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Sign Field Service Sales Orders

Project description

Odoo Community Association

Field Service - Sales Sign

Beta License: AGPL-3 OCA/field-service Translate me on Weblate Try me on Runboat

This module allows you to sign a sale order from the field service app. This is useful for workers who need to get customer approval on-site before proceeding with the work.

Table of contents

Usage

  1. Create or edit a product, and enable the option “Create FSM Order” in its configuration.

  2. Create a Sales Order (SO) that includes this product.

  3. Confirm the Sales Order.

  4. Navigate to the FSM Order from the Sales Order or via the Field Service menu.

  5. In the FSM Order form view, you will see a “Sign” button.

  6. Click the button to capture the customer’s signature. The signature will be saved on both the FSM Order and the linked Sales Order.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • APSL-Nagarro

Contributors

APSL-Nagarro:

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

BernatObrador

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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