[IMP] sales: updated get siganture for validation doc for RST formatting
closes odoo/documentation#5298
X-original-commit: 6c38992016
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -1,51 +1,52 @@
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===================================
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Get a signature to confirm an order
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===================================
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=========================================
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Online signatures for order confirmations
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=========================================
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Online signatures are like electronic "fingerprints". By using them on Odoo, you will get
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automatic orders confirmation. You and your customers will save a lot of time by using this
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feature compared to a traditional process.
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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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customer, the salesperson attached to the sales order is automatically notified that the order is
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confirmed.
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Activate online signature
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=========================
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Activate online signatures
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==========================
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Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Signature**
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feature.
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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 :guilabel:`Online
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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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.. image:: get_signature_to_validate/signature_1.png
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.. image:: get_signature_to_validate/signature-setting.png
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:align: center
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:class: img-thumbnail
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:alt: How to enable online signature on Odoo Sales?
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:alt: How to enable online signature in Odoo Sales settings.
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.. note::
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If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the
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**Online Signature** feature for each quotation template you use, under their confirmation tab.
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Example:
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On quotation templates, the :guilabel:`Online Signature` feature is located under the
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:guilabel:`Confirmation` tab.
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.. image:: get_signature_to_validate/signature_2.png
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.. image:: get_signature_to_validate/signature-confirmation-tab.png
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:align: center
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:class: img-thumbnail
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:alt: How to enable online signature on Odoo Sales?
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:alt: How to enable online signature on a quotation template.
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Confirm an order with a signature
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=================================
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On standard quotations, the :guilabel:`Online Signature` feature is located under the
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:guilabel:`Other Info` tab.
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When you send quotations to clients, they can instantly accept and sign it online. When they
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click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the
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field with an automated signature or load a file from their computer. Here below, it is an example
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of an automated signature:
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.. image:: get_signature_to_validate/signature-other-info-tab.png
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:align: center
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:alt: How to enable online signature on standard quotations.
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.. image:: get_signature_to_validate/signature_3.png
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Order confirmations with online signatures
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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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on the quotation in the online customer portal. When clicked, clients have the option to draw a
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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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:align: center
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:class: img-thumbnail
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:alt: How to confirm an order with a signature on Odoo Sales?
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:alt: How to confirm an order with a signature on Odoo Sales.
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Once signed, you will have the possibility to choose your payment methods. Then, when the quotation
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will be paid and confirmed, a delivery order will be created automatically by Odoo.
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.. tip::
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Be careful that delivery orders are only generated for storable products and if the
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**Inventory app** is already installed.
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Once signed, the various payment method options become available. Then, when the quotation is paid
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and confirmed, a delivery order is automatically created (if the Odoo *Inventory* app is installed).
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.. seealso::
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- :doc:`quote_template`
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:doc:`/applications/sales/sales/send_quotations/quote_template`
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