-
Notifications
You must be signed in to change notification settings - Fork 10.6k
[IMP] sales: updated get signature for validation doc for RST formatting #4460
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Closed
Closed
Changes from all commits
Commits
File filter
Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
There are no files selected for viewing
71 changes: 36 additions & 35 deletions
71
content/applications/sales/sales/send_quotations/get_signature_to_validate.rst
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -1,51 +1,52 @@ | ||
| =================================== | ||
| Get a signature to confirm an order | ||
| =================================== | ||
| ========================================= | ||
| Online signatures for order confirmations | ||
| ========================================= | ||
|
|
||
| Online signatures are like electronic "fingerprints". By using them on Odoo, you will get | ||
| automatic orders confirmation. You and your customers will save a lot of time by using this | ||
| feature compared to a traditional process. | ||
| The Odoo *Sales* application provides customers with the ability to confirm orders via an online | ||
| signature directly on the sales order. Once the sales order is electronically signed by the | ||
| customer, the salesperson attached to the sales order is automatically notified that the order is | ||
| confirmed. | ||
|
|
||
| Activate online signature | ||
| ========================= | ||
| Activate online signatures | ||
| ========================== | ||
|
|
||
| Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Signature** | ||
| feature. | ||
| To activate the *online signature* feature, go to :menuselection:`Sales app --> Configuration --> | ||
| Settings`, scroll to the :guilabel:`Quotations & Orders` heading, and activate the :guilabel:`Online | ||
| Signature` feature by checking the box beside it. Then, click the :guilabel:`Save` button in the | ||
| top-left corner. | ||
|
|
||
| .. image:: get_signature_to_validate/signature_1.png | ||
| .. image:: get_signature_to_validate/signature-setting.png | ||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. This image is "ok" however it's more helpful to include surrounding UI elements to act as directional queues for the reader. Otherwise we're just showing the setting as an "island" and not a part of a "whole" section or dashboard. |
||
| :align: center | ||
| :class: img-thumbnail | ||
| :alt: How to enable online signature on Odoo Sales? | ||
| :alt: How to enable online signature in Odoo Sales settings. | ||
|
|
||
| .. note:: | ||
| If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the | ||
| **Online Signature** feature for each quotation template you use, under their confirmation tab. | ||
| Example: | ||
| On quotation templates, the :guilabel:`Online Signature` feature is located under the | ||
| :guilabel:`Confirmation` tab. | ||
|
|
||
| .. image:: get_signature_to_validate/signature_2.png | ||
| .. image:: get_signature_to_validate/signature-confirmation-tab.png | ||
| :align: center | ||
| :class: img-thumbnail | ||
| :alt: How to enable online signature on Odoo Sales? | ||
| :alt: How to enable online signature on a quotation template. | ||
|
|
||
| Confirm an order with a signature | ||
| ================================= | ||
| On standard quotations, the :guilabel:`Online Signature` feature is located under the | ||
| :guilabel:`Other Info` tab. | ||
|
|
||
| When you send quotations to clients, they can instantly accept and sign it online. When they | ||
| click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the | ||
| field with an automated signature or load a file from their computer. Here below, it is an example | ||
| of an automated signature: | ||
| .. image:: get_signature_to_validate/signature-other-info-tab.png | ||
| :align: center | ||
| :alt: How to enable online signature on standard quotations. | ||
|
|
||
| .. image:: get_signature_to_validate/signature_3.png | ||
| :align: center | ||
| :class: img-thumbnail | ||
| :alt: How to confirm an order with a signature on Odoo Sales? | ||
| Order confirmations with online signatures | ||
| ========================================== | ||
|
|
||
| Once signed, you will have the possibility to choose your payment methods. Then, when the quotation | ||
| will be paid and confirmed, a delivery order will be created automatically by Odoo. | ||
| When quotations are sent to clients, there's an option for them to :guilabel:`Sign & Pay` directly | ||
| on the quotation in the online customer portal. When clicked, clients have the option to draw a | ||
| signature, fill in the field with an automated signature, or load a file from their computer. | ||
|
|
||
| .. image:: get_signature_to_validate/signature-validate-order.png | ||
| :align: center | ||
| :alt: How to confirm an order with a signature on Odoo Sales. | ||
|
|
||
| .. tip:: | ||
| Be careful that delivery orders are only generated for storable products and if the | ||
| **Inventory app** is already installed. | ||
| Once signed, the various payment method options become available. Then, when the quotation is paid | ||
| and confirmed, a delivery order is automatically created (if the Odoo *Inventory* app is installed). | ||
|
|
||
| .. seealso:: | ||
| - :doc:`quote_template` | ||
| :doc:`/applications/sales/sales/send_quotations/quote_template` | ||
File renamed without changes
Binary file added
BIN
+20.9 KB
...es/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
File renamed without changes
File renamed without changes
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
There was a problem hiding this comment.
Choose a reason for hiding this comment
The reason will be displayed to describe this comment to others. Learn more.
word choice