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Capture Signatures in an Order

Signatures are used when a customer or store manager confirms and releases an order. If an order template has an assigned signature template, when you release an order, the system initiates the process to capture the store manager’s signature.

Required Editions

Ensure that the order isn’t in the Released status.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To capture a signature in an order:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

  1. On the order header of an order, tap Sign now.
  2. Note
    Note If signature steps aren’t defined for signature templates, the system releases the order, without showing the signature page.
    Get the store manager’s signature, and tap confirm.
    You can add a single store manager’s signature to an order. You can multiple signature by configuring multiple signature steps, one for each signature to include other signatures

The system stores the captured signatures on a device, and syncs them with an order. You can also view the captured signatures on the mobile device from the Release Info tab of an order.

See Also