Capture Signature for Sales Order

This chapter describes how you can capture a signature for a sales order.

Note

Print signature area in Reports
Our report design app (Beyond ReportsV2) allows you to print digitally captured signatures in reports. The corresponding setting can be found in the chapter Beyond ReportsV2: Define Print Settings under Signature Area. This option must be activated if the captured signatures are to be printed in the report. If you have any questions on this topic, please contact us, our contact details can be found in the chapter Preface.

To capture a signature for a sales order, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Sales Orders and click on the corresponding search result.
  3. The Sales Orders list is displayed.
  4. Select the sales order from the list for which you would like to capture a signature.
  5. The card of the sales order is displayed.
  6. From the main menu, select the option Print/Send > Signature.
    capture-signature-for-sales-order
  7. The Signature Pad window is displayed.
    capture-signature-dialog
  8. If required, you can edit the field values in the Name and City fields. By default, these are filled with information from the document card.
  9. Have the business partner sign it.
    signature-captured
  10. After entering the signature, you can save it by clicking the Save button.
  11. Close the Signature Pad window.

You have captured a signature.