically, convert leads into rental orders faster, monitor customer communication, and complete invoicing from one integrated platform.
Key business benefits include:
- Faster enquiry response times
- Centralized customer information
- Simplified rental product management
- Automated CRM lead creation
- Better inventory utilization
- Flexible rental pricing
- Accurate financial reporting
- Reduced manual data entry
- Improved customer experience
- Complete rental lifecycle management
These advantages enable businesses to increase efficiency while delivering a more professional rental experience.
Why Choose Infintor Solutions for Odoo Rental Management?
Implementing Odoo successfully requires technical expertise and industry knowledge. A properly configured Rental module ensures accurate pricing, efficient inventory management, seamless CRM integration, and reliable financial reporting.
At Infintor Solutions, we help businesses implement, customize, integrate, and optimize Odoo 17 Rental Management based on their operational requirements. Our certified Odoo experts provide end-to-end services, including implementation, customization, migration, integration, user training, and ongoing support.
Whether you are starting a new rental business or upgrading your existing ERP system, our team can help you build a scalable rental management solution that improves efficiency and supports long-term business growth.
Conclusion
This guide explained how to create and manage rental products and rental requests in Odoo 17 CRM using the powerful features available in Odoo 17. From configuring rental products and receiving customer enquiries to creating rental orders and processing invoices, every step becomes simpler through the seamless integration of the Rental and CRM modules.
Instead of relying on disconnected systems and manual processes, businesses can automate every stage of the rental lifecycle. This integration reduces administrative work, improves inventory utilization, accelerates sales, and enhances customer satisfaction.
If your organization is looking for a powerful ERP solution to manage rental operations, Odoo 17 Rental Management offers the flexibility and automation needed to support sustainable business growth.