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[IMP] sales: added customer signature tab shown in developer mode
closes odoo/documentation#15199
X-original-commit: 9730ae3b14
Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
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@@ -2,7 +2,7 @@
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Online signatures for order confirmations
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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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customer, the salesperson attached to the sales order is instantly notified that the order is
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confirmed.
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@@ -18,7 +18,6 @@ Settings`, scroll to the :guilabel:`Quotations \& Orders` heading, and activate
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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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:align: center
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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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@@ -28,14 +27,12 @@ Then, click the :guilabel:`Save` button in the top-left corner.
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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-feature-quotation-template.png
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:align: center
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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 online signature feature is the :guilabel:`Signature` option, located
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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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:align: center
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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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@@ -45,14 +42,12 @@ When clients access quotations online through their customer portal, there's a :
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Pay` button directly on the quotation.
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.. image:: get_signature_to_validate/sign-and-pay-button.png
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:align: center
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:alt: The Sign and Pay button present on online quotations in Odoo Sales.
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When clicked, a :guilabel:`Validate Order` pop-up window appears. In this pop-up window, the
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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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@@ -71,8 +66,22 @@ When :guilabel:`Accept \& Sign` is clicked, the various payment method options b
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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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Odoo **Inventory** app is installed).
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View online signatures in Developer Mode
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----------------------------------------
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Clients can view the online signature in :ref:`developer mode <developer-mode>`.
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To view a online signature from a paid invoice, go to :menuselection:`Sales app --> Orders -->
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Orders` and select the desired sales order. A new tab, :guilabel:`Customer Signature`, is available.
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Click the tab to view the electronic signature as well as the :guilabel:`Signed By` and
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:guilabel:`Signed On` information.
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.. image:: get_signature_to_validate/customer-signature-tab.png
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:alt: The Customer Signature tab on a sales order when in Developer Mode.
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.. seealso::
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- :doc:`quote_template`
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- :doc:`get_paid_to_validate`
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