Online handtekeningen voor orderbevestigingen¶

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.

Online handtekeningen activeren¶

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 Sales app ‣ Configuration ‣ Settings, scroll to the Quotations & Orders heading, and activate the Online Signature feature by checking the box beside it.

Then, click the Save button in the top-left corner.

Notitie

When making a quotation template, the online signature feature is the Signature option, located in the Online confirmation field of the quotation template form.

On standard quotations, the online signature feature is the Signature option, located under the Other Info tab of the quotation form.

Orderbevestigingen met online handtekeningen¶

When clients access quotations online through their customer portal, there’s a Sign & Pay button directly on the quotation.

When clicked, a Validate Order pop-up window appears. In this pop-up window, the Full Name field is auto-populated, based on the contact information in the database.

Vervolgens hebben klanten de mogelijkheid om een online handtekening in te voeren met een van de volgende opties: Auto, Tekenen, of Laden.

Auto lets Odoo automatically generate an online signature based on the information in the Full Name field. Draw lets the customer use the cursor to create a custom signature directly on the pop-up window. And Load lets the customer upload a previously-created signature file from their computer.

Nadat de klant een van de drie eerder genoemde handtekeningopties heeft gekozen (Auto, Tekenen of Laden), klikt hij op de knop Accepteren en ondertekenen.

When 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).

Als de offerte is betaald en bevestigd, wordt er automatisch een leveringsorder aangemaakt (als de Odoo Inventory app is geïnstalleerd).