[IMP] sales: update get signature to validate for 16

closes odoo/documentation#6871

X-original-commit: e1bed7ee7c
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2023-08-08 13:56:01 -07:00 committed by Sam Lieber (sali)
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Online signatures for order confirmations
=========================================
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
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 instantly notified that the order is
confirmed.
Activate online signatures
==========================
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.
In order to have customers confirm orders with an online signature, the *Online Signature* feature
**must** be activated.
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.
.. image:: get_signature_to_validate/signature-setting.png
:align: center
:alt: How to enable online signature in Odoo Sales settings.
:alt: The Online Signature feature option in the Settings of the Odoo Sales application.
Then, click the :guilabel:`Save` button in the top-left corner.
.. note::
On quotation templates, the :guilabel:`Online Signature` feature is located under the
:guilabel:`Confirmation` tab.
When making a quotation template, the online signature feature is the :guilabel:`Signature`
option, located in the :guilabel:`Online confirmation` field of the quotation template form.
.. image:: get_signature_to_validate/signature-confirmation-tab.png
.. image:: get_signature_to_validate/signature-feature-quotation-template.png
:align: center
:alt: How to enable online signature on a quotation template.
:alt: The Online confirmation signature option found on every quotation template in Odoo.
On standard quotations, the :guilabel:`Online Signature` feature is located under the
:guilabel:`Other Info` tab.
On standard quotations, the online signature feature is the :guilabel:`Signature` option, located
under the :guilabel:`Other Info` tab of the quotation form.
.. image:: get_signature_to_validate/signature-other-info-tab.png
:align: center
:alt: How to enable online signature on standard quotations.
:alt: The online signature feature option in the Other Info tab of a quotation form in Odoo.
Order confirmations with online signatures
==========================================
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.
When clients access quotations online through their customer portal, there's a :guilabel:`Sign \&
Pay` button directly on the quotation.
.. image:: get_signature_to_validate/signature-validate-order.png
.. image:: get_signature_to_validate/sign-and-pay-button.png
:align: center
:alt: How to confirm an order with a signature on Odoo Sales.
:alt: The Sign and Pay button present on online quotations in 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).
When clicked, a :guilabel:`Validate Order` pop-up window appears. In this pop-up window, the
:guilabel:`Full Name` field is auto-populated, based on the contact information in the database.
.. image:: get_signature_to_validate/validate-order-popup.png
:align: center
:alt: The Validate Order pop-up window for online signatures in Odoo Sales.
Then, customers have the option to enter an online signature with any of the following options:
:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`.
:guilabel:`Auto` lets Odoo automatically generate an online signature based on the information in
the :guilabel:`Full Name` field. :guilabel:`Draw` lets the customer use the cursor to create a
custom signature directly on the pop-up window. And :guilabel:`Load` lets the customer upload a
previously-created signature file from their computer.
After the customer has chosen any of the three previously mentioned signature options
(:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`), they will click the :guilabel:`Accept \&
Sign` button.
When :guilabel:`Accept \& Sign` is clicked, the various payment method options become available for
them to choose from (if the *online payment* option applies to this quotation).
Then, when the quotation is paid and confirmed, a delivery order is automatically created (if the
Odoo *Inventory* app is installed).
.. seealso::
:doc:`/applications/sales/sales/send_quotations/quote_template`
- :doc:`quote_template`
- :doc:`get_paid_to_validate`

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