diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst b/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst index 57056a69f..aa9787925 100644 --- a/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst +++ b/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst @@ -2,51 +2,77 @@ 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` diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/sign-and-pay-button.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/sign-and-pay-button.png new file mode 100644 index 000000000..11ec1a8e9 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_signature_to_validate/sign-and-pay-button.png differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-confirmation-tab.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-confirmation-tab.png deleted file mode 100644 index 6bb3751a3..000000000 Binary files a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-confirmation-tab.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-feature-quotation-template.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-feature-quotation-template.png new file mode 100644 index 000000000..9bb94b81d Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-feature-quotation-template.png differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png index 64df83856..d4acf559e 100644 Binary files a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png and b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png index 42dffee9e..c69ffcd8a 100644 Binary files a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png and b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-validate-order.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-validate-order.png deleted file mode 100644 index bebef7bd5..000000000 Binary files a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-validate-order.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/validate-order-popup.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/validate-order-popup.png new file mode 100644 index 000000000..c6e2745e1 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_signature_to_validate/validate-order-popup.png differ