[IMP] sales: updated get siganture for validation doc for RST formatting
closes odoo/documentation#5303
X-original-commit: 6c38992016
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -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
|
The Odoo *Sales* application provides customers with the ability to confirm orders via an online
|
||||||
automatic orders confirmation. You and your customers will save a lot of time by using this
|
signature directly on the sales order. Once the sales order is electronically signed by the
|
||||||
feature compared to a traditional process.
|
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**
|
To activate the *online signature* feature, go to :menuselection:`Sales app --> Configuration -->
|
||||||
feature.
|
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
|
||||||
:align: center
|
:align: center
|
||||||
:class: img-thumbnail
|
:alt: How to enable online signature in Odoo Sales settings.
|
||||||
:alt: How to enable online signature on Odoo Sales?
|
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the
|
On quotation templates, the :guilabel:`Online Signature` feature is located under the
|
||||||
**Online Signature** feature for each quotation template you use, under their confirmation tab.
|
:guilabel:`Confirmation` tab.
|
||||||
Example:
|
|
||||||
|
|
||||||
.. image:: get_signature_to_validate/signature_2.png
|
.. image:: get_signature_to_validate/signature-confirmation-tab.png
|
||||||
:align: center
|
:align: center
|
||||||
:class: img-thumbnail
|
:alt: How to enable online signature on a quotation template.
|
||||||
:alt: How to enable online signature on Odoo Sales?
|
|
||||||
|
|
||||||
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
|
.. image:: get_signature_to_validate/signature-other-info-tab.png
|
||||||
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_3.png
|
|
||||||
:align: center
|
:align: center
|
||||||
:class: img-thumbnail
|
:alt: How to enable online signature on standard quotations.
|
||||||
:alt: How to confirm an order with a signature on Odoo Sales?
|
|
||||||
|
|
||||||
Once signed, you will have the possibility to choose your payment methods. Then, when the quotation
|
Order confirmations with online signatures
|
||||||
will be paid and confirmed, a delivery order will be created automatically by Odoo.
|
==========================================
|
||||||
|
|
||||||
.. tip::
|
When quotations are sent to clients, there's an option for them to :guilabel:`Sign & Pay` directly
|
||||||
Be careful that delivery orders are only generated for storable products and if the
|
on the quotation in the online customer portal. When clicked, clients have the option to draw a
|
||||||
**Inventory app** is already installed.
|
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.
|
||||||
|
|
||||||
|
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::
|
.. seealso::
|
||||||
- :doc:`quote_template`
|
:doc:`/applications/sales/sales/send_quotations/quote_template`
|
||||||
|
Before Width: | Height: | Size: 4.1 KiB After Width: | Height: | Size: 4.1 KiB |
After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 3.2 KiB After Width: | Height: | Size: 3.2 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |