[IMP] sales: update get signature to validate for 16
closes odoo/documentation#6863
X-original-commit: e1bed7ee7c
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -2,51 +2,77 @@
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Online signatures for order confirmations
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Online signatures for order confirmations
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=========================================
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=========================================
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The Odoo *Sales* application provides customers with the ability to confirm orders via an online
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The Odoo *Sales* application provides customers with the ability to confirm orders, via an online
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signature directly on the sales order. Once the sales order is electronically signed by the
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signature, directly on the sales order. Once the sales order is electronically signed by the
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customer, the salesperson attached to the sales order is automatically notified that the order is
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customer, the salesperson attached to the sales order is instantly notified that the order is
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confirmed.
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confirmed.
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Activate online signatures
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Activate online signatures
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==========================
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==========================
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To activate the *online signature* feature, go to :menuselection:`Sales app --> Configuration -->
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In order to have customers confirm orders with an online signature, the *Online Signature* feature
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Settings`, scroll to the :guilabel:`Quotations & Orders` heading, and activate the :guilabel:`Online
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**must** be activated.
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Signature` feature by checking the box beside it. Then, click the :guilabel:`Save` button in the
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top-left corner.
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To activate the *Online Signature* feature, go to :menuselection:`Sales app --> Configuration -->
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Settings`, scroll to the :guilabel:`Quotations \& Orders` heading, and activate the
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:guilabel:`Online Signature` feature by checking the box beside it.
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.. image:: get_signature_to_validate/signature-setting.png
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.. image:: get_signature_to_validate/signature-setting.png
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:align: center
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:align: center
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:alt: How to enable online signature in Odoo Sales settings.
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:alt: The Online Signature feature option in the Settings of the Odoo Sales application.
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Then, click the :guilabel:`Save` button in the top-left corner.
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.. note::
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.. note::
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On quotation templates, the :guilabel:`Online Signature` feature is located under the
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When making a quotation template, the online signature feature is the :guilabel:`Signature`
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:guilabel:`Confirmation` tab.
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option, located in the :guilabel:`Online confirmation` field of the quotation template form.
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.. image:: get_signature_to_validate/signature-confirmation-tab.png
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.. image:: get_signature_to_validate/signature-feature-quotation-template.png
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:align: center
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:align: center
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:alt: How to enable online signature on a quotation template.
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:alt: The Online confirmation signature option found on every quotation template in Odoo.
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On standard quotations, the :guilabel:`Online Signature` feature is located under the
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On standard quotations, the online signature feature is the :guilabel:`Signature` option, located
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:guilabel:`Other Info` tab.
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under the :guilabel:`Other Info` tab of the quotation form.
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.. image:: get_signature_to_validate/signature-other-info-tab.png
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.. image:: get_signature_to_validate/signature-other-info-tab.png
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:align: center
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:align: center
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:alt: How to enable online signature on standard quotations.
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:alt: The online signature feature option in the Other Info tab of a quotation form in Odoo.
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Order confirmations with online signatures
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Order confirmations with online signatures
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==========================================
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==========================================
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When quotations are sent to clients, there's an option for them to :guilabel:`Sign & Pay` directly
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When clients access quotations online through their customer portal, there's a :guilabel:`Sign \&
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on the quotation in the online customer portal. When clicked, clients have the option to draw a
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Pay` button directly on the quotation.
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signature, fill in the field with an automated signature, or load a file from their computer.
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.. image:: get_signature_to_validate/signature-validate-order.png
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.. image:: get_signature_to_validate/sign-and-pay-button.png
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:align: center
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:align: center
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:alt: How to confirm an order with a signature on Odoo Sales.
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:alt: The Sign and Pay button present on online quotations in Odoo Sales.
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Once signed, the various payment method options become available. Then, when the quotation is paid
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When clicked, a :guilabel:`Validate Order` pop-up window appears. In this pop-up window, the
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and confirmed, a delivery order is automatically created (if the Odoo *Inventory* app is installed).
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:guilabel:`Full Name` field is auto-populated, based on the contact information in the database.
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.. image:: get_signature_to_validate/validate-order-popup.png
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:align: center
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:alt: The Validate Order pop-up window for online signatures in Odoo Sales.
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Then, customers have the option to enter an online signature with any of the following options:
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:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`.
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:guilabel:`Auto` lets Odoo automatically generate an online signature based on the information in
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the :guilabel:`Full Name` field. :guilabel:`Draw` lets the customer use the cursor to create a
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custom signature directly on the pop-up window. And :guilabel:`Load` lets the customer upload a
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previously-created signature file from their computer.
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After the customer has chosen any of the three previously mentioned signature options
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(:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`), they will click the :guilabel:`Accept \&
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Sign` button.
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When :guilabel:`Accept \& Sign` is clicked, the various payment method options become available for
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them to choose from (if the *online payment* option applies to this quotation).
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Then, when the quotation is paid and confirmed, a delivery order is automatically created (if the
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Odoo *Inventory* app is installed).
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.. seealso::
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.. seealso::
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:doc:`/applications/sales/sales/send_quotations/quote_template`
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- :doc:`quote_template`
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- :doc:`get_paid_to_validate`
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