|
1 | | -=================================== |
2 | | -Get a signature to confirm an order |
3 | | -=================================== |
| 1 | +========================================= |
| 2 | +Online signatures for order confirmations |
| 3 | +========================================= |
4 | 4 |
|
5 | | -Online signatures are like electronic "fingerprints". By using them on Odoo, you will get |
6 | | -automatic orders confirmation. You and your customers will save a lot of time by using this |
7 | | -feature compared to a traditional process. |
| 5 | +The Odoo *Sales* application provides customers with the ability to confirm orders via an online |
| 6 | +signature directly on the sales order. Once the sales order is electronically signed by the |
| 7 | +customer, the salesperson attached to the sales order is automatically notified that the order is |
| 8 | +confirmed. |
8 | 9 |
|
9 | | -Activate online signature |
10 | | -========================= |
| 10 | +Activate online signatures |
| 11 | +========================== |
11 | 12 |
|
12 | | -Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Signature** |
13 | | -feature. |
| 13 | +To activate the *online signature* feature, go to :menuselection:`Sales app --> Configuration --> |
| 14 | +Settings`, scroll to the :guilabel:`Quotations & Orders` heading, and activate the :guilabel:`Online |
| 15 | +Signature` feature by checking the box beside it. Then, click the :guilabel:`Save` button in the |
| 16 | +top-left corner. |
14 | 17 |
|
15 | | -.. image:: get_signature_to_validate/signature_1.png |
| 18 | +.. image:: get_signature_to_validate/signature-setting.png |
16 | 19 | :align: center |
17 | | - :class: img-thumbnail |
18 | | - :alt: How to enable online signature on Odoo Sales? |
| 20 | + :alt: How to enable online signature in Odoo Sales settings. |
19 | 21 |
|
20 | 22 | .. note:: |
21 | | - If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the |
22 | | - **Online Signature** feature for each quotation template you use, under their confirmation tab. |
23 | | - Example: |
| 23 | + On quotation templates, the :guilabel:`Online Signature` feature is located under the |
| 24 | + :guilabel:`Confirmation` tab. |
24 | 25 |
|
25 | | - .. image:: get_signature_to_validate/signature_2.png |
| 26 | + .. image:: get_signature_to_validate/signature-confirmation-tab.png |
26 | 27 | :align: center |
27 | | - :class: img-thumbnail |
28 | | - :alt: How to enable online signature on Odoo Sales? |
| 28 | + :alt: How to enable online signature on a quotation template. |
29 | 29 |
|
30 | | -Confirm an order with a signature |
31 | | -================================= |
| 30 | + On standard quotations, the :guilabel:`Online Signature` feature is located under the |
| 31 | + :guilabel:`Other Info` tab. |
32 | 32 |
|
33 | | -When you send quotations to clients, they can instantly accept and sign it online. When they |
34 | | -click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the |
35 | | -field with an automated signature or load a file from their computer. Here below, it is an example |
36 | | -of an automated signature: |
| 33 | + .. image:: get_signature_to_validate/signature-other-info-tab.png |
| 34 | + :align: center |
| 35 | + :alt: How to enable online signature on standard quotations. |
37 | 36 |
|
38 | | -.. image:: get_signature_to_validate/signature_3.png |
39 | | - :align: center |
40 | | - :class: img-thumbnail |
41 | | - :alt: How to confirm an order with a signature on Odoo Sales? |
| 37 | +Order confirmations with online signatures |
| 38 | +========================================== |
42 | 39 |
|
43 | | -Once signed, you will have the possibility to choose your payment methods. Then, when the quotation |
44 | | -will be paid and confirmed, a delivery order will be created automatically by Odoo. |
| 40 | +When quotations are sent to clients, there's an option for them to :guilabel:`Sign & Pay` directly |
| 41 | +on the quotation in the online customer portal. When clicked, clients have the option to draw a |
| 42 | +signature, fill in the field with an automated signature, or load a file from their computer. |
| 43 | + |
| 44 | +.. image:: get_signature_to_validate/signature-validate-order.png |
| 45 | + :align: center |
| 46 | + :alt: How to confirm an order with a signature on Odoo Sales. |
45 | 47 |
|
46 | | -.. tip:: |
47 | | - Be careful that delivery orders are only generated for storable products and if the |
48 | | - **Inventory app** is already installed. |
| 48 | +Once signed, the various payment method options become available. Then, when the quotation is paid |
| 49 | +and confirmed, a delivery order is automatically created (if the Odoo *Inventory* app is installed). |
49 | 50 |
|
50 | 51 | .. seealso:: |
51 | | - - :doc:`quote_template` |
| 52 | + :doc:`/applications/sales/sales/send_quotations/quote_template` |
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