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[IMP] sales: add customer signature tab on SOs

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KC (ksc) 2024-08-28 08:37:53 -07:00
parent 5ea7cefa23
commit 6b120411a3
2 changed files with 22 additions and 10 deletions
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content/applications/sales/sales/send_quotations/get_signature_to_validate.rst
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@ -23,20 +23,32 @@ Settings`, scroll to the :guilabel:`Quotations \& Orders` heading, and activate
Then, click the :guilabel:`Save` button in the top-left corner.
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-feature-quotation-template.png
:align: center
:alt: The Online confirmation signature option found on every quotation template in Odoo.
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: The online signature feature option in the Other Info tab of a quotation form in Odoo.
.. note::
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.
When in :doc:`Developer Mode <../../../general/developer_mode>`, a :guilabel:`Customer Signature`
tab appears on quotation/sales order forms. In the :guilabel:`Customer Signature` tab, there are
three tabs: :guilabel:`Signed By`, :guilabel:`Signed On`, and :guilabel:`Signature`.
.. image:: get_signature_to_validate/signature-feature-quotation-template.png
.. image:: get_signature_to_validate/customer-signature-tab.png
:align: center
:alt: The Online confirmation signature option found on every quotation template in Odoo.
:alt: The Customer Signature tab that appears on sales orders while in developer mode.
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: The online signature feature option in the Other Info tab of a quotation form in Odoo.
The :guilabel:`Signed By` field indicates who signed the quotation/sales order. The
:guilabel:`Signed On` field represents the date on which the signature was provided. The
:guilabel:`Signature` field, provides a visual representation of the provided signature.
Order confirmations with online signatures
==========================================

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