[IMP] sales: update online signature

This commit is contained in:
cdu-odoo 2020-02-07 14:33:23 +01:00 committed by GitHub
parent 7f16f62bf9
commit ae9b5e9048
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
6 changed files with 36 additions and 15 deletions

View File

@ -2,31 +2,52 @@
Get a signature to confirm an order
===================================
You can use online signature to get orders automatically confirmed. Both
you and your customer will save time by using this feature compared to a
traditional process.
Online signatures are like electronic "fingerprints". By using them on Odoo, you will get
automatic orders confirmation. You and your customers will save a lot of time by using this
feature compared to a traditional process.
Activate online signature
=========================
Go to :menuselection:`SALES --> Configuration --> Settings` and activate
the *Online Signature & Payment* feature.
Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Signature**
feature.
.. image:: media/getsignaturetovalidate01.png
:align: center
.. image:: media/signature_1.png
:align: center
:class: img-thumbnail
:alt: How to enable online signature on Odoo Sales?
.. note::
If you are using :doc:`quotation templates <quote_template>`, you can also pick a default setting
for each template.
If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the
**Online Signature** feature for each quotation template you use, under their confirmation tab.
Example:
Validate an order with a signature
==================================
.. image:: media/signature_2.png
:align: center
:class: img-thumbnail
:alt: How to enable online signature on Odoo Sales?
When you sent a quotation to your client, they can accept it and sign online instantly.
Confirm an order with a signature
=================================
.. image:: media/getsignaturetovalidate02.png
:align: center
When you send quotations to clients, they can instantly accept and sign it online. When they
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:
Once signed the quotation will be confirmed and delivery will start.
.. image:: media/signature_3.png
:align: center
:class: img-thumbnail
: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
will be paid and confirmed, a delivery order will be created automatically by Odoo.
.. tip::
Be careful that delivery orders are only generated for storable products and if the
**Inventory app** is already installed.
.. seealso::
- :doc:`quote_template`

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.1 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 40 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 3.2 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 4.1 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 26 KiB